Paper to phone
Moving from another job app: what to check before cancelling
Before cancelling another job app, confirm that its exports preserve the records you need and that the destination can accept them.
The short answer
Before cancelling another job app, confirm that its exports preserve the records you need and that the destination can accept them.
Before cancelling another job app, confirm that its exports preserve the records you need and that the destination can accept them. Trial the replacement with a small sample, then reconcile the opening position. Do not make cancellation the first step.
Explore the wider switching and implementation guides for the steps around this decision.
A pre-cancellation checklist
- List active customers/sites, open work and unpaid balances.
- Obtain the source’s current export and cancellation terms.
- Inspect representative records, including exceptions and attachments.
- Confirm the destination’s supported import scope.
- Test and reconcile a small transfer.
- Agree a cutover date and keep required source copies.
An illustrative transfer
A customer has an accepted quote, a part-finished project and a part-paid invoice. Moving only their contact details would lose the important operating position. Retain the relevant documents and identifiers even if some must be entered or linked manually.
| Mismatch | Decision |
|---|---|
| Source exports a field the destination lacks | Preserve an appropriate controlled record |
| Attachments are separate | Keep references and confirm access |
| Balance differs | Reconcile before live chasing |
| Duplicate customer | Resolve identity without losing site history |
JobDiary supports the full trades record, but this does not establish a universal importer for every competitor’s archive. Confirm optional setup scope and any manual work needed.
Keep legal, accounting and retention requirements separate from the vendor’s subscription policy. A reversible migration preserves the work and evidence, not merely the contact count.
Connect this to the next step
Continue with How to run paper and an app together during a short changeover. If the next issue is elsewhere in the workflow, use How to onboard a seasonal worker to a job app.
See starting a JobDiary trial to check how the product supports this work. Use the current product description and a trial to verify the fit for your business.
When it is in JobDiary.
The method above is the point. This is what it looks like when the diary is doing it for you.
See how it works| Time | Job | Status |
|---|---|---|
| 08:30 | 7 The GreenMow, edge, hedge | Done |
| 09:15 | 23 Seabury DriveMow, weed | Done |
| 10:00 | 9 Brookfield LawnMow, feed | In progress |
| 11:05 | 12 Castle ParkMow, hedge rear | Next |
| 12:00 | 31 Church RoadMow | Scheduled |
| 13:15 | 18 The RiseMow, edge, bins out | Scheduled |
Product screens use demonstration data.
What this guide is based on
JobDiary was developed around a real Co. Louth trades operation with2 vans and live business records since 2025. This guide provides an editorial framework; worked examples are illustrative. Product screenshots use demonstration data.
