Moving to Quickler, step by step.

Quickler runs in WhatsApp, so the people on the job need no new app. You can start with one Check and one phone and move the rest over when you are ready. Keep your old system for as long as you like.

Below is what you can bring with you, and what you cannot yet. Where something is not possible, we say so.

Step 1: tell us about the Check

Add a Check and type or paste what it covers: your questions, your notes, or an old report. The box says: "Tell us about the check. Paste your form, notes or an old report, or add files."

Step 2: or take a photo of the paper form

You can add files to the same box. It reads photos and scans, so a photo of your paper form can be the starting point. Quickler turns what it reads into questions, and you can see and change every question before you use it.

Step 3: walk it in WhatsApp

The person on the job answers by voice note, text or photo. Quickler writes the Record, with a To do list of Faults at the top. You check it and change any word.

Your paper files stay yours. Quickler does not scan or import a pile of old paper Records for you; keep them filed as they are.

Build the Check from your form

Add your Word, Excel or PDF form to the Check builder. It takes PDF, Word, Excel, PowerPoint, OpenDocument, RTF, emails, web pages, zip files, photos and scans, voice recordings and text files, up to 10 files at a time. A file over 100 MB: email it to us.

Get your finished Record in your own layout

If you already have a finished report you like, upload it as your own report. Each Record then fills it in for you. A Word file (.docx) keeps your layout best. A photo or scan of a report works too, but only its words come across, not its layout. If you upload nothing, your Record uses our design, and you can still download it as PDF or Word.

Copy a Check you already built

A Check you have set up in Quickler can be duplicated, and the copy opens ready to edit. Useful for a second site or a second team.

Your answers go back out

Each Record downloads as PDF or Word. Every Record of a Check downloads as CSV or Excel, one row per Record and one column per question. In Settings, Download all data gives you a zip of everything: your Checks, your Records, their PDFs and a CSV of the answers.

We cannot move records out of another company's system for you, and we do not claim to. What you can do is use what your current app lets you export.

What carries over

Your form: export it or a finished report from your current app as PDF or Word, and add it to the Check builder as above. Your own report layout: add a finished report as your own report. Your wording: add a few finished reports and Quickler learns how you write.

What does not

Old Records do not import into Quickler. Keep your export from the old app somewhere safe. Check what your current app lets you export before you cancel anything, and keep it until you are happy.

Try it alongside

Run one Check in both for a week and compare the Records. The difference you will notice is that the person on the job answers in WhatsApp, with no app to open.

• You cannot import a list of people or contacts. Add each person with their name and phone number.
• You cannot import sites or clients. They appear as the person names them on a walk.
• You cannot import old Records from paper or another app.
• Your own Word layout is read automatically and can need a tidy. Check the first Records.

Not sure it will work for your form? Send it to hello@quickler.co and Philip will tell you honestly.