Moving off spreadsheets and paper invoices

1. Back up your customer list and remove duplicates before exporting it in the app’s required format.
2. Follow the app’s import instructions for customers and prices, then check the imported records for errors.
3. Test scheduling, invoicing, and payment recording on a few jobs before moving all new work into the app. Keep old records accessible.
4. Check payment processing fees before enabling online payments. Test invoice delivery before switching from paper.
5. Have each tech practice the tasks they will use on their phone, including viewing jobs and updating job details.