Switching from another tool

You don't need to migrate everything at once. Most people switch by simply running their next piece of work in WyllFlow — add the client, send the estimate, and let the loop carry it through to payment. Your old records can stay where they are while your new work moves over.

To get set up, you'll typically:

• add your clients (individually, or bring across the ones with active work first),
• set your branding so documents go out looking like you,
• connect a payment provider if you want to get paid online.

Because WyllFlow's whole point is that nothing is re-typed between steps, the fastest way to evaluate it is to push one real quote through the loop and see how it feels end to end.