Switching

Describe your shop. It sets up the rest.

Switching ERPs usually means one to three months of implementation, a consultant, and a spreadsheet of everything you have to re-key. This is a conversation and a stack of files you already own.

You approve every setting. Nothing is saved until you say so, and every value shows the words it came from, so you can see exactly what was understood and what wasn't.

The setup screen: a single text box where the owner describes the shop in plain English, with a file drop and a voice option. — **Start.** Describe the shop the way you'd explain it to a new hire — or drop in the files you already have. Spreadsheets, PDFs, Word docs, exports from QuickBooks, JobBOSS² or ProShop.

The machines step: four machines read out of the description, each shown with the phrase it came from and a Confirm button. — **Confirm, line by line.** Each machine shows the exact words it came from. You correct anything that's wrong before it's stored.

The numbering step: existing quote and job number formats read back, with the next number each will issue. — **Your numbering, kept.** Quote and job numbers keep counting where you left off, so nothing changes for your customers or your suppliers.

What comes across

The things you'd otherwise re-type.

Customers and suppliers

Names, contacts, addresses, terms and tax status, read out of whatever export or spreadsheet you have.

Machines and work centers

Each one classified, with the phrase it was read from shown beside it for you to confirm.

Rates

Bill and cost rates per work center, or one shop rate if that's how you price. Never a default, never a guess.

Parts and part history

Part numbers, revisions, prior pricing and prior run times where your export carries them.

Your numbering

Quote, job and invoice formats read from your last number, counting on from there.

Open jobs

Work in progress, so you aren't running two systems in parallel through the cutover.

Bring the system you're on now.

Tell us what you're running and what your export looks like. Thirty minutes, and you'll know what switching would actually involve for your shop.

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