Leaving your current software? We'll help you move over.
Start the 30-day free trial, then book a free 30-minute switch session. We look at what you have in your old software, agree what comes across, and get you sending estimates and invoices from Tabsy before the trial ends. Switch sessions are open through November 30, 2026.
30-day free trial on every plan: your card is captured at signup and nothing is charged until the trial ends. Cancel during the trial and you are never billed.
What the 30-minute session covers
One call with the team that builds Tabsy. Bring your laptop, your old software open, and the next estimate you need to send.
What you have today
Customers, open estimates, unpaid invoices, your price list, your contract. We find out what matters and what you can leave behind.
What moves, and how
For each type of data we tell you whether Tabsy can take it in directly or whether it is faster to bring an export and go through it together.
Your first real job in Tabsy
We build one of your actual estimates with your line items and your contract wording, so you leave with a real document, not a sample.
Payments and the hand-off
Online card and ACH payments through Stripe, deposits, and what to tell customers who are mid-job when you switch.
What we can help move over
Only what Tabsy can take in today, so there are no surprises on the call. Everything below applies to both Tabsy Express and Tabsy LPM.
| Your data | How it gets into Tabsy |
|---|---|
| Customers and contacts | Export them from your current software (a CSV or spreadsheet is fine). On the call we go through the file together and work out the quickest way to get them in, so your estimates and invoices land on the right customer from day one. |
| Estimates, invoices, jobs and item lists | For one widely used contractor estimating app, Tabsy has a built-in importer that signs in as you and brings over customers, item templates, estimates, invoices with their paid or unpaid status, and jobs. Ask on the call whether your app is covered. Otherwise, bring exports of your open estimates and unpaid invoices and we'll set up the ones still in play. |
| Contract templates | Upload your existing Word (.docx) contract and it becomes your e-signature template in Tabsy. No retyping, and your wording stays yours. |
| Bank and card transactions | Statement CSVs from your bank or card can be brought in as expenses, matched to jobs and vendors, with the Bank & Cards add-on. |
| Signed contracts, photos and paperwork | Keep them as files in Tabsy. Every plan includes 10 GB of storage. |
| Saved cards and payment history | Cards never move between payment processors. Customers enter their card once when they pay their first Tabsy invoice; past payments stay in your old records. |
Years of history, several users, or a custom workflow?
The free session is for getting you working. For a full migration done for you, see Setup & Consulting, which starts with a free discovery call.
How switching works
Start the trial
Pick Tabsy Express if you work solo, Tabsy LPM if you run a crew. Your card is captured at $0 and nothing is charged until the 30 days are up.
Book your 30 minutes
Pick a slot on the calendar. Name and email are all it takes. We'll ask which software you are coming from so we can prepare.
Run both for a while
Send new estimates from Tabsy while the trial runs and let old jobs finish where they are. Keep your old subscription until you are sure, then cancel it.
Switching questions
Can I try Tabsy before I cancel my current software?
Do I need to prepare anything before the session?
Will you move all of my data for me?
What happens to my old software's payment history?
Bring your next estimate. Leave with it sent from Tabsy.
Free 30-day trial, then a free 30-minute session with the team that builds Tabsy. Sessions are open through November 30, 2026.