Switching from Jobber to Housecall Pro: a cut-over checklist

Our pick is to keep Jobber when it already runs the shop: improve the quoting, billing and handoff before paying for a migration. Housecall Pro is the alternative when Basic job costing or Essentials flat-rate pricing solves a specific gap; use this guide only after choosing that move.

The Jobber vs Housecall Pro comparison covers the buying decision. Moving the other way? Use the Housecall Pro to Jobber guide; the export and import routes are different.

Prove the reason to switch before exporting

Housecall Pro Basic includes job costing; Essentials adds flat-rate pricing, alongside its larger included user count. Its pricing page advertises a no-card 14-day Max trial. Use it to run a real job through estimating, assignment, completion, invoicing and payment, then check that the feature you rely on belongs to the plan you will actually buy. Use the Max trial to test the workflow, then buy the tier that includes it. See HCP’s plan features and trial terms.

Write the current problem in one sentence: “We cannot see costs clearly enough on each repair,” or “Technicians need consistent flat-rate service prices.” Give the office and a technician the same example in HCP. If it does not improve their work, fix the existing Jobber setup instead of moving the whole business.

Compare the cost at your login count

Count the owner, office staff and fieldworkers who need access. The table uses standard US-dollar subscription prices, excluding taxes, processing, add-ons, migration work and overlapping subscriptions. It compares the cheapest published options covering the logins, not feature-equivalent packages.

Jobber’s monthly options use its published bundles plus $29/month per added user on Connect, Grow and Plus, picking the cheapest result. Annual options use covering bundles because no annual extra-seat rate is published. Jobber’s pricing page supplies those rates. HCP uses Basic for one login, Essentials through five and Max for eight; its pricing page supplies the corresponding rates. Max’s $35 extra-user rule is monthly only and is not needed at these headcounts. Both pages were rechecked October 22, 2026; introductory promotions are excluded.

Logins	Jobber monthly	HCP monthly	Jobber/month billed annually	HCP/month billed annually
1	$49	$79	$29	$59
3	$197	$189	$149	$149
5	$199	$189	$149	$149
8	$286	$329	$229	$299

Annual columns are monthly equivalents billed annually, not yearly totals. Three Jobber logins are Connect’s $139 one-user bundle plus two $29 seats: $197/month. Eight are the $199 five-user bundle plus three seats: $286/month. On annual billing, three and five use Connect’s five-user bundle, while eight uses the ten-user bundle.

At three or five logins, HCP’s monthly advantage is only $8 or $10. Jobber is cheaper solo, at two logins ($168 versus $189), and at six–fifteen on monthly subscription floors. Annual pricing ties at three and five; Jobber is cheaper at one and eight. Do not turn a small subscription saving into a costly migration. Jobber’s job costing is on Grow, so price the actual required feature tier before treating the floor comparison as your quote.

Export Jobber records into a controlled archive

Choose an admin to collect the exports and record the export time, filters and row counts. Keep originals unchanged; map copies. Check export/report access on your current plan before scheduling the move.

• Customers: go to Clients → More Actions → Export Clients, choose CSV and collect every file in the email. The export can include property addresses, contact details, tags and custom fields. Multiple selected tags return customers matching all those tags, so clear filters for a full list. Follow Jobber’s client export instructions.
• Products and services: use Gear → Settings → Products & Services → Export to CSV. Depending on list size, the result downloads or arrives by email, possibly split across files. Check the actual headers rather than assuming the file matches HCP. See Jobber’s item export route.
• Jobs: export the one-off jobs report and recurring jobs report separately. Select the needed columns and date range. Preserve active-work details and recurring billing/schedule information for review; future visits and recurrence settings need their own rebuild checklist.
• Invoices: export the invoices report with the required columns, including identifiers, totals, balances and deposits. Record the filters so a missing invoice is not mistaken for a settled balance.

Inventory signed estimates, photos, attachments, messages and payment settings separately. Ask each vendor how to retain or transfer anything the CSVs do not cover. Keep access to the original records while you verify what arrived.

Import customers and jobs without losing the mapping

HCP supports importing customers, jobs and price-book data. Its preparation guide warns against importing overlapping customers, jobs or items from both Jobber and QuickBooks. Choose the authoritative source before loading either. MAX customers can work with the Data Import team on customers, job history, equipment and price book; basic transfer is free, but multiple files or extra formatting may cost more. Put the plan, transfer scope and any extra fees in the agreement. See HCP’s preparation and field guide.

For self-service, use Customers or Jobs → Actions → Import and the file-mapping wizard. Review every suggested mapping: unmapped fields are discarded. Inspect the preview, fix invalid rows and wait for the completion email before using imported records. HCP’s guide also warns that child customers need their own file rows and their relationship rebuilt; do not bury several service properties under a single unmapped address. If the import is wrong, contact support rather than deleting and reimporting yourself. Follow the customer/job import and correction instructions.

Approve a small representative batch before the full transfer: a household, a commercial customer with multiple addresses, an open job and completed work with a payment. Compare names, addresses, notes, assignments, dates and amounts against Jobber. For imported job assignments, HCP’s field guide requires matching existing user names; create the intended staff accounts first.

Rebuild the price book carefully

Map Jobber items into HCP Services and Materials deliberately. HCP services require a matching industry, category and name; materials require category and name. Its service fields default missing price and cost to $0, taxable to false, and unit of measure to each. Review those defaults so technicians quote the right price and tax treatment.

Review your common services, taxable items, materials and unit-based prices against the originals. Verify descriptions, costs, sell prices and tax flags before staff quote from the new book. HCP’s price-book import documentation describes the field mapping and defaults. Check your own tax treatment with the person who maintains your books.

Give every open invoice one owner

HCP can import invoice and payment information through its job-data route; its field guide includes invoice number, subtotal, tax, payment amount and payment date. The invoice number is currently described as interchangeable with the job number, so inspect those identifiers during mapping. Assigned employees also need identical names in HCP. Use the destination field definitions to map supported data, and arrange separate handling for saved cards, refunds and deposit transactions.

Make an open-work register with the old job/invoice number, customer, amount owed, deposit, next visit and collecting system. Decide whether each old invoice will finish in Jobber or be represented in HCP under an agreed process. Bill each balance once. Reconcile imported amounts to the source records and accounting ledger before switching payment links or accounting connections.

Your cut-over checklist

• Name one person to approve the mapping and one cut-over time for new work.
• Keep the final Jobber originals and log any changes made after the export.
• Verify imported customers, service addresses, item prices, tax flags, assignments and job dates.
• Rebuild recurring visits, permissions, reminders and automations where needed; check the next due visit, not just the customer name.
• Give every open invoice and deposit a collecting system. Confirm who sends reminders so neither system messages customers twice.
• Train the office and field staff on the paid plan’s workflow. Check booking, estimate acceptance, invoice delivery and payment reconciliation.
• If a material discrepancy remains, delay the switch and keep Jobber running. Arrange corrections with HCP support.
• Cancel old access only after required records, financial reconciliation and retention arrangements are settled with the vendors and your accountant.

Keep the switch small enough to reverse operationally: route new work into HCP only after the pilot records and handoffs agree. Buy HCP when its job costing, price-book or crew workflow makes the move worthwhile; otherwise keep the Jobber setup that works.