Client and site data migration
Clients, sites, assets, contacts and relationship notes — all migrated to simPRO so your team has full context from day one.
Historical job data, quotes and invoicing history are transferred where supported.
Migration
ServiceM8 to Simpro Migration Services for Australian Trade Businesses
ServiceM8 to Simpro migration services delivered end to end for Australian field-service teams, from a single-office cutover to a multi-site servicem8 to simpro data migration with asset registers, forms, and Xero rebuilt on Simpro.
Clients, jobs, assets, forms, invoices, and connected systems scoped, migrated, and validated. Fixed-price scope, careful testing, and a cutover plan your team can actually work with.
- AU-wide Perth-based · servicing Australia
- 18+ yrs In custom software
- Zero Downtime migrations
- Fixed Price scopes, no surprises
- 100% Australian team
How it runs
A ServiceM8 to Simpro migration, end to end
Three stages. No surprises. Your live ServiceM8 data stays untouched until cutover — delivered personally by the founder.
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Week 0
Discovery & Mapping
15-minute scoping call. We map your ServiceM8 setup, the data structure that needs to translate to Simpro, and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.
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Weeks 1–N
Sandbox Migration & Parallel-Run
Full migration run in a sandbox first. Both systems then run in parallel for two weeks — every record, transaction and report cross-checked. No risk to live operations.
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Cutover
Go-Live & Handover
Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. ServiceM8 safely retired with full history preserved.
Before → After
ServiceM8 → simPRO: what actually moves
Every migration project starts from a set of concrete data on the source platform and ends with the same data — cleaned and validated — on the target. Here is the shape of that move.
Today
ServiceM8
Where your data lives today, in ServiceM8.
- Chart of accounts, tax codes and tracking dimensions
- Contacts, customers and suppliers (with duplicates)
- Historical transactions, invoices, bills and reconciliations
- Payroll data, leave balances and STP history
- Connected integrations (CRM, ecom, payroll, ops)
- Custom reports and dashboards that finance depends on
After migration
simPRO
The same data, cleaned and validated, in simPRO — ready for day one.
- Chart of accounts restructured to fit reporting needs
- Deduplicated contacts, ready to use
- Full transaction history with references intact
- Payroll continuity through cutover, STP unbroken
- Integrations reconnected, working from day one
- Reports rebuilt to match — same numbers, same periods
What We Migrate
ServiceM8 to Simpro migration services, what is included
Every servicem8 to simpro data migration is different. Here is what we typically cover when you migrate ServiceM8 to Simpro with us.
Job and project migration
Active and completed jobs, including job notes, photos, checklists and time entries — moved to simPRO with references intact.
Job templates and workflow stages are rebuilt to match your operational process.
Document and attachment migration
Job photos, site documents, signed forms and compliance certificates — transferred to simPRO attached to the correct records.
Templates for quotes, invoices and reports are recreated in the new system.
Integration reconnection
Accounting, inventory, supplier and scheduling integrations connected to ServiceM8 are rebuilt on simPRO.
The goal is that your field team and office staff see no operational gap.
Pricing
How we price ServiceM8 to Simpro migration services
Price moves with client and site volume, job and asset history, form and document migration, connected systems, and how much simPRO workflow setup is needed before cutover. Here is how we scope it.
Migration audit call
Tell us what you are running in ServiceM8, what must survive in simPRO, and which jobs, assets, workflows, or reporting rules cannot break. We will tell you whether it fits one fixed-price migration or needs phased delivery.
Fixed-price migration scope
Once data volume, asset and workflow mapping, integration reconnection, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live. No open-ended estimates.
Phase history and integrations separately
If the move includes heavy history, pricing rules, forms, or connected systems, we can split it into core operational data first, then history, then integrations. Each phase has its own price and sign-off.
Why HELLO PEOPLE
ServiceM8 to simPRO migrations
HELLO PEOPLE vs the alternatives
DIY spreadsheet migrations, vendor migration tools, and offshore migrators all promise to move your data. Here's how HELLO PEOPLE compares on the things that actually matter to an AU SMB owner.
| Concern | HELLO PEOPLE | DIY spreadsheets | Vendor migration tool | Offshore migrators |
|---|---|---|---|---|
| Data preserved end-to-end | 100% + validated at every step | Usually yes, no validation | Advertised complete, some fields drop | Depends on the vendor |
| Downtime during cutover | Zero. Parallel run + weekend cut | Days to weeks | Hours to days | Often days |
| AU BAS / GST / payroll fit | AU-native, understood | You own the risk | Usually generic | Variable |
| Pricing model | Fixed price, one-time | Your team's time forever | Per-record or flat fee | Per-hour + revisions |
| When something breaks | We own the fix, no charge | You own it | Support ticket queue | Time-zone gap |
| Data cleansing | Included in scope | Optional, often skipped | Usually not | Quoted separately |
| Post-cutover support | 30 days included, plan optional | None | Chat support tier | Depends on contract |
Case Study
Multi-entity accounting migration that finished ahead of BAS deadline
A Perth-based services group with 60+ staff moved off their legacy accounting stack to a modern cloud platform, taking multiple entities across in one coordinated cut. Chart of accounts consolidated, payroll continuity preserved through cutover, and BAS lodgement continued on time.
Read the full case study Zero Downtime through cutover
100% Historical data preserved
6wks From kick-off to go-live
We had been putting off the switch for over a year. They made it painless — scoped it clearly, migrated everything, and our team was up and running in simPRO within weeks. The data was cleaner than it had been in years.
Our Process
ServiceM8 to Simpro migration services, step by step
A structured process so you know what is happening at each stage. No ambiguity, no surprises.
FAQs
Common questions about ServiceM8 to simPRO migration and conversion
How much do your ServiceM8 to Simpro migration services cost?
Depends on job volume, client and site count, asset registers, form and photo history, and how much Simpro workflow setup is needed before cutover. We scope your ServiceM8 setup first, then quote fixed price before any work starts.
How long do ServiceM8 to Simpro migration services take?
About 3 to 6 weeks for most Australian field-service teams. Single-office electrical or plumbing crews finish faster. Multi-site setups with heavy asset history sit at the longer end.
Do you deliver custom ServiceM8 to Simpro migration for trade businesses?
Yes. Custom ServiceM8 to Simpro migration is where we spend the bulk of our time, including ServiceM8 forms rebuilt as Simpro custom forms, checklists and conditional logic re-implemented, and mobile sign-off workflow recreated in the Simpro app.
Are you a ServiceM8 Simpro migration company for Australian tradies?
Yes. We are a Perth-based ServiceM8 Simpro migration company delivering nationally, with trade clients across Melbourne, Sydney, Brisbane, and regional WA. Delivery is fully remote and the team is Australian.
Will we lose job history or site assets during the ServiceM8 to Simpro data migration?
No. Every client, site, active and completed job, asset register entry, photo, and signed form migrates with references intact. Compliance records stay attached to the right site.
Can field crews keep working in ServiceM8 during the migration?
Yes. ServiceM8 stays live until cutover. Parallel systems run for the final validation window so dispatch and field work never stop.
Do you rebuild the accounting integration on Simpro?
Yes. Xero, MYOB, or QuickBooks Online sync from Simpro is scoped and configured as part of the migrate ServiceM8 to Simpro project, along with tracking-category mapping so reporting stays clean.
Is recurring service and maintenance work preserved?
Yes. Recurring service contracts, maintenance plans, catalogue items, price lists, and progress claim workflows all rebuild in Simpro. Nothing gets lost between the two platforms.
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Talk to us about your ServiceM8 to Simpro migration services scope
Tell us about your ServiceM8 setup, what needs to carry into Simpro, and any workflow, asset, form, or accounting integration reality checks for your Australian field team. We come back with a ServiceM8 to Simpro migration plan and fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
