Migrate your Housecall Pro data

Customers is a first-class object with name, email, phone numbers, company, addresses (billing and service), tags, lead source, and notes. Housecall Pro supports importing customers from file or QuickBooks. We migrate customers 1:1, preserving addresses and tags as arrays.

Properties are tied to a Customer address and serve as the container for Equipment items. The Property Profile app tracks multiple items per address with type, make, model, serial number, and install date. We map each Property and its child Equipment as a structured record.

Jobs are the central object linking Customers, Employees, Invoices, Estimates, Checklists, and Equipment. Housecall Pro tracks job status, scheduled date/time, assigned employee, and line items. We map Jobs with all linked child records but flag that multi-day jobs are a known limitation of the source platform.

Estimates (Price Forms) are separate objects linked to a Job and contain line items, descriptions, and pricing. The MAX plan adds a paid Sales Proposal add-on ($40/mo) for more advanced proposal workflows. We preserve Estimate line items and link them to the parent Job during migration.

Invoices are tied to a Job and include line items, tax codes, payment status, and payment method. The invoice schema includes a custom message field configurable in Company Profile settings. We migrate Invoices with their full payment history and link them to the parent Job.

Employees (technicians) have name, contact info, role, and are assignable to Jobs and Routes. Housecall Pro does not support employee document storage, skills tracking, or day-off management — these do not exist in the source schema to preserve. We migrate the basic Employee profile and Role.

Housecall Pro explicitly does not support custom fields — not on invoices, customer profiles, jobs, or any object. This includes custom messaging per-record (only a global invoice message template exists). We do not migrate custom fields because none exist in Housecall Pro.

Price Book contains Services and Materials with pricing, units, and categories. Housecall Pro offers a flat-rate Price Book as a $149/mo add-on. We migrate Price Book entries as line-item templates but flag that complex multi-level or matrix pricing may require manual reconstruction at the destination.

Equipment items are stored under a Property and include item type, display name, make, model, serial number, install date, and notes. Item type and display name are required fields. We migrate Equipment items with all recorded attributes and link them to the parent Property.

Tags are free-form string arrays attachable to Customers and Jobs. There is no tag hierarchy or taxonomy. We preserve tags as string arrays and map them to equivalent label/tag objects at the destination CRM.

Checklists attach to Jobs as structured task lists completed by technicians in the field. We preserve checklist items, their completion status, and link them to the parent Job record.

Leads is a distinct object separate from Customers, with a Lead Source attribute. We map Leads to the destination CRM's lead or contact object and preserve Lead Source as a property.

Service Zones define geographic areas for routing and dispatch. We migrate Service Zone definitions and link them to any associated routing or scheduling configuration.

Routes group Jobs for a technician by date and include dispatch information. We preserve Route-to-Job associations and scheduling order.