Guide
Switching workshop software: the migration checklist
A safe switch has three parts: get a complete export, decide what happens to open jobs and balances at a cut-over date, and check the imported data before you go live. Declined (deferred) work and service-due dates matter most, because they drive future bookings. If they are lost, the reminders that fill your diary go with them.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
Before
- List what your current system can export, and in what format.
- Pick a cut-over date. Month-end suits account balances.
- Tell your team which system to use for which jobs during the switch.
During
- Migrate customers, vehicles, history, stock and suppliers.
- Carry over open quotes and declined work with their dates.
- Enter opening balances for account customers as at cut-over.
After
- Spot-check 20 customers end to end.
- Run a practice invoice and a practice counter sale.
- Keep read-only access to the old system for a few months.
With BayAutomate
Free with a 6-month subscription. Migration scope agreed after checking your existing software's export. How free migration works.
Questions
How long does a migration take?
It depends on the export. The scope and timing are confirmed after we review your data.