Is your current software missing the mark? Are you using too many software systems to manage your business? Switch from CoConstruct, Buildertrend, or any other software systems to JobTread in just 5 simple steps!
Your existing software may have unique terms and conditions, and in some cases you may be locked into a contract. Decide the best timing for making the switch so you have at least 2-4 weeks overlap for the transition.
Let us do the heavy lifting. Our Customer Success Team will guide you through each stage of the transition and get your business set up for success. Simply schedule a time to meet with our JobTread Customer Success team to get the ball rolling.
Avoid re-creating your data! Export spreadsheets of your customers, vendors, cost items, and specifications from your previous software and our team will transfer them into JobTread. Just send the Excel spreadsheets to our Customer Success Team and they will take it from there!
Take your final step into the JobTread community! After you successfully exported all of your data, go ahead and cancel your subscription to your previous software.
According to CoConstruct, you can either call or email them to cancel your subscription. Call (434) 277-2071 (select option 4) or submit your request for cancellation in writing to firstname.lastname@example.org.
Your Buildertrend administrator will need to email email@example.com to initiate the cancellation. Receive and complete the Account Change Request Form via email and then confirm the cancellation with a Buildertrend representative via phone (888) 415-7149 or email.
Cancelling a different software? Contact our Customer Success team to learn how!