Moving systems shouldn't mean starting from zero. Bring your customer list across free, import your document history from your previous system, and get hands-on help from our team. And your data stays yours: export everything any time.
Migration paths
Use one or all of them. Most workshops start with the free customer import and add their document archive after.
Bring your document history across so old jobs stay at your fingertips.
Bring your customer book across in minutes, at no extra cost.
Tell us what you use today and we'll help you figure out the move.
Switching to PanelDesk is not a one-way door. You can export your records, along with your photos and documents, as a ZIP at any time. No lock-in, no exit negotiation.
Full export of customers, vehicles, quotes, job cards, and invoices.
Photos and documents included alongside your records.
Run an export whenever you want an off-platform backup.
How migration works
A clear path with help at every step, so switching feels like a checklist instead of a leap.
A quick conversation about your current system and what history matters to you.
If you want your document archive imported, we review your export and confirm upfront whether a fee applies — before anything happens.
Bring your customer book across yourself with the free CSV import, with a preview before anything is saved.
Archive imports are loaded for you, then you check that your history looks right inside PanelDesk.
Run new work in PanelDesk from day one, with old quotes, invoices, and documents searchable when you need them.
Migration FAQ
Answers to the most common questions workshops ask before moving to PanelDesk.
Tell us what you're running today and we'll map out the move: free customer import, upfront clarity on any archive fee, and help the whole way.
Talk to us about migrating