Switching from Yardbook

We move your Yardbook data. You don't re-key a thing.

Three hundred customers, ten years of invoices, and every chemical application you've logged — that history is the reason you haven't switched. We built an import engine for exactly this, and our team runs it for you.

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9
Import stages, run in order
7
Yardbook backup files read
0
Records you re-key by hand
1–2
Business days to first reply
What comes across

Every stage, in the order it runs

Not a customer list dump. The importer runs nine stages in dependency order, so invoices land on the right customer and payments land on the right invoice.

  1. 01

    Customers

    Names, business names, email, phone, billing address, notes, and payment terms. Lead source is mapped to ours, and anyone marked a prospect in Yardbook lands as a lead here instead of an active customer.

  2. 02

    Properties

    Service addresses built from both your customer records and the addresses on individual jobs, de-duplicated so one address doesn't become three properties.

  3. 03

    Invoices & estimates

    Both document types with their original Yardbook numbers preserved, issue dates, statuses mapped to ours (paid, pending, cancelled, void), and due dates recalculated from the payment terms on each document.

  4. 04

    Line items

    Every line on every invoice and estimate — description, quantity, rate, and amount — with document totals reconciled against the lines after the fact.

  5. 05

    Payments

    Matched back to the right invoice using the invoice number in the payment note, with the payment method normalized. Payments we can't match to a document land as unapplied credit on the customer rather than being dropped.

  6. 06

    Jobs

    Scheduled and completed work with its title, description, dates, and completion status, linked to the right customer and property. Recurring jobs come across flagged as recurring.

  7. 07

    Timesheets

    Crew time entries with clock-in, clock-out, and total hours, attached to the job they were logged against.

  8. 08

    Chemical applications

    Your application history: product, amount and rate applied, treated area, applicator name and license number, target pest or site, application method, and the recorded temperature, humidity, wind speed, and wind direction.

  9. 09

    Your numbering

    Your invoice counter is realigned to continue where Yardbook left off. Your next invoice picks up the sequence — it doesn't restart at #1 and confuse your customers or your bookkeeper.

What doesn't

The parts we can't move

A migration page that claims everything comes across isn't worth reading. Here's what you'll be doing by hand.

  • Your services or product catalog — you build that here, which most operators want to clean up on the way over anyway.
  • Photos and file attachments on jobs, customers, or invoices.
  • Mileage logs. We read them out of the backup for the record count, but they aren't imported.
  • Fine-grained recurrence rules. A recurring job arrives flagged as recurring on a weekly interval, and you set the real cadence here.
  • Anything Yardbook doesn't put in the backup export — if it isn't in the files they give you, we can't move it.
How it runs

Who does what, and when

This is a concierge migration. It is not an upload box you're left alone with at 9pm.

Step 1

You export your backup from Yardbook

Yardbook gives you a folder of CSV files covering customers, invoices, invoice lines, payments, activities, timesheets, and chemical applications. You send us the folder — that's your entire job in this process.

Step 2

We do a dry run first

The import runs in dry-run mode against your real files before anything is written. That's how we tell you up front how many customers, invoices, jobs, and applications will land, and which rows won't match — before your account is touched.

Step 3

We run the real import

Our team runs it against your account, one stage at a time in dependency order, so invoices attach to customers and payments attach to invoices. Every stage is recorded, and any row that fails is written to a report we can hand you rather than silently skipped.

Step 4

You check it before you commit

Open your customers, invoices, and job history and confirm it looks like your business. You're inside a free trial while this happens — no credit card, and nothing stopping you from walking away.

The deal, plainly

What this costs you

Who runs it

We do. Hands-on migration support is included on the Business plan. You send the backup folder Yardbook gives you; our team handles the rest.

How to start it

Email support@turfprologic.com before you create an account, or request it from Settings → Import once your trial is running. We reply within 1–2 business days.

What we won't do

Write to your account before you've seen the dry-run counts, or quietly drop a row we couldn't match. Failures go in a report you can read.

Every plan includes CSV import on its own. See pricing for what each plan covers. Yardbook is a trademark of its owner; Turf Pro Logic is not affiliated with Yardbook.

Coming from somewhere else

Jobber, Markate, LawnBuddy, or a spreadsheet

The path there is CSV export into our importer, with migration support for the heavy lifts. Straight answer on what that involves.

See the CSV path
FAQ

Moving from Yardbook: FAQs

Do I have to move my Yardbook data myself?

No. This is a concierge migration — our team runs it for you from your Yardbook backup export. It isn't a self-serve upload tool, and it isn't a CSV you have to map column by column. Migration support is included on the Business plan, and we reply to requests within 1–2 business days.

What actually comes across from Yardbook?

Customers, service properties, invoices and estimates with their original numbers, every line item, payments matched back to their invoices, jobs with schedule and completion history, crew timesheets, and your chemical application records including applicator, license number, target, method, and the weather conditions recorded at the time.

What doesn't come across?

Your services catalog, photos and file attachments, mileage logs, and detailed recurrence rules. Recurring jobs arrive flagged as recurring on a weekly interval and you set the real cadence here. If Yardbook doesn't include something in the backup export, we can't move it.

Will my invoice numbers change?

No. Your Yardbook invoice numbers are preserved, and your invoice counter is realigned so the next invoice you send continues the sequence instead of restarting at #1.

What happens to a payment that doesn't match an invoice?

It comes across as unapplied credit on that customer's account rather than being dropped, so your books still balance and you can apply it to the right document afterward.

How long does the migration take?

We reply to migration requests within 1–2 business days. The import itself runs in stages and the timeline depends on the size of your backup — we give you the record counts from a dry run before anything is written to your account.

Can I ask about this before I sign up?

Yes. Email support@turfprologic.com with roughly how many customers, invoices, and years of history you have, and we'll tell you what your migration looks like before you create an account. Once you've started a trial you can also request it from Settings → Import.

Ready when you are

Bring the whole history with you

Start the trial, send us your Yardbook backup, and see your own customers and invoices in Turf Pro Logic before you decide anything.

Questions? Contact us at support@turfprologic.com