Export your Housecall Pro dataLast updated on 01/12/2023
If you’re migrating your business data from Housecall Pro, you can get started with ServiceTitan faster by exporting and then importing your data to ServiceTitan during onboarding. Instead of manually reentering information about your customers and jobs, ServiceTitan can automate this process for you, saving you time and money.
To import your Housecall Pro data into ServiceTitan, first export these reports from Housecall Pro:
Customers report—Data about your customers. Includes details like customer names, their contact information, and notes you’ve made about them. Exported report filename: customers.xlsx.
Jobs data report—Data about your existing jobs. Includes details like invoice numbers, the customer for whom the job was performed, line items, and more. Exported report filename: jobs.xlsx.
(Optional) Estimates data report: Data about your estimates. Includes details like invoice numbers, the customer for whom the job was performed, line items, and more. Exported report filename: estimates.xlsx.
Things to know
If you have multiple addresses on file for some of your customers, your exported customers report will include additional sets of address columns.
Export the customers report
In Housecall Pro, go to the Customers tab.
Click More
and select Download customer list from the dropdown.Choose Send me the file and enter your email address.
Go to your email Inbox, open the message from Housecall Pro, and download customers.xlsx.
and select 
Export the jobs report
In Housecall Pro, go to the dashboard and click SEE ALL JOBS.
Set the Date Range filter to when you first started using Housecall Pro to today's (current) date.
In Table Columns, select all items.
Click the Excel icon to download jobs.xlsx.
Export the estimates report
Go to the dashboard and under Open Estimates click SEE ALL ESTIMATES.
Set the Date Range filter to when you first started using Housecall Pro to today’s (current) date.
In Table Columns, select all items. Note: Make sure to change the Estimate column to say Invoice.
Click the Excel icon to download estimates.xlsx.
Housecall Pro report columns
When importing Housecall Pro data into ServiceTitan, the columns in each XLSX file must be in the order listed below. If you receive an error when importing your data, verify that the spreadsheet columns appear in the correct order.
customers.xlsx
First Name
Last Name
Mobile Number
Email
Company
Job Title
Work Number
Tags
Notes
ID
Address_1 Street Line 1
Address_1 Street Line 2
Address_1 City
Address_1 State
Address_1 Postal Code
Address_1 Billing?
Address_1 Notes
Address_1 Street Line 1
Address_1 Street Line 2
Address_1 City
Address_1 State
Address_1 Postal Code
Address_1 Billing?
Address_1 Notes
jobs.xlsx
Invoice
HCP Id
Created At
Date
End Time
Travel Duration
On Job Duration
Total Duration
Customer
First Name
Last Name
Email
Company
Mobile Phone
Home Phone
Customer Tags
Address
Street
Street Line 2
City
State
Zip
Description
Line Items
Amount
Labor
Materials
Subtotal
Payment History
Credit Card Fee
Paid Amount
Due
Discount
Tax
Taxable Amount
Tax rate
Job Tags
Notes
Employee
Job Status
Finished
Payment
Invoice Sent
Window
HC Job
Tip Amount
Online Booking Source
estimates.xlsx
Invoice
HCP Id
Created At
Date
End Time
Travel Duration
On Job Duration
Total Duration
Customer
First Name
Last Name
Email
Company
Mobile Phone
Home Phone
Customer Tag
Address
Street
Street Line 2
City
State
Zip
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.