Job, Client, and Data Migration

Looking to move past or current clients over to Táve? Our team is here to help.

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Written by Team
Updated over a week ago

Moving systems is not an easy task. In addition to learning the new system, there's usually a whole lot of data entry involved, and that's never made a "Top 10 Ways I'd Like to Spend an Afternoon" list.

How We Can Help

We're happy to take the lead and get you up and running faster. If you'd like help moving your contacts, jobs, invoices, and contracts, we're happy to do so for $2 per job.

How It Works

We'll send you a questionnaire to collect some information from you, and then we get to work moving all of your data.

Frequently Asked Questions

What is included in Data Migration?

Currently, Data Migration includes:

  • Contacts Including Name, Address, Phone Number, and Relevant Contact Information

  • Events on a Job

  • Signed Contracts (PDF)

  • Completed Questionnaires (PDF)

  • Financial Items (Orders and Invoices)

Not included:

  • Products

  • Workflows / Tasks

  • Automations

Does This Include Any Training?

No, but we're excited to share that we have a Guided Setup Course that is included free with your account. You can read more about that here.

Does This Include Account Setup?

No, our Fast Track Account Setup can be purchased separately or in conjunction with data migration. It's completely up to you.

Ready to Get Started?

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