The #1 reason roofers stay stuck on software they hate is the fear of moving their data. We remove that fear. Our team moves your contacts, jobs, documents, and history for you — and you stay live the whole time.
No data loss · No downtime · Included free on every plan
Coming from one of these? We've got you. If your current tool can export a spreadsheet, we can bring it in.
Names, addresses, phone, email, and notes — your whole book of business.
Active and past jobs with status, stage, and key details intact.
Contracts, estimates, insurance paperwork, and job photos.
Invoice records and payment history so nothing falls through the cracks.
We learn what tool you're on and what matters most. You'll get a clear plan and timeline — usually a few days, not weeks.
You (or we, together) export your data. Our team maps every field to the right place in RafterCore — no messy spreadsheets for you to untangle.
We load it into a staging view and you confirm everything looks right before it goes live. Nothing is final until you say so.
We flip the switch, your team logs in, and you're running — with your old tool still intact as a backup until you're 100% comfortable.
You review and approve everything before go-live, and you keep your old system untouched during the move. If something doesn't map cleanly, we tell you up front — we never silently drop data.
Most migrations finish within a few business days of your call, depending on how much data you have and how cleanly your current tool exports. We'll give you a firm timeline on the call.
Guided migration is included free on every plan. We'd rather get you moved over cleanly than nickel-and-dime you to switch.
No. You keep your existing software running throughout the move and as a backup afterward. We only recommend canceling it once you're fully confident in RafterCore.
Most platforms export contacts and jobs as CSV/Excel, which we can import. For documents and photos, we'll walk you through the fastest way to pull them. If something genuinely can't be exported, we'll tell you honestly rather than promise the impossible.
Yes — our self-serve CSV import tool lets you upload contacts or jobs, map columns, preview, and import in a few clicks. Prefer white-glove? Our team will do it for you.
Book a free migration call. We'll show you exactly how your data comes over — no pressure, no obligation.