Making the move
How we move your shop
over to BoltWright.
The calls won’t stop just because you’re changing software. We agree on what comes over, check it with you, run a real job with your crew and then pick the day you switch.
Moving your records, setup and training are free. Start with a 14-day trial and a card on file, then pay monthly unless you cancel.
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Look at the work
you actually do.We start with your customers, equipment, agreements and a normal job, and agree on what comes across, what needs cleaning up and how your accounting fits in.
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Bring the records over
and check them together.We go through a sample of customers, sites, units, open jobs and, where your old system allows, past history with you and match the counts. If something can’t move cleanly, you see it before the switch, not after.
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Run a real job
with your crew.Take one job from the assignment through the field notes, report and invoice. The techs try the phone with no reception and the office makes a correction, so everyone knows how the day works before it counts.
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Pick the day you switch.
We agree on the date and which system holds each kind of record from then on. You keep access to whatever you need from the old system, and the team knows where the next job goes.
What comes across.
It depends on where your records live today. We agree on the list with you before any work starts.
From Jobber
We connect BoltWright to your Jobber account and bring over your customers, sites, contacts, jobs, visits, quotes, invoices, notes, payments, hours and expenses. While you’re still working in Jobber, changes there keep coming across on their own, so BoltWright stays current until the day you switch. Jobber doesn’t let other software read job forms, signatures, invoice attachments or expense receipts, so we help you export the ones you need before the switch.
From ServiceTitan, BuildOps, spreadsheets or paper
We bring over customers, sites, contacts, equipment, maintenance agreements and open invoices from your exports, spreadsheets or QuickBooks Online. Before you commit, we agree how past visit history and reports come across.
You shouldn’t have
to wonder what
made it across.
We go through the move with you in plain English: the counts, anything that didn’t match and who is fixing it.
| Records | Reviewed | Result |
|---|---|---|
| Customers & sites | 48 / 48 | Matched |
| Equipment | 216 / 216 | Matched |
| Open work | 17 / 17 | Matched |
| Historical attachments | 2 missing | Resolve before handover |
Questions about switching.
What does the move cost?
There’s no setup fee. Moving your records and training the team are included. Monthly billing starts after your 14-day trial, with a card required at signup. Cancel before it ends and you pay nothing.
What if we’re still under contract with our old software?
For each month left on your old contract, you get a month of BoltWright free, up to 6. After that it’s month to month. The details are on the pricing page.
Do we have to switch everything on the first day?
No. We can move in stages and agree which system handles each kind of work along the way, as long as nobody ends up entering the same work twice for long.
How long will it take?
It depends on how many records you have and how clean they are. Once we’ve seen your data and talked with the team, we’ll give you a plan with dates.
Who helps us when we get stuck?
Mark, the founder, runs the move with you, and you can reach him directly. Before you switch, we agree how the team gets help and who to call when something is urgent.
Can we see BoltWright before preparing an export?
Yes. Start with a walkthrough. Bring a work order if you like, but you don’t need to prepare anything or export your data first.
A bigger business.
And a life outside it.
Tell me about a recent job, or bring a work order, and I’ll run it through BoltWright from the first call to the invoice. You don’t need to prepare anything.