Switching landscape software without starting over

Switching programs usually raises two worries: losing years of customer records, and ending up with a system that needs someone at a desk all day to run it. Capstone imports the export files your current program already makes, shows you what will change before anything is saved, and starts you on a short setup checklist.

What you can bring over

Capstone reads your customers and their properties and contacts, and your services with their prices, from the export files below. Files are read as CSV: if your program gives you an Excel file, save it as CSV first. Any other program’s export, or your own spreadsheet, can be imported by matching its columns to Capstone’s.

Recurring work from Jobber’s Visits or Recurring jobs report, Service Autopilot’s schedules or the SingleOps Jobs report comes in as draft maintenance contracts, never active until you check each one’s crew size, times and prices and activate it.

Jobber

Export your clients from Clients, under More Actions, as a CSV (Jobber’s guide to exporting client information). Capstone also reads Jobber’s Products & Services export. Import them and check the preview.

LMN

Export your contacts, your jobsites and your price list from LMN. Capstone reads each of those files as LMN writes them. Import them and check the preview.

Aspire

Export your contacts and your properties from Aspire. Capstone reads both files as Aspire writes them. Import them and check the preview.

Service Autopilot

Export your clients and your services from Service Autopilot. Capstone reads both files as Service Autopilot writes them. Import them and check the preview.

SingleOps

The account owner exports the client list from the Clients page with Export Clients (SingleOps’ guide to clients and contacts). Capstone reads the SingleOps items export as it comes; for the client list, match its columns to Capstone’s on the import page. Then check the preview.

QuickBooks Online

Export your customer list from Customers & leads, or from the Customer Contact List report (QuickBooks’ guide to exporting customer data), and your products and services list. Save them as CSV, import them and check the preview.

Check the preview before anything is saved

After you choose a file, Capstone shows a preview: how many new accounts, properties and contacts it will add, every change it will make to a record you already have, and every row it will skip, with the reason. Nothing is saved until you confirm. Rows it skips can be downloaded on their own, fixed and imported again. If your records change between the preview and saving, the import stops and asks you to preview again.

Your first days

The Set up checklist

The owner starts on a seven-step checklist: your company and brand, services and prices, contract terms, crews and hours, your accounts, your team, and card and bank payments. Each step shows whether it’s done, and any step can be skipped for now. Owners can also open a short walkthrough of where everything lives, from the checklist or the menu.

Services and your price list

Imported services arrive with their prices. Check them on the checklist’s services step before you price new work.

Crews and the week

Add your crews and their hours, then build the week crew by crew.

Crew phones

Crews use Capstone in their phone’s browser, with nothing to install. Each crew sees its own day. The day stays on the phone, so it still opens with a weak signal, and what the crew records is saved on the phone and sent when the signal comes back.

What you may be using two programs for today

Many companies run one program for the business and another for design and estimates, and retype between them. Capstone keeps customers, contracts, crews, renewals and billing in the same system as design and estimating, and prices renewals against your margin.

Getting your data out

The owner can download everything at any time: the whole company as one file, and the accounts as a spreadsheet in Capstone’s own import columns.