Migrate your EverPro data
Field service management platform for HVAC and plumbing companies, combining business intelligence, customer loyalty, and contact center tools under one subscription.
In its favor
Why people choose EverPro
The signal that keeps EverPro on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Three-in-one stack reduces vendor complexity for HVAC and plumbing operators who need BI, loyalty, and contact center capabilities without juggling separate tools.
Month-to-month billing with no contracts lets small field service businesses try the platform without long-term commitment, lowering the switching cost if needs change.
Vertically focused on home service verticals, meaning the pre-built data model aligns with common HVAC and plumbing job types, service codes, and dispatch workflows.
Part of the EverCommerce ecosystem of 690,000+ service businesses, which provides integration hooks into other EverCommerce products for companies that expand beyond FSM.
Customer Loyalty pricing at $2.82 per customer per year up to 10k customers offers predictable per-seat billing for growing service businesses.
EverPro's feature set is narrowly scoped to HVAC and plumbing, which creates friction for service businesses that diversify into adjacent verticals or broaden their service offerings.
Limited public API documentation makes it difficult for technical teams to build custom integrations or automate data workflows without vendor support.
Support responsiveness in G2 reviews shows mixed results, with some users reporting slow ticket resolution times during critical operational periods.
Companies scaling beyond 50-100 technicians often outgrow the platform's reporting depth and seek more advanced dispatch, scheduling, or ERP-grade capabilities.
Reasons to switch
Why people leave EverPro
The recurring reasons buyers give for replacing EverPro. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where EverPro fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
EverPro pricing overview
EverPro operates on a month-to-month, no-contract model across all products. Business Intelligence is priced in three tiers from $199 to $1,599 per month, while Customer Loyalty is priced per customer per year with a volume discount above 10,000 customers. There is no free tier and no public pricing for the Contact Center module.
Essential Insights
Tier 1 of 4
$199/month
What's included
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What gets migrated
EverPro object support
Object-by-object support for EverPro migrations. Per-pair details surface during scoping.
Jobs
Mapping requiredJobs are the central work order record in EverPro's FSM model. Job status, scheduling windows, and service type codes vary between source systems and require field-level mapping during migration. We preserve job history and link each job to its associated customer and assigned technician.
Customers
Fully supportedCustomer records including contact details, addresses, and service history migrate cleanly. We cross-reference customer IDs with associated open jobs and loyalty balances to maintain referential integrity across the migration.
Employees/Technicians
Mapping requiredTechnician records including certifications, service territories, and schedule availability require mapping to the destination's user object. We handle role and permission level translation to preserve dispatch capability.
Invoices
Mapping requiredInvoice records including line items, payment status, and tax codes may vary in schema between EverPro and destination platforms. We extract full invoice history and map payment terms and tax jurisdiction codes explicitly.
Locations/Service Addresses
Fully supportedService location records including address hierarchy and customer-site associations migrate reliably. We deduplicate addresses and map to the destination's location object while preserving customer-location relationships.
Custom Fields
Mapping requiredEverPro supports custom fields on jobs and customer records, but the export schema for these fields is not publicly documented. We probe the export API during discovery to enumerate custom field names and types before mapping them to destination equivalents.
Loyalty Points/Balances
Mapping requiredCustomer loyalty point balances and redemption history require explicit extraction and mapping. Point values may be stored as integers on the customer record rather than as a distinct loyalty object, so we extract them as custom properties and preserve redemption logs separately.
Contact Center/Call Records
Mapping requiredCall logs and contact center activity linked to customers are stored within EverPro's Contact Center module. Call duration, outcome, and agent assignment export from a separate data partition and require distinct extraction logic compared to standard CRM records.
Documents/Attachments
Not in this platformDocument attachments on jobs or customer records are not reliably exportable via EverPro's documented export path. We do not migrate attachments; we document the limitation and advise customers to export documents manually through the UI before cutover.
| Object | Support | Notes |
|---|---|---|
| Jobs | Mapping required | Jobs are the central work order record in EverPro's FSM model. Job status, scheduling windows, and service type codes vary between source systems and require field-level mapping during migration. We preserve job history and link each job to its associated customer and assigned technician. |
| Customers | Fully supported | Customer records including contact details, addresses, and service history migrate cleanly. We cross-reference customer IDs with associated open jobs and loyalty balances to maintain referential integrity across the migration. |
| Employees/Technicians | Mapping required | Technician records including certifications, service territories, and schedule availability require mapping to the destination's user object. We handle role and permission level translation to preserve dispatch capability. |
| Invoices | Mapping required | Invoice records including line items, payment status, and tax codes may vary in schema between EverPro and destination platforms. We extract full invoice history and map payment terms and tax jurisdiction codes explicitly. |
| Locations/Service Addresses | Fully supported | Service location records including address hierarchy and customer-site associations migrate reliably. We deduplicate addresses and map to the destination's location object while preserving customer-location relationships. |
| Custom Fields | Mapping required | EverPro supports custom fields on jobs and customer records, but the export schema for these fields is not publicly documented. We probe the export API during discovery to enumerate custom field names and types before mapping them to destination equivalents. |
| Loyalty Points/Balances | Mapping required | Customer loyalty point balances and redemption history require explicit extraction and mapping. Point values may be stored as integers on the customer record rather than as a distinct loyalty object, so we extract them as custom properties and preserve redemption logs separately. |
| Contact Center/Call Records | Mapping required | Call logs and contact center activity linked to customers are stored within EverPro's Contact Center module. Call duration, outcome, and agent assignment export from a separate data partition and require distinct extraction logic compared to standard CRM records. |
| Documents/Attachments | Not in this platform | Document attachments on jobs or customer records are not reliably exportable via EverPro's documented export path. We do not migrate attachments; we document the limitation and advise customers to export documents manually through the UI before cutover. |
Gotchas
What to watch for in EverPro migrations
Issues we've hit on past EverPro migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API documentation for export automation
Loyalty points stored as customer properties, not a distinct object
Contact Center data exports separately from core CRM records
Document attachments are not exportable via documented API path
Custom field schema varies per account and requires discovery extraction
| Severity | Issue |
|---|---|
| High | No public API documentation for export automation |
| Medium | Loyalty points stored as customer properties, not a distinct object |
| Medium | Contact Center data exports separately from core CRM records |
| Low | Document attachments are not exportable via documented API path |
| Low | Custom field schema varies per account and requires discovery extraction |
Leaving EverPro?
Where EverPro customers move next
12 destinations EverPro can migrate to.
How a EverPro migration works
Four steps, EverPro-specific
Connect
Not publicly documented on tryeverpro.com. into EverPro. Scopes limited to read-only on the data we move.
Map
We translate EverPro-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate EverPro quirks before production.
Migrate
Full migration with EverPro rate-limit handling. Rollback available throughout.
FAQ
EverPro migration FAQ
Answers to the questions buyers ask most during EverPro migration scoping. Not seeing yours? Book a call.
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Migrate EverPro.
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