Switching to A.X.E.L from Another Platform

Thinking About Switching?

If you're currently using another platform to manage your leads, quotes, jobs, or invoices — whether that's Tradify, ServiceM8, Jobber, Fergus, a spreadsheet, or even just a notebook — switching to A.X.E.L doesn't have to be painful. We're here to make it as smooth as possible.

What You Might Be Coming From

We've helped tradesmen switch from all sorts of setups:

• Other job management tools — Tradify, ServiceM8, Jobber, Fergus, Powered Now, etc.
• General CRMs — HubSpot, Salesforce, or industry-specific CRMs
• Accounting software — QuickBooks, Xero, FreshBooks (for invoicing)
• Spreadsheets — Excel, Google Sheets, or any DIY tracking system
• Paper and memory — the classic notebook-and-phone-contacts combo

Whatever you're coming from, the goal is the same: get your data across, get you comfortable, and get you working faster than before.

What We Can Help With

We know switching tools is a headache — that's why we offer hands-on migration support. Depending on what you need, we can help with:

• Importing your customer list — bring across names, numbers, emails, and addresses in bulk
• Migrating existing jobs — so your active work doesn't get lost in the transition
• Setting up your templates — quote layouts, invoice formatting, email templates
• Configuring your account — business details, team members, payment settings
• Training your team — a quick walkthrough so everyone's up to speed

You don't need to figure this out alone. We'd rather spend 30 minutes helping you get set up properly than have you wrestling with it for a week.

CSV Import

A.X.E.L supports CSV imports for leads, jobs, and invoices. If you can export your data from your current tool as a spreadsheet or CSV file, you can bulk-import it straight into A.X.E.L. The import tool maps your columns to A.X.E.L's fields, so even if the headers don't match perfectly, it's easy to sort out.

You'll find the Import CSV button on the Leads, Jobs, and Invoices pages.

Running Both Side by Side

Not ready to go all-in straight away? That's fine. A lot of tradesmen run A.X.E.L alongside their existing tool for a week or two — just to get comfortable. Use A.X.E.L for new leads and keep your old system for anything already in progress. Once you're confident, switch over fully.

There's no pressure and no lock-in. You can export your data from A.X.E.L at any time if you change your mind.

Get in Touch

If you're thinking about switching — or you've already signed up and need a hand getting started — just reach out. We'll have a quick chat about what you're using now, what data you want to bring across, and the best way to do it.

• Email: axel@axelup.dev
• Phone: 07788 424 107
• Website: axelup.dev

We're a small team, so you'll actually talk to a real person who knows the product inside out. No ticket queues, no "your call is important to us" on repeat for 45 minutes.

Common Questions

Will I lose any data during the switch?

No. We help you import everything that matters. And you should keep your old tool's data backed up anyway — just export it before you cancel.

How long does migration take?

For most tradesmen, it's an afternoon. Import your customers, set up your business details, and you're rolling. If you've got years of history to bring across, it might take a bit longer — but we'll help.

Is there a cost for migration help?

No. Migration support is included with every plan. We want you set up and succeeding, not stuck fiddling with spreadsheets.

Can I import from [specific tool]?

If you can export it as a CSV or spreadsheet, we can import it. Most tools let you export your data. If you're stuck, get in touch and we'll walk you through it.

Switching tools is always a bit of a faff — but it's worth it when the new one actually works the way you need it to. We'll make it as painless as we can.