Know what you need to move.
List customers, vehicles, open work, historical invoices, payments and attachments. Ask your current provider what it can export, in which formats, and at what cost.
Switch with a plan
Your next system.
Your shop’s history.
A software decision should start with the work you need to carry forward. Check your records, try a representative job and understand the gaps before choosing a cutover date.
A practical evaluation
Prove the fit in three steps.
Walk one job through.
Use a representative build: a quote with options, an approval, parts ordering and a customer conversation. Compare how each step works for your counter and office.
Agree on the cutover.
Check imported records and balances, identify anything left behind, and train the team. Keep a clear source of truth for invoices and payments while evaluating.
Take this to any software demo
Ask to see your hardest ordinary day.
The half-approved lift kit. The late shipment. The customer calling someone who did not write the quote. These tell you more than a perfect sample ticket.
- Can I find the customer’s full context?
- Check vehicle and order history, messages, attachments and which records are actually searchable.
- What happens when the scope changes?
- Try a declined service, revised cost and partial delivery. Check the result across the order and reports.
- What comes across from my system?
- Get the supported fields, exclusions and validation process in writing. “Migration” does not always mean the same thing.
- How do I get my records back?
- Ask for an actual export example, including service history and attachments, before committing.
Where DealWrench stands
Check the scope.
Keep the decision yours.
DealWrench currently includes Shopmonkey-connected import work. That is not a guarantee of complete migration from every provider or file format. Import coverage needs to be reviewed against your shop’s records.
Public onboarding is not open yet. Report CSV/PDF export exists; complete self-service data export is still on the roadmap.
Read current availability →Built for the work ahead
Tell us what your shop runs today.
Add your current software when you join the waitlist. It helps us understand the systems shops are looking to move from.