Switching from Fullbay: Free Customer and Inventory Import

WrenchPilot offers free customer and inventory import for shops switching from Fullbay. Start by agreeing which records you need, then validate a sample before scheduling your changeover.

What does free customer and inventory import cover?

The offer covers customer and inventory import. It does not by itself promise that every historic invoice, attachment, payment, repair note, or open balance will transfer. List any additional records you need and agree their scope before work begins.

How should we prepare the export?

1. Keep an unchanged backup of the original export.
2. Identify duplicate customers and choose a consistent account name.
3. Review contact details, billing addresses, and customer identifiers.
4. Check inventory part numbers, descriptions, quantities, costs, and selling prices.
5. Separate active stock from obsolete items and supplier catalog entries.

Share files through the onboarding channel agreed with the team. Do not put customer exports in a public document or a blog comment.

How do we know the import is right?

Compare source and imported record counts, then spot-check customers and parts you use every day. Include an account with multiple units, a part with a leading zero in its number, and an item with a fractional quantity if your shop uses one. Resolve differences before staff begin relying on the new records.

When should we switch open jobs?

Choose a clear cutoff. Decide where each open repair order will finish and where its invoice and payment will be recorded. Keep access to the old records for your retention needs. A controlled changeover prevents duplicate invoices and missing balances.

What should we compare before leaving Fullbay?

Decision	Staying in Fullbay	Moving to WrenchPilot
Existing records	Remain in your current workflow	Validate imported customers and inventory
Open jobs	Continue under your current process	Agree a cutoff and ownership for each job
Costs	Review your current contract and renewal	Review the plan and any separately scoped services

See the Fullbay alternative guide and bring your current workflow to a demo.

Want to see this with your shop workflow?

Bring a sample repair order to a WrenchPilot demo. Review current pricing, shop features, and accounting integrations before choosing your plan.

What else do shop owners ask?

Is customer and inventory import free?

Yes. WrenchPilot offers free customer and inventory import; confirm the files and scope with the onboarding team.

Does that include all invoice history?

Do not assume so. Historical invoices, attachments, payments, and open balances need explicit scoping.

Should I cancel Fullbay before checking the imported records?

Plan access and cancellation around your validation and retention needs. Verify the new workflow first.