We are excited to migrate users to the new system! We will work to make the process as seamless for you as possible. PLEASE ALLOW TIME TO LEARN THE NEW SYSTEM. It is very powerful but works differently than the legacy system. Thanks for your patience! We know you will love the new system once you are on it!
Compare New ShootQ vs. Legacy ShootQ
What Gets Migrated vs. What Doesn’t.
What Gets Migrated:
Jobs, Events, Contacts, Leads,
Emails and Email Templates, Contract Templates, Questionnaires,
Products & Packages, Past Invoices, Payments
What Doesn’t get migrated:
Contact Forms, Discounts/Taxes,
(you will want to set these up before using the system)
*All templates will be transferred over however you are going to want to check them
and check any variables to ensure they are working correctly.
Collecting Payments After Being Migrated
If you have pending invoices in legacy, watch this video for your options on how to handle them. You have a few choices.
Closing Pending / Open Proposals
We highly recommend that you recreate any open proposals in the New System, re-send it to your client, and inform them to disregard the previous proposal from Legacy. Your pending proposals will have a “new lead” status after migration. By recreating your open proposals it will allow these jobs to move through the lead statuses accordingly in New System once the proposal is sent and the contract is signed.
If you choose to have the proposal accepted and contract signed in Legacy, to avoid creating a new client communication link, you will need to download the contract once it is signed and attach the file to the corresponding job in the New System. You will need to recreate an invoice with the proposal package offered and send it out to your client to move job to the active status which will allow you to collect payments in New ShootQ.
Onboarding Setup Guide
*Certain data presentation issues can be resolved after the migration. If you see any issues with your data, please contact us.