Switching
Switching to Vellier
Changing systems sounds like a lot of work. It doesn't have to be. Bring your clients, open jobs, price list and unpaid invoices with you, and nothing is sent to your clients until you say go.
Cost calculator
What your team pays for other systems at their public list prices, with the source and date for each.
Compare costs
Import your data
Step-by-step export guides for each system, and what comes across.
See the guides
Switch in a weekend
A plan for moving over between Friday and Monday without missing a job.
Read the plan
How it works
- Export from your current system. Our guides show where each list lives, system by system.
- Drop the files into Vellier. It recognises each file from its columns and shows you a dry run before anything is saved.
- Fix the short list. Duplicate clients, missing postcodes, jobs with no client: Vellier lists them so you can sort them first.
- Go live when you're ready. Quiet mode holds every automatic client message until your go-live date.
Keep your old system for a month or two while you settle in. Only bring across what's live; your history can stay where it is until you're sure.