Onboarding & migration
You're not implementing software. You're turning on a tab.
Competitors measure onboarding in weeks of data import and consultant hours. AirMatch measures it in days, because most of what an implementation project usually rebuilds is already in the platform.
Your clients are already here
FSM reads the same client records the proposal tools use. For an existing AirMatch account there is no import-your-customers step at all.
One-click import for switchers
Coming from QuickBooks or a spreadsheet? Import clients with duplicate detection in one step.
The price book carries over
Flat-rate services and items flow straight into jobs and onto invoices, so pricing setup is configuration, not data entry.
Checklists ship pre-built
Seven professional HVAC checklist templates with 126 inspection points are available on day one, free, and copyable into your own editable versions.
Explore with example data
One switch fills the whole module with realistic sample technicians, jobs, and clients, so your team can learn a full board before entering a single real record. Flip it off and your data is untouched.
The only required setup is business hours
And even that ships with a one-click suggested-holidays picker that computes every US federal holiday for the year.
Migration risk is the reason shops stay on software they hate.
AirMatch removes the rebuild: the customer list, the price book, and the checklists are handled, and your team can practice on example data before launch day.
Frequently asked questions
How long does it take to switch to AirMatch?
Most teams are building real proposals within days. The FSM side needs only business hours configured; clients, pricing, and checklists are already handled.
Can I import my customers from QuickBooks?
Yes. Client import supports QuickBooks and CSV with duplicate detection.
Can my team practice before we go live?
Yes. Example-data mode populates the module with realistic sample data for training, and turning it off leaves your real records untouched.
Do I need to build checklists before launch?
No. Seven professional HVAC templates are included on day one, and you can copy and tailor them whenever you like.
What does onboarding cost?
AirMatch starts at $99/month. Book a demo and we will map the switch, including your data, to a launch date.