Guías de Migración → Housecall Pro

Housecall Pro → HELIX

Dificultad: fácil Tiempo: 1-2 horas

Resumen

Puedes cambiar de Housecall Pro a Helix en 1-2 horas. Exporta tus datos como CSV, impórtalos a Helix, configura tus servicios. Usa ambos en paralelo una semana y cancela Housecall Pro cuando estés seguro. $299 una vez reemplaza tu suscripción de Housecall Pro para siempre.

Paso 1: Exportar de Housecall Pro

1

Export All Customers

Settings → Company Settings → Export Data → Customers. Select 'All customers' and download CSV.

2

Export Jobs

Same Export Data section → Jobs. Set date range to 'All time' or at least past 2 years for meaningful history.

3

Export Invoices

Export Data → Invoices. Include all statuses for complete financial record.

4

Screenshot Price List

Go to Price List and screenshot each category. This is your reference for building Helix Services.

5

Download Critical Photos

Open 10-20 recent jobs with important documentation photos. Download each photo manually before your subscription ends.

Paso 2: Importar a Helix

1

Import Customers

Helix Connect → Import → Upload HCP customer CSV. Map fields (most auto-detect). Review for duplicates.

2

Build Core Services

Create your top 10 service offerings in Helix Services module. Use HCP screenshots as reference but simplify where possible.

3

Set Schedule Defaults

Configure your working hours, default job durations, and any recurring schedule patterns in Helix Schedule.

4

Configure Invoice Template

Invoices → Settings → Customize your invoice template with your logo, payment terms, and standard notes.

Housecall Pro is the most common platform people migrate from to Helix. The transition is smooth because HCP's data exports are solid. Most contractors are fully productive in Helix within 3-5 days. The main adjustment is Helix's offline-first architecture — jobs work even without internet, which feels different but becomes a superpower.

Preguntas Frecuentes

What about my Housecall Pro phone number?

If HCP provided your tracking number, it stays with them. If you ported your own number to HCP, you can port it out — contact HCP support to initiate.

Can I keep my online booking page?

HCP's booking page is theirs. Helix has Bookings module — you'll set up a new booking flow, but you keep full control of it forever.

What happens to my HCP reviews?

Reviews on HCP's platform stay there. Focus on Google and Facebook reviews — those follow your business, not your software.

Obtener Helix — $299

Cancela Housecall Pro después de tu primera semana con Helix.