The 48 hour switch: what moving CRMs should actually look like

The number one reason owners stay on software they hate is the imagined pain of leaving it. Vendors encourage the fear, because inertia renews contracts. Here is the truth: a landscape company's data is small, regular, and portable. A real migration is a weekend.

What actually moves

Four things: your customer list with properties and notes, your active and recurring jobs, your open quotes, and your unpaid invoices. Everything else, the seven years of closed tickets, can archive as a spreadsheet you will never open.

The two things owners forget

First, payment methods: saved cards for autopay customers need re-authorizing on the new platform, so the switch email to those customers matters. Second, the phone number: your tracked lines and review links should survive the move or your Google history takes a hit. A competent migration handles both before you notice.

Who should do the work

Not you. If a vendor hands you a CSV template and a help article, that is not onboarding, it is homework. Demand a done for you migration with a named human, a deadline, and your data verified before the old system gets cancelled.

GladiusTurf migrations run in 48 hours, done for you, off Jobber, LMN, Aspire, or Service Autopilot, and the founders run the onboarding calls personally. Book the demo and ask us to walk your exact dataset.