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How to migrate from spreadsheets to rental software

A safe migration plan: clean data, pilot, training and go-live, without stopping rentals.

1. Clean your data

Vehicle list, customers, price rules and open contracts. Fix duplicates first.

2. Configure the rules

Rental plans, discount limits, deposits, mileage and branches.

3. Pilot with real contracts

Replay last month's contracts and compare invoices with what you billed. Include a fine, an accident and an extension.

4. Train the team

Cover daily screens first, then the rare ones.

5. Go live

Switch on a date, keep the old sheet read-only and review after two weeks.

Frequently asked questions

How long does it take?

It depends on fleet size and how clean your data is.

Related

See it on your own fleet

We will walk you through FleetSense using your vehicles and pricing rules. No pressure.