Switching to Adminroo

We'll move you in, free. Here's how it works.

The short version
Export your customers, jobs and price list from your old app, email them to us, and we'll set you up within two working days, free on either plan until 30 June 2027. Then run both apps side by side until your open jobs are finished.

Email us your exports

What comes across

  • Customers, with their contacts, site addresses and ABNs.
  • Open jobs, with their customer, site, order number and due date.
  • Your price list, from your old app, a spreadsheet, or a supplier price file from the major Australian plumbing and electrical wholesalers.

Closed jobs and old invoices stay in Xero or MYOB, where your accountant expects them. Customers already in Adminroo are matched, not doubled up, and any import can be undone for a week.

Step by step

  1. Start your free trial and fill in your business details (ABN, GST, logo and bank details).
  2. Export from your old app. Most job apps can download customers and jobs as CSV files from their customer and job lists or their settings. If you can't find it, tell us which app you use and we'll point you to it.
  3. Send them to us at support@adminroo.com.au, or bring them in yourself on a computer: open the office app, then Bring your data. Adminroo recognises exports from Fergus, Tradify and ServiceM8 by their column names, so there's nothing to match up by hand.
  4. Run both side by side. New quotes and jobs go in Adminroo; open jobs finish in the old app. Most people are fully moved within a couple of weeks.
  5. Cancel the old app once its last job is invoiced. Keep a final export of it for your records.

From each app

Fergus

Send us the customer and job exports, and your materials or price list if you keep one there.

Tradify

Tradify's data export covers customers and job history. Check your price list exports too before you cancel, because it may be a separate file.

ServiceM8

Send the client and job CSV exports. Clients become customers, with their addresses.

simPRO, AroFlo or anything else

Any CSV or spreadsheet with a header row works. Send it over and we'll sort it.

Paper, a notebook or Xero on its own

Export your contacts from Xero or MYOB, and send us a photo of your price list. We'll type it in.

Questions

Email support@adminroo.com.au, or see switching questions on the support page.