ContractShield

A transparent look at our go-live checklist, from migrating estimates to training supes across three active job sites.

Getting Started

When we first decided to roll out ContractShield to our field crews, we knew we needed a structured approach.

Here's our complete go-live checklist that helped us migrate from spreadsheets to a fully digital workflow.

The first step was migrating all existing estimates and job data. We exported everything from our legacy

spreadsheets and used ContractShield's import tools to bring in:

**Active project data** - All current jobs with their status, budget, and timeline

**Client information** - Contact details, billing preferences, and project history

**Crew assignments** - Which teams were on which jobs

We ran three training sessions across our active job sites:

**Office staff** - 2-hour deep dive on quote generation and client communication

**Field supervisors** - 1-hour session on mobile app usage and time tracking

**Crew members** - 30-minute quick start on daily check-ins

For the first two weeks, we ran both systems in parallel. This helped us:

Catch any data discrepancies early

Build confidence in the new system

Train users in a low-pressure environment

After 30 days on ContractShield:

**40% faster quote turnaround** - From 3 days to same-day quotes

**Zero lost change orders** - Every modification tracked automatically

**Happy crews** - Mobile-first design meant less paperwork on site

The most important lesson? Don't try to do everything at once. Start with one workflow,

get it working smoothly, then expand. For us, that meant starting with quotes before

tackling time tracking and payroll integration.

*Ready to run your own launch playbook? [Contact our team](/contact) for a personalized migration plan.*