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Bring over customers and prices

Export your customer list from your old app, or use a spreadsheet, and drop the file into Crewbird. It matches the columns and flags customers whose email or phone is already there. You check what it found before anything is saved.

  • Customers: names, phones, emails, addresses and notes.
  • Price book: services, products, prices and whether they are taxed. Start from a template for your trade.
  • Past jobs can follow as each customer's history. Past invoices and payments stay behind.

If the columns look odd, pick the right one from a list. More on switching.

Still stuck?

No contract. Your crew is set up in an afternoon.

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