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Switching to ProTeams takes one 30-minute kickoff call, a set of exports from your current tool, and a review of what we load. Our onboarding team rebuilds your clients, sites, crews and recurring schedules for free on any paid plan. You keep your old tool running during a 1–2 week parallel run. Then your crews start clocking in on ProTeams, and you cancel the old tool when it suits you.
Built by the operator running ProCleanings (NJ) and Verdant Building Services (TX), 100+ sites.
Here's exactly what we do and what we don't, so you know what to expect before the kickoff call.
The ProTeams onboarding team does the work, starting with a kickoff call with you. You keep running your old tool until cutover, so nothing stops while we build.
There's no one-click import. People on our team load your data by hand from the files you send, then you check it before anyone relies on it.
Five steps from demo to your crews clocking in on ProTeams.
We walk through ProTeams on your real sites, and you pick the plan that fits your team.
We go through your current tool with you and list exactly what to export.
Send the files. If your tool won't export something, spreadsheets or screenshots work too.
We aim to have everything loaded within 7 days of receiving your data. Then you run both tools side by side for 1–2 weeks and check our work.
Your crews start clocking in on ProTeams. You cancel the old tool on your own schedule.
Find your tool below. Where a tool has no documented export, we work from a spreadsheet or screenshots instead.
Swept's documented export is the payroll report. For everything else, you fill in a spreadsheet from your Swept screens and we rebuild it.
| What to export | Where it is in Swept | What we do with it |
|---|---|---|
| Payroll and timesheet history | Reports → Payroll Reports. Download as CSV or PDF. You can choose to include break timestamps. | Load it as timesheet history for reference. |
| Clients and locations | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your clients and sites from a spreadsheet you fill in from your Swept screens. |
| Employees and crews | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your crew list and send app invites by phone. |
| Schedules | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild who works where and when as recurring schedules. |
| Inspections | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your inspection checklists. Past results stay in Swept unless you can download them. |
Still comparing? See ProTeams vs Sweptworks.
Janitorial Manager exports payroll, but there's no documented export for clients, employees or inspections. We rebuild those from a spreadsheet.
| What to export | Where it is in Janitorial Manager | What we do with it |
|---|---|---|
| Payroll | After payroll is processed, it exports to ADP, Paychex, Paylocity or QuickBooks (.IIF). | Use it as a reference for employee names and hours history. |
| Clients and sites | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your clients and sites from a spreadsheet. |
| Employees | Not documented. Janitorial Manager's own employee import template is a good format to fill in. | Rebuild your crew list from that format and send app invites by phone. |
| Inspections | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your inspection checklists. |
Still comparing? See ProTeams vs Janitorial Manager.
Jobber exports clients and invoices directly, and jobs and quotes through its reports. If you'd rather, we can pull the data through Jobber's API with your permission.
| What to export | Where it is in Jobber | What we do with it |
|---|---|---|
| Clients | Clients → Export Clients → CSV or vCard. Files are emailed to you, up to 1,500 rows each. You can filter by tag. | Load your clients and their addresses as sites. |
| Invoices | Invoices → Edit Columns → Actions → Export. Needs the Admin role. | Load them as reference records. |
| Jobs and quotes | Reports. | Use your visits to rebuild recurring schedules. |
| Everything, directly | Jobber's GraphQL API. | If you'd rather not export by hand, we pull what we need directly. |
Export before you cancel. Your Jobber account goes read-only after cancellation.
Still comparing? See ProTeams vs Jobber.
TEAM Software by WorkWave (WinTeam) exports any report to PDF, Excel or CSV. Expect several reports, not one file. We'll give you the exact list on the kickoff call.
| What to export | Where it is in WinTeam | What we do with it |
|---|---|---|
| Customers | Customer Master report: the full customer file. Export to Excel or CSV. | Rebuild your clients and sites. |
| Employees | Employee Master report. Export to Excel or CSV. | Rebuild your crew list and send app invites by phone. |
| Lists and grids | Grids export to Excel. | Fill in schedules and supply lists. |
| Anything else | Any report exports to PDF, Excel or CSV. | Load what's useful as reference records. |
Keeping WinTeam for accounting? See ProTeams vs TEAM Software.
Connecteam exports users, timesheets, schedules and form entries to Excel, and some of them to CSV. There's no separate client export, so we pull your sites from the schedule export.
| What to export | Where it is in Connecteam | What we do with it |
|---|---|---|
| Employees | Users tab: pick the fields, then Export to Excel or CSV. Filter first to export only some users. | Rebuild your crew list and send app invites by phone. |
| Timesheets | Time Clock → Timesheets → Export. Choose Payroll totals, Timesheets or Shift Report (.xlsx), or set up a Custom Export as CSV or Excel. | Load it as timesheet history for reference. |
| Schedules | Job Scheduler → Actions → Export week (Excel), or List view → Export. Includes date, times, job, location and assigned user. | Rebuild who works where and when as recurring schedules. |
| Clients and sites | No separate export documented. Job locations appear in the schedule export. | Build your clients and sites from the schedule export, plus a short spreadsheet for anything missing. |
| Checklists and forms | Form entries export to Excel. | Rebuild your checklists. Past entries come over as reference records. |
Still comparing? See ProTeams vs Connecteam.
CleanGuru documents a sync that sends timesheets to QuickBooks. It doesn't document an export for customers, employees, schedules or inspections, so we rebuild those from a spreadsheet you fill in from your CleanGuru screens.
| What to export | Where it is in CleanGuru | What we do with it |
|---|---|---|
| Timesheets | Synced to QuickBooks through CleanGuru's QuickBooks integration. Export them from QuickBooks. | Load them as timesheet history for reference. |
| Customers and sites | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your clients and sites from a spreadsheet you fill in from your CleanGuru screens. |
| Employees | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your crew list and send app invites by phone. |
| Schedules | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild who works where and when as recurring schedules. |
| Inspections | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your inspection checklists. Past results stay in CleanGuru unless you can download them. |
Still comparing? See ProTeams vs CleanGuru.
BrightGo mentions payroll exports but doesn't publish how its exports work. Ask your BrightGo contact what they can export for you. Anything they can't, we rebuild from a spreadsheet.
| What to export | Where it is in BrightGo | What we do with it |
|---|---|---|
| Payroll and hours | Payroll exports are listed as a feature. Format not documented. | Load hours as timesheet history for reference. |
| Clients and buildings | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your clients and sites from a spreadsheet. |
| Employees | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your crew list and send app invites by phone. |
| Schedules | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild who works where and when as recurring schedules. |
| Inspections | Not documented. We'll work from a spreadsheet or screenshots. | Rebuild your inspection checklists. |
Still comparing? See ProTeams vs BrightGo.
Send what you have. We've onboarded operators from WhatsApp groups and binders.
Don't worry about the format. If it's in a spreadsheet, an export or a photo of a binder page, we can work with it.
Book a demo. If ProTeams fits, the migration is on us on any paid plan.
Attending BSCAI Contracting Success? Meet us at Mandalay Bay Nov 17–19.