Switching from CoConstruct to BuildX, in a weekend.
Self-serve import steps for contacts, jobs, and history from CoConstruct. No sales calls, no migration fees, no downtime mid-season.
Step 1: Export what you own
Export contacts, projects, selections, bids, budgets, and invoices from CoConstruct to CSV. Save decision logs, spec sheets, and allowance records per project.
Save plan sets, contracts, and closeout documents to a folder per job. You will reattach the live ones in step 3.
Step 2: Import in this order
Contacts first, then cost database and assemblies mapped to CoConstruct items, then open projects with current selections and budget status so decisions carry over cleanly.
Open jobs next with current budget and schedule status, not full history. History follows once the crew trusts the new numbers.
Step 3: Cut over one job
Run one home fully in BuildX: takeoff with review gate, link-open portal with selection deadlines, and invoices from budget lines. Prove it where the stakes are real but contained.
Then move the rest. Most shops finish the overlap in two to four weeks and wonder why they waited.
Questions shops ask
Do I need to talk to sales to migrate?
No. Every step above is self-serve. If you want help, the help center and contact page reach working humans.
What happens to my history?
Closed-job records import as reference files attached to customers, so the story stays searchable without polluting live budgets.
Do selection decisions transfer?
Signed selections transfer as reference PDFs while open picks re-enter BuildX with deadlines tied to the schedule and allowance versus actual tracked per pick. Pending decisions reissue from budget lines so overages flag while choices are still changeable on the pilot home.
How long does the switch take?
One weekend for setup and the pilot job, then two to four weeks of overlap while remaining jobs move. Most shops cut over fully once the pilot invoice reconciles.
Keep reading
Put it to work on your next job.
Start free with your Contractor ID, or open Studio and review your first takeoff today.