Moving to OPSphere
Your next system.
Start with a plan.
Using Simpro, ServiceM8, another platform or spreadsheets? Explore your options for moving to OPSphere.
Discuss early accessExplore the sample customers, jobs and quotes.
Assess the fit before the move
Planning example Your existing dataO OPSphere
Customer exportHarbour BuildersCustomer record
Company nameHarbour Builders
MapBusiness name
ContactJamie Taylor
MapPrimary contact
PostcodeNot supplied
ReviewReview required
Check missing details and duplicates before importing.
Your existing dataO OPSphere
Job exportHarbourview fit-outJob record
Job nameHarbourview fit-out
MapJob title
Customer IDC–1048
MapLink to customer
Job statusIn progress
ReviewConfirm status mapping
Confirm customer links and how existing job statuses map.
Your existing dataO OPSphere
Quote exportQ–0248 / Fit-outQuote scope
Quote referenceQ–0248
MapSource reference
Trade scopeElectrical + plumbing
MapReview sections & tasks
Quote total$24,800.00
ReviewReconcile totals
Review scope structure, pricing and tax treatment before transfer.
Illustrative mappings. Your records and migration scope are assessed individually.
A move with a plan
Your business sets the route.
- 01
Understand the work
Review your current software, spreadsheets or custom tools. Identify the records and daily workflows you need to carry through.
- 02
Agree the scope
Review available exports, record relationships and data quality. Agree what can move and what needs preparing.
- 03
Verify before switching
Check records, totals and daily workflows against the agreed scope before committing to cutover.
Migration scope and timing are agreed after reviewing your current system and data.
Early access to OPSphere
Your next job.
Better connected.
Run your business. Bring your trusted partners.
Join early access Built in Australia. For trade businesses.