Switching

Switching auto repair software? The move is our job.

Your customers, your vehicles, and your repair order history come with you — moved by us, checked by you, at no extra cost. And the door out stays open the whole time: your records come back out as plain CSV files whenever you want, cancelled or not.

Why shops stay

Nobody stays for the software. They stay for the history.

Ask an owner why they are still on a system they complain about weekly and the answer is almost never the price. It is the eight years of customer records sitting in it. The Corolla that has been in four times, the fleet account whose vehicles you would have to re-enter one by one, the job from last spring that a warranty argument might still turn on. Nobody wants to start a shop over at a blank screen.

That fear is reasonable, and most vendors are content to let it do the work of a contract. So we do the migration ourselves, as part of onboarding, and we tell you what will and will not come across before you have committed to anything. The point is that leaving your old system should be a decision about the software, not a hostage negotiation about your own records.

How it works

Four steps, and only one of them is yours

01

You ask your current vendor for your data

One email, and we will tell you exactly what to ask for. Most shop systems will produce a file of customers, vehicles, and repair order history if you ask plainly and in writing. How fast that arrives is the one part of this neither of us controls, which is why it goes first.

02

We read it and map it

We take the file and work out how it lines up with the way BayDocket stores a shop: which column is the VIN, how the old system split parts from labor, what its tax lines actually mean. Nothing here lands on you. There is no spreadsheet template to fill in and no field-mapping screen to sit through.

03

We load your shop and you check it

Your records go into your own shop, and then you look at them — pull up your ten busiest customers, find a job you remember, check that the vehicle and the totals read the way they should. Anything that looks wrong gets fixed before you rely on it, because the point of this step is that you are the one who signs it off.

04

You pick a morning and go live

New tickets get written in BayDocket from that day on. No parallel bookkeeping, no weekend cutover, no week of typing the same job into two systems. Your old software stays readable for as long as you keep paying for it, which is a decision you can take at your own pace.

Ask us about your own system →

Honest scope

What comes across

The spine of a shop record: who your customers are, what they drive, and what you have already done to it.

  • Customers — name, phone, and email
  • Vehicles — year, make, model, and VIN, tied to the right owner
  • Repair order history — every past visit, with its parts and labor totals
  • What each of those jobs was worth, so the money history survives the move

That is enough to open a customer, see their car, and read what you did to it last time — which is the whole reason the history mattered in the first place. Once it is loaded it behaves like any other record in the shop: searchable, printable, and there when the vehicle rolls back in.

Honest scope

And what stays behind

This is the half other vendors leave you to discover in week three. Some of it is missing from the file your old system produces; some of it has nowhere sensible to land. Either way, you hear it from us first.

  • Inspection photos and old inspection records. Photos usually are not in the file at all, and a checklist without its pictures is half a record. Your new ones start clean, from the tech's phone.
  • Text message threads. Conversations live with the phone carrier and the old vendor. New threads start in BayDocket on your shop's own number.
  • Booked appointments. A calendar is short-lived by nature. Re-book the next couple of weeks by hand — it is an afternoon, once.
  • Parts stock counts. On-hand numbers are the thing most worth counting yourself anyway. Starting from a physical count beats importing a number nobody trusted.
  • Anything your old vendor will not hand over. We cannot move what we are never given. If the file comes back thin, we will tell you what is missing from it rather than quietly load a gap.

If any of that is a dealbreaker for your shop, better to know it now. We would rather lose the conversation than win it and have you find out later.

What it costs

Nothing, and there is no professional-services line

Moving your records in is part of getting started. There is no migration fee, no setup fee, no onboarding fee, and no minimum term attached to the offer — the whole bill is the subscription, which is $149 a month for every feature and every member of staff. The first 10 shops lock in $99 a month for as long as they stay subscribed.

Nor is there a contract to sign for the privilege. Month to month, cancelled from your own settings page, no notice period and no retention call. A migration you paid for would give us a reason to make leaving hard; a migration we do for free costs us the same either way, which is roughly the point.

This is not a thought experiment on our side. We have built the importer, run a real shop's records through it, and reconciled the loaded totals back against the source system — including the awkward part, where an old system stored one blended tax figure that cannot be split back into parts tax and labor tax because the rates were never in the file. When something like that turns up in your data, you get told about it and shown the size of it.

The door out

The same promise, pointed the other way

Your records come back out

A button in Settings hands the owner one zip file: customers, vehicles, repair orders with every line, invoices with tax broken out by rate, and one cash ledger. Plain CSV, money in dollars, and a README explaining each file.

It still works after you cancel

A cancelled shop goes read-only, not locked. Everything stays readable and printable, and the download button keeps working — because the app lets a cancelled shop read, and that is structural rather than a policy anyone has to remember.

We will say what is not in it

Photos, inspections, appointments, stock, message history, canned jobs and recommendations are not part of that zip, and there is no accounting-package file. You should hear the limits from us rather than find them.

What the other platforms actually cost →

Before you sign

Five questions worth asking every vendor, us included

Ask these of whoever you are looking at, in writing, before the demo call turns into a contract. The answers are more useful than any comparison table, ours included — and if a vendor will not answer them plainly, that is itself the answer.

  1. What exactly can I take with me, and in what format? "You can print reports" is not a data file. Ask for the list of records and the file type.
  2. Does that still work if I cancel? This is the one that separates a promise from a lever. Plenty of systems will read you your data back only while you are paying for it.
  3. Who does the migration in, and what does it cost? A four-figure onboarding fee is a switching cost pointed at your next vendor as much as at this one.
  4. What is the notice period to cancel? Reviewers of at least one major platform report a notice window that turns "cancel anytime" into another billed quarter. Read the term, not the marketing page.
  5. What will not come across, specifically? Every migration leaves something behind. A vendor who says "everything transfers" either has not looked at your data or is telling you what you want to hear.

We wrote our own answers to all five above, which is the only reason we feel entitled to hand you the list. If you want the longer version, our pricing breakdown puts the add-ons and the contract terms of the well-known platforms side by side, and the comparison pages go vendor by vendor.

What you switch into

The shop your history lands in

Once the records are in, everything else is the product you saw in the demo: repair orders in a couple of clicks, photo inspections from the tech's phone, per-job approvals by text, and an invoice that is just the approved estimate. One price, everything included.

Where your history lands — every ticket, customer, vehicle, status, and total in one list (demo-shop data).

Questions

Switching questions

How much does it cost to migrate to BayDocket?

Nothing. There is no migration fee, no setup fee, and no onboarding fee — moving your records in is part of getting started, not a professional-services line item. The subscription is $149 a month, or $99 for the first 10 shops for as long as they stay subscribed, and that is the entire bill.

What data can you move from my old shop software?

Customers, vehicles, and repair order history with the parts and labor lines and totals on each one. That is the spine of a shop record: who your customers are, what they drive, and what you have already done to it. If your current system can produce a data file, we work from that file rather than asking you to retype anything.

What does not come across?

Inspection photos, text message threads, booked appointments, parts stock counts, and anything your old vendor keeps in a format they do not hand out. Some of that is a limit of what the file contains and some of it simply does not map onto how BayDocket stores things. We tell you which is which before you commit, not after.

How long does switching take?

The part that involves you is short: get the data file out of your current system, look over a loaded copy of your shop, and pick a go-live day. The work between those steps is ours. What sets the calendar is usually how quickly your current vendor produces the file, which is worth asking them about before anything else.

Do I have to run both systems at once?

No, and we would rather you did not. Dual entry is where switching goes wrong: two records of the same job, neither one complete. Keep writing tickets in your old system while we load your history, check the loaded shop, then pick a morning and start writing the new ones in BayDocket. Your old system stays readable for as long as you keep it.

What if I want to leave BayDocket later?

Your customers, vehicles, repair orders, invoices, and payments come back out as plain CSV files, from a button in your own settings, whenever you want. It still works after you cancel — a cancelled shop goes read-only rather than locked, so the records stay readable, printable, and yours. That is how the product is built, not a policy we could quietly revise.

Can I try BayDocket before moving anything?

Yes. There is a demo shop loaded with real-looking repair orders, inspections, invoices, and a message thread, open at demo.baydocket.com/try with no signup and no card. Click around it the way you would click around a shop you actually ran, then decide whether the switching conversation is worth having.