Switching to Systemise
Start on the right foot
Bring your contacts, suppliers and price lists across from spreadsheets, Xero or another job system, and have Systemise set up before your team signs in.
Professional services
Hands-on help to set up, move across and get more from Systemise
Our team can bring your data across, set Systemise up the way your business runs, train your people, review how you work, and build what your business needs on top. Every engagement is scoped and quoted for your business.
Wherever you are
Help that fits where your business is
Some teams want a clean start. Others want a second pair of eyes on a setup that has grown over time.
Already using Systemise
Get more from what you have
Short on time? We can take the setup work off your hands, or review how your team quotes, schedules and invoices and suggest where it could run more smoothly.
Need something specific
Build what your business needs
When the standard product doesn't quite fit how you work, we can scope custom development and add-ons for your business.
What we can do for you
Choose one, or combine them into a single engagement.
Getting started
Data migration & import
We look at what you have, whether that's spreadsheets, your Xero file or exports from another system, and work out the cleanest way to bring it into Systemise. You start with tidy, accurate records rather than a copy of old problems.
Getting started
Setup & configuration
We set up your products and price lists, quote and invoice templates, Xero account codes and your team's users, so Systemise matches how your business already works.
Getting started
Training
Sessions for the office and for the people in the field, focused on the parts of Systemise each of them will use day to day.
Ongoing
Workflow review
A review of how your team uses Systemise today, from first quote to paid invoice. We look for steps that can be simplified and features you aren't using yet, and give you clear recommendations.
Tailored
Custom development & add-ons
Features, reports or integrations built for your business when the standard product doesn't cover what you need. We scope the work with you before anything is built.
Data migration
What we can bring across
Every business's data looks different. We check the quantity, quality and structure of what you have, then recommend the best way to bring it in.
- Customers and contactsFrom a spreadsheet, or straight from the contacts already in your Xero file.
- SuppliersIncluding the suppliers already set up in Xero.
- Products and price listsYour catalogue, with cost and sell prices, imported from a spreadsheet.
- Account codesMapped to the chart of accounts already in your Xero file.
- Quote and invoice templatesSet up to match the layouts and wording your customers already know.
- Your teamEveryone added with their own sign-in, ready for day one.
How an engagement works
Tell us what you need
Use the form below. A short description of your business and what you'd like help with is enough to start.
We scope it with you
We talk it through, look at your data or setup where that helps, and agree what's in scope.
You get a quote
A written quote for the agreed work, before anything starts.
We do the work
We deliver what was agreed and check it with you before handing over.
Pricing
Quoted for your business
Every business needs something different, so there are no fixed packages. We scope the work with you and send a written quote before anything starts.
Prefer email? [email protected]Tell us what you need
Give us a short outline of your business and what you'd like help with, and we'll get back to you to talk it through.
Questions about professional services
Do I need professional services to use Systemise?
No. You can set Systemise up yourself, and the documentation walks through each step. Professional services are for when you'd rather hand the work to us, or need something the standard setup doesn't cover.
How much does it cost?
It depends on the work. We scope what you need with you and send a written quote before anything starts.
Can you bring across data from the system we use now?
Tell us what you use now and, if you can, send a sample export. We'll check what can come across, and how, before we quote.
Is this the same as support?
No. Support is for when something isn't working or you have a question about how Systemise works. Professional services are project work, scoped and quoted separately.