Migrate from Housecall Pro to monday CRM

Housecall Pro customers map to Monday CRM Contacts with name, email, phone, and address fields. Monday CRM contacts have no fixed schema — FlitStack creates the standard Name and Email columns on your Contacts board and maps first_name + last_name into the single Name column as a name-split operation during import.

Housecall Pro stores a company name on the customer record. When a customer has a company value, FlitStack creates a corresponding Company record in Monday CRM and links the Contact to it via the Company column on the Contacts board. If no Company board exists, contacts with a company value are imported with the company name stored in a custom Company Name column.

Housecall Pro supports multiple addresses per customer (billing, service, additional). Monday CRM contacts have a single Location column type. FlitStack imports the primary service address as the contact's Location and stores additional addresses as a JSON-formatted Additional Addresses column — visible in the item detail view for technicians in the field.

Housecall Pro jobs are the core work records — scheduled date, assigned employee, status, description, and linked customer. FlitStack creates a Pipeline board in Monday CRM where each job becomes an Item. Job status (scheduled, in-progress, completed, cancelled) maps to board columns that you define. Job scheduled_date becomes the Expected Close Date column; completed jobs map to a Closed Won or Closed Lost column.

Housecall Pro assigns a unique job_number to every job. This value migrates as the Item Name in Monday CRM so each deal is identifiable by its original Housecall Pro job number. A separate Reference Number column stores the full job_number for cross-system lookups.

Housecall Pro assigns a primary employee to each job. FlitStack resolves the employee email against Monday CRM users by email match. Unmatched employees are flagged in the migration report; you assign them to Monday CRM accounts or map them to a default assignee. The assignee column appears as a person column type on the board.

The job's service address migrates to the Location column on the Monday CRM deal item. Monday CRM's Location column type accepts street, city, state, zip data and displays it on the board map view — useful for dispatch visualization once you rebuild scheduling in Monday Work Management.

Housecall Pro estimates are standalone records that can be approved and converted to jobs. In Monday CRM, estimates migrate as Deals in a separate Estimates board or as a quote section within the main Pipeline board. Estimate line items (services and materials from the price book) are stored as a Line Items subitem group on the deal item.

Housecall Pro invoices carry a status (draft, sent, paid, void). FlitStack maps invoice status to a custom Invoice Status column on the corresponding deal item. If an invoice was paid, the deal's payment status is updated; if partial payment was recorded, the paid amount is stored in a custom Paid Amount column. Invoice records without a linked job are imported as standalone deal items with invoice metadata.

Housecall Pro Property Profiles track equipment by customer address: item type, make, model, serial number, install date, and notes. Monday CRM has no native equipment object. FlitStack migrates property profiles as custom Equipment subitems linked to the contact, with columns for item type, make, model, serial number, and install date. Equipment items are associated to the contact's service address.

Housecall Pro leads are prospective customers without a scheduled job — they include name, contact info, lead source, and notes. FlitStack imports leads as Contacts with a Lead Source column populated from the Housecall Pro lead_source field. If you have a separate leads pipeline board configured in Monday CRM, leads land there instead based on your board mapping preference.

Housecall Pro price book services (name, description, base price, category) migrate to Monday CRM's Products table. Products are available when building quote line items in Monday CRM's quote builder. Materials from the price book import as separate products with a material tag so they can be distinguished from service line items.

Housecall Pro customer and job tags migrate to Monday CRM's native Tags feature. Tags appear on item detail views and can be used to filter board views. The tag vocabulary is preserved exactly as entered in Housecall Pro — no normalization or reformatting.

Housecall Pro checklists on jobs track completion of individual task steps. Monday CRM has no native checklist column. FlitStack converts each checklist into a Checklist subitem group on the deal item, with a checkbox column for completion status. Completed checklist items are pre-checked at migration time.