How long does a Trade Service Pro to HighLevel migration take?

Most TSP-to-HighLevel migrations complete in 48–72 hours of clock time for datasets under 10,000 records with clean CSV exports. Complex setups with 10,000–25,000 records and 15+ custom fields extend to 5–10 days. The TSP platform closure may compress planning timelines since the source account may already be locked — FlitStack accelerates scoping and schema setup in these cases. The delta-pickup window (24–48 hours) captures any TSP records modified after the initial export file was generated, ensuring HighLevel reflects the most current state at cutover.

Will my Trade Service Pro workflows and automations migrate to HighLevel?

No. FlitStack AI migrates data and schema only — TSP automations, lead notifications, job-status alerts, and invoice reminders do not carry over to HighLevel. TSP also supported limited workflow triggers that have no HighLevel equivalent and are not included in any export. HighLevel's Workflow engine is the rebuild target, supporting triggers based on contact creation, opportunity stage changes, tag application, and form submissions. We export the TSP automation trigger descriptions as a written rebuild reference for your HighLevel admin so the logic can be reconstructed in HighLevel's Workflow builder.

What does my TSP job data become in HighLevel?

Each TSP job becomes a HighLevel Opportunity with a full set of custom fields. Service type, labor hours, labor rate, part name, part quantity, part cost, trip charge, and discount percentage all migrate as custom fields on the opportunity (Labor_Hours__c, Trip_Charge__c, Service_Type__c, etc.). The original job status (Open, In Progress, Completed, Invoiced) becomes a custom pick-list field since HighLevel's native StageName tracks sales pipeline rather than job completion. The TSP job address migrates as a separate custom field if it differs from the customer contact address. The opportunity is linked to the original TSP customer (now a HighLevel contact) and the TSP company (now a HighLevel company).

Can I migrate Trade Service Pro custom forms and intake data to HighLevel?

TSP custom forms captured intake fields like property address, service category, lead source, and issue description. These forms cannot be imported as functional HighLevel forms since form structure is platform-specific. FlitStack exports all TSP form field names and submitted response values as a reference document. We map the form response data to custom fields on the HighLevel contact record — so the information is preserved even if the form itself cannot be migrated. A HighLevel admin can then recreate equivalent forms using HighLevel's form builder, using our field list as a rebuild guide. The form logic and conditional rules would need to be re-created manually.

What happens to TSP invoices and payment records in HighLevel?

TSP invoices migrate as a HighLevel custom object called 'Invoice' with custom fields for Invoice ID, Amount, Balance Due, Payment Status (Paid/Unpaid/Partial), Payment Method, and Due Date. The Invoice custom object is associated to the original TSP customer (now a HighLevel Contact) and to the TSP job (now a HighLevel Opportunity). TSP line-item data — labor hours, labor rate, parts, trip charges, discounts — is stored on the Opportunity custom fields rather than on the Invoice object. HighLevel's native invoicing feature can be used for new invoices going forward; historical TSP invoices are preserved as custom object records for reference and reconciliation.

Does the migration affect my Trade Service Pro account during cutover?

The impact on TSP depends on whether the account is still accessible. If TSP is still partially accessible, FlitStack uses scoped read-only access — your team can continue working in TSP during the migration, and any new records created after the export file was generated are captured in the delta-pickup window (24–48 hours). If TSP is already locked, the migration uses the exported data file as the source of truth with no further source-side access. We coordinate with your team to schedule the final export and minimize the gap between the export date and the HighLevel go-live date.

How are TSP tags and labels handled in HighLevel?

TSP tags applied to customers, jobs, and companies migrate as HighLevel tags on the corresponding records — contacts, opportunities, and companies. There is no tag hierarchy in HighLevel, so TSP tags with prefixes (LEAD-, URGENT-, service-type tags) appear as flat tags in HighLevel. TSP intake source tags (Google Ads, Referral, Walk-in) map to HighLevel contact tags and can be used as workflow triggers once automations are rebuilt. Tags that drive TSP business rules (e.g., dispatch priority tags) are preserved as tags and additionally stored in a custom field on the opportunity so the information is actionable without relying on a rebuilt workflow.

What happens to TSP scheduling and technician dispatch data?

TSP scheduling data — assigned technician, scheduled date and time, dispatch status, and job duration — has no native HighLevel equivalent. FlitStack migrates this data to a custom object called 'Job Schedule' with fields for Assigned Technician, Scheduled Date, Dispatch Status, and Job Duration. The Job Schedule custom object is linked to the opportunity. Technician assignment is resolved by email match to a HighLevel user account. TSP clock-in/out times and job timers migrate to a separate 'Time Entry' custom object for payroll or billing reference. HighLevel's native Calendar app is not automatically populated with TSP schedules — a post-migration rebuild using HighLevel's calendar or a third-party scheduling integration would be needed to operationalize the schedule data.

Trade Service Pro to HighLevel Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Trade Service Pro served trade and field-service businesses with a job-centric data model: customers, companies, jobs with line items (labor, parts, trip charges), invoices, and scheduling. HighLevel is a pipeline-driven CRM built around contacts, opportunities, companies, and marketing automation. The migration maps TSP customers to HighLevel contacts, TSP jobs to HighLevel opportunities using custom fields for service type, labor hours, parts cost, and trip charge — preserving the full service record. TSP companies map to HighLevel companies. Invoices, line items, and files migrate as custom object records or custom fields attached to the contact or opportunity. TSP scheduling and timesheet data requires a custom object or manual rebuild in HighLevel's calendar and tasks. Automations and custom forms from TSP do not carry over and must be rebuilt. FlitStack AI sequences the migration so foreign keys resolve correctly — contacts first, then companies, then opportunities with job data — and uses HighLevel's bulk CSV import and API with rate-limit awareness for large datasets.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Trade Service Pro

What's pushing teams away

No public API means third-party integrations or automated data pipelines are not possible, pushing growing companies toward platforms like ServiceTitan or Jobber that offer developer access.
Support is ticket-based with no clear SLA, and several reviews of similar FSM platforms cite slow response times as a reason for switching.
Limited scalability beyond 11–50 employees means companies that grow past that range often need a more robust platform with advanced dispatch and reporting.
Sync issues and reliability bugs, reported across comparable FSM tools, cause field teams to lose confidence in the system during active jobs.

Choosing

HighLevel

What's pulling them in

Agencies choose HighLevel to consolidate CRM, email, SMS, scheduling, and funnels into one subscription, eliminating monthly bills for five to ten separate SaaS tools they previously stitched together.
The flat-rate pricing model bills per sub-account rather than per contact, so growing a contact database from 1,000 to 100,000 records does not trigger a billing surprise—a common pain point avoided by migrating customers.
White-label and sub-account capabilities let agencies resell HighLevel access to their own clients, turning a software cost center into a recurring revenue stream that justifies the subscription.
The platform ships a 14-day free trial with no credit card required, giving teams a low-friction entry point to validate fit before committing to the $97/month Starter tier.
Marketing agencies managing multiple client accounts use sub-accounts to maintain data isolation per client while operating under a single agency billing relationship with HighLevel.

Object mapping

How Trade Service Pro objects map to HighLevel

Each row shows how a Trade Service Pro object lands in HighLevel, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

Trade Service Pro

Customer

maps to

HighLevel

Contact

1:1

Fully supported

TSP customers map directly to HighLevel contacts. Name, email, phone, and address fields map 1:1. The TSP company name stored on the customer record maps to the HighLevel contact's company name field, creating a link to the HighLevel Company record if one exists.

Trade Service Pro

Customer Company

maps to

HighLevel

Company

1:1

Fully supported

TSP company records (business name, type, service category, address, tax ID) map to HighLevel Company records. HighLevel Company records support a single address block — TSP multi-address companies require the primary location to be set as the company address with secondary locations stored in a custom field.

Trade Service Pro

Job

maps to

HighLevel

Opportunity

1:1

Fully supported

TSP jobs are the core data unit and map to HighLevel opportunities, but TSP job data (service type, labor hours, parts, trip charges) has no native HighLevel equivalent — all job fields migrate as custom fields on the opportunity. The job status (Open, In Progress, Completed, Invoiced) maps to a custom pick-list field since HighLevel tracks opportunity stage separately.

Trade Service Pro

Job Line Items

maps to

HighLevel

Custom Field (JSON blob on Opportunity) + HighLevel Product

1:1

Fully supported

TSP line items (labor description, labor hours, labor rate, part name, part quantity, part cost, trip charge, discount percentage) do not map to any single HighLevel field. FlitStack maps labor hours and rate to dedicated custom fields and stores the full line-item structure as a JSON custom field. TSP pricebook entries with service descriptions and prices can be imported as HighLevel products for re-use in future quotes.

Trade Service Pro

Invoice

maps to

HighLevel

Custom Object (Invoice) + Custom Fields on Contact/Opportunity

1:1

Fully supported

TSP invoices have no direct HighLevel equivalent. FlitStack creates a HighLevel custom object called 'Invoice' with custom fields for invoice ID, amount, balance due, status (Paid/Unpaid/Partial), payment method, and due date. Each invoice record is associated to the TSP customer (now HighLevel contact) and the original job (now opportunity).

Trade Service Pro

Job Schedule / Dispatch

maps to

HighLevel

Custom Object (Job Schedule) + HighLevel Calendar Event + Task

1:1

Fully supported

TSP scheduling data (assigned technician, scheduled date and time, job duration, dispatch status) cannot be represented in HighLevel's native calendar. FlitStack creates a custom object 'Job Schedule' with all dispatch fields and optionally creates HighLevel calendar events for appointments. Technicians must be re-assigned to HighLevel user accounts by email match.

Trade Service Pro

Timesheet / Time Entry

maps to

HighLevel

Custom Object (Time Entry)

1:1

Fully supported

TSP employee timesheets (clock in/out, job timer, break time, total hours) have no HighLevel equivalent. FlitStack maps timesheet data to a custom object 'Time Entry' with fields for employee, job reference, clock-in time, clock-out time, and total hours. The custom object can be linked to the job opportunity for billing reconciliation.

Trade Service Pro

Custom Form / Intake Form

maps to

HighLevel

HighLevel Form + Custom Fields on Contact

1:1

Fully supported

TSP custom forms captured lead-intake data (property address, service category, lead source, description of issue). These forms cannot migrate. FlitStack exports the form field names and responses as a custom field set on the HighLevel contact record, then documents the form structure as a rebuild reference for creating equivalent HighLevel forms.

Trade Service Pro

Tag / Label

maps to

HighLevel

Tag

1:1

Fully supported

TSP tags on customers, jobs, and companies map directly to HighLevel tags. Tags on contacts, companies, and opportunities carry over individually — there is no tag hierarchy in HighLevel. TSP tag prefixes like 'LEAD-', 'URGENT-', or service-type tags appear as flat tags in HighLevel and can drive workflow triggers once rebuilt.

Trade Service Pro

File / Attachment

maps to

HighLevel

Contact Attachment / Opportunity Attachment

1:1

Fully supported

TSP file attachments on customers and jobs (photos, signed documents, diagrams) re-upload to HighLevel's file attachments on the corresponding contact or opportunity record. Files attached to specific TSP jobs link to the migrated opportunity. HighLevel supports up to 25MB per file upload — oversized files are flagged before migration.

Trade Service Pro	HighLevel	Compatibility
Customer	Contact1:1	Fully supported
Customer Company	Company1:1	Fully supported
Job	Opportunity1:1	Fully supported
Job Line Items	Custom Field (JSON blob on Opportunity) + HighLevel Product1:1	Fully supported
Invoice	Custom Object (Invoice) + Custom Fields on Contact/Opportunity1:1	Fully supported
Job Schedule / Dispatch	Custom Object (Job Schedule) + HighLevel Calendar Event + Task1:1	Fully supported
Timesheet / Time Entry	Custom Object (Time Entry)1:1	Fully supported
Custom Form / Intake Form	HighLevel Form + Custom Fields on Contact1:1	Fully supported
Tag / Label	Tag1:1	Fully supported
File / Attachment	Contact Attachment / Opportunity Attachment1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Trade Service Pro gotchas

High

No public API forces reliance on in-app CSV exports

Medium

Active timesheet timers do not export in CSV

Medium

eSign status on Proposals does not carry over

Low

Attachment bulk download requires separate handling

Medium

No schema documentation complicitates field mapping

HighLevel gotchas

High

Sub-account architecture creates isolated data silos per client

High

Usage-based telecom and AI costs are not in the subscription price

Medium

Workflows have no native equivalent in most destination CRMs

Medium

API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account

Low

White-label configuration and branding assets do not export via API

Trade Service Pro gotchas		HighLevel gotchas
Severity	Issue	Severity	Issue
High	No public API forces reliance on in-app CSV exports	High	Sub-account architecture creates isolated data silos per client
Medium	Active timesheet timers do not export in CSV	High	Usage-based telecom and AI costs are not in the subscription price
Medium	eSign status on Proposals does not carry over	Medium	Workflows have no native equivalent in most destination CRMs
Low	Attachment bulk download requires separate handling	Medium	API rate limits cap bulk migration throughput at 100 requests per 10 seconds per sub-account
Medium	No schema documentation complicitates field mapping	Low	White-label configuration and branding assets do not export via API

Pair-specific challenges

Trade Service Pro has closed — data access is frozen or export-only

Trade Service Pro's shutdown means there is no live API access and no account to connect for delta syncing. FlitStack AI works from TSP data exports provided by the customer — CSVs, database backups, or manually downloaded reports. If TSP data was not exported before the platform closed, recovery options are limited. Customers still with TSP access should export immediately before that window closes. This constraint changes the migration from a live-sync cutover to a batch-export reconstruction — the delta-pickup window may not be available if the source account is already locked.
TSP's job-centric model requires extensive custom field setup in HighLevel

Trade Service Pro models its entire business around Jobs — every record links to a job with service type, labor hours, parts costs, trip charges, and line-item discounts. HighLevel's native Opportunity object has no fields for any of these. FlitStack creates a custom field on the HighLevel opportunity for every TSP job data point: Service_Type__c, Labor_Hours__c, Labor_Rate__c, Part_Name__c, Part_Quantity__c, Part_Cost__c, Trip_Charge__c, Discount_Percent__c, Job_Status__c, and Job_Address__c. Each custom field must be created in HighLevel before the import, which adds scope to the pre-migration setup phase. HighLevel allows up to 500 custom fields per object, so the limit is not a concern for typical TSP migrations.
Scheduling, timesheets, and dispatch data have no native HighLevel equivalent

TSP stores technician assignment, scheduled date and time, dispatch status, clock-in/out times, and job timers — all of which are field-service-specific concepts with no HighLevel native object. HighLevel has a Calendars app and a Tasks feature, but neither captures technician dispatch or time tracking. FlitStack migrates this data into a custom object called 'Job Schedule' and a 'Time Entry' custom object, linked to the opportunity. These custom objects function like data records but do not appear in HighLevel's native calendar view. If the team relies on TSP scheduling heavily, a parallel calendar setup in HighLevel must be built after migration.
TSP automations and custom forms cannot migrate and must be rebuilt

Trade Service Pro's automations (lead notifications, job-status alerts, invoice reminders) and custom intake forms do not have a HighLevel equivalent and are not included in any data export. HighLevel's Workflow engine is the rebuild target — it supports triggers based on contact creation, opportunity stage change, tag application, and form submission. FlitStack exports the form field names and automation trigger descriptions from TSP as a written reference document that a HighLevel admin can use to rebuild equivalent workflows. The automation rebuild is outside the data migration scope but is documented for the customer.
HighLevel's API rate limits require batch processing for large TSP datasets

HighLevel's API allows 200,000 requests per day and 100 requests per 10-second burst per sub-account. TSP customers with 20,000+ records (contacts, jobs, invoices, line items) generate significantly more than 100 API calls per 10 seconds during bulk import. FlitStack processes large TSP datasets in queued batches using HighLevel's bulk CSV import capability combined with API calls for records requiring custom field data. Import jobs are distributed across off-peak hours to avoid hitting the per-second burst limit. The migration plan documents the batch schedule before the full run begins.

Migration approach

Six steps for a successful Trade Service Pro to HighLevel data migration

Extract and assess TSP data

FlitStack AI works with the customer to obtain TSP exports — CSVs, database backups, or manual reports generated before or during the platform closure window. We assess record completeness, identify missing fields, flag duplicate records, and build a data-quality report. If TSP data was exported as a flat report rather than separate tables, we restructure it into normalized contact, company, job, invoice, and schedule datasets that map cleanly to HighLevel's object model.
Design HighLevel schema and create custom fields

Based on the TSP data audit, FlitStack delivers a HighLevel schema setup plan: standard objects to use (Contacts, Companies, Opportunities), custom fields to create (Service_Type__c, Labor_Hours__c, Trip_Charge__c, Invoice_Status__c, etc.), custom objects to create (Invoice, Job Schedule, Time Entry), and any pick-list values to pre-populate. The customer (or our team) creates the fields in HighLevel before the migration run. We provide field names, types, and pick-list values so the setup is precise.
Match TSP users to HighLevel accounts

TSP owner and technician records are matched to HighLevel user accounts by email address. FlitStack generates a match report showing which TSP owners have a corresponding HighLevel user and which do not. Unmatched owners are flagged — the customer either creates a HighLevel user account for them or assigns their records to a designated fallback user. No migrated record lands in HighLevel without an assigned user, which is required for HighLevel's permission model to function correctly.
Run sample migration with field-level diff

A representative slice of TSP data — typically 200–500 records spanning contacts, companies, jobs, and invoices — migrates first. FlitStack generates a field-level diff report comparing source values in TSP against destination values in HighLevel for every mapped field. The customer reviews the diff to confirm that job status, labor hours, invoice amounts, and owner assignments are correct. No full migration run commits until the customer approves the sample diff.
Execute full migration and delta pickup

The full TSP dataset migrates in batched loads respecting HighLevel's API rate limits. Contacts and companies migrate first (since opportunities reference them), then opportunities with job custom field data, then invoice custom object records. After the primary migration completes, a delta window captures any records modified or created after the initial export. FlitStack generates a reconciliation report comparing TSP record counts against HighLevel record counts by object type. An audit log records every operation, and one-click rollback reverts the HighLevel account to its pre-migration state if the reconciliation reveals discrepancies.

Platform deep dives

Context on both ends of the pair

Trade Service Pro

Source

Strengths

All-in-one FSM bundle covering CRM, proposals, invoicing, and scheduling for trade contractors.
Month-to-month subscription with no annual contract commitment.
30-day free trial with no credit card required for sign-up.
Integrated payment processing marketed as accelerating collections for field service businesses.
User permission controls differentiate back-office and field technician access levels.

Weaknesses

No public API documented, preventing automated integrations or programmatic data exports.
No published pricing tiers on the website; cost transparency requires a sales conversation.
Small company footprint (11–50 employees, <$5M revenue) suggests limited enterprise-scale features.
Support is ticket-based with no documented SLA, leading to unpredictable response times.
Schema is undocumented; custom fields and object relationships are not publicly described.

HighLevel

Destination

Strengths

Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate.
Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow.
Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship.
Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons.
Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.

Weaknesses

The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover.
The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises.
Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations.
Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment.
The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

	Trade Service Pro Source	HighLevel Destination
Strengths	All-in-one FSM bundle covering CRM, proposals, invoicing, and scheduling for trade contractors. Month-to-month subscription with no annual contract commitment. 30-day free trial with no credit card required for sign-up. Integrated payment processing marketed as accelerating collections for field service businesses. User permission controls differentiate back-office and field technician access levels.	Consolidates CRM, marketing automation, email, SMS, scheduling, and funnels into one platform at a predictable flat monthly rate. Supports unlimited contacts and unlimited users on all paid tiers, removing per-record billing anxiety as databases grow. Offers white-label and sub-account capabilities that let agencies resell access and manage multiple client environments under one billing relationship. Includes built-in review management, reputation monitoring, and AI agents as native features rather than third-party add-ons. Exports Contacts and Companies via a scalable async bulk CSV system that handles multi-million-row datasets without blocking the UI.
Weaknesses	No public API documented, preventing automated integrations or programmatic data exports. No published pricing tiers on the website; cost transparency requires a sales conversation. Small company footprint (11–50 employees, <$5M revenue) suggests limited enterprise-scale features. Support is ticket-based with no documented SLA, leading to unpredictable response times. Schema is undocumented; custom fields and object relationships are not publicly described.	The breadth of features creates a steep learning curve; advanced automations and Workflow configuration require significant time investment that smaller teams may not recover. The platform charges usage-based fees for telecommunications and AI features that are not included in the base subscription, leading to bill surprises. Recurring user reports on Reddit and G2 describe bugs, errors, and slow support response times that disrupt live marketing and sales operations. Sub-account architecture, while powerful for agencies, adds migration complexity when identifying which client data lives in which isolated environment. The platform is designed for agencies and SMBs; larger enterprises requiring deep reporting, custom objects at scale, or complex role-based access may outgrow its capabilities.

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Migrate from Trade Service Pro to HighLevel

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Trade Service Pro

HighLevel

How Trade Service Pro objects map to HighLevel

What specifically takes care here

Six steps for a successful Trade Service Pro to HighLevel data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Trade Service Pro to HighLevel migration cost

What are you migrating?

Frequently asked questions about Trade Service Pro to HighLevel data migrations

Can't find your answer?

Related migrations to explore

Move from Trade Service Pro.
Land in HighLevel, intact.

Migrate from Trade Service Pro to HighLevel

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Trade Service Pro

HighLevel

How Trade Service Pro objects map to HighLevel

What specifically takes care here

Six steps for a successful Trade Service Pro to HighLevel data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Trade Service Pro to HighLevel migration cost

Frequently asked questions about Trade Service Pro to HighLevel data migrations

Can't find your answer?

How long does a Trade Service Pro to HighLevel migration take?

Will my Trade Service Pro workflows and automations migrate to HighLevel?

What does my TSP job data become in HighLevel?

Can I migrate Trade Service Pro custom forms and intake data to HighLevel?

What happens to TSP invoices and payment records in HighLevel?

Does the migration affect my Trade Service Pro account during cutover?

How are TSP tags and labels handled in HighLevel?

What happens to TSP scheduling and technician dispatch data?

Related migrations to explore

Move from Trade Service Pro. Land in HighLevel, intact.

Move from Trade Service Pro.
Land in HighLevel, intact.