Switching to Flowody
Check your records and accounting workflow before you move. Start with a sample, then run a real job from quote to invoice.
Plan your move
1. Keep an independent copy of your records
Before changing systems, export the records you need from your current app: customer and site lists, open jobs, quotes, invoices, payment balances and any documents or photos. Keep the originals securely. Check how long your current provider keeps records after cancellation, and retain access until you have checked your move.
2. Confirm what can move before uploading
Import coverage depends on the source app, export format and record type. Contact Flowody support through the contact page with your current app name, record types and approximate counts. Ask which records can be imported, which need manual entry, and how duplicates, document numbers and outstanding balances will be handled. Describe the files first; agree a transfer method before sending customer data. Do not assume a CSV export means every field or attachment can be transferred.
3. Start with a small sample
Agree a small sample before moving the full dataset. Check customer names, addresses, site contacts, document numbers, tax amounts and balances against the original system. Check attachments separately: an imported job or invoice does not establish that its photos, certificates or reports have moved. Resolve discrepancies before continuing.
4. Run a complete job during the trial
Use the 30-day trial to create a customer and site, prepare a quote, schedule the work, record attendance and prepare an invoice. Use the step-by-step guides with the people who will use Flowody. Confirm permissions, document templates and your accounting workflow before relying on it for daily operations. Read the accounting compatibility guide for Xero, QuickBooks, MYOB and payroll boundaries.
5. Choose a cutover date and reconcile
Decide where new jobs will be created from an agreed date. Keep a record of which invoices and payments remain in the old system, and reconcile outstanding balances before sending customer reminders. Keep your original exports and any records required for your business. Cancel the old subscription only after checking the records and access you still need.
Frequently asked questions
How long does a move to Flowody take?
Timing depends on your source app, the records and attachments you need, export quality and the checks required. Ask support to confirm the scope after reviewing a sample. There is no guaranteed same-day or complete-history transfer.
Can I import everything from my current app?
Do not assume a complete transfer. Import coverage depends on your source app, export format and record type. Confirm coverage with Flowody support and verify a sample, including attachments and balances, before moving the full dataset.
Does Flowody integrate with MYOB?
Flowody currently lists Xero and QuickBooks integrations. MYOB is not a listed native integration. If MYOB is essential to your business, confirm a workable accounting process with support before switching; do not assume an automatic sync.
Can I try Flowody before cancelling my existing software?
Yes. Flowody offers a 30-day trial with every feature included. A card is saved through Stripe at signup and is not charged until the trial ends. Use the trial to check your workflow and records before cancelling your existing software.