Free, done for you
Switch to Leadhand. We move your data across, free.
Moving across is free and done for you. We bring your clients, pricebook, job history, quotes and invoices into Leadhand, you keep running your old system in parallel while you settle in, and your data is always yours to export. You give us access, we do the heavy lifting, you check it looks right.
Free. No credit card.
What comes across
You keep what you have built
A switch should not mean losing years of work. We bring the things that matter across with you, so Leadhand feels like your business from the first day.
Clients and contacts
Your customer list, contact details and site addresses come across, so you are not retyping a database you have spent years building.
Your pricebook
The materials, labour rates and prices you quote from move over with you, so your quotes look the same on day one as they did the day before.
Job history
Past jobs and the record attached to them come with you, so when a customer rings about work you did last year, it is still there.
Quotes and invoices
Your existing quotes and invoices come across, so your paper trail and the numbers your accountant relies on stay intact.
Done for you, not a DIY import
A lot of software tells you it has an import tool, then hands you a spreadsheet template and wishes you luck. That is not what this is. We do the migration for you. You give us access or an export from your current system, and we bring it in.
We will not pretend every switch takes the same amount of time, because a one-van operator and a fifteen-job-a-day outfit are different jobs. What we will tell you is that we do the work, we aim to get you up and running quickly, and we keep you posted on where it is at. No vague queue, no guessing.
How the switch works
- 1
You give us access or an export
Tell us what you are on now, whether that is ServiceM8, a spreadsheet or a shoebox of invoices. You give us access or send us an export. That is the only bit we need from you.
- 2
We bring it in for you
We do the migration ourselves. Your clients, pricebook, job history, quotes and invoices get loaded into your Leadhand account. No spreadsheet templates to fill in, no doing it yourself at 9pm.
- 3
You check it looks right
Before you switch over for good, you have a proper look and tell us anything that needs tidying. You only move across once you are happy it is all there.
Run both during the switch
Nothing forces you to flick the switch overnight. Keep your old system going for the jobs already in it, start new jobs in Leadhand, and cut over fully once you are comfortable. Nothing stops while you change across.
Your data is always yours
Once it is in Leadhand, your business owns its data. You are not locked in. You can export your clients, jobs, quotes and invoices whenever you want, so the door is never bolted behind you.
Switching questions, answered straight
Will I lose my history?
No. Your customers, your pricebook, your job history and your existing quotes and invoices come across in the migration. The whole point of doing it for you is that you keep what you have built, rather than starting from a blank screen. And once it is in Leadhand, your business owns its data and you can export it whenever you want.
What happens to my open jobs?
Nothing has to stop. You can finish the jobs already running in your old system there, and start new jobs in Leadhand, then cut over fully once the old ones are wrapped up. We will help you plan the changeover so a job in progress does not fall through the cracks.
Can I keep using ServiceM8 while I switch?
Yes. You can run your old system and Leadhand side by side for a while during the switch, so nothing stops while you settle in. Plenty of businesses do exactly that: keep the old one going for the jobs already in it, get comfortable in Leadhand, then turn the old one off when you are ready.
What does the migration cost?
It is free. We bring your data across for you at no charge, because the last thing a switch should come with is a bill for moving your own data. If your setup is unusual, tell us up front and we will give you a straight answer before you commit.
Ready to make the move?
Start a free account and have a look, or tell us what you are on now and we will talk you through your switch. The migration is on us either way.