Switching from Fieldwire to BuildX, in a weekend.
Self-serve import steps for contacts, jobs, and history from Fieldwire. No sales calls, no migration fees, no downtime mid-season.
Step 1: Export what you own
Export projects, plans, punch items, tasks, checklists, and photos from Fieldwire. Download current marked-up plan sets per job so the field record survives with locations intact.
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 and vendors first, then cost database and assemblies, then open projects with current punch and task status so foremen pick up mid-stream without confusion.
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
Keep Fieldwire on live punch while BuildX pilots one full job: takeoff, daily logs, portal, and invoice from budget lines tied to completed work. 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 plan markups and punch history transfer?
Current marked-up sets download per job and attach as reference files in BuildX with locations preserved. Open punch re-enters BuildX with assignees and due dates, while closed punch stays searchable. New punch starts in BuildX once foremen trust logs and portals on the pilot.
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.
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Put it to work on your next job.
Start free with your Contractor ID, or open Studio and review your first takeoff today.