How to Migrate from Tradify to OmniSAM

The first step is getting your existing customer and job data out of Tradify. Tradify allows you to export your data easily into CSV formats.

• Go to Customers in Tradify and click "Export Customers" to download your CSV.
• Go to Jobs and export your current active and historical jobs.
• Export your Price List/Materials if you want to import them into OmniSAM's products.

Our smart importer makes it easy to map your Tradify fields to OmniSAM's CRM.

• Navigate to Contacts > Import Contacts in OmniSAM.
• Upload your Tradify CSV file.
• Map the columns (Name, Email, Phone, Address). Create Custom Fields for any Tradify-specific data you want to keep.

Unlike Tradify's rigid job statuses, OmniSAM lets you build custom visual drag-and-drop pipelines that match exactly how your trade business operates.

• Go to Opportunities > Pipelines.
• Create stages like: Lead Received > Quote Sent > Job Scheduled > In Progress > Invoice Sent > Paid.

Move your pricing and templates over so you can start billing immediately.

• Connect your Stripe or PayPal account in Settings.
• Recreate your standard Quote and Invoice templates under Payments.
• Pro Tip: OmniSAM supports text-to-pay, allowing clients to pay invoices directly via SMS.

This is where OmniSAM leaves Tradify in the dust. Activate workflows to save hours every week.

• Missed Call Text-Back: Automatically text prospects back if you miss their call while on the tools.
• Review Requests: Automatically send an SMS asking for a Google Review when a job is moved to "Paid".
• Quote Follow-ups: Automatically email/SMS clients who haven't accepted a quote after 3 days.