Migration guide

How to switch from Tekmetric to FieldPulse

A step-by-step playbook for migrating your all-in-one data, team, and workflows from Tekmetric ($299/mo) to FieldPulse ($99/mo).

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Why teams switch from Tekmetric to FieldPulse

Tekmetric is strong on excellent reporting and strong dvi, but teams often hit limits on higher entry price. FieldPulse addresses this — it's best for growing trade businesses (3–20 users) who want responsive support.

From

Tekmetric

$299/mo

To

FieldPulse

$99/mo

7-step migration plan

  1. 1

    Export your data from Tekmetric (contacts, jobs, invoices, payments) as CSV files.

  2. 2

    Sign up for FieldPulse — most teams use the free trial to test the migration safely.

  3. 3

    Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.

  4. 4

    Import customers and historical jobs into FieldPulse. Match custom fields carefully.

  5. 5

    Run Tekmetric and FieldPulse in parallel for 1–2 weeks so your team can validate data.

  6. 6

    Train your office staff and field crews on the new FieldPulse workflows.

  7. 7

    Cancel Tekmetric once you've confirmed all reporting and integrations work.

What you'll gain with FieldPulse

  • Top-rated customer support
  • Clean modern interface
  • Includes users on flat tiers
  • Strong estimating and job costing

Ready to switch?

Start a free trial of FieldPulse — most teams run it alongside Tekmetric for 1–2 weeks before fully cutting over.

Try FieldPulse

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Frequently asked questions

How long does it take to switch from Tekmetric to FieldPulse?+

Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.

Can I import my Tekmetric data into FieldPulse?+

FieldPulse accepts CSV imports for contacts, jobs, and invoices. Export from Tekmetric, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.

Why switch from Tekmetric to FieldPulse?+

Common reasons: growing trade businesses (3–20 users) who want responsive support. Plus better pricing fit ($99/mo vs $299/mo) and feature differences in all-in-one.

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