Send us the exports from the system you use today. We bring over your customers, properties, past jobs, upcoming schedule and price list — cleaned up, with service-due dates already worked out — usually the same day.
Customers · properties · job history · schedule · price list. Nothing to retype.
The fear is losing years of customers, service history and due dates. The answer is simple: send us the files.
Customers with every phone and email, billing addresses and commercial accounts. Every service address as a property with its own permanent RouteHouse property ID. Past jobs by date, type and tech. Upcoming appointments on the schedule. Your price list with taxable flags and income accounts.
Duplicate customers merged. One business entered under five spellings becomes one account with all its sites. Dispatch notes typed into address fields move into notes. Tank sizes are read from old job names, so “1250 Gallon Septic Tank Cleaning” puts 1,250 gal on the property. Seven-digit phone numbers get their area code.
When a house has changed hands, the newest customer becomes the current owner and the previous ones stay in the property’s owner history. The service record stays with the tank, not the person who used to live there.
Your standard price list, plus customer price levels — senior, veteran, friends & family, new customer — as percent or dollar discounts, on all items or just some. They show on the invoice as their own line.
Every migration comes with a review list of anything that needed a judgment call — possible duplicates, customers with no name in the old system, addresses we couldn’t place — and a preview of exactly what will be added. Loading only ever adds: nothing already in your account is overwritten, and loading the same file twice adds nothing.
Imported past jobs are marked as history. They show on the customer and property and they feed the service-due dates — but they’re never re-invoiced or pushed to QuickBooks.
Some systems park future appointments in placeholder slots — 1:00 AM, 3:00 AM. We slide each day’s block to your company start time and keep the order.
We read each property’s service history and set its next due date. A three-year pump cycle for most homes. A shorter one where the history shows a pump chamber or holding tank is serviced every few months. Grease-trap intervals from how often each trap was actually cleaned.
On day one the Service Due list shows who’s coming up and what each visit is worth, priced from your own price list by tank size. Your history isn’t a read-only archive — it drives the schedule and the reminders from the start.
Pull your customers, appointments or jobs, and price list from your current system. Most export to a spreadsheet or CSV — we’ll tell you exactly which reports. Invoices with line items are a bonus: they fill in history.
We map every field, merge duplicates, work out service-due dates and send you a short review list of anything that needed a judgment call.
You — or we, with you — see exactly what will be added, then load it. Usually the same day.
Your techs open their schedule in RouteHouse with full history behind every stop.
Same-day depends on getting usable exports. We can bring as much history as your current system will export — years or decades of it.
A Connecticut septic and grease company sent us their exports on a Monday morning: about 10,000 customers, 9,850 service addresses, 3,700 past appointments, 128 upcoming jobs and a 58-item price list with senior and veteran pricing. They were working in RouteHouse that afternoon — with 2,600 properties already on a service-due schedule.
RouteHouse migration, October 2026
The RouteHouse team runs the migration. You send files; we do the mapping, merging and clean-up.
It drives service-due dates, visit values and reminders from day one — not a read-only archive you never open.
History belongs to the address and survives a change of owner — the way septic and grease work actually goes.
Nothing overwritten, and nothing loaded without a look first.
As much as your current system will export: customers with their phones, emails and billing addresses, commercial accounts, service addresses, past jobs, upcoming appointments and your price list. Invoices with line items help fill in history. We bring the data — dates, jobs, amounts, notes — not photos, PDFs or old report documents.
Usually the same day we get usable exports. It depends on what your current system exports and how clean it is. Very large books — roughly 20,000 customers or more — we size with you first.
No. The RouteHouse team runs the migration. You export the files, we convert them, and you review a preview before anything is loaded.
No. Loading only ever adds. Nothing already in your account is overwritten, and loading the same file twice adds nothing.
No. Imported past jobs are marked as history. They show on the customer and property and feed service-due dates, but they’re never re-invoiced or pushed to QuickBooks.
No. It’s a one-time move from the files your current system exports. There’s no ongoing sync with the old system.
Most field-service systems export customers and jobs to spreadsheets or CSV. Tell us what you use and we’ll tell you exactly which reports to pull.
A few details help us size your book before we talk. Then pick a time with the people who run the migration.
Rather start on your own? Start a free trial and tell us you’re switching.
Your details are saved. Book a 30-minute call and we’ll tell you exactly which exports to pull.
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