Why it stalls
The switch is a project. So we run it.
You do not do the migration
Your client success manager moves the data and hands it back for review. You are not exporting CSVs at 11pm.
Your pricing gets rebuilt properly
Moving a messy price book forward just moves the mess. We rebuild it against your actual costs while we are in there.
Nobody is left to figure it out
Office and field get trained on their own workflows, and the same person is still there after launch.
How a switch runs
Six steps, run for you.
We look at what you have
A working session to see your current setup: how jobs come in, what your pricing looks like, and what has to survive the move.
We move your data
Customers, properties, job history, open work, and your price book. Your success manager does the work and hands it back for review.
We build your price book
Not a copy of a spreadsheet. We sit down with your real costs and set it up so your techs quote confidently from day one.
We set up your phone and email
Business number and business email, registered and ready, so texting and calling work the day you go live.
We train your team
Office and field, separately, on the parts each one actually touches. Short sessions, on your schedule.
We stay after launch
Your success manager does not disappear at go-live. They know your business and they answer when you call.
The details
What you can count on.
Nothing gets left behind
Customers, properties, history, and open jobs all come across.
Your old system stays readable
Keep it read-only until you are sure. No cutover cliff.
Runs in parallel
The move happens alongside your normal work, not instead of it.
One person owns it
A named client success manager, not a ticket queue.
No DIY import
You are not handed a CSV template and wished luck.
Review before go-live
You sign off on the migrated data before anyone relies on it.
From the field
“I put off switching for two years. The move took less time than the deciding did.”
Mike H., Reliable HVAC
Common questions
Questions from growth-minded owners.
How long does switching take?
It depends on how much history you are bringing and how your pricing is set up. We scope it with you up front so you know what to expect, and the work runs in parallel with your normal operations.
Who moves my data?
Your client success manager does. Customers, job history, price book, and open work come across, and you review it before go-live.
What happens to my current system?
You keep it read-only until you are confident. There is no day where both systems are load-bearing.
Bring your shop as it is.
Book a working session and free business audit with the Lakehouse team. We will look at your current setup and map out exactly what the move looks like.
Free business audit included with every demo