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Moving across

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The move is an export, a column mapping, and a number forward. You do not have to retype the address book.

  1. Export customers, jobs and quotes as CSV from Tradify, ServiceM8, Fergus, Jobber, or a spreadsheet of your own.
  2. On Solo, Team or Pro, open Import. Pick the file, match the columns, and bring in up to 500 rows at a time. Matching customers are left as they are. Quotes arrive as drafts.
  3. Keep the number on the van. Forward it to the Zap Trades number and the receptionist answers the calls you already advertise.
  4. Email hello@zaptrades.co.uk if you want a hand with the first month. That offer is setup help, not a change to the published price.
  5. The first 200 firms can tick the founding box on signup and keep 20% off. When Stripe is configured with it, that price uses the coupon FOUNDING20.

If you want a feel for the calls you miss before you move, the missed-call audit uses the numbers you type.

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