How to Migrate from iCounterSoft to SlabWise
Moving from iCounterSoft to SlabWise takes 2-3 weeks and transfers your customer database, job records, inventory, and pricing data into a platform built around AI-powered template verification, slab nesting, and automated customer communication. Your dedicated onboarding specialist manages the data transfer while your shop continues operating without any downtime.
TL;DR
- Migration timeline: 2-3 weeks from trial signup to full cutover
- Parallel running: 5-7 days with both systems active simultaneously
- Data transferred: Customers, jobs, slab inventory, pricing templates, and file attachments
- No disruption: Your shop operations continue normally throughout
- Key gains: AI template verification, AI slab nesting, customer portal, and 3-minute quoting
- Savings: $3,000-$8,000/month from reduced remakes, waste, and office time
- Free to start: 14-day trial, no credit card required
Why Shops Switch from iCounterSoft
iCounterSoft provides job tracking and basic shop management for countertop fabricators. It covers scheduling, invoicing, and workflow management at a functional level. But it was built before AI tools became practical for fabrication shops, and that gap costs money every month.
Head-to-Head Comparison
| Feature | iCounterSoft | SlabWise |
|---|---|---|
| Job management | Yes | Yes |
| Scheduling | Yes | Yes, with AI-assisted optimization |
| Template verification | Manual checking | AI 3-layer verification before cutting |
| Slab optimization | Basic manual layout | AI nesting with 10-15% better yield |
| Customer self-service | Limited | Full branded portal (70% fewer status calls) |
| Quoting | Standard forms | Quick Quote in 3 minutes |
| Pricing | Varies by plan | $199/mo Standard, $349/mo Enterprise |
The AI features aren't gimmicks. They address the three biggest money drains in fabrication: remakes ($1,500-$4,000 each, 2-4 per month for most shops), material waste (10-15% of slabs priced at $40-$120/sq ft), and administrative overhead (8-15 status calls per day eating up office hours).
Preparation Checklist
Data to Export from iCounterSoft
- Customer records -- full contact details, addresses, and project history
- Active jobs -- all current and upcoming work with specifications
- Completed job archive -- at least 12 months for report continuity
- Slab inventory -- stock list with material types, dimensions, lot numbers, and costs
- Pricing configuration -- rate tables, edge profiles, cutout pricing, and labor rates
- Attached documents -- photos, drawings, signed contracts, and approval forms
Pre-Kickoff Questions
- What's your current monthly job volume?
- How many team members need SlabWise accounts?
- Do you have any integrations connected to iCounterSoft (accounting, CRM)?
- Which iCounterSoft features do you use most, and which ones frustrate you?
Migration Process: Step by Step
Step 1: Trial Signup and Specialist Assignment (Day 1)
Start your 14-day free trial at SlabWise. An onboarding specialist -- someone who handles fabrication software migrations every day -- contacts you within 24 hours to schedule your kickoff call. The 30-minute kickoff covers your shop's workflow, data scope, and sets the migration schedule.
Step 2: iCounterSoft Data Export (Days 2-4)
Export your data from iCounterSoft following your specialist's step-by-step instructions. Data typically comes out in CSV or spreadsheet format. Your specialist provides a checklist organized by data type so nothing gets missed.
Main exports:
- Customer database (CSV)
- Job records with specifications and status (CSV)
- Inventory data (CSV or spreadsheet)
- Pricing tables (may require manual documentation depending on iCounterSoft's export options)
Step 3: Data Import and Field Mapping (Days 4-8)
SlabWise's onboarding team imports your files and maps iCounterSoft's data fields to SlabWise. Every software platform labels and organizes data differently, so this step involves careful field-by-field alignment.
Typical mapping adjustments:
- Job stage names and status categories
- Customer-to-job relationship structures
- Material classification hierarchies
- Measurement formats and pricing field types
After import, a verification report compares every imported record against your original data exports.
Step 4: Account Configuration (Days 6-11)
While data gets imported, you configure SlabWise's features for your shop:
- Quick Quote setup: Translate your pricing structures into SlabWise's 3-minute quoting engine
- Customer portal branding: Upload your logo, set colors, and customize client-facing pages
- AI nesting parameters: Define material usage priorities and acceptable waste thresholds
- Team accounts and permissions: Create logins for every user with appropriate access levels
- Workflow automation: Set up triggered notifications for job milestones and status changes
- Accounting integration: Connect to QuickBooks, Xero, or other financial software
- Inventory preferences: Configure slab tracking with photos and location tags
Step 5: Side-by-Side Operation (Days 11-16)
Run iCounterSoft and SlabWise in parallel for 5-7 business days. Every new job goes into both systems. This phase proves SlabWise handles your real-world workflow before you commit fully.
Targets for parallel operation:
- Enter and track at least 10 jobs from start to scheduling
- Run AI template verification on real, incoming templates
- Use AI slab nesting to plan actual upcoming cuts
- Send customer portal invitations to 3-5 trusted clients
- Confirm every team member has completed role-specific training
- Compare scheduling and reporting outputs between both systems
Step 6: Complete Cutover (Days 16-20)
End dual-entry and operate exclusively on SlabWise. Your onboarding specialist is available for 30 days after cutover for questions, workflow adjustments, and fine-tuning.
Step 7: iCounterSoft Cancellation (Day 28+)
After one full week with SlabWise as your only system, cancel iCounterSoft. Archive your exported data files for long-term reference.
Data Transfer Summary
| Data Type | Transfers? | Notes |
|---|---|---|
| Customer database | Yes | Full contact records, addresses, notes |
| Active jobs | Yes | All open and scheduled work |
| Job history | Yes | 12+ months recommended |
| Slab inventory | Yes | Stock levels with dimensions and materials |
| Pricing structures | Partial | Base rates import; formulas rebuilt in Quick Quote |
| Custom workflow steps | No | Recreated using SlabWise's workflow builder |
| Third-party integrations | No | New connections configured during setup |
| File attachments | Yes | Photos, drawings, contracts |
| Reports and analytics | No | SlabWise generates from your imported data |
Team Training
Three live sessions included with onboarding:
Session 1 -- Office and Sales (60 min) Daily operations: job entry, customer management, Quick Quote, customer portal admin, and the operations dashboard.
Session 2 -- Production Team (45 min) Shop-floor tools: AI template verification walkthroughs, slab nesting optimization, cut scheduling, and inventory management.
Session 3 -- Management (45 min) Business insights: financial reporting, margin analysis, waste metrics, team productivity, and ROI tracking.
Supplementary resources include 40+ on-demand video tutorials and a searchable knowledge base available 24/7.
Financial Impact After Switching
Here's what the numbers look like for a shop processing 50-80 jobs per month:
| Monthly Category | Typical Cost Before | Impact After SlabWise |
|---|---|---|
| Remakes (2-4/month at $1,500-$4,000) | $3,000-$16,000 | Reduced 60-80% with AI verification |
| Material waste | 10-15% of slab spend | Improved 10-15% with AI nesting |
| Office time on status calls | 2-3 hrs/day | Reduced 70% with customer portal |
| Quote preparation | 15-20 min each | 3 min each with Quick Quote |
| Total monthly savings | $3,000-$8,000 |
Most shops see positive ROI within the first 30 days after cutover.
FAQ
How complicated is the iCounterSoft-to-SlabWise migration?
It's straightforward. Your onboarding specialist has managed similar migrations and handles the technical data transfer work. Your main responsibility is exporting data from iCounterSoft (with guided instructions) and learning the new system during the training and parallel operation phases.
Will I lose custom fields or data specific to iCounterSoft?
Standard fields (customers, jobs, inventory, pricing) transfer cleanly. Highly customized fields unique to iCounterSoft may need manual recreation in SlabWise. Your specialist identifies these during the kickoff call and plans accordingly.
How much does the migration cost?
Nothing beyond your SlabWise subscription. Migration, onboarding, training sessions, and specialist support are all included. No setup fees or hidden charges.
Can I test SlabWise with real jobs before fully switching?
That's exactly what the parallel operation period is for. You'll process real jobs through both systems simultaneously, giving you a direct comparison before committing.
What if I have years of job history in iCounterSoft?
You can import as much history as you want. We recommend at least 12 months for reporting continuity, but some shops import 3-5 years of records to maintain a complete archive.
Does SlabWise integrate with the same accounting software?
SlabWise integrates with QuickBooks, Xero, and other major accounting platforms. Your specialist sets up the connection during configuration, ensuring invoices, payments, and customer records sync properly.
How is SlabWise's customer portal different from what I have now?
iCounterSoft offers limited customer-facing features. SlabWise's portal gives homeowners and contractors 24/7 access to project status, photos, scheduling updates, and document approvals. Shops report a 70% reduction in daily status calls after activating it.
What happens if something goes wrong during migration?
Your onboarding specialist verifies all data after import. During parallel operation, you still have iCounterSoft as a backup. The 14-day trial period means you can return to iCounterSoft at any point if SlabWise isn't the right fit -- though that rarely happens.
Is SlabWise cloud-based or installed locally?
SlabWise is entirely cloud-based. It runs in any modern web browser on desktops, laptops, and tablets. No local installation, no server maintenance, and automatic updates.
How long does the training take before my team is productive?
Most team members are productive within 3-5 days of starting on SlabWise. The three training sessions total about 2.5 hours across the entire team, and the on-demand video library covers every feature for self-paced learning.
Start Your Migration
Begin your 14-day free trial and get a dedicated onboarding specialist to manage your iCounterSoft-to-SlabWise transition. No credit card, no contracts, and no disruption to your shop's daily operations.
Sources
- iCounterSoft official documentation -- product features and capabilities
- Natural Stone Institute -- 2025 fabrication industry technology survey
- Marble Institute of America -- countertop fabrication cost benchmarks
- Stone World Magazine -- operational efficiency data for fabrication shops
- SlabWise onboarding records -- iCounterSoft migration data, 2025-2026
- Freedonia Group -- U.S. countertop market report ($22.1B market size)