Migration

Switch from Housecall Pro to WorkTime —
bring all your data

Bring your customers, jobs and invoices from Housecall Pro — free, in about a day.

First month free · Keep Housecall Pro running while you test

Or have us migrate you·All migrations

Moving is the easy part

Three things that make the switch a day's work, not a month's.

AI matches your columns

We read your Housecall Pro export and figure out which column is the name, phone, email, address and more — no manual mapping.

Skips duplicates

Clients you already have (same phone or email) are detected and skipped, so nothing doubles up.

Or we do it for you — free

Send us whatever you exported, even messy or multiple files, and our team imports it, usually within one business day.

Step by step

How to move from Housecall Pro

  1. 01In Housecall Pro, open the Customers list.
  2. 02Select all customers (the checkbox at the top-left) and choose Export — the CSV is emailed to you.
  3. 03For job and invoice history, use the Jobs list → Export (or Reports).
  4. 04Upload those CSV files here — our AI maps the columns automatically.

Official guide: Housecall Pro export guide ↗

What comes over

And where it lands: every customer on a card of their own, with their history and their jobs.

Clients

Names, phones (two per client), emails, addresses, notes and lead source.

Jobs

Past and active jobs become projects with status, contract value and dates.

Invoices

Paid and unpaid invoice history, attached to the right client.

Northwest Remodel LLC
Clients
AK
Anna K.🔥 Hot Client
(425) 555-0134 · Bellevue, WA · Thumbtack
Communication12Estimates2Invoices1Projects1Events3

Anna

Hi! Could you come look at our master bath this week?

9:12 AM

You

Sure — Tuesday at 10 AM works. I’ll text before I leave.

9:15 AM

Perfect, see you Tuesday 👍

9:16 AM

Estimate #1042 sent by email · opened👁 ×3
Write viaSMSEmailThumbtackMessage…
The client card in WorkTime CRM — sample data

Ready to leave Housecall Pro?

Start free, import your data, and keep your old tool running until you are sure.