How to switch from Service Autopilot in an afternoon, with undo
The planA small lawn or cleaning business can aim for an afternoon of setup and one full cycle of side-by-side running. A big route history takes longer. Import tools into Apex are demo status and not connected to saving real data, so confirm by hand.
Before you start
The steps
- Find the export in your current softwareCheck the vendor help center and ask support what you can download, since the export location and file format were not verified. Do this first, before you touch anything in Apex, and save the files to a folder you control.
- LD16Customer export (CSV) at any time(In progress)
- Check the file by eyeOpen the exported customer list and count the rows. Spot check ten customers against what the old screen shows: phone, address, notes. Fix obvious gaps in the spreadsheet now.
- LD15Customer import from CSV/other software(In progress)
- Import into Apex and compareLoad the customer list into Apex and use the side-by-side check against the original rows. The competitor import tools are demo status, so expect to confirm results by hand.
- OB02Import from competitor with side-by-side check(Rolling out)
- OB04Import from Jobber / HCP / Workiz / ServiceTitan exports(Rolling out)
- Rebuild recurring schedulesCopy them from the schedule screen, since how recurring services are stored was not verified. Write each repeat customer, interval and price on paper first, then recreate the plan in Apex and compare the next three dates.
- RC01Recurring service plans (weekly/monthly)(Rolling out)
- SC10Recurring jobs auto-generated(In progress)
- Test one request end to endSubmit a test request through the Apex booking page. It arrives pending, you confirm it, and only then does it become a confirmed visit. Check the reminder and the invoice that follow.
- BK11Booking requires owner approval (request mode)(Built)
- CM03Appointment reminders (SMS/email)(Built, rolling out)
- Run both systems for a full cycleKeep the old account open and running one full billing or service cycle, such as a month for monthly customers. New jobs go in Apex while old history stays reachable in the old account.
- OB14Switch protection (never lose data, ledger)(Rolling out)
- Cut over and keep the backupWhen Apex has matched a full cycle, point your website and phone links at Apex. Keep the old export files and Apex's own export somewhere safe for at least a year.
- AD10Data export on cancel(In progress)
Apex status for the import and switch tools is shown beside each step. Status as of 2026-10-07.
Undo plan
In progress
Keep the old account active until Apex has run one full cycle. Its pricing is quoted on annual rates [3], so check the term date before cancelling. Switch protection is demo status and export on cancel is partly built, so save your own copies and do not assume an automatic rollback.
- OB14Switch protection (never lose data, ledger)(Rolling out)
- AD10Data export on cancel(In progress)
Switching questions
Do I need Elite features to leave?
No. Texts, portals and accounting links in Elite [5] are things to rebuild or reconnect in Apex one at a time, and some are demo or partly built, so keep notes.
Can Apex import my old customers?
Importing from competitor exports is demo status. Treat any import as something to check by hand, and ask about done-for-you migration, which is partly built.
Will my recurring routes carry over?
Not automatically. Not automatically. Recreate each repeating service in Apex by hand, then compare the next three dates against the old schedule before you cut over, and keep notes of any differences.
Sources for Service Autopilot facts
- www.serviceautopilot.com/ (read 2026-10-07)
- www.serviceautopilot.com/pricing (read 2026-10-07)
- www.serviceautopilot.com/pricing (read 2026-10-07)
- www.serviceautopilot.com/pricing (read 2026-10-07)
- www.serviceautopilot.com/pricing (read 2026-10-07)
- www.serviceautopilot.com/ (read 2026-10-07)