Sound too good to be true?

Well don't you worry because it is the real deal.
We are here to help you get your data into Dubsado. All you need is a Dubsado paid plan.

What is not included as part of the White Glove Migration?

Client email conversations / email communications
Bookkeeping categories or anything outside a project invoice
Templates
Workflows
Canned Emails
Tasks
Payment Schedules (applied and templates)
Taxes
Tracked time

What is included in the White Glove Migration:

Migration from one system
Jobs and contacts attached to them
Import of client data if your previous CRM allows for a mass export
Invoices and payments made on that invoice
Forms on projects will be brought over as PDF's

How long does it take?

Since this feature is still in beta we do not have an ETA from when it will be completed upon submission. So far the longest time waited by a customer was about 2 weeks, shortest being a few hours from submission. We will let you know when we begin working on the project and also upon completion.