Switching software can feel like one more project you don’t have time for. Your schedule is full, your cleaners depend on you, and the business needs to keep running while you make the move.

That’s why Allison includes full, white-glove onboarding at no additional cost. We help move your customers and jobs, set up your recurring schedules, configure your services, and get your team comfortable using Allison. Our team works with you through the entire transition.

You bring the knowledge of your business, and we handle the setup with you, checking the details together so you feel confident before going live.

Here’s what that process looks like.

Start with the information you already have

One of the first questions owners ask is, “Am I going to have to enter all my customers again?”

Allison helps import your customer information. If your current software lets you export your customers, that gives us a starting point for reviewing what can be brought over and what additional information may be needed.

We also use a spreadsheet template to collect information needed for the setup. Depending on what your current system provides, you may need to fill in missing details or clarify information that doesn’t transfer cleanly.

Your role is to help confirm that the information reflects your business today, including which customers are active and whether important details are current.

We work through those needs with you so you understand what’s required before you begin.

Give your recurring schedule its own review

For an established cleaning company, the recurring schedule is one of the most important parts of the transition.

It’s also more than a list of customers. Visit frequency, assigned cleaners, service type, pricing, and upcoming dates all affect how your week runs.

Allison helps you set up recurring schedules. The information available from your current software determines how much can be carried over and what needs additional attention.

Before launch, plan to review the schedule together, including:

• Upcoming visits and recurring frequencies.

• Cleaner or team assignments.

• Service types, prices, and expected durations.

• Exceptions or special arrangements that need to be accounted for.

That review gives you a chance to catch gaps before your team relies on the schedule.

Configure services around how your business operates

Moving customer information is only part of getting ready. Your services and pricing also need to reflect how you run your business.

We help with service setup, and you confirm the choices that are specific to your company: the services you offer, how you price them, and how scheduled jobs should be configured.

This is a useful time to check for outdated service names or inconsistent information. You don’t need to redesign your business during onboarding, but you do want the setup to make sense for the people using it every day.

Prepare your cleaners and office staff for their daily work

Your team needs to feel comfortable with the tasks they’ll use first.

For cleaners, that means understanding how to access Allison, find their schedule, and review job information. For office staff, it means knowing how to manage the schedule and handle the customer and billing tasks they’re responsible for.

We help your team get familiar with Allison during onboarding. Before launch, make sure everyone has access and has had an opportunity to walk through their daily responsibilities.

A little preparation here can reduce the number of questions landing on your desk during the first week.

Review payments before the first invoice

Payment setup deserves its own conversation because customer information and saved payment methods are separate parts of a migration.

Allison uses Stripe for payment processing. If you currently use Stripe, we can transfer your customers’ saved payment cards during onboarding, so they won’t need to enter them again.

If you use another payment provider, we’ll review your options and help plan any steps your customers need to take before you begin collecting payments in Allison.

Whether those cards can transfer depends on the existing payment provider and migration options. If some customers need to add a card again, identifying that early gives you time to plan the request.

The goal is to understand how you’ll collect payments before the first invoices go out.

Choose a launch date around readiness

The right launch date depends on the completeness of your information, the complexity of your schedule, and your team’s readiness.

Before you begin running the business in Allison, use a simple checklist:

• Customers: The information you need has been imported and reviewed.

• Services: Your services and pricing are configured.

• Schedule: Upcoming jobs, recurring visits, and assignments have been checked.

• Team: Staff have access and understand their daily tasks.

• Payments: Payment setup has been reviewed, with a plan for any customers who need to update their card information.

You can continue operating in your current system while preparing for the transition. As you approach launch, account for any schedule or customer changes made during setup so the information you start with is current.

You bring the knowledge of your business. We help with the move.

You know which customer needs a particular cleaner, which recurring visit has a special arrangement, and which details your team depends on.

Allison brings support with customer imports, service setup, recurring schedules, and getting your team familiar with the platform. Your input helps ensure that setup matches the business you actually run.

Frequently Asked Questions

Is Allison’s onboarding free?

Yes. Full, white-glove onboarding is included at no additional cost. Our team helps move your customers and jobs, set up recurring schedules, configure your services, and prepare your team to use Allison.

Will Allison move my jobs, or just my customer list?

We help with both. Onboarding includes your customers, scheduled jobs, and recurring schedules. We review the information available from your current system, handle the import and setup, and work with you to fill in any missing details and confirm everything is accurate.

How long does onboarding take?

Onboarding typically takes 3–4 business days, depending on the size of your business and the information needed for your setup. We also move at a pace you feel comfortable with. If you need more time to review your schedule, prepare your team, or choose a launch date, we’ll work with you on that timeline.

What will I need to do during the transition?

You’ll provide access to the information being moved, share any missing details, and confirm that your customers, services, and schedules are set up correctly. Our team handles the import and setup with you. Your knowledge of the business helps us get the details right.

Can I keep using my current software during onboarding?

Yes. You can continue running your business in your current system while we prepare Allison. Before you switch, we’ll work with you to account for changes made during onboarding and confirm when your team should begin using Allison.

Will my customers’ saved payment cards transfer?

Yes. If you currently use Stripe, we can transfer your customers’ saved payment cards as part of onboarding, so they won’t need to enter their card information again. If you use another payment provider, we’ll review your options with you and help plan the next steps.

Will you help my cleaners and office staff learn Allison?

Yes. Team onboarding is included. We help your cleaners and office staff get familiar with the tasks they’ll use day to day, so they feel prepared before you go live.

Make sure Allison fits your business before you switch

A smooth transition matters. So does knowing that your new software can support the way you work every day.

Allison brings scheduling, customer management, quotes, invoicing, payments, cleaner schedules, time tracking, checklists, and reporting into one platform built for cleaning businesses.

During your demo, we’ll walk through the workflows that matter most to you, whether that’s managing recurring jobs, coordinating your cleaners, communicating with customers, or preparing payroll. Bring the things that frustrate you about your current software, along with anything your next system needs to do.

You’ll have a chance to evaluate the fit and understand the onboarding process before deciding to move forward.