Bring everything with you. Start from your real numbers.

Your customers

Your customers, with the dates they came with.

Export your client list and drop the file in. The columns are matched for you, and the real dates come along: when each customer was added, quoted, won, lost or last served, so follow-ups and campaigns treat old customers as old customers.

• Step-by-step export instructions for Jobber and Housecall Pro
• A list split into several files comes in as one
• Customers already in BrickByClick are matched by phone or email and filled in, never overwritten or added twice
• Up to 5,000 contacts a file, from a spreadsheet, your old CRM or your phone
• From Front Office up, your receptionist greets them by name when they call

Your calendar

Your appointments, without retyping them.

Bring your appointments in from Google Calendar, Outlook or Apple Calendar, or from your old CRM's export of visits or jobs. Each one is linked to its customer by phone, email, name or address.

• Calendar files (.ics, or the .zip Google gives you) or a CSV; Jobber's schedule comes over as its iCal feed
• Upcoming appointments go on the calendar as booked visits, so nobody books over them
• Past appointments set each customer's last service date, which the yearly reminder email goes by
• No confirmation emails go to your customers while you bring them in

Your past records

Your past money, so your reports start full.

Upload a spreadsheet of the money you collected (paid invoices or payments) or spent (expenses) before BrickByClick. Every row is checked before anything is saved: what comes in, what's left out, and why.

• CSV or Excel, straight from your accounting software or old system; title lines and totals rows are skipped
• Your columns are guessed for you, and you fix any guess
• Trends, the money summary, the monthly report and each customer's file start with your real history
• Customers who aren't in your contacts can be added with their real dates, so they don't show up as new leads

Nothing counted twice

Every row checked, nothing counted twice.

Switching is when numbers get doubled: the same payment in two exports, or a job you already invoiced in BrickByClick. Each row is checked against what's already there.

• The same row twice, in one file or in two, comes in once. Bringing in the same file again adds nothing
• A row that matches an invoice, a payment or a receipt already in BrickByClick is left out, and says which
• Rows from the day your records in BrickByClick start are left out, unless you say they aren't in BrickByClick
• Past records never go to QuickBooks or into the download for your accountant: they came from your books
• Every import of past records can be taken out again in one step

Your website

Keep your website, or bring it over.

Keep the website you have and connect it to your CRM, on every plan. Add one line and a contact form, and its visits and messages come in like the websites we build. Or move to a BrickByClick website and keep what you want from the old one.

• One line counts visits and taps on your phone number, from your own address only, with no cookies
• A contact form that drops each message into Contacts and alerts you, or send the form you have there
• A booking button for your booking page, and the steps ready to send to whoever manages your site
• Moving instead? Scan your old website and keep the details and photos you want
• From Front Office up, your new site shows on the domain you already own, and your email keeps working the whole time