Switch from Workiz

Switching from Workiz to JobStack: a step-by-step guide.

You've decided to move off Workiz. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.

Why operators leave Workiz

• Phone isn't actually your main channel. You signed up for the call features but found most of your business comes through text and web. The phone infrastructure cost stopped pencilling.
• AI for text/email lagged. Workiz invested in call AI; for operators whose inbound is text-heavy, that's not the AI you needed.
• Pricing felt heavy for a small operation. $165+/mo entry is steep for a solo or two-person business with modest call volume.
• Wanted simpler, faster, less. Workiz has depth you appreciated but didn't always use. JobStack does the 80% case with less ceremony.

What carries over, what changes

The migration, step by step

1. 1

   Export your data

   In Workiz, go to Settings → Export. Pull CSVs for Customers, Jobs, Invoices, and Payments. Download recordings you legally need to retain — they don't migrate.

2. 2

   Plan your phone replacement

   Decide where your tracking numbers go. Port to a VoIP provider (CallRail, OpenPhone), forward to your cell, or consolidate. Do this before cutover; lost calls = lost revenue.

3. 3

   Audit your customer list

   Multi-year Workiz accounts accumulate duplicate records from repeated calls. Clean these up before import.

4. 4

   Import into JobStack

   Upload your cleaned CSVs. The importer maps standard fields automatically.

5. 5

   Set up replacement marketing attribution

   If you were tracking call sources for ROI, set up CallRail (with UTM tracking for web) or Google Analytics tagging. Otherwise you'll lose source attribution at cutover.

6. 6

   Reconnect payments and other integrations

   Stripe, QuickBooks, calendar — standard JobStack integrations, each under 2 minutes.

7. 7

   Test with real jobs

   Run actual end-to-end flows. Pay attention to invoice-and-payment handoff if that touches your accounting workflow.

8. 8

   Parallel run for a week

   Workiz stays accessible for call history lookups; JobStack handles new jobs.

9. 9

   Cancel Workiz and archive

   Final exports, then cancel. Save recordings and exports per retention requirements.

Common gotchas

• Tracking phone numbers are tied to Workiz. Port them out before canceling or you'll lose them.

• Call recordings don't migrate. Download anything you need for legal or compliance reasons before access lapses.

• Marketing attribution by call source won't carry over. Set up CallRail or equivalent if you need this.

• Dispatching workflows in Workiz are deeper than JobStack's. Simplify, don't try to rebuild one-for-one.

• Per-channel reporting in Workiz is excellent. JobStack's reporting is simpler — set expectations.

Realistic timeline

Frequently asked questions

Guide verified as of May 2026. Workiz feature names and export workflows may change; if a step doesn't match what you see, check Workiz's current help documentation. Workiz is a trademark of its owner.