// SERVICEM8 MIGRATION
Switch to ServiceM8 is Web Blend's fixed-scope migration service: we move a trade business off Tradify, Fergus, AroFlo or Simpro and onto ServiceM8, from $1,800 + GST. Your clients and open jobs come across, your job history is archived where you can find it, and your team is onboarded before cutover day.
Web Blend is a ServiceM8 Bronze Partner.
Setup and migration for Australian trade businesses.
Updated September 2026
// WHAT'S INCLUDED
Six pieces of work, done in order, so your team is never stuck between two systems.
We look at what your current system lets you export, account by account, and write down what comes across, what gets archived and what gets rebuilt. You sign that off before anything moves.
Up to 2,000 client records cleaned, de-duplicated and imported into ServiceM8 by CSV, with site addresses and contact people kept against the right client.
Quotes and jobs still in progress brought across so nothing live gets dropped at cutover. Where ServiceM8 enables its partner job import for your move we use it; otherwise they are entered as part of the cutover.
Completed jobs, invoices and whatever notes and files your old system releases are saved to a folder you own, named so you can find a job by client or address later.
Quote, invoice and job report templates rebuilt in your branding, plus your most-used form or checklist rebuilt as a ServiceM8 form.
ServiceM8 booking confirmations and quote follow-up switched on, a team onboarding session on the app, and 14 days of support after cutover.
// THE HONEST BIT
ServiceM8 does not take another platform's full history. It imports clients by CSV, and its partner job import covers only a limited set of active or recently closed jobs. Everything else is archived, not lost.
| Your data | How it gets to ServiceM8 | What we check |
|---|---|---|
| Clients, sites and contacts | Exported from your old system as CSV and imported through ServiceM8 client Bulk Import. | Duplicates, missing addresses, and clients already pulled in from Xero, MYOB or QuickBooks. |
| Open quotes and jobs | Carried over for cutover, by ServiceM8 partner job import where it is enabled, otherwise entered. | Only work still in progress. A closed job does not need to live in ServiceM8. |
| Completed job history | Archived to a folder you own. Not imported as live jobs. | That the export covers the years you are required to keep. |
| Forms and certificates | Your most-used form rebuilt as a ServiceM8 form. Completed ones archived. | Whether your old system lets them out in bulk or one job at a time. |
| Notes, photos and files | Archived where your old system releases them. | Some platforms only release these on request, so ask while you are still subscribed. |
| Diary and appointments | Upcoming bookings re-scheduled in ServiceM8 at cutover. | That every booked visit in the next few weeks has a matching ServiceM8 job. |
Supplier price lists are not part of the switch. If you want your catalogue brought across, see our ServiceM8 supplier price list import.
// BY PLATFORM
Each platform lets different things out. We confirm what your account can export before we quote, rather than assuming.
Tradify documents CSV exports for customers, customer sites, jobs, quotes, invoices, suppliers and price lists. Forms and certificates cannot be exported in bulk, job notes and files come by request to Tradify support, and there is no appointments export.
What Tradify exports, in full →Client and job records are exported via CSV where Fergus allows it for your account. We confirm exactly what your login can pull before we quote, and archive whatever cannot be imported.
Staying on Fergus? See our Fergus integration →Client, site and job records are exported via CSV or report output where AroFlo allows it. We check your account first and archive whatever will not map onto a ServiceM8 client or job.
How AroFlo compares with the alternatives →Customer, site and job records are exported via CSV or report output where Simpro allows it. Simpro is sold on an annual contract, so check your renewal date before you set a cutover.
Simpro pricing and contract terms →// HOW IT RUNS
You give us access or run the exports we list. We map every field to ServiceM8 and send you the plan: what moves, what is archived, what is rebuilt.
Clients, sites and contacts go in, templates and your form are rebuilt, and the automations are switched on. Your team keeps working in the old system meanwhile.
On the agreed date, open work is carried over, upcoming bookings go into the ServiceM8 schedule and new jobs start in ServiceM8.
The team gets its onboarding session, the history archive is handed over, and you have 14 days of support while the new habits settle.
// WHAT YOU PROVIDE
We plan for two to three weeks from export review to cutover, and lock the cutover date with you at scoping. The biggest variable is how fast the exports arrive, so start that part early.
Keep your old system running until the archive is handed over. Some platforms only release notes and files while your subscription is live.
// FIT
You run jobs in Tradify, Fergus, AroFlo or Simpro today and have decided ServiceM8 suits you better. Your workflow already works. You want it on a new platform, not redesigned. Your client list is messy enough that a straight export and import would bring the mess with it. You cannot afford a week where open jobs sit in two systems and nobody knows which is right. 
You are starting from nothing, with no old system to move off. Set ServiceM8 up yourself or buy the full setup. You want years of completed jobs loaded into ServiceM8 as live jobs. ServiceM8 advises against it and we archive them instead. You also need the workflow mapped, a price book loaded and accounting connected. That is the full setup. You have not decided between platforms yet. Read the comparisons first; we would rather you pick the right one. // PRICING
The switch to ServiceM8 starts from $1,800 + GST, fixed as one number once we have seen your exports. It moves a business that already runs well: records imported, open work carried over, history archived, templates and one form rebuilt, native automations on and the team onboarded.
Our full ServiceM8 setup at $4,800 + GST goes further: your job workflow mapped and signed off, a price book of up to 150 items, Xero, MYOB or QuickBooks and card payments connected, and recorded owner and team training. If you are moving platforms and want those too, buy the full setup and tell us where you are coming from, so the open-work carry-over and history archive are scoped with it.
Need more forms than one? A ServiceM8 forms build starts from $1,800 + GST. Custom automations are on the ServiceM8 automation menu. Still weighing it up? Read our Tradify review, Simpro pricing breakdown or the ServiceM8 vs Tradify comparison first. Web Blend is a ServiceM8 partner, so we are not neutral on where you land.
// QUESTIONS
Not sure whether you need the switch or the full setup? Tell us what you run jobs on now and we will say which one fits.
Get in touchOur switch to ServiceM8 service starts from $1,800 + GST. We fix the price after reviewing what your current system exports, because a clean list of 400 clients is a different job to 2,000 records with duplicates. The ServiceM8 subscription is separate and billed by ServiceM8. No hourly billing and no lock-in contract.
Not as live jobs, and we would not recommend it. ServiceM8’s partner job import is a restricted tool for a limited set of active or recently closed jobs, and ServiceM8 itself says not to fill a new account with years of history. We carry over open work and archive completed jobs, invoices and any notes and files your old system releases into a folder you own.
The $4,800 + GST setup builds ServiceM8 around your business from scratch: workflow mapped and signed off, price book of up to 150 items, accounting and card payments connected, and owner and team training. The switch service, from $1,800 + GST, is for businesses whose workflow already works and needs moving: records imported, open work carried over, history archived, templates and a form rebuilt, and the team onboarded.
We plan for two to three weeks from export review to cutover, and agree the cutover date with you at scoping. The biggest variable is how quickly the exports arrive, especially where your old platform only releases notes and files through a support request.
No. Keep it running until the archive is handed over. Tradify, for example, releases job notes and files only by support request, and that needs a live subscription. If you are on Simpro, check your annual contract end date before you set a cutover, so you are not paying for two systems longer than you need to.
They can. ServiceM8 imports clients from Xero, MYOB or QuickBooks Online when you connect them, so a CSV import on top of that creates duplicates. We check what is already in the account before importing and match records rather than loading the list twice.
// READY WHEN YOU ARE
Tell us what you run jobs on now, roughly how many clients you have and when you would like to be on ServiceM8. We will come back with a fixed price and a cutover plan.
Scope my switch