Migrate from Housecall Pro to HighLevel

Housecall Pro Customer maps directly to HighLevel Contact. Name, email, phone (mobile/home/work), company, and notification preferences carry over. Customer addresses map to the HighLevel Contact address fields. Tags from Housecall Pro become HighLevel Contact tags for segmentation. This mapping preserves the full customer profile, ensuring continuity from the source system.

Housecall Pro stores service and billing addresses per customer. We map service address to HighLevel Contact's primary address and billing address to a custom address field group on the Contact record. Multi-address properties in Housecall Pro are preserved as a tagged note for reference.

Housecall Pro Job has no native HighLevel equivalent because HighLevel is a CRM, not a field service system. We create a Job Custom Object in HighLevel and map fields including job type, assigned employee, status, scheduled date, property address, and line items. The Job Custom Object links to the Contact record via a relationship field.

Housecall Pro job statuses (Scheduled, En Route, On Site, Completed, Cancelled, No Show) map to a custom pick-list field on the Job Custom Object. Each value is mapped one-to-one so reporting on job completion rates in HighLevel mirrors the pipeline funnel you saw in Housecall Pro.

Housecall Pro job types (HVAC repair, plumbing, electrical, cleaning, etc.) map to a custom text field on the Job Custom Object. We also apply a HighLevel Contact tag for service category so you can segment customers by the type of work historically performed at their property.

Housecall Pro estimates have line items, pricing, and an accepted/rejected status. We map accepted estimates to HighLevel Opportunities with the estimate total as the Opportunity value. Line items are preserved as a custom text area on the Opportunity or as a linked Custom Object. Rejected estimates are stored as notes on the associated Contact.

Paid invoices in Housecall Pro map to Closed-Won Opportunities in HighLevel. The Opportunity Amount reflects the invoice total. Invoice line items and payment status are stored as a linked Invoice Custom Object so your financial history is queryable alongside the Opportunity record.

Housecall Pro price book entries map to HighLevel Products. Each service name, unit price, and description becomes a Product record. Recurring service plans (if used) become Products with a recurring billing frequency field. HighLevel Products can be attached to Opportunities for quote generation.

Housecall Pro property profiles store equipment details (make, model, serial number, install date, notes) per customer address. We create an Equipment Custom Object in HighLevel and link it to the Contact record. Item type, make, model, and serial number map to custom fields; install date maps to a custom date field.

Housecall Pro lead sources (Thumbtack, Google Ads, Referrals, etc.) migrate as tags on the Contact record in HighLevel. We also create a Lead_Source__c custom field for reporting. This preserves attribution so your HighLevel pipeline reports can show which channels generated the jobs that closed.

Housecall Pro employee records (name, phone, email, certifications) map to HighLevel User profiles by email match. Unmatched employees are flagged before migration. Assigned employee on each Job Custom Object record references the HighLevel User. Technician certifications are stored as custom fields on the User or as tags for job-matching rules in HighLevel Workflows.

Housecall Pro customer and job tags map directly to HighLevel Contact tags. Tags are preserved intact so your segmentation logic (e.g., 'commercial客户', 'priority') carries over without modification. HighLevel supports unlimited tags per contact, so tag volume from Housecall Pro is not constrained in the target system.

Housecall Pro job notes and customer notes map to the HighLevel Contact's notes field. Job-specific notes are prefixed with the job date and type (e.g., '[HVAC – 2025-03-14]: compressor issue noted') so the context is preserved when the note appears in HighLevel.

Housecall Pro scheduled job appointments map to HighLevel Calendar events linked to the Job Custom Object. The event includes the assigned technician (HighLevel User), the customer (Contact), the property address, and the scheduled start/end time. HighLevel Calendar supports two-way sync with Google Calendar.

Housecall Pro route and dispatch board data (optimized route sequences, technician dispatch positions, real-time GPS tracking during active jobs) has no HighLevel equivalent. These are operational constructs that belong to field service management software. We do not migrate them. They must be re-established in HighLevel's Calendar + Workflow model or a separate dispatch tool.

Housecall Pro payment records (amount, method, date, gateway reference) map to a Payment Custom Object linked to the corresponding Invoice record. This preserves your complete financial history in HighLevel even though HighLevel's native payment module only handles Stripe transactions. Every payment detail including method and gateway reference is retained for audit purposes.