Exporting customers, job history and your price book from Housecall Pro, plus API access

What can you export from Housecall Pro?

Housecall Pro documents exports for your customer list, your jobs list, dashboard reports, and your price book, plus API access on its top plan. We read its help center and terms of service on October 19, 2026. Help articles carry their own update dates, shown in the table, and Housecall Pro revises them often.

How do you export customers from Housecall Pro?

Housecall Pro's help article spells out the steps (Housecall Pro help: How to Import & Export Jobs and Customers):

1. Sign in as an admin. The article says only employees listed as admins can export the Customers and Jobs lists.
2. Select Customers in the left navigation bar.
3. Click the Actions button on the right side of the screen and choose Export.
4. Confirm the email address and click Send file.
5. Look for an email from notifications@housecallpro.com with the CSV attached. If it hasn't arrived within an hour, Housecall Pro says to check spam, then contact support through the chat bubble.

The help article doesn't list every column the customer CSV contains. ServiceTitan, which imports Housecall Pro data during its own onboarding, publishes the columns it expects from a Housecall Pro customer file: names, mobile and work numbers, email, company, tags, notes, an ID and one set of address columns per address on file (ServiceTitan help: Export your Housecall Pro data). That is a competitor's description of the file, so compare it with your own export.

How do you export job history from Housecall Pro?

There are two routes, and it is worth running both.

The jobs list export. Select Jobs in the left navigation bar, click Actions, choose Export, verify the email address and click Send File. The CSV of your jobs list arrives by email from the same notifications address.

The dashboard report export. Open the Jobs or Estimates report on your dashboard by clicking the eye icon. Set the date range and filters, then click the Excel icon and choose Download CSV or Send by email (Housecall Pro help: Dashboard Reports). Because you choose the table columns, this route lets you pull fields such as tips and amounts due into one file.

ServiceTitan's onboarding guide for Housecall Pro switchers uses the dashboard route. It tells users to set the date range from the day they started on Housecall Pro to today, select all table columns, and download. Its list of expected job columns runs from invoice number and dates through line items, payment history, credit card fee, amount paid, amount due, tax, job tags, notes, assigned employee and status. It also suggests running the reports in one-year batches if a full-range export errors out. That advice applies whichever system you are moving to.

Estimates follow the same pattern from the Estimates report. Open estimates are money you are still chasing, so don't skip them.

Can you export your Housecall Pro price book?

Yes. Click the gear icon in the lower left to open Settings, choose Price Book, open the Services or Materials tab, and click the blue Export button. Housecall Pro shows a notice that a CSV file "will be emailed to you shortly," sent to the email address on the account (Housecall Pro help: Price Book Import or Export Services and Materials). Services and materials are separate exports, so do both.

The terms of service add a point in your favor here: "Service pricing data entered or imported by Pros shall remain the property of the Pro." The same clause reserves Housecall Pro's right to anonymize and aggregate pricing data for its own business purposes.

Does Housecall Pro have an API for exporting data?

Only on MAX. Housecall Pro's API overview says, "API is available only to Pros on a MAX plan" (Housecall Pro help: API Overview). Its data FAQ says the same thing: only MAX pros, formerly XL, have access to the API key, "with limited access" (Housecall Pro help: FAQs about HCP Data).

On MAX, an admin generates a key under My Apps, then API Key Management, choosing full access or read-only. Housecall Pro is blunt about two things. It doesn't provide dedicated support for API work, so you need your own developer. And a key is "essentially giving them access to all of the data in your Housecall Pro account," so hand it only to someone you trust, and delete it when the job is done. For an export, a read-only key is the safer choice.

If you are not on MAX, the CSV exports above are your route. Whether upgrading to MAX for a month to run a full API pull is worth it depends on what you pay and what the CSVs miss. Price that out with your own numbers.

Can you export photos and attachments from Housecall Pro?

We found no help article describing a bulk export of job photos or attachments when we searched Housecall Pro's help center on October 19, 2026. Treat that as not published. Ask support in writing before you set a cutover date, and keep the reply. If the answer is no, save the files that matter one by one: warranty photos, signed agreements and anything tied to a disputed invoice.

What happens to your Housecall Pro data after you cancel?

The terms of service answer ownership and retention separately (Housecall Pro terms of service):

• Ownership. "Individual customer data entered or imported by Pros shall remain the property of the Pro." The same clause gives Housecall Pro the right to use and disclose that data as needed to run the service and for its internal business uses, subject to its privacy policy.
• Access. "If you terminate your account, your account will be disabled within 14 days."
• Retention. "Upon termination of your account, we may retain your information, including Service Data, but we have no obligation to do so."
• Your texting number. The terms hold the notification phone number for ninety days after you cancel, and say such numbers "may not be transferable."

The practical reading: the data is yours on paper, but nothing obliges Housecall Pro to keep a copy for you. Export everything before you start the cancellation. Housecall Pro's billing article says cancellation starts with a chat to support, its billing team follows up within one to three business days, and nothing is final until the account owner has taken a phone call from Housecall Pro (Housecall Pro help: Billing and Account Management). Our guide on how to cancel Housecall Pro covers refunds and timing, and porting a business phone number explains what to do about numbers customers already know.

A Housecall Pro export checklist

1. Customers export (CSV by email). Check the row count against your customer total.
2. Jobs list export (CSV by email).
3. Jobs dashboard report, all columns, from your first day to today, in one-year batches if needed.
4. Estimates dashboard report, the same way.
5. Price book services and materials, two separate exports.
6. Photos and attachments you need, by whatever route support confirms.
7. Screenshots of automations, message templates, tax settings and service plan setups.
8. A written answer on moving saved customer cards. Card numbers move processor to processor or not at all, as our CRM switching guide explains.

Moving to another product? Switching from Housecall Pro covers what Jobber and ServiceTitan import, and our Housecall Pro alternative page covers who Housecall Pro suits best. It is a strong product for crews that want marketing tools and an app in one subscription.

For the record, our own offer: custom CRM builds where the database is registered to your company, no per-user fees from us, no price list and no promised results.

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