Property Management Software · Migration

PM Software Switch & Data Migration

We move you onto new property management software: properties, units, tenants, leases, balances and owners migrated, then checked before go-live.

Request this service — $1,997

One-time · up to 250 units · We confirm scope by email, then send a secure Stripe payment link

What’s included

  • Data export and clean-up from your current system or spreadsheets
  • Import of properties, units, tenants, leases and owners
  • Opening balances and deposits reconciled
  • Rent charges, late fees and recurring bills set up
  • Resident and owner portal invitations prepared
  • Go-live check and team walkthrough

How it works

  1. Send the request form
  2. Scoping call and written plan
  3. Migration and reconciliation
  4. Go-live and walkthrough

Who it’s for

  • Managers switching platforms
  • Portfolios of 10–250 units
  • Teams that cannot afford data errors

Not a fit

  • Portfolios above 250 units (quoted separately)
  • Bookkeeping catch-up work
  • Legal or tax advice

Questions

Is the software subscription included?
No. You subscribe to the platform directly.

Do you guarantee zero errors?
No. Results depend on your setup and how the work is operated; no specific outcome is guaranteed.

How does payment work?
After we confirm fit and scope in writing, we send a secure payment link or invoice. Nothing is charged when you request it.

Next step

Keep it running

Managed PM Software Admin · $297/mo

Monthly admin of your PM software: users, settings, automations and reports.

See Managed PM Software Admin →

Request this service — $1,997

One-time · up to 250 units · We confirm scope by email, then send a secure Stripe payment link

This is a consulting and setup service. It is not legal, tax or accounting advice.

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