Switch from Housecall Pro to Helix

Complete migration guide. 1-2 hours. easy difficulty.
$99/month → $279 once. Every step documented.

Difficulty: easy Time: 1-2 hours Data Portability: 7

Bottom Line

Switching from Housecall Pro to Helix takes 1-2 hours. Housecall Pro at $99/month costs $3,985 over 3 years. Helix is $279 once — you save $3,706 over that period. Most of your data transfers directly. You can run both in parallel until you are confident. 30-day money-back guarantee means zero risk. 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.

What Transfers from Housecall Pro

Transfers Fully

Needs Manual Work

Nothing — everything transfers

Does Not Transfer

Nothing critical lost

Step 1: Export from Housecall Pro

Before you do anything in Helix, get your data out of Housecall Pro. This is the most important step — once you have your export files, the rest is straightforward.

1

Export All Customers

2

Export Jobs

3

Export Invoices

4

Screenshot Price List

5

Download Critical Photos

Step 2: Import to Helix

With your export files ready, importing into Helix takes about 15 minutes. Helix walks you through the data mapping — you tell it which columns in your CSV match which Helix fields.

1

Import Customers

2

Build Core Services

3

Set Schedule Defaults

4

Configure Invoice Template

Your First Week Checklist

After import, work through this checklist during your first week. Keep Housecall Pro active as a backup until you have checked everything off.

Import all active customers
Create core service packages
Set up invoice template with payment link
Run 5 jobs through complete Helix workflow
Test mobile experience on actual job site
Set up one Cascade automation (e.g., review request after job completion)

Once everything checks out: cancel your Housecall Pro subscription. Download a final backup for your records first.

The Math on Switching

Housecall Pro at $99/month costs $1,188 in year one. With 11.4% annual SaaS inflation, year two costs $1,323 and year three costs $1,474. Over 3 years: $3,985. Over 5 years: $7,457. Helix is $279 once. You save $3,706 over 3 years. The migration takes 1-2 hours. The break-even point is 3 months. After that, every dollar Housecall Pro would have charged you stays in your pocket.

Common Questions About Switching from Housecall Pro

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.

Get Helix — $279 Once

30-day money-back guarantee. Export from Housecall Pro first, then decide.

Guide updated March 2026. Pricing verified.

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