Customers and contacts
Names, phones, emails and notes, matched to the property.
Switching guide
Switching from Jobber? We move it for you.
Coming from Jobber, the work is moving clients, properties, jobs and your quote templates. We import the records and rebuild your proposal options with the monthly payment on them.
Why shops switch
Same work. A smaller bill. Prices you can see.
Sunwell is priced for your team: a written quote within one business day, guided setup included, and no required setup fee.
See Sunwell vs Jobber- Send us your export. A CSV or spreadsheet from your current system. If you are not sure how to get one, we walk you through it on a call.
- We import and set up. Customers, properties, open jobs, pricebook and templates, checked against your export before you go live.
- Your team goes live. A walkthrough for the office and a short one for crews. Your old system stays on until you are comfortable.
What we move for you
Bring the whole business with you.
Your data move is part of your quote, and guided setup is always included.
Properties and locations
Every address with its history, photos and documents.
Open jobs and estimates
Work in progress lands on the board in the right stage.
Your pricebook
Items, labor, materials and your markup rules.
Templates
Proposal, estimate and email templates set up in your brand.
Open invoices
Balances carried over so nothing slips through.
What you pay now
What is your CRM really costing you?
Contractors have shown us quotes that reach $1,000 per user per month once add-ons and fees are in. Put in what you pay today, then send it with your quote request so we price against the real number.
- Priced around your team size and locations
- Guided setup included, no required setup fee
- Customer portal and homeowner access always free
Your yearly spend
Move the numbers to match your business.
You spend about
$36,000 a year
That is $3,000 a month for 12 people.
Get a quote for my team
An estimate for planning only. Your numbers go with the quote request only if you send one.
Questions
What shops ask before they switch.
How long does setup take?
Most shops are working in Sunwell within a week or two. We import your data and set up your templates and pricebook first, so your team starts with real records.
Is there a setup fee?
No. Guided setup is always included. If you want us to move your existing data, the data move is part of your quote.
Do I have to sign a long contract?
No. Monthly billing can be cancelled any time. Annual billing costs less and is paid once a year.
Who owns my data?
You do. You can export your customers, jobs and invoices whenever you want, including if you leave.
You shouldn't pay for software you don't use. So every team gets a quote built for it.
What happens next
- 1A written quote in one business day
Sized to your team, locations and what you turn on.
- 2A walkthrough on your own data
See your jobs and pricebook on the board, not a demo account.
- 3We move you over
Customers, jobs and pricebook imported, office and crews trained. Guided setup always included.