How to cancel Housecall Pro: the steps, the refund rules and what happens to your number

How do I cancel Housecall Pro?

There is no self-serve cancel button in the documents we read. Housecall Pro's billing and account management article (dated July 8, 2026) gives this process, and the terms of service (modified July 1, 2026) add an email route. We read both on October 19, 2026.

1. Start the request. In your account, click the blue chat bubble in the bottom right corner, choose Support, then Send us a message, and tell the representative you want to cancel. Or email cancellations@housecallpro.com, the address the terms give for cancelling and requesting a refund.
2. Watch your phone. The billing team reaches out within 1 to 3 business days. The article says to look for calls from numbers with the 858 area code.
3. Put the account owner on the call. The article is explicit that Housecall Pro cannot fully process a cancellation or pause billing until a team member has spoken with the account owner by phone. If the owner is in a truck all week, schedule it.
4. Get it in writing. Ask for an email confirming the cancellation date and the final charge. The terms also say Housecall Pro may verify that a termination request is valid, so a written trail helps.

Two timing points follow from those steps. First, send the request well before your next billing date, because the phone call can take days to land. Second, the terms say that once you terminate, the account "will be disabled within 14 days." Treat the day you send the request as the start of a two-week countdown on your access, and do the exports below before you send it.

Trial accounts are simpler. If no payment method was added, the article says a trial closes on its own after 14 days; if a card was added, contact support through the chat bubble.

Can I get a refund from Housecall Pro?

Usually no. The terms say subscription fees "will not be prorated or refunded, except as expressly set forth in this Agreement," and that you are billed a full period's fee. They also say terminating gets you no refund of any fees unless explicitly stated otherwise. Unless you terminate first, each subscription rolls over into a new term of the same length.

If you think you were offered the guarantee, say so in the cancellation email and ask them to check your account record. The pricing page describes no long-term contract and offers a choice of monthly or annual billing, so the refund question mostly comes down to the billing period you last paid for. For a side-by-side with Jobber, ServiceTitan and others, see field service software contracts and cancellation.

What should I export from Housecall Pro before cancelling?

On paper the customer list is yours: the terms call data a pro enters the pro's property. They also let the company keep or drop your information after termination, at its choice. Ownership does not help much if the account is disabled and you have no copy. Pull these while you have full access:

• Customers. Customers in the left menu, then Actions, then Export. Check the address shown, press Send file, and watch for the CSV by email from Housecall Pro's notifications address; check spam if it has not arrived within an hour. Only admins can run it, per the import and export article.
• Jobs. Jobs in the left menu, then Actions, then Export, then Send File.
• Invoices, estimates and payment history. The export article does not describe these. Run whatever reports your plan offers and save the PDFs you need for open balances and warranty work.
• Photos, notes and attachments. No Housecall Pro article we read documents a bulk export, so treat it as not published and save the important ones by hand.
• Price book, service plans and recurring jobs. Screenshot the setup. Recurring rules rarely survive a CSV.
• API pulls. If you are on MAX, the API (available only on that plan) can extract records the screens cannot. Do it before you cancel, because the key dies with the account.

Our Housecall Pro export guide goes through each export and how to check it is complete.

What happens to my Housecall Pro phone number?

This is the part owners miss. Housecall Pro gives each pro a notification phone number for texts to customers. The terms say these pro-specific numbers "may not be transferable," and that yours "will be held for ninety (90) days after you cancel your subscription."

In practice: if customers have been texting that number to confirm visits, approve estimates or ask questions, those texts stop reaching you once the account is gone. The number is held, not handed over, and the terms do not promise you can move it. So before you cancel:

1. Pick the number you will use from now on: your main business line if it can take texts, or a new texting number in the next system.
2. Send a short text from Housecall Pro to active customers with the new number, a week or two before you cancel.
3. Update the number in your email signature, website and Google Business Profile if the Housecall Pro number appears anywhere public.
4. If your main business line is with a phone carrier and not Housecall Pro, nothing changes for it. If you want to move that line somewhere else, our guide to porting a business number covers it.

The 90-day hold is useful in one way: if you cancel and change your mind quickly, the number may still be there. Ask support before counting on it.

Should I change plans instead of cancelling?

If the bill is the problem, look at the plan first. The billing article shows how: Settings, Billing, Explore Plans, then pick a plan and a monthly or annual toggle and review the total before you click Update plan. Upgrades on a monthly plan are charged a prorated amount for the rest of the cycle, then the full rate. The article does not describe how downgrades are credited, so ask the billing team before you switch mid-cycle. Add-ons such as extra logins (MAX only), service plans, sales proposals, vehicle tracking and pipeline are listed separately in the configure step, and removing one you no longer use may close the gap without moving any data at all.

What else stops working when I leave?

• Online booking and review links. Booking pages and links hosted by Housecall Pro can stop working once the account is disabled. Replace them on your website and Business Profile before the account is disabled.
• Card data and balances. The terms say Housecall Pro may hold bank or card information to settle balances, refunds or chargebacks after you leave, and they make you responsible for keeping permanent records of your transactions. Download payment reports and reconcile with your books first.
• Connected apps. QuickBooks syncs, call tracking and other integrations stop. Disconnect them deliberately so nothing writes bad data on the way out.
• Retention. The privacy policy (last changed March 4, 2025) allows keeping personal information after an account is deactivated for purposes such as backup and archival, and names no end date. Our data ownership guide compares this with Jobber and ServiceTitan.

What should I move to after Housecall Pro?

Housecall Pro does a lot well for small residential crews: fast setup, an app techs pick up quickly, built-in payments and marketing tools, and no long-term contract. Most people who leave move to another packaged tool, and our Housecall Pro alternatives page lays out the options fairly. Others want a system they hold outright. That is what we build: a custom CRM whose database belongs to the company using it, without per-user charges from us, so leaving us later involves no export and no countdown. Details are on our custom CRM page. Wherever you go, run the new system for a full billing cycle before you send the cancellation request.

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