How a switch runs
Six steps, run for you.
01
We look at what you have
We see how your shop runs today and what has to move.
02
We move your data
Customers, history, open jobs, and pricing. You review it before go-live.
03
We build your price book
Rebuilt from your real costs, not copied from a spreadsheet.
04
We set up your phone and email
Registered and ready the day you go live.
05
We train your team
Office and field, on your schedule.
06
We stay after launch
Your success manager stays your person.
From the field
“I put off switching for two years. The move took less time than the deciding did.”
Mike H., Reliable HVAC
Common questions
Questions from growth-minded owners.
How long does switching take?
It depends on your data and pricing. We scope it up front, and it runs alongside your normal work.
Who moves my data?
We do. You review it before go-live.
What happens to my current system?
Keep it read-only until you are confident.
Bring your shop as it is.
Book a working session and free Operations Review with the Lakehouse team. We will map out exactly what the move looks like.
Free Operations Review included with every demo