How to switch from ServiceMonster in an afternoon, with undo
The planA small business can aim for one afternoon to set up and one cycle of running side by side. Large histories and annual terms add time. Importing into Apex is demo status and not connected to saving real data, so verify by hand.
Before you start
The steps
- Find the export in your current softwareLook in 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 schedulesWork from the schedule screen, since how repeat orders 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. Because the vendor states an annual commitment [5], cancelling early may not return fees, so check the term date before you cancel. Switch protection is demo status and export on cancel is partly built, so keep your own copies of every file.
- OB14Switch protection (never lose data, ledger)(Rolling out)
- AD10Data export on cancel(In progress)
Switching questions
Does the annual commitment trap me?
The ServiceMonster page says an annual commitment is required [5]. Check your own contract date and ask support about terms. Run Apex alongside until you are sure.
Can Apex read my old export?
Importing from competitor exports is demo status and not connected to real data. Plan to check results by hand, and ask about done-for-you migration, which is partly built.
What about my bookkeeping link?
ServiceMonster lists QuickBooks sync [6]. Apex has accounting sync only as a demo, not connected to real data, so keep your current books process until that changes.
Sources for ServiceMonster facts
- www.servicemonster.com/pricing (read 2026-10-07)
- www.servicemonster.com/pricing (read 2026-10-07)
- www.servicemonster.com/pricing (read 2026-10-07)
- www.servicemonster.com/pricing (read 2026-10-07)
- www.servicemonster.com/pricing (read 2026-10-07)
- www.servicemonster.com/pricing (read 2026-10-07)
- www.servicemonster.com/pricing (read 2026-10-07)
- www.servicemonster.com/pricing (read 2026-10-07)