Moving to Collabit
Switching systems,without the drama.
Moving from spreadsheets, Joblogic, Simpro or another system does not mean working it all out alone. We plan the move with you, bring your records across in stages and train every team on the work it actually does.
Your move plan
Five steps, agreed with you.
Nothing left to guesswork.
Collabit's onboarding team works through each step with you, around how your business runs today.
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01Discover
Understand your operation
We map how the work gets done today, from enquiry to invoice, and agree what moves.
- Your workflows and priorities mapped
- An agreed scope and responsibilities
- A practical plan for the move
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02Configure
Shape your Collabit setup
Forms, job types, permissions and workflows set up around your operation, then reviewed with your team.
- Forms and processes configured
- User roles and access agreed
- Example workflows reviewed together
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03Migrate
Prepare and check your data
We agree the records to bring across, map them into Collabit and check samples with you.
- An agreed data scope
- Mapping and sample checks
- A cutover plan suited to your operation
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04Train
Give every team confidence
Office teams, planners and engineers trained on the tasks they do every day.
- Role-focused walkthroughs
- Practice with relevant workflows
- Clear routes for questions and support
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05Go live
Launch with support
Agree when to move, with support in the first working days and a plan for what comes next.
- Readiness and timing agreed
- Support during the transition
- A plan for ongoing improvements
Plan it around your renewal date.Tell us when your current contract renews and we will plan the move around it.
What comes across
Keep the knowledge.
Connect the operation.
The important question is not just where your data lives. It is what your team needs to keep working: customers, sites, assets, open work and the history behind them.
Whether you use Joblogic, Simpro, spreadsheets or a mix of tools, we start by agreeing what can be exported, what needs cleaning and what should be brought into Collabit.
YOUR CURRENT SETUP
Customers & sitesAssets & historyJobs & workflowsThe connected picture
From separate systems
to a shared way of working.
Bring your information and people together, then build on that foundation with practical automation.
A short process illustration, not a recording of the Collabit interface.
Visual sequence: separate records are connected, reviewed and brought into one operation.
Before you make the move
Your questions.
A practical conversation.
Can we move from Joblogic or Simpro?
We can discuss the data available from your current system, the history you need and the workflows you want to preserve or improve. The agreed scope depends on your exports, data quality and setup; we check those with you before planning the move.
Do we have to change everything at once?
No. We can agree priorities and a phased approach where that suits your operation. The rollout and cutover plan are part of the onboarding conversation.
What happens to our existing records?
We agree which records need to move, how they map into Collabit and how sample records will be checked. Any history outside the migration scope should have an agreed retention and access plan.
How long does onboarding take?
Timing depends on the scope, data, configuration and training required. We agree milestones around your operation rather than promise a one-size-fits-all deadline.
Can you show us our own workflow?
Yes. Bring a representative job, form or process to the conversation. We can use it to understand your priorities and shape a relevant demonstration.
Free consultation
Talk to a specialist in your industry.
Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:
- A specialist who knows your industry
- Your own numbers reviewed
- A plan for your workflows and compliance checks
- How the move from your current system would work
- A price for your team
- A live demo using your kind of jobs
- Same working dayWe confirm your time by email.
- The consultationBy Teams, Zoom, Google Meet or phone.
- AfterwardsA written plan and price for your team.
No sales pressure, no charge and no obligation.
Just a quick question? Send us a message.
“The patience from the Collabit team made a huge difference.”
Thank you. Your request is in.
We will confirm your time by email the same working day.