How do I switch garage management software?
Switching involves preparation, exporting existing records, setting up the new diary, training the team, managing any required downtime, validating the setup, and asking the right questions during a demo.
Plan data, diary and WIP cut-over, team training, validation and supplier or accounting connections without relying on unrealistic migration promises.
Switching involves preparation, exporting existing records, setting up the new diary, training the team, managing any required downtime, validating the setup, and asking the right questions during a demo.
Typically, customer and vehicle records, basic service history, and parts stock can be migrated, but it depends on what your current provider allows you to export. Always confirm with your new provider what exact data they can import.
A well-planned switch may not require the workshop to shut, but a brief period of dual-running can help with live jobs, diary bookings and work in progress. Plan the change for a quieter period and agree the cut-over with the provider.