Onboarding
From signup to first invoice in under a week
A 30-day playbook for moving from paper, spreadsheets, or a competing platform to ServiceGrid — without dropping jobs in flight.
30-day migration timeline
Week 1
Bring up the system in parallel
Sign up. Import customers. Set up service menu and pricing. The new platform runs alongside your current tool — nothing has switched over yet.
- Day 1–2: 14-day trial signup, 30-minute walkthrough
- Day 3–5: CSV import customer book (200+ customers in under an hour)
- Day 6–7: Service menu, pricing, taxes
Week 2
New jobs flow through ServiceGrid
All new quotes and jobs from the next inbound call enter ServiceGrid. Existing in-flight jobs finish in the old system. The cutover is silent — nothing drops.
- Day 8: First quote built in ServiceGrid
- Day 9–14: All new work in ServiceGrid; existing jobs close in old system
- End of week: Quote conversion + invoicing flow validated
Week 3
Onboard the team
Add admins, technicians, field workers. Walk each person through the part of the app they'll actually use. One crew runs a full day in ServiceGrid as a pilot.
- Day 15–17: Add team, assign roles (admin / tech / worker)
- Day 18–21: First crew runs a full production day on ServiceGrid
- Field workflows validated: photos, signatures, status updates, clock-in/out
Week 4
Cut everyone over
Roll out crew by crew. The spreadsheet becomes read-only — used to look up old jobs, not enter new ones. Send the first invoice batch from ServiceGrid.
- Day 22–28: Roll out crew by crew
- Day 29: First invoice batch sent from ServiceGrid
- Day 30: Old system archived; full team running ServiceGrid
What's included on day one
CSV import
Customer book, service history, recurring schedules, equipment register — all importable from CSV. Most operators import 200+ customers in under an hour.
Service menu setup
Translate your existing rates and common services into a structured menu. Pre-built starter templates for HVAC, plumbing, electrical, lawn, pool, and 7+ other trades.
Team onboarding
Role-based access (admin / dispatcher / tech / field worker). Each role sees only what they need. Workers are $2/seat/month — not full-user pricing.
Phone porting
Bring your existing business number via SG-Phone. Porting takes 2–3 weeks; in the meantime, run both numbers in parallel. Voicemail-to-text and missed-call routing built in.
Common pitfalls (avoid these)
Importing 5 years of historical quotes and invoices
Don't. Historical financial data lives in your old system for tax purposes. ServiceGrid is for new work going forward — importing 5 years of history is rarely worth the effort.
Switching the team over before living in it personally for a week
You need to answer 'how do I X' before your techs ask. Spend the first week using ServiceGrid as the operator, then onboard the team.
Migrating during peak season
If you're seasonal — lawn, pool, snow — pick the offseason. The 30 days are easier when the schedule is light.
Skipping the pricing/service menu setup in week 1
Quotes and invoices are the highest-value workflows. If those aren't ready, you'll keep falling back to the spreadsheet.
Ready to start the trial?
14 days, no credit card. Most operators are running production-clean in ServiceGrid before the trial ends.