LAWNSYSTEMS — SOFTWARE SWITCHING CHECKLIST
https://lawn.systems/guides/switching-software/

Use with your onboarding team. Agree what will move, what needs another plan,
and who reviews it. This is a planning checklist, not a promise of automatic
transfer, payment-method portability, or a fixed migration timeline.

[ ] Keep original copies of the exports available from your current provider.
[ ] Match customers, service properties, contacts, preferences, and duplicates.
[ ] Reconcile open estimates, approvals, deposits, prices, and sold work.
[ ] Reconcile next week's jobs, recurring schedules, crews, and unscheduled work.
[ ] Reconcile balances, credits, invoices, recurring charges, and paid deposits.
[ ] Identify which system finishes each existing invoice or automatic charge.
[ ] Check memberships/programs and remaining lighting or snow obligations.
[ ] Review required notes, photos, time history, and supporting records.
[ ] Check office/crew permissions, website choice, brand, and customer access.
[ ] Rehearse one real customer from quote through visit, invoice, and payment.
[ ] Confirm a crew can see the correct job and record the required field work.
[ ] Agree accounting mapping, customer communication, cutover date, and owners.

Questions to settle before the first live day:
- Which records are available, and which fields/files are not in the exports?
- How will missing history be retained or accessed?
- How will saved payment methods and existing recurring charges be handled?
- Who owns any open invoices during the handoff?
- Which account is used for accounting, and how are entries mapped?
- What must the crew and customer know about the change?
- Who signs off that the sample and future work have been checked?

LawnSystems is a product of ExcellAirate LLC.
Get the complete package: https://lawn.systems/pricing/