Moving From Spreadsheets to Software: A Guide to Implementing Job Management Software

Learn step-by-step instructions to help plan your software implementation and prepare your database for a smooth transition

Are you using spreadsheets to manage jobs?

There’s a better way.

Learn how to increase efficiency and get necessary visibility into your business by implementing job management software. 

Changing the way you run your business can be daunting, but it doesn’t have to be. If spreadsheets are becoming difficult to manage and you’re ready to take the next step with your business, this guide is for you.

In this guide, you will learn tips and considerations to help your service business:

  • Choose the right job management software 
  • Prepare your database (including tasks, costs, contacts, and more) to move to your new system
  • Plan a smooth software implementation

Bonus: You’ll get access to 6 free downloadable templates to help you organise your existing database to import to job management software.

Complete the form to download the guide!

Signs that it's time to move off spreadsheets

Telltale signs that it’s time to move off spreadsheets

Do a self-implementation or bring in an expert

How to decide whether to do a self-implementation or bring in an expert

Define your jobs tasks, costs, and categories

How to clearly define job tasks, costs, and categories