Assisted setup

You don't have to set it up alone.

Send us the customer list you already have — a spreadsheet, or an export from whatever you are using now — and a real person loads it in and gets your schedule running. Free on Max and Turnover, and it is not a sales call. Ultra includes the same spreadsheet import, self-serve, in the app.

Email us your list

Answers in English, Portuguese and Spanish, usually the same day.

Send what you have

A spreadsheet, a CSV export, even a photo of a paper book. If you can read it, we can usually work with it.

We load it in

Customers, addresses and recurring schedules go in together, so your week looks the way it already looks — not empty.

You check it

We walk you through what landed where before anything goes out to a customer. Nothing is sent on your behalf until you say so.

What we can bring over

Usually straightforward

Customer names, phones and emails
Service addresses and access notes
Recurring schedules (weekly, biweekly, monthly)
Your service types and prices

Tell us and we will look

Past job history from another tool
Open invoices and what is still unpaid
Team members and who works which days
Anything in a format we have not seen yet

Before you ask

What does it cost?: Nothing extra. On Max and Turnover we load your data in for you — included in the plan and during the free trial. On Ultra you bring your clients in yourself from a spreadsheet, in the app.
How long does it take?: It depends on how much you are bringing and what shape it is in. We will tell you what to expect once we have seen your file, before you commit to anything.
Do I have to be on a paid plan first?: No. Start the free trial on Max or Turnover and send your list — or send the list first and we will tell you what is workable.
What happens to my file?: We use it to set up your account and nothing else. Your customers' contact details are never sold or shared for marketing — see the Privacy Policy and the SMS policy.
Is this a sales call?: No. It is data entry we do for you because an empty schedule is the reason most people stop trying a new tool in the first week.

Send the list. We'll take it from there.