How to leave field service software without losing money or data.

Leaving software should be boring. For a lot of owners it turns into the most expensive week they ever spend with it.

None of this is rare, and almost all of it is decided on the day you sign up. Here are the four traps, a checklist for before you sign, and one for before you leave.

A term you did not notice

Annual and two-year contracts that renew on their own, sometimes agreed to on a sales call. Leaving early can cost the rest of the term.

A cancel path that needs a person

Cancel by phone only, a billing team that calls back in a few days, or a cancel button that opens a request for someone to call you.

Data you can only reach while you pay

Exports that only work on a paid plan, or contacts that lock the day a subscription pauses.

A phone number you do not own

Some platforms give you a business number for calls and texts. If the platform owns it, you may not be able to take it with you, and it is already on your truck and your cards.

1. Is it month to month? If there is a yearly plan, is it a discount you choose or a contract you must sign?
2. Where is the cancel button? It should be in the app, not behind a phone call. Find it in the terms before you pay.
3. What is the refund rule if you cancel early, including on a yearly prepayment?
4. What can you export, on which plan, and after you cancel? Clients, price list, invoices, estimates, payments.
5. Who owns the phone number your clients call and text?
6. What does one more person cost, and what is the price after any intro offer ends?

1. Find your renewal date and any notice period.
2. Export everything the app allows: clients, price list, invoices, estimates, payments, job notes. Save the files somewhere you control.
3. Download PDFs of open estimates, unpaid invoices, and anything you need for taxes.
4. Collect or move open balances, and tell clients where to pay from now on.
5. If the platform issued your business number, start porting it before you cancel.
6. Cancel in writing, in the app or by email, and screenshot the confirmation.
7. Remove your card from the old account once the cancellation is confirmed, and check your next statement. If you are charged after a confirmed cancellation, contact the company first, then your card issuer.

No contract. You pay month to month, or yearly for a lower price. You cancel in the app under Settings, then Subscription: you answer one quick question, may see a discount offer you can decline, then confirm. No call. Your plan stays active until the end of the period you paid for.

Refunds: email support within 30 days of a charge and we refund the most recent payment. Yearly plans are refunded pro rata in the first 30 days.

Your data stays. After you cancel you can still log in and see every client, job, estimate, and invoice. Clients and your price book export to CSV on every plan, free included.

What does not export yet: invoices, estimates, and payments have no CSV export, and downloading PDFs needs a paid plan. Download the PDFs you need before your plan ends.

No number to move. Falcon Bill does not issue phone numbers; texts to clients go from your own phone.