Migrate to JobTread Without the Guesswork
Moving from BuilderTrend, CoConstruct, or spreadsheets? We've done dozens of migrations. You get a battle-tested process, not 6 months of trial and error.
You Chose the Right Software. The Migration is Taking Forever.
Sound familiar? You're not alone.
"I signed up 3 months ago. Still using the old system because I can't figure out how to migrate properly."
"I'm paying for TWO systems right now while JobTread sits mostly empty."
"My CSM is helpful, but they're not migrating my business. I am. And I don't have time."
"I started to import some stuff and realized, yeah, I can't figure this out on my own."
"Every week delayed is another week of manual workarounds and double entry."
"I know ONE mistake in setup costs more than hiring help. But where do I even start?"
The Three Paths (And Why Only One Works)
We've seen every migration approach. Here's the honest truth.
DIY It
- • Timeline: 6-12 months (if you're lucky)
- • Hidden cost: Your hourly rate × 100+ hours
- • Risk: Set it up wrong, only discover months later
- • Outcome: Only using 30% of features, team is frustrated
Rely on CSM
- • They're great at the software, not your business
- • 30-minute increments, not deep dives
- • Reactive to your problems, not proactive
- • Outcome: "Implemented" but not optimized
Complete Migration
- ✓ Set timeline to fully live (8-12 weeks is typical)
- ✓ Fixed investment: You know the cost upfront
- ✓ Minimized risk using our proven AAA framework
- ✓ Outcome: Using 80%+ of features from day one
Our Complete Migration Service
Our two-phase approach to get you into JobTread seamlessly.
Migration Blueprint
$2,000
A 2 week diagnostic where we review your old system, QuickBooks structure, and business processes. You get a complete migration roadmap.
What you get:
- ✓ Implementation roadmap - what we will build and train for your team
- ✓ Technical Architecture - our specific findings and recommendations
- ✓ Three (3) calls with your team
- ✓ Complete review of your existing business processes and how they will work in JobTread
- ✓ Timeline and go-live strategy
Done-For-You Migration
$10,000 to $20,000
A complete implementation to migrate you into JobTread in 8-12 weeks. We build everything and you approve before go-live.
What we build includes:
- ✓ Cost codes matched to QuickBooks
- ✓ Estimate & schedule templates
- ✓ Document templates (proposals, contracts, COs)
- ✓ Customer/vendor data import (cleaned)
- ✓ 3rd party integrations
- ✓ Workflows and automations
- ✓ Training included for each role
Smith + Co were amazing. They thoroughly understand the JobTread platform, how it functions, and how it interfaces with QBO and other outside programs. They took our estimating and schedule templates from our previous software and set them up perfectly. They created our templates, trained our field guys and our executive team. I could not imagine trying to set up JobTread on my own and owe a deep appreciation and gratitude to Smith + Co for all the support they have given us.
DAVID THOMPSON, PRESIDENT @ WINDS OF CHANGE
Everything We Build For You
A complete JobTread setup, customized for your business.
What to Migrate (And What to Leave Behind)
Not everything needs to come over. Here's what we typically recommend.
Always Migrate
- • Customer/client list (active)
- • Vendor/supplier list (active)
- • Cost codes/catalog structure
- • Document templates
Usually Migrate
- • Open estimates/proposals
- • Jobs in early stages
- • Key vendor pricing
Rarely Migrate
- • Jobs in production (too risky)
- • Historic job data
- • Old schedules/tasks
- • Archived documents
Our typical recommendation is to set a cutoff date. Old jobs stay in your existing system until complete. New jobs start in JobTread after a cutoff date. This approach gets you live faster, but we can make a gameplan together for migrating the data that matters to you.
Migration Questions
Do I need to stop working while we migrate?
No. We work around your business. Keep using your old system until the cutoff date.
What about jobs already in progress?
We typically recommend finishing them out in your old system. Unless there is a very good reason to migrate them, it is extremely risky and time-consuming to migrate them mid-stream. We will explore our recommended approach during the blueprint phase.
What if we're also moving QuickBooks Desktop to Online?
We can help coordinate with your migration partner or accountant to make sure your JobTread <> QuickBooks Online sync works perfectly.
How much of my time does this take?
While the Blueprint is only 3-4 hours total, a normal implementation period involves an average of 5 hours per week for input and feedback. We use a prototyping process to get parts of the system in front of you for feedback, and the migration will only conclude once you're satisfied with everything we built.
What if halfway through we realize JobTread isn't right?
We typically catch these problems during our Migration Blueprint process instead of halfway through implementation. We walk in with our eyes wide open about what will change and the requirements of the build.
Get Migrated into JobTread
The average contractor waits up to 6 months after signing up for JobTread before completely migrating. Shortcut the wait time with our Complete Migration service.
Migration Blueprint
$2,000
A 2 week diagnostic where we review your old system, QuickBooks structure, and business processes. You get a complete migration roadmap.
- ✓ Implementation roadmap - what we will build and train for your team
- ✓ Technical Architecture - our specific findings and recommendations
- ✓ Three (3) calls with your team
- ✓ Complete review of your existing business processes and how they will work in JobTread
- ✓ Timeline and go-live strategy