Moving from Workiz to Opsler: The Practical Guide
Ready for more features at a better price? Here's the step-by-step migration playbook.
TL;DR
Switching from Workiz to Opsler takes 2-3 days for most teams. Export your data as CSV, import it into Opsler, pick your industry preset, add your team, and start dispatching. Opsler helps with migration for free. You can run both platforms side-by-side during the transition.
How Hard Is It to Switch FSM Software, Really?
Let's be honest — switching software is the thing every business owner dreads. You've got years of customer data in Workiz. Your team knows where all the buttons are. The idea of starting over makes your stomach hurt a little.
But here's the thing: it's not 2010 anymore. Data exports are CSV files. Imports take minutes, not weeks. And if you're switching because Workiz is costing you $225/month and still doesn't have offline mode or tiered estimates, every month you wait is another month of overpaying for less.
We've walked dozens of teams through this exact move. Here's what it actually looks like.
Step 1: Export Your Workiz Data
Log into your Workiz account and export your customer list, job history, and invoice records as CSV files. Workiz makes this available in their settings. Download everything — customers, contacts, completed jobs, open jobs. Takes about 15 minutes.
Step 2: Start Your Opsler Trial
Sign up for Opsler's 10-day free trial. No credit card needed. Pick your industry preset — HVAC, plumbing, pest control, electrical, whatever you do — and your account comes pre-loaded with the right terminology, service types, and pricing templates. This step takes about 5 minutes. Seriously.
Step 3: Import Your Customer Data
Upload your Workiz CSV exports into Opsler. The import tool maps customer names, addresses, phone numbers, email addresses, and service history. If anything doesn't map cleanly — weird custom fields, funky date formats — our migration team sorts it out. No charge.
Step 4: Set Up Your Team
Add your technicians, dispatchers, and office staff. Assign service areas, set working hours, and configure notification preferences. Each person gets their login and can start using the Opsler technician app immediately. The app works on any phone with a browser — no app store download required.
Step 5: Dispatch Your First Job
Create a job, assign it to a tech, and watch it show up on their phone. That's it. You're live. Your tech can view job details, navigate to the site, capture photos, collect a signature, and mark the job complete — even if they're in a basement with zero signal.
Step 6: Run Both Platforms (Optional)
Don't want to go cold turkey? Keep your Workiz subscription active for a week or two. Dispatch new jobs through Opsler while referencing old data in Workiz. Once you're comfortable, cancel Workiz. No pressure, no rush.
What Do You Gain by Switching?
Offline mode your techs have been begging for
Workiz has no offline mode. Zero. If your tech walks into a basement, they're flying blind. Opsler's offline-first PWA lets them complete entire jobs without signal — photos, signatures, notes, everything. Syncs when they surface.
Tiered estimates that boost revenue
Workiz does basic quotes. One price, take it or leave it. Opsler's Good/Better/Best estimates let your techs present three options on-site with a presentation mode that customers actually understand. Average ticket goes up 30-50%.
$76/month savings — instantly
Workiz Standard: $225/month. Opsler with every feature: $149/month. That's $912/year you keep. And you're not downgrading — you're getting features Workiz doesn't even offer.
Free migration assistance
You don't have to wrestle with CSV files alone. Opsler's team helps map your Workiz data, resolve formatting issues, and verify everything imported correctly. It's included with every account — no add-on fee, no professional services invoice.
The whole process usually takes less time than you spent setting up Workiz in the first place. And when you're done, you'll have a platform that works in dead zones, boosts your average ticket, and costs $76/month less.
Frequently Asked Questions
Yes. Workiz lets you export customer lists, job history, and invoice data as CSV files. You can pull these exports from within your Workiz account settings. We recommend exporting everything before you cancel your Workiz subscription so you have a complete backup.
No. Opsler's CSV import maps your Workiz fields — customer names, addresses, phone numbers, email, job history — into Opsler's database. If you run into any edge cases (custom fields, unusual formatting), our migration team will handle the mapping for you at no extra cost.
Most teams go from Workiz export to dispatching jobs in Opsler within 2-3 days. If you're a larger operation with years of job history, give it 4-5 days to get everything imported, verified, and your team trained. But you can start dispatching new jobs on day one while the historical data imports in the background.
Yes, and it's free. Every Opsler account gets migration assistance at no extra charge. We'll help map your Workiz data, import your customers, and make sure nothing falls through the cracks. You don't have to figure out CSV formatting on your own.
Absolutely. Many teams keep their Workiz account active for a week or two while they ramp up on Opsler. You can dispatch new jobs through Opsler while referencing historical data in Workiz. Once you're confident everything's migrated, cancel Workiz whenever you're ready.
Workiz has a built-in VoIP phone system, so if you're using their phone numbers, you'll want to plan for that. You can port those numbers to a standalone VoIP provider (like OpenPhone or Grasshopper) before canceling Workiz. Opsler integrates with SMS via Telnyx for customer communications.
More About Workiz
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