Migrate from Housecall Pro to Salesforce Sales Cloud

Housecall Pro Customers map directly to Salesforce Accounts. The primary address becomes the Account billing/service address. Contact fields (name, email, phone) sit on the related Contact record. Sub-customers in Housecall Pro become child Accounts with ParentId linking to the parent Account.

Housecall Pro allows multiple addresses per customer, separating billing and service locations. Salesforce Accounts can store only one primary address. FlitStack maps the primary service address to the standard Account fields and creates Service_Location__c junction records for any additional addresses. Each Service_Location__c record retains the address type, street, city, state, zip, and links to the parent Account via AccountId, preserving the original role from Housecall Pro.

Housecall Pro Property Profile stores equipment lists per address (A/C type, make, model, serial number, install date). Salesforce has no native equivalent. FlitStack creates a Job_Equipment__c custom object linked to the Account's service address, preserving item type, make, model, serial number, and install date fields.

Housecall Pro Jobs are the core FSM record — they have no Salesforce equivalent. FlitStack creates a Job__c custom object with fields for job status, job type, scheduled date, technician, route ID, service address, customer reference, and pricing. Job__c links to the Account via AccountId.

Housecall Pro Jobs that generate revenue—whether invoiced or estimated—also flow into Salesforce Opportunities for pipeline reporting. The Opportunity captures the monetary amount, sales stage, and expected close date from the job, while Job__c remains the FSM record of truth. FlitStack maps job amount to Opportunity.Amount, translates job status to a stage value, and records the close date from the job’s scheduled completion.

Housecall Pro Estimates are customer-facing proposals that have no direct counterpart in Salesforce's standard objects. FlitStack creates a custom Estimate__c object to store each estimate, including fields for the total amount, status (Draft, Sent, Accepted, Declined), the linked Account, and a reference to the associated Job__c. This allows the sales team to track estimate history and conversion rates directly within Salesforce, while preserving the original estimate data from Housecall Pro.

Housecall Pro Invoices carry line items, tax, and payment status. Salesforce has no native Invoice object (Revenue Cloud is separate licensing). FlitStack captures invoice amount and status as custom fields on the linked Opportunity and stores the invoice number in Invoice_Number__c for reference.

Housecall Pro Price Book (services, materials, flat rates) maps to custom Price_Book__c with Price_Book_Entry__c children holding service name, unit price, description, and cost. Standard Salesforce Pricebook2 is tied to the product model and does not match Housecall Pro's flat-rate service entries.

Housecall Pro Job Appointments specify the scheduled time window and the technician assigned to each job. In Salesforce, these become Event records holding start and end datetime, and the assigned user via OwnerId. FlitStack adds custom Technician__c and Route_ID__c fields to the Event to preserve the Housecall Pro routing context and link the Event back to the related Job__c. Dispatchers can then see both calendar and FSM details together.

Housecall Pro employees and technicians map to Salesforce Users by email match. Unmatched employees are flagged before migration — your team either creates Salesforce users or assigns their jobs to a fallback owner. Role and certification data migrate as custom fields on User.

Housecall Pro Tags act as both customer and job labels, such as 'VIP', 'Commercial', or 'HVAC'. FlitStack transfers these tags into a custom multi-select pick-list field on the relevant Salesforce object (Account, Contact, or Job__c) so users can filter and segment records without manual entry. Additionally, FlitStack generates a Tag_Map__c report that pairs each original Housecall Pro tag with its Salesforce counterpart, allowing administrators to perform bulk re-tagging after migration.

Housecall Pro Leads and Lead Sources migrate to Salesforce Leads, with the original lead source stored in a custom Lead_Source__c field to preserve marketing attribution. Housecall Pro lead status values are translated to Salesforce Lead Status via a value-mapping table, aligning stages such as New, Contacted, and Qualified with your picklist. This ensures a clean handover of lead data without loss of source or status information.