What it does
Made to make you money.
We do the import
Your success manager handles the CSV work.
Nothing left behind
Customers, price book, and history come over.
A guided process
Step by step, at your pace.
How it works
Simple by design.
We do the import
Your success manager handles the CSV work.
Nothing left behind
Customers, price book, and history come over.
A guided process
Step by step, at your pace.
In the app
See it live.
The details
Everything in one place.
From your current software
Clean import of your your current software data.
From your current software
Bring your your current software customers and history.
From your accounting software
Move your your accounting software records.
From spreadsheets
Import from Excel or Google Sheets.
Price book
Your items and margins come over.
Done for you
We handle the heavy lifting.
From the field
“Lakehouse put our whole operation in one app. My office manager finally has a system she trusts.”
Mike H., Reliable HVAC
Common questions
Questions from growth-minded owners.
Which tools can I migrate from?
your current software, your current software, your accounting software, and spreadsheets. See the .
Do I have to do the import myself?
No. Your success manager handles the migration for you.
Will I lose my job history?
No. Customers, price book, and history come with you.
See it on your own jobs.
Book a working session and free business audit with the Lakehouse team. Bring a real job, a real estimate, and a real question about running your business. We will show you how Lakehouse handles it.