How to Migrate from QuickQuote to SlabWise
Switching from QuickQuote to SlabWise takes 2-3 weeks and moves your quoting data, customer information, job records, and pricing templates into a full shop management platform with AI-powered template verification, slab nesting, and a customer-facing portal. A dedicated onboarding specialist handles the technical side while your shop keeps running without interruption.
TL;DR
- Migration time: 2-3 weeks including parallel operation period
- Data moved: Quotes, customers, pricing templates, job history, and attachments
- Downtime: Zero -- both systems run side by side during the transition
- Biggest upgrade: QuickQuote handles quoting; SlabWise handles quoting plus full shop management with AI
- Savings potential: $3,000-$8,000/month from AI nesting, fewer remakes, and reduced call volume
- Free trial: 14 days, no credit card, with full onboarding support
- Training: 3 live sessions tailored to each team role
Why Shops Move Beyond QuickQuote
QuickQuote does one thing -- it generates countertop estimates. It does that job adequately, and many shops have relied on it for years. But using QuickQuote typically means you're also running separate tools for job tracking, scheduling, inventory management, and customer communication. That patchwork approach creates gaps where money leaks out.
The Fundamental Difference
QuickQuote is a quoting tool. SlabWise is a complete shop management platform that includes quoting plus:
| Capability | QuickQuote | SlabWise |
|---|---|---|
| Countertop quoting | Yes (core feature) | Yes (Quick Quote -- 3 min per estimate) |
| Job management | No | Full lifecycle tracking |
| AI template verification | No | 3-layer check prevents costly remakes |
| AI slab nesting | No | 10-15% better material yield |
| Customer portal | No | Self-service portal (70% fewer status calls) |
| Scheduling | No | Integrated calendar with automated alerts |
| Inventory tracking | No | Real-time slab inventory with photos |
| Reporting and analytics | Basic quote reports | Full financial and operational dashboards |
Shops using QuickQuote alongside other tools often spend more total on their software stack than SlabWise's $199/month Standard plan -- while still lacking the AI features that drive the biggest savings.
Pre-Migration Steps
What to Export from QuickQuote
- Quote history -- all saved quotes with customer details, material selections, and pricing
- Customer contacts -- names, addresses, phone numbers, and emails
- Pricing templates -- your per-square-foot rates, edge profiles, sink cutouts, and add-ons
- Material catalog -- the materials and colors you've configured in QuickQuote
- Any saved drawings or layouts -- digital files associated with quotes
Additional Data from Your Other Tools
Since QuickQuote doesn't handle full job management, you likely have data in other places too:
- Job tracking spreadsheets or software -- open and completed projects
- Scheduling tool -- upcoming appointments and installation dates
- Inventory records -- slab stock, whether in a spreadsheet or another system
- Accounting software -- customer payment history
Your onboarding specialist will help you consolidate data from all these sources into SlabWise.
Step-by-Step Migration Process
Step 1: Start Your Trial and Kickoff Call (Day 1)
Sign up for SlabWise's 14-day free trial. Your dedicated onboarding specialist schedules a kickoff call within 24 hours. This 30-45 minute session reviews your current tool setup (QuickQuote plus whatever else you use), identifies all data sources, and builds your custom migration plan.
Step 2: Export and Gather Data (Days 2-5)
This step often takes slightly longer than migrations from full-platform competitors because you're consolidating data from multiple sources:
- From QuickQuote: Export your quote database, customer list, and pricing templates
- From spreadsheets: Compile your job tracking data and inventory records
- From scheduling tools: Export upcoming appointments
- From accounting software: Customer records and payment history (if relevant)
Your specialist provides export instructions for each tool and handles the data consolidation.
Step 3: Data Import and Mapping (Days 5-9)
The SlabWise team imports all your consolidated data and maps fields from each source to SlabWise's data structure. Special attention goes to:
- Connecting QuickQuote's quote records to job records from your tracking tool
- Matching customer records across different systems (deduplication)
- Translating your pricing logic from QuickQuote into SlabWise's Quick Quote engine
- Standardizing material names and categories across all data sources
A verification report confirms everything imported accurately.
Step 4: Configure SlabWise (Days 6-11)
This is where the real upgrade happens. You're not just replacing QuickQuote -- you're setting up capabilities you've never had:
- Quick Quote pricing: Rebuild your pricing structures with SlabWise's quoting engine
- Job workflow: Define your shop's job stages from initial contact through installation
- AI nesting preferences: Set optimization parameters for material yield
- Customer portal: Brand your client-facing portal with your company identity
- Team accounts: Set up role-based access for each team member
- Scheduling rules: Configure your installation calendar and crew assignments
- Inventory setup: Import your slab stock with photos and dimensions
- Accounting integration: Connect QuickBooks, Xero, or your preferred platform
Step 5: Parallel Operation (Days 11-16)
Run SlabWise alongside your existing tools for 5-7 business days. Enter new quotes and jobs in both systems.
Target milestones during this phase:
- Generate at least 15 quotes in SlabWise's Quick Quote
- Track 10 jobs from quote to scheduling in SlabWise
- Test AI template verification on real templates
- Run AI slab nesting on upcoming cuts
- Invite 3-5 customers to the self-service portal
- Verify every team member feels comfortable with their daily tasks
Step 6: Go Live on SlabWise (Days 16-20)
Retire your old tools one by one. SlabWise becomes your single platform for quoting, job management, scheduling, inventory, and customer communication.
Step 7: Cancel QuickQuote and Other Tools (Day 28+)
After one full week on SlabWise exclusively, cancel QuickQuote and any other tools it replaces. Archive all exported data for your records.
What You're Gaining (Not Just Replacing)
Migrating from QuickQuote isn't a lateral move. You're replacing a single-purpose quoting tool with a full platform. Here's what that means in dollars:
Monthly Impact Estimate
| Category | Before SlabWise | After SlabWise |
|---|---|---|
| Quoting time | 15-20 min per quote | 3 min per quote |
| Remakes (2-4/month) | $3,000-$16,000/month | Reduced 60-80% with AI verification |
| Material waste | 10-15% typical waste rate | Improved 10-15% with AI nesting |
| Status calls | 8-15 per day | Reduced 70% with customer portal |
| Software stack cost | QuickQuote + other tools | $199/month (one platform) |
For a shop processing 40-60 jobs per month, the time savings alone from faster quoting frees up 8-12 hours per month for revenue-generating work.
Training Plan
Since many QuickQuote users are adopting full shop management software for the first time, training is especially important:
Session 1 -- Quoting and Customer Management (60 min) Focuses on the Quick Quote engine (familiar territory for QuickQuote users), plus customer records, the customer portal, and lead tracking.
Session 2 -- Shop Operations (45 min) Covers job management, AI template verification, AI slab nesting, scheduling, and inventory -- all features that are new to QuickQuote users.
Session 3 -- Management and Reporting (45 min) Walks through financial dashboards, margin tracking, waste analysis, and team performance metrics.
Plus 40+ on-demand video tutorials and a searchable knowledge base.
FAQ
Is migrating from QuickQuote harder than switching from other platforms?
It's actually simpler in some ways because QuickQuote has a focused data set (quotes and pricing). The additional step is consolidating data from your other tools (spreadsheets, scheduling apps), but your onboarding specialist handles that coordination.
Will my pricing formulas transfer exactly?
Your base pricing structure transfers, but complex formulas may need to be rebuilt in SlabWise's Quick Quote engine. The good news: SlabWise's pricing rules are more flexible, so you can often create more accurate quotes than before.
How does SlabWise's Quick Quote compare to QuickQuote?
SlabWise's Quick Quote generates estimates in about 3 minutes and is integrated with the rest of your shop management. It pulls real-time material pricing from your inventory, applies your custom rules, and feeds directly into job creation -- no re-entering data.
Do I really need all these extra features?
Every feature in SlabWise addresses a specific cost or time drain. AI template verification reduces $1,500-$4,000 remakes. AI nesting saves 10-15% on materials. The customer portal eliminates hours of phone time daily. Even if you only use a few features beyond quoting, the ROI is significant.
What if I only want a quoting tool?
If quoting is truly your only need, QuickQuote might still work for you. But if you're also using spreadsheets, separate calendars, or any other tools to manage your shop, consolidating into SlabWise saves time, reduces errors, and costs less than maintaining multiple subscriptions.
Can I migrate my data in phases?
Yes. Many shops start with quotes and customer data, then add job history and inventory data in a second phase. Your specialist adapts the timeline to your preference.
How long until my team adjusts to the new system?
For quoting specifically, most users adjust within 2-3 days because the workflow is similar. The new features (job management, scheduling, inventory) take about a week to become second nature, with training and support available throughout.
What support is available after the migration?
Your onboarding specialist provides 30 days of post-cutover support. After that, you have access to email and chat support, the knowledge base, and community forums. Enterprise plan subscribers get priority phone support.
Does SlabWise offer a free trial?
Yes. The 14-day free trial includes full access to all features and a dedicated onboarding specialist. No credit card is required to start.
Will SlabWise work on my shop floor tablets?
Yes. SlabWise is cloud-based and works on any device with a modern web browser, including tablets and phones. No software installation is required.
Ready to Upgrade from Quoting to Full Shop Management?
Start your 14-day free trial and let a dedicated specialist handle your QuickQuote migration while setting up a complete shop management system. No credit card, no commitment, and your shop operations continue uninterrupted.
Sources
- QuickQuote official product documentation -- features and capabilities
- Natural Stone Institute -- 2025 fabrication technology survey
- Marble Institute of America -- remake and waste cost industry data
- Stone World Magazine -- fabrication shop efficiency benchmarks 2025
- SlabWise migration records -- QuickQuote transition data, 2025-2026
- Freedonia Group -- U.S. countertop market analysis ($22.1B market)