The data migration service

Overview

You describe what you are bringing, book a call, get a price, accept it and pay. Then FieldQuo creates the clients and quotes in your account and you watch them appear under What's been brought in. Payment goes through FieldQuo billing — the same card as your subscription — never through your own Stripe account, which is for your clients paying you.

What is on the screen

• Request a migration — Where's your data now? and Anything else worth knowing (how many years, roughly how many records), then Request a migration.
• The request card, with its status: Requested, Call booked, Quote ready, Accepted — payment due, Paid, In progress, Completed, Declined or Cancelled.
• Book a call with FieldQuo — open times to pick from, or No times are open right now — we'll be in touch to schedule one.
• Documents — Upload a file: a QuickBooks or Jobber export, a spreadsheet, or a ZIP of your old records. CSV, XLS, XLSX, TXT, PDF, ZIP and the QuickBooks formats are accepted.
• What's been brought in — every record FieldQuo created for you — and Previous requests.

How it goes, step by step

1. Fill in Request a migration. The status reads Requested.
2. Book a call from the open times, or wait for FieldQuo to schedule one. You can pick a different time until a price exists.
3. FieldQuo prices the work. The status becomes Quote ready, the dashboard says FieldQuo quoted your data migration at {amount}. Review and respond., and the card shows Accept and Decline.
4. Press Accept. The card reads Quote accepted — pay when you're ready to start.
5. Press Pay and start migration. You are sent to Stripe to pay; the status becomes Paid and the card reads Payment received — thank you. FieldQuo will be in touch to start the migration.
6. While staff work, the status is In progress and records appear under What's been brought in as they are added.
7. Completed — Migration complete.

What FieldQuo writes, and what it never touches

• It creates client records and quote records inside your account. Today those are the two record types the service writes; a migrated quote is a draft, marked as historical, with no tax applied.
• It never updates or deletes a client, quote, invoice or job that existed before — the code has no path that can.
• It writes only while the request is Paid or In progress, checked fresh at every single write. Cancel the migration and the writing stops that instant.
• Every write is logged with what was created and when, and you read that log under What's been brought in.

This is a different mechanism from a support session. When FieldQuo support looks at your account to help you, that session is read-only, with no exception; the migration is the only door for writes, and only you can open it by paying.

Cancelling, and who can see it

Cancel this request is available until you have paid. After payment, cancelling is a conversation with support rather than a button. The screen is under Settings → Account, for owners and administrators only — the same people who see the company's billing. The price and receipt are explained in Paying for the migration service.

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