Moving from paper and spreadsheets to software
Plenty of good trade shops still run on paper, spreadsheets or a calendar. Switching is easier in small steps.
- Pick the one task that hurts most. Quotes, scheduling or invoices. Start there only.
- Write down how you do it today. Software should fit your steps, not the other way around.
- Move your customer list first. Clean the list and import it once.
- Run both for two weeks. Keep the old way as a backup while you learn the new one.
- Review what is worth keeping. Drop the steps that no longer matter.
Common questions
How long does switching take?
Most small shops get comfortable in a few weeks if they start with one task.
Can I keep my old records?
Yes. Keep paper or spreadsheet copies for your own file and tax needs.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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