You switch contractor software without losing data by exporting everything first, importing what the new platform accepts, and running one dated cutover week, and by refusing to cancel the old subscription until the new system has carried real jobs. Done in that order, the move costs a weekend of admin, not your history.
The order matters more than the effort. Every horror story about a switch traces back to the same two mistakes: cancelling before exporting, or running both systems with no cutover date until the crew gives up on the new one.
Contacts as a CSV. Jobs and estimates as PDFs. Invoices and payment history as whatever your platform exports. Photos in original resolution. Do this while you are still a paying customer in good standing, because export features have a way of getting less helpful after you hit cancel. Park it all in a dated folder you never delete.
Contacts import almost everywhere. Job history, estimate line items, and custom fields vary by platform, so ask the specific question: "which of these files can you load, and what lands where?" Whatever does not import still exists in your export folder. Losing data in a switch is almost always a failure to export, not a failure to import.
If your current platform hosts your site, this is the step that scares people, and it is the one Evalation flattened: moving your website over takes about four clicks, and your site keeps its SEO. Your domain, your pages, your rankings come along. No rebuild project, no agency invoice.
Pick a Monday. From that Monday, every new lead, estimate, and job starts in the new system, no exceptions. Jobs already in flight finish where they started. Running two systems forever is how switches die; a single dated cutover with a short overlap is how they stick.
When the new platform has taken a lead to a sent estimate and an invoice to a payment, your real workflow end to end, then cancel the old subscription. Not before. The overlap costs you one month of double subscription and buys you a retreat path you will probably never need.
Most switches do not start with a feature wish. They start with a price increase, a per-seat invoice that grew past the value, or a ceiling: no real estimating, no job costing, an "upgrade to access" wall in front of something basic. If that is where you are, the fear of losing data is the only thing holding the subscription in place. That fear is handled by the five steps above.
What the steps cannot handle is the risk that the new platform does not earn its keep. That one Evalation takes off your plate entirely: If your gross profit in your first 30 days isn't at least 32% higher than your average month over the 60 days before you joined, your first month is refunded. Full terms on the pricing page.
No. Reviews live on your Google Business Profile, which belongs to your business, not to your software. The same goes for your domain name. What you need to protect in a switch is your own operating data: contacts, jobs, estimates, and photos.
The export is an afternoon. The website move to Evalation is about four clicks. The cutover is one week of running new work in the new system. Most of the calendar time in a switch is hesitation, not work.
Finish them in the old system and start everything new in the new one. A short overlap costs one extra month of the old subscription and keeps every in-flight job clean. Migrating a half-done job between systems creates the exact confusion you are switching to escape.
The subscription is the published rate, $297 per month for the first 50 founding members, locked for life, with no per-user fees. There is no implementation fee and no migration charge, and every membership starts with a free 14-day trial. See /pricing and the side-by-side at /compare/jobtread.
Evalation is built for residential contractors doing $700K to $3.5M a year who have outgrown entry-level tools but refuse enterprise pricing and enterprise implementation.
Export, import, cut over. The 32% Guarantee carries the risk while you prove the new system on your own jobs. Full pricing at /pricing, cost comparisons at the software cost guide.
Free 14-day trial, then the Founding Member rate.