How to switch from Housecall Pro to Jobber, ServiceTitan or a custom CRM

Owners who leave Housecall Pro usually go to Jobber, to ServiceTitan as they add trucks and office staff, or to a custom system. This guide covers all three. Each Housecall Pro term below is quoted from its pricing page, terms of service or help center, and each import limit comes from the destination's own help pages. We read all of them on October 19, 2026. Check the links before you act, since help articles change without notice. If you have not decided to leave yet, start with our Housecall Pro alternative page, which covers who should stay.

What do Housecall Pro's terms say about leaving?

Leaving is simpler than with most annual-contract software. The wording that matters, as read October 19, 2026:

Read that data line twice. Housecall Pro may keep your records after you leave, but it has no duty to. Treat the day you cancel as the last day you can count on reaching anything inside the account. The billing article does not cover refunds on annual billing, so if you prepaid a year, get support's answer in writing before you pick a date. Our guide to cancelling Housecall Pro walks through the call and the email.

What can you export from Housecall Pro?

Its import and export article limits the customer and job list exports to employees listed as admins. You confirm an email address and click Send File, and the file comes from notifications@housecallpro.com, usually within an hour. ServiceTitan's onboarding guide for Housecall Pro data adds a useful detail from the other side: the jobs list can be exported with every table column turned on, the estimates list can be exported the same way, and if a report errors out, you run it in one-year batches.

For each menu and file in order, follow our Housecall Pro export guide. Before you cancel, also download any job photos and signed estimates you would need in a dispute, one customer at a time if you have to.

How do you switch from Housecall Pro to Jobber?

Jobber imports four record types from files, each with its own limits. All of these come from Jobber's help center, read October 19, 2026:

Two practical results. First, approved and declined estimates have no matching quote status in Jobber's import, so bring over open estimates only and keep the rest in your Housecall Pro export as history. Second, because the invoice import lists no payment columns, reconcile open balances by hand: list every unpaid Housecall Pro invoice and check that the same total is owed in Jobber after import.

Jobber also offers to do the move. Its Jobber vs Housecall Pro page says "Our onboarding specialists move your clients, jobs, and open invoices," typically in 5 business days depending on the data, and that most teams are live within 10 days. Its pricing page lists "Data Import" as a "$499 Value" without naming the plan that includes it. These are Jobber's claims about its own service; ask which plan you need for the import help before you sign. For a plan-by-plan price comparison, see Jobber vs Housecall Pro.

What does a Housecall Pro to ServiceTitan migration involve?

ServiceTitan publishes its own guide to exporting Housecall Pro data, read October 19, 2026. It asks for three Excel files:

• customers.xlsx: from the Customers tab, More, then Download customer list, sent to your email.
• jobs.xlsx: from See all jobs on the dashboard, with the date range set from your first day on Housecall Pro to today and all table columns selected.
• estimates.xlsx (optional): from See all estimates, same date range, with the Estimate column renamed to Invoice.

The columns have to be in the order ServiceTitan lists, and the article says to check column order first when an import fails. The article describes this as an import ServiceTitan runs for you during onboarding. ServiceTitan publishes no prices on its pricing page, so the cost of the move is part of the quote. Whether ServiceTitan fits your size is covered in Housecall Pro vs ServiceTitan.

What happens to the number your customers text?

Housecall Pro's terms say your pro-specific notification number is held for 90 days after you cancel. If customers reply to appointment texts from that number, they are used to it. Before cutover, decide which number your new system will text from, tell recurring customers about the change in your last few Housecall Pro reminders, and put your main business number on every invoice and quote template in the new system. If your main line is a number you want to keep, read how to port a business phone number before you touch it.

What about memberships, saved cards and recurring jobs?

None of these are in the customer or job exports as working records. Membership plans and recurring schedules are rules, so rebuild them in the new system from a list of active members with price, frequency and next due date. Saved cards stay with the payment processor. The CRM switching guide explains card transfers between processors and how to re-collect cards for autopay customers when a transfer is not possible.

Is a custom CRM a better place to land?

Sometimes. If your Housecall Pro export has columns no packaged import accepts, such as sub-customer chains, membership tiers or trade-specific fields, a custom build can import them as they are. We build custom CRMs whose database, domain and code are set up in the client's name. We charge no per-user fees, publish no price list and make no promises about results. The details are on our custom CRM page and how we quote work is explained on our pricing page. For a two-person crew that runs fine on Housecall Pro's Basic or Essentials plan, staying put is often the better call.

What is a safe week-by-week plan?

1. Week 1: admin exports of customers, jobs and estimates; download key photos and signed documents.
2. Week 2: test import of 30 to 50 customers with their jobs into the new system; compare record by record.
3. Week 3: rebuild memberships and recurring jobs; set up the new texting number and templates.
4. Cutover: fresh exports, full import, new work in the new system only.
5. Two weeks later: receivables match to the penny, then email cancellations@housecallpro.com and take the owner call.

The full cost of a move, including overlap months and import fees, is in our switching costs guide.

Frequently asked questions