Housecall Pro → HELIX

Difficulty: easy Time: 1-2 hours Portability: 7/10

Migration Summary

Switch from Housecall Pro to Helix in about 1-2 hours. Export your data as CSV, import into Helix, set up your services. Run both in parallel for a week, then cancel Housecall Pro. $99/month → $279 once.

What Transfers

Transfers Fully

✓ Customer contacts with full address history

✓ Job records with dates and amounts

✓ Invoice data

✓ Employee/technician list

Transfers Partially

~ Job notes (plain text only)

~ Photos (as URLs — may expire, download important ones)

~ Price list items (basic export)

Needs Rebuilding

✗ Automated marketing campaigns

✗ Postcard mailing lists (rebuild from customer export)

✗ Online booking page configuration

✗ Review request automation settings

Step 1: Export from Housecall Pro

Export All Customers

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

3 minutes ⚠ Archived customers may be in separate export — grab both if you want full history

Export Jobs

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

3 minutes ⚠ Job photos are URL links — download critical photos manually before canceling HCP

Export Invoices

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

3 minutes ⚠ Line item details may be in separate export

Screenshot Price List

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

10 minutes ⚠ HCP price lists can be complex — use migration as chance to simplify

Download Critical Photos

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

15-30 minutes ⚠ Photo URLs will stop working after you cancel — this is urgent

Step 2: Import into Helix

Import Customers

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

10 minutes

Build Core Services

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

20 minutes

Set Schedule Defaults

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

10 minutes

Configure Invoice Template

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

10 minutes

First Week Checklist

Import all active customersCreate core service packagesSet up invoice template with payment linkRun 5 jobs through complete Helix workflowTest mobile experience on actual job siteSet up one Cascade automation (e.g., review request after job completion)

All checked? Cancel your Housecall Pro subscription. Download a final backup first.

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.

Common Questions

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. Cancel Housecall Pro after your first week with Helix.