Migrate from Housecall Pro to Freshsales

Housecall Pro customers are person-level records with optional company name. We map them to Freshsales Contacts with an associated Freshsales Account created from the company field. If no company is present, the contact lands standalone. Housecall Pro parent-child customer hierarchies (billing vs service address) require address-type custom fields in Freshsales since Freshsales uses a single address block per contact.

The company name stored on a Housecall Pro customer record creates a Freshsales Account. The primary customer contact links via AccountId. Multi-company customers in Housecall Pro (if present) collapse to the primary AccountId — additional company associations are preserved as Account Contact Relationships in Freshsales.

Housecall Pro Leads (distinct from Customers) map 1:1 to Freshsales Leads. Lead source information preserved. Unconverted leads in Housecall Pro land in Freshsales as open Leads ready for follow-up — the estimate or quote they submitted becomes a related Deal once the Lead converts.

Housecall Pro Jobs are the primary work record and have no direct Freshsales equivalent. We map Jobs to Freshsales Deals using Freshsales pipelines where each pipeline represents a job-status workflow. 'Scheduled' maps to an open stage, 'in_progress' to an in-progress stage, 'completed' to Closed Won, and 'cancelled' to Closed Lost. Job line items map to Deal Products. Original job IDs stored as Source_Job_ID__c for traceability.

Freshsales has no native estimate object. We map Housecall Pro Estimates to Deal Products (line items with pricing) attached to the corresponding Deal. Estimate status (sent, accepted, declined) is preserved as a custom pick-list field on the Deal. If an estimate has not yet created a Job, it exists as a Deal in an early pipeline stage representing the pre-work quote phase.

Freshsales does not have a native invoice object unless you are on Freshsales Suite. We preserve invoice number, total amount, balance due, payment status, payment method, and terms as custom fields on the Deal record. If you are migrating to Freshsales Suite, invoice records can map to the native invoice object. Original invoice PDFs are stored as Freshsales attachments on the Deal. Payment transactions (partial payments, refunds) are preserved as line items in the custom fields.

Housecall Pro Property Profile tracks equipment (make, model, serial number, install date, notes) at a customer address. Freshsales has no native equipment object. We map each equipment item to custom fields on the Contact record (Equipment_Make__c, Equipment_Model__c, Equipment_Serial__c, etc.). For multiple equipment items per customer, we create a custom Equipment object linked to the Contact via a lookup relationship — your admin approves the schema before migration runs.

Housecall Pro Tags are flat string labels applied to customers, jobs, and estimates. Tags migrate as Freshsales Contact Tags for immediate segmentation use. If a tag represents a categorical property (e.g., 'customer_type: commercial') rather than a loose label, we surface it for conversion to a custom pick-list field instead of a tag.

Housecall Pro Employees (technicians, dispatchers) are staff records. If a Housecall Pro Employee is also a customer contact in your system, they appear in the Customer export — we handle the distinction by email match. Housecall Pro staff who are not customers become Freshsales Users with a placeholder contact record so their assigned job history is traceable. Role and certification data in Housecall Pro has no Freshsales equivalent and is preserved as a custom field on the User record.

Housecall Pro job notes and private notes map to Freshsales Notes attached to the Deal. Technician check-in/check-out times, if tracked, map to Freshsales Events. Work-order-related communications between dispatcher and technician become Freshsales Tasks. Original timestamps and technician names are preserved on each activity record.