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Switching guide

Switching from Leap? We move it for you.

Coming from Leap, the work is moving customers, jobs and your proposal templates. We import the records and rebuild your Good, Better, Best options with the monthly payment on them.

Sample shop, today 7 estimates waiting 18 jobs in progress
Why shops switch

Same work. A smaller bill. Prices you can see.

Sunwell publishes its prices: plans from $199 a month with 5 users included, guided setup included, and no required setup fee.

See Sunwell vs Leap
  1. 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.
  2. We import and set up. Customers, properties, open jobs, pricebook and templates, checked against your export before you go live.
  3. 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.

Data migration is $750 on Starter and Growth and $1,500 on Pro, and free at launch pricing. Guided setup is always included.

Customers and contacts

Names, phones, emails and notes, matched to the property.

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'd save

See your bill before you switch.

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 and see the difference in a year.

  • Users included on every plan, extra users from $25/mo
  • Guided setup included, no required setup fee
  • Launch price locked for as long as you stay

Your yearly savings

Move the numbers to match your shop.

You'd save about $15,960 a year You pay $2,500/mo today. Sunwell Growth for 10 users is $469/mo.

Monthly list prices, before any annual discount. An estimate for planning only.

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 included on every plan. If you want us to move your existing data, migration is $750 on Starter and Growth and $1,500 on Pro, and it is free at launch pricing.

Do I have to sign a long contract?

No. Monthly plans can be cancelled any time. Annual plans are cheaper and billed once a year.

Who owns my data?

You do. You can export your customers, jobs and invoices whenever you want, including if you leave.

Get started

Lock in launch pricing.

Tell us about your shop. We will reply within one business day to set up a walkthrough on your own data.

  • Launch price locked for as long as you stay
  • We import your data for you
  • A direct line to the team that builds it
Prefer to talk first?

Launch pricing request

Required. We only use these details to contact you about Sunwell. We never sell them.

Not ready to talk yet?

Get our launch pricing and one short update a month. No spam.

Book a demo

30 minutes on your own workflow

Pick a time

Online booking is paused right now. Email sean@sunwellcrm.com and we'll set a time.

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Your details

We email you a 6-digit code to hold the time. Nothing is booked until you enter it.

Check your email

We sent a 6-digit code to . Enter it to lock in . We hold the time for 10 minutes.

You're booked.

30-minute demo · private video link

Open your video link

A calendar invite with the video link is in your email. To move it, reply to that email.

Before you go

Get launch pricing by email.

The three plans, what each includes and the launch price you'd lock in. One email, no spam.