Switching tools feels scary when your whole business lives in a spreadsheet or another app. Moving to Eva is meant to be calm and safe. Here is how it goes.
Bring your clients with you
Your client list comes with you. You can add clients into Eva and keep their history in one place, so you are not starting from a blank screen. If you have a list to import, we will help you bring it in.
Start with what matters, not everything at once
You do not have to move five years of records before you begin. Most owners load their active clients and upcoming jobs, start running the week in Eva, and fill in the rest as they go.
We help you make the move
Your welcome call is the perfect time to get set up: we will walk through bringing your clients in and getting your first week on the schedule. Email hello@followeva.com anytime and a real person will help.
See your client list (CRM), or start your free trial and move at your own pace.