How to switch field service software without losing data
Updated 2026-10-11 · 6 min read
Switching feels risky, but a short plan makes it routine. Here is the order to move your data and your team.
Export everything first
Export customers, service locations, recurring plans, open invoices and service history as spreadsheets from your current tool.
Import and preview
Import customers first, then recurring schedules. Fieldiverse previews every rebuilt visit before saving, so you can catch mistakes before the switch.
Pick a clean cutover date
Switch at the start of a week or month. Finish open invoices in the old system and start new work in the new one.
Train technicians last
Techs only need the mobile app. A 20-minute walkthrough on their own route is usually enough.