Migrate from Housecall Pro to Twenty CRM

Housecall Pro Customers map to Twenty People records. We carry over first_name, last_name, email, phone numbers (mobile, home, work), company name, tags, lead_source, and notes. Multiple addresses per customer (billing and service) are preserved as separate address records linked to the People object. Customer create/update timestamps migrate as custom datetime fields in Twenty.

Housecall Pro supports billing and service address types per customer. We map the billing address to Twenty's standard address fields on People and store the service address as a custom address field (Service_Address__c) or as a relation to a custom Property object. If multiple service addresses exist per customer, each becomes a separate Property record linked by customerId.

Housecall Pro Jobs have no direct Twenty CRM equivalent because Twenty has no native scheduling engine. We create a custom Job object in Twenty (Organization plan) or map jobs to Twenty Tasks linked to the People record. Job fields — job date, status (scheduled, in-progress, completed), assigned employee, line items — translate to custom fields on the Job object. Completed job history is preserved as read-only records for reporting continuity.

Estimates have no Twenty CRM native equivalent. We create a custom Estimate object with fields for estimate amount, status (draft, sent, accepted, declined), line items (via a child Estimate_Line_Items object), and a relation to the People record. Estimate line items migrate as a child table. Accepted estimates that became jobs link back to the Job object via a lookup field.

Housecall Pro Property Profile tracks equipment and property details per customer address (A/C make/model, serial numbers, install dates). Twenty has no native property object. We create a custom Property object with fields for address, property type, and a child Equipment object. The Property record links to the People record via a relation field.

Equipment tracked in Housecall Pro Property Profile (item type, make, model, serial number, install date, notes) migrates to a custom Equipment object linked to the parent Property record. Item type and display name are required fields in Housecall Pro and map to required fields in the custom Equipment object. Historical notes and installation dates are preserved.

Housecall Pro Employee records (name, email, phone, role) map to Twenty WorkspaceMember records. Owner resolution in Twenty uses email matching — if a Housecall Pro employee email matches a Twenty WorkspaceMember, the OwnerId links automatically. Unmatched employees are flagged for manual Twenty user creation before migration commits.

Housecall Pro invoices (amount, status, line items, payment date) have no native Twenty equivalent. We create a custom Invoice object with invoice number, amount, status, payment date, and line items. Invoices link to the People record (customer) and the Job record. Payment status (paid, partial, outstanding) migrates as a select field. Note: payment processing history does not transfer — Stripe or payment processor records remain in Housecall Pro.

Housecall Pro Lead Source (referral, Google, word-of-mouth, etc.) maps directly to a custom select field (Lead_Source__c) on the People object in Twenty. The pick-list values migrate as-is, and we flag any values that do not match Twenty's allowed select options for admin review before import.

Housecall Pro tags are string arrays per customer. We migrate tags as a custom multi-select field (Tags__c) on the People object in Twenty. If tag count exceeds the multi-select limit, we create a separate Tag object linked to People via a junction table. Tags preserve the original Housecall Pro values for segmentation and filtering in Twenty views.

Housecall Pro Price Book entries (service name, description, price) migrate to a custom Price_Item__c object linked to the Companies object. Pricing tiers per service are preserved as number fields. If Flat Rate pricing is configured per service, that value migrates as Default_Price__c on the custom object. Service category (from Material Categories) maps to a select field.

Housecall Pro Job Types (e.g., HVAC Repair, Plumbing Installation, Cleaning) map to a select field (Job_Type__c) on the custom Job object in Twenty. Values migrate as-is. If the Twenty Organization plan supports enough select options, the full job type list is preserved. Long lists are reviewed with the customer to determine whether to map to a pick-list or text field.