Switching to ServiceIQ: Your First 30 Days

The worry with new software usually comes down to one bad week. Your PM is stuck in setup while a pour slips, or a foreman goes back to texting photos because the app slowed him down.

This page walks through the first 30 days with ServiceIQ week by week, who does what, what moves over, and how your jobs keep running while it happens.

Before You Start

Pull these together before day one and setup goes faster.

• →A list of the jobs you want to start in ServiceIQ, with one live job picked as the pilot
• →Your crew list: names, roles and phone numbers
• →Current schedules for the pilot job, in whatever form they're in now
• →Your subs and suppliers' contact details
• →One person in the office who owns the rollout
• →A meeting booked with our team if you'd like us to walk you through setup and help with any integrations

You start with one live job and add the rest once the crew is comfortable.

Week 1: Set Up the Pilot Job

You choose how much help you want. Book a meeting and we'll set up the pilot job with you, or sign on and do it yourself. Either way, you'll get daily emails from us walking you through setup, tutorial cards inside the app, and a help center and knowledge center when you want to look something up. If you get stuck, reach out and we'll get back to you within 24 hours on business days.

By the end of the week, the pilot job is live in ServiceIQ and the PM can see it from the office.

Week 2: Put It in the Foreman's Hands

There's very little training involved. Your foreman can ask ServiceIQ to send a report, check the weather on the job, or ask it anything else they need. Add your whole team at no extra cost, so nobody's left texting updates to the one person with a login. When you need an approval from someone outside the company, they can approve by email without signing on.

The goal this week is simple. The foreman logs real updates by voice from the job, and the office sees them land.

Week 3: Run the Job in It

Change orders, schedule changes and punch items on the pilot job go through ServiceIQ only. The old spreadsheet or whiteboard stays as a backup, not the source.

At the end of the week, check five things on the pilot job:

• →**Are updates coming in without reminders?** If the foreman only logs when the office chases him, find out what's slowing him down.
• →**Did every change get captured?** Compare what happened on the job against what's in ServiceIQ. Anything missing is money you might not bill.
• →**Are approvals moving faster?** Look at how long change orders and outside approvals took compared with before.
• →**Can the office answer questions without calling the field?** If the PM still has to pick up the phone to find out where the job stands, something isn't getting logged.
• →**What's still on the whiteboard or in texts, and why?** Whatever is still living outside ServiceIQ tells you where the habit hasn't moved yet.

If anything's sticking, reach out and we'll help you sort it before you add more jobs.

Week 4: Add the Next Jobs

Once the pilot is running clean, load the next jobs and bring on the other foremen.

By day 30 you should be able to answer one question from your phone without calling anyone: where does each job stand right now?

Who Does What

What Moves Over

Start new jobs in ServiceIQ and let jobs that are nearly done finish where they are. That keeps the switch off your critical path.

Start With One Job

Pick your pilot job and get it running this week. Book a demo or see pricing, including the 25% member benefit for AGC and ABC members.