Easy Switch Program

Live in 14 days.
Without the drama.

Switching platforms is the #1 reason contractors stay on software they hate. We know — so we do the heavy lifting. Migration, pricebook, training, go-live. We sit with you through the first 30 days.

See the comparison

Free data migration Real humans — not tickets No contracts 30-day hand-holding

Your switch, day by day Typical timeline

Days 1–3 · ImportCustomers, jobs, pricebook, memberships, open invoices

Days 4–7 · ConfigureTrades, forms, commissions, pricing engine, financing partners

Days 8–11 · TrainOffice team + techs on iPads — live sessions, not videos

✓

Day 14 · Go LiveReal human on-site or on-call. 30-day dedicated support.

What we handle for you

You run your business.
We handle the switch.

Every record from your old system comes over — verbatim. Here's exactly what lands in ONEREQ PRO on day one.

Every customer & property record

Customer names, addresses, phone numbers, emails, equipment history, service notes, tags, and communication logs — imported verbatim from your old system.

Full pricebook with category hierarchy

ServiceTitan, Housecall Pro, FieldEdge — we parse the full category tree, not just a flat CSV. Labor, materials, equipment, and packages all land in the right place.

Active memberships & agreements

Visit history, renewal dates, deferred revenue, plan tiers — all migrated with the customer record so your membership book is intact from day one.

Open invoices & AR aging

Outstanding invoices, payment history, and AR aging carry over so your books stay clean. QuickBooks sync picks up exactly where you left off.

Scheduled jobsFuture appointments on your calendar come over so nothing drops on day one.

Techs & commission plansTech profiles, skills, trade assignments, and commission plans configured before go-live.

Integrations wired upQuickBooks, Stripe, Synchrony, GreenSky, lead providers — all connected before you go live.

Your 14-day timeline

Exactly what happens,
week by week.

No black box. You know exactly who is doing what on every day of your migration.

Week 1 · Days 1–3

Discovery & Import

Kickoff call. We export from your current tool, import into ONEREQ PRO, and walk you through the audit so nothing is missed.

Week 1 · Days 4–7

Configure

Your forms, pricing, trades, commissions, financing partners, QuickBooks, and all integrations — wired up and verified.

Week 2 · Days 8–11

Train & Dry Run

Office, dispatch, CSRs, techs — each group gets a live training session. Techs run one test day on their iPads before going live.

✓

Week 2 · Day 14

Go Live

Real human on-site or on video for go-live day. A dedicated success manager stays in Slack with your team for 30 days.

Days 1–3: Import screen — every record audited

Days 4–7: Integrations wired up before go-live

What day 1 looks like

You walk in on day 14
and everything is already running.

No blank slates. No "set it up yourself." Your full operation — dispatch, pricebook, customer history, commissions — is live and waiting.

Dispatch board — live with your jobsYour scheduled jobs are already on the board. Drag-and-drop, GPS tracking, and tech notifications ready.

Dashboard — your numbers at a glanceKPIs, revenue by trade, open invoices, and AR aging pulling from real data from the moment you log in.

Pricebook — your pricing, intactYour full category hierarchy, labor codes, materials, and equipment packages all migrated and ready for the first job.

Estimates & invoicesSend digital estimates, collect signatures, and take payment from the field on day one.

Commission plans — pre-configuredEvery tech's plan is loaded before go-live. Commission tracking fires automatically on invoice payment.

QuickBooks — already syncedTwo-way sync is live before day 14. Your first invoice on ONEREQ PRO posts to QuickBooks automatically.

How we compare

Not all switches are
created equal.

Here's what the migration experience actually looks like across the platforms contractors switch from most.

	ONEREQ PRO	ServiceTitan	Jobber	Housecall Pro
Time to go live	14 days	3–6 months	2–4 weeks	2–4 weeks
Data migration included	✓	Paid add-on	Basic only	Basic only
Pricebook hierarchy import	✓	Manual rebuild	✗	✗
Membership migration	✓	✓	✗	Partial
Dedicated success manager	✓ 30 days	Paid tier only	✗	✗
Live onboarding training	✓ Included	Paid add-on	Videos only	Group webinars
Month-to-month (no contract)	✓	✗ Annual contract	✓	✓
Native iOS tech app (App Store)	✓	✓	Web-based	✓
AI diagnostic assistant	✓ Rex AI	✗	✗	✗
Commission plans & earnings dashboard	✓	✓	✗	✗

What won't happen

No horror stories.
Because we've heard them all.

We built the Easy Switch program specifically to avoid every pain point contractors have described when switching from big platforms.

No "build your own pricebook"

Every other platform says "just upload a CSV." We actually parse your category hierarchy, sheet by sheet — so your pricing lands exactly as it was.

No 6-month implementation

If it takes 6 months to go live on a field service platform, something is wrong with the platform — not your company. 14 days. That's it.

No offshore ticket queue

When something goes wrong, you get a real human on the phone. Not a chatbot. Not an auto-reply. A person who knows your account.

No contracts

Month to month. If we're not making your shop better, you can leave. We don't hold your data hostage and we don't lock you in.

No training paywalls

Onboarding is included. Re-training new hires is included. Add a new tech in month 8? We train them. No extra charge.

No surprise add-on fees

GPS, Rex AI, marketing campaigns, digital signatures, payment processing — all included in your plan. One price. No "that's a premium module."

Live in 14 days.Without the drama.

You run your business.We handle the switch.