# Switch to DropHaul: Self-Serve Import or Hands-On Setup

_Source: https://www.drophaul.app/switch_

DropHaul replaces the dozen different tools duct-taping a business together with one simple app the whole team stays connected through. DropHaul is built to be self-serve: most owners import their own customers, sites, and units and start dispatching. Switch & Setup is DropHaul's optional, paid hands-on migration service for owners who would rather hand it off. The DropHaul team collects your data from spreadsheets, PDFs, or your current software, sets DropHaul up around how you run, trains your office and drivers, and reviews your first routes with you.

## Where owners switch from

- **Spreadsheets and group texts:** a spreadsheet for customers, a board in the shop for the week, a group text for the crew, and a separate app for billing. DropHaul brings all of it into one app so the office and every driver work from the same live schedule.
- **Desktop software:** aging desktop tools and QuickBooks add-ons that only run in the office. DropHaul pulls your lists out, connects QuickBooks Online if you use it, and puts the operation on your crew's phones.
- **Another dispatch tool:** ServiceCore, Jobber, Housecall Pro, or anything that exports to CSV or Excel. DropHaul maps the fields and plans the cutover so your crew is never running two systems.

## How it works

1. **Pickup: we collect what you have.** Spreadsheets, exports from your current software, even PDF route sheets.
2. **Service: we set DropHaul up.** Customers, sites, units, and jobs land in the right fields, and DropHaul is configured around how you already run.
3. **Drop: your crew goes live.** The office and drivers are trained, and we review your first routes with you.

## What Switch & Setup covers

- **Migration:** customers, contacts, sites, units, trucks, jobs, and open invoices moved over and checked for duplicates and gaps.
- **Configuration:** yards, trucks, service schedules, pricing, and AutoShare set up to match how your operation works.
- **Training:** dispatch and billing for the office; the DropHaul iPhone app for drivers. Android is coming soon.
- **Go-live support:** a planned cutover and a review of your first routes, with an on-site setup day available.

## Doing it yourself

DropHaul's importer accepts PDF, CSV, TSV, and Excel files across 12 record types: customers, contacts, job sites, units, trucks, jobs, invoices, yards, supplies, maintenance, compliance, and fuel entries.

## How long it takes

Usually quickly: anywhere from a day to a few weeks. A small fleet coming off a spreadsheet can be live the next day; a larger operation with years of history in another tool takes longer. DropHaul sets the cutover date with you up front.

## Pricing

Switch & Setup is competitively priced and scoped to your fleet and how much data you are bringing. Book a call at https://www.drophaul.app/demo and DropHaul will quote it before any work starts. The self-serve importer is included on every plan.