Migration

Switch from Workiz to WorkTime —
bring all your data

Switch from Workiz and keep your clients, jobs and invoices.

First month free · Keep Workiz running while you test

Moving is the easy part

Three things that make the switch a day's work, not a month's.

We read your Workiz export and figure out which column is the name, phone, email, address and more — no manual mapping.

Clients you already have (same phone or email) are detected and skipped, so nothing doubles up.

Send us whatever you exported, even messy or multiple files, and our team imports it, usually within one business day.

Step by step

And where it lands: every customer on a card of their own, with their history and their jobs.

Clients

Names, phones (two per client), emails, addresses, notes and lead source.

Jobs

Past and active jobs become projects with status, contract value and dates.

Invoices

Paid and unpaid invoice history, attached to the right client.

Start free, import your data, and keep your old tool running until you are sure.