1. Export from Workiz
Download a CSV of your customers, jobs, quotes and invoices from Workiz — or connect its API where available so Gaffer can pull the data directly.
⚡ Moving from Workiz?
Switch from Workiz to Gaffer in an afternoon
Bring your customers, jobs, quotes and invoices across in a few clicks, then run Gaffer alongside Workiz until you are ready. No data lost, no migration fee, and UK-first compliance built in from day one.
No credit card required · Import included · Keep Workiz running in parallel
How the switch works
2. Import your customers
Upload the customer file and Gaffer maps the columns for you. Contacts, addresses and phone numbers land in your new CRM ready to work from.
3. Bring jobs, quotes & invoices
Import job history, quotes with their line items, and invoices with outstanding balances so nothing is left behind in your old system.
4. Run both in parallel
Keep Workiz live while you settle into Gaffer. Nothing is deleted, so there is zero pressure and no risky big-bang cutover.
5. Re-run to top up
Did more jobs come in mid-switch? Re-run the import and Gaffer matches existing records to update them rather than creating duplicates.
6. Go live
When the data looks right, stop using Workiz and run your whole business — scheduling, quoting, invoicing and payments — from Gaffer. See everything included.
What comes across
Everything you need to pick up where you left off — without re-typing a single customer.
- Customers & contacts — names, addresses, phone numbers and emails
- Job history — past and upcoming jobs against the right customer
- Quotes & line items — full pricing detail, not just totals
- Invoices & balances — including what is still outstanding
- Compliance records start fresh — capture EICRs, Gas Safe, FENSA and RAMS the proper UK way in Gaffer from go-live
Like for like
What you actually get with Gaffer
Rather than tell you what Workiz does or does not do — their product, their roadmap — here is exactly what is in the box on our side, with the numbers. Every figure is what the platform ships today.
| Capability | In Gaffer | What that means on the job |
|---|---|---|
| Trade certificates & forms | 913 built in | Gas Safe records, EICRs, minor works, FENSA, RAMS — completed on site, signed, PDF issued before you leave. |
| UK trades with a ready-made pack | 58 trades | Your trade’s own forms, quote templates and workflows switched on from day one — not a form builder to configure. |
| Priced quote templates | 218 templates | Start from a real list of line items for the job in front of you rather than an empty quote. |
| Health & safety records | 39 features | Risk assessments, permits, statutory inspections, HAVS exposure, health surveillance — with review dates that surface before they lapse. |
| Accreditation guidance | 30 UK schemes | CHAS, Constructionline, NICEIC, ISO 9001 and more, each with its real requirements, evidence, cost and renewal period. |
| Public sector tendering | Live feed | Contract notices from the government’s Find a Tender service, filtered to your trades, with AI-assisted bid drafting. |
| Field app | 220+ screens | Offline-first throughout — lofts, plant rooms, rural sites. Captures on the device and syncs when signal returns. |
| UK finance | CIS & MTD VAT | Construction Industry Scheme deductions, MTD-ready VAT summaries, retention and variation orders handled the way UK trades need. |
Figures are counts from the live platform, not marketing rounding. Browse every feature or see pricing.
Switching questions, answered
How long does switching from Workiz take?
Most businesses are up and running in an afternoon. Exporting your data from Workiz and importing it into Gaffer takes minutes — the rest of the time is just getting comfortable. You can run both side by side until you are ready to switch fully.
Will I lose any data?
No. Your Workiz account stays exactly as it is while you import a copy of your data into Gaffer. Nothing is deleted on either side, so you can take your time and keep Workiz as a backup for as long as you like.
Can I import a CSV export?
Yes. Gaffer imports CSV exports of your customers, jobs, quotes and invoices, and can connect to the Workiz API where available. Re-running an import updates existing records by matching them rather than creating duplicates.
Is there a cost to switch?
No. Importing your data is included in your Gaffer subscription, and you can do it during your 14-day free trial with no card required. There is no migration fee.
See how Gaffer compares to Workiz
Ready to migrate from Workiz?
Import your data, run both in parallel, and go live this afternoon. 14 days free, no card needed.