Switching takes an afternoon.
The hardest part of moving inspection platforms is mental, not technical. Here's the actual sequence we walk every migrating inspector through.
Import your existing templates
Export your template as a PDF from your current platform. Drop it into SpecMind's PDF Import — we parse sections, comments, and severity tags into an editable SpecMind template. Most templates take 2–3 minutes to import and 10–15 minutes to clean up.
Or generate from scratch with AI
Don't want to migrate the old template? Describe what you want — "4-Point inspection for Florida insurance carriers, focused on roof age and electrical panel" — and the AI Template Generator writes the structure for you in under a minute.
Bring your contacts
Export agents, clients, and other people as a CSV from your existing CRM or contacts page. Use the Import Agents button on the Contacts page to bring them into SpecMind. Email match drives the auto-fill when you assign them to inspections.
Past reports stay where they are
We don't migrate completed historical reports — they live where they were generated. SpecMind starts fresh from the day you switch. Your clients can still access old reports at their old URLs forever.
Want a hand?
We help every migrating shop directly — no migration team, no "service tier," just a 30-minute screen-share to get your first template imported and your first booking link live.
Book a migration session →