Switching to Daily
Send us what you have. We help you get started.
Getting started with Daily is straightforward. Tell us about your crews, share your customers and routes, and pick your first time-tracking day. We handle the setup with you.
From your current tools to your first day
Four simple steps. We do the setup.
You know your company. We know Daily. Bring the information you already use—we will help get it into place.
We set up your crews
Tell us how your crews work
We start by understanding your crew structure. We set up maintenance crews for recurring work, and construction, enhancement, and irrigation crews for one-off or project-based work.
Daily is set up around the way your company works.
We populate your records
Bring your customers and properties
We populate your customers and properties by importing from QuickBooks Online or working from a list you send us—in any format.
No need to reformat a spreadsheet or learn an import tool.
We build your routes
Send us your existing routes
Send a photo of the week's routes, an export from another system, or a screenshot. We use what you already have to populate your routes in Daily.
Your existing routes, ready for your crews in Daily.
We are on call all day
Pick your first time-tracking day
Together, we set a start date for time tracking. On that day, the Daily team is on call and available the full day to address any hiccups or questions.
Your first day comes with a team you can reach.
No special format required
A photo of your routes? That works.
Your information does not have to be in a perfect spreadsheet. A customer list, a screenshot from your current system, or a photo of this week’s routes gives us a place to start. Our team handles getting it into Daily.
Your first day is not a solo effort.
On your agreed time-tracking start date, Daily is on call for the full day. Questions from the office? A crew needs help getting going? We are available to work through it with you.
A few practical details
Your information stays yours.
We will arrange how to share your records during setup. The application is just for telling us about your company—no customer files or employee details needed.
What about historical records and exports?
Getting started focuses on your crews, customers, properties, routes, and time tracking. If you need historical invoices, payments, attachments, or project history moved too, discuss that with us. Keep your original records; we can confirm the export options for any data you need to retain.
Prepare your team
Useful before the switch
Founding members
You bring your business. We help you get going.
Tell us about your company and the tools you use today. We will help you take the next step toward your first day in Daily.