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Resources/Switching/From Housecall Pro

Switching guide

How to cancel Housecall Pro and switch to ECHOPS

How to cancel your Housecall Pro subscription without losing anything: what Housecall Pro lets you export, where each file goes in ECHOPS, and the order to do it in.

What you can bring

Export your Housecall Pro customers, jobs and price book

Last updated October 16, 2026. What Housecall Pro lets you export comes from Housecall Pro’s own public pages, checked October 16, 2026. Where its public pages don’t describe an export, we say so.

What Housecall Pro exports
Where it goes in ECHOPS
Notes
CustomersCSV, emailed (some articles call it an Excel or Google Sheets file).
Leads import (CSV). Add an ID column so a re-import updates rows instead of adding duplicates.
Only Admins can export the Customers and Jobs lists. If the file hasn’t arrived within an hour, check spam, then contact Housecall Pro support.
LeadsLeads report export from Reporting; file format not stated.
Leads import (CSV). Add an ID column so a re-import updates rows instead of adding duplicates. Save the file as CSV if it isn’t one.
Needs the Access Reporting permission.
JobsCSV, emailed.
Past jobs import (CSV), into the archive. Service work can come in as service tickets, matched by number, phone, email or name.
Admins only, and email only; it can’t be downloaded straight from the page.
EstimatesEstimate list as CSV (emailed); a single estimate as PDF.
No quote import. Save the PDFs on the project’s files, and rebuild open quotes in ECHOPS so clients can sign them online.
Single estimates download one at a time.
Invoices and paymentsPayments report emailed as two files (Summary and Payment Details); single invoices as PDF. The Job List export carries invoice-related columns.
No invoice import. Keep the files for your records and the PDFs on the project; set up what’s still owed on open jobs as a payment plan in ECHOPS.
The Payments export filters by payment date and can take up to an hour. Invoices download one at a time.
Price bookCSV, emailed. Services and Materials export separately.
Price book import: download, edit, import, and preview every row before it saves.
Admin, or Office Staff with the “Update company account info” permission.
ScheduleNo standalone schedule file; the Job List export covers scheduled jobs. One-way Google Calendar sync.
No schedule import. Use the export as your checklist to book upcoming visits in ECHOPS.
Changes made in Google Calendar don’t flow back to Housecall Pro.
TimesheetsTimesheet app export (emailed), or Export data on the new Time Tracking dashboard; format not stated.
Time sheets import (CSV). Save the file as CSV if it isn’t one.
Archived employees drop out until restored. Time under “Travel and time on jobs” isn’t included.
AttachmentsDownload from the customer’s Attachments tab, or from a job or estimate page.
Files go on projects, in folders.
Plan to download them one at a time.

Step by step

How to cancel Housecall Pro and switch in five steps

  1. Before you cancel: export everything.

    Housecall Pro’s help center says that to cancel, you start a chat with its Support team, and cancellation isn’t processed until a team member has spoken with the account owner by phone; billing responds in 1–3 business days. Refund requests go to cancellations@housecallpro.com. The help center doesn’t say what happens to your data after you cancel, so get your files first.

  2. Export from Housecall Pro.
    • Customers: Customers > Actions > Export > confirm your email > Send file.
    • Jobs: Jobs > Actions > Export > verify your email > Send File.
    • Estimates: Estimates > Actions > Export > Send file.
    • Leads: Reporting > Reports > Leads > Export (upper right of the drill-down table).
    • Payments: Reporting > Reports > Payments > choose a date range > Generate report.
    • Price book: Gear icon > Price Book > Services or Materials tab > Export.
    • Timesheets: My Apps > Timesheet app > pick the dates > Export. On the new dashboard: My Apps > Time Tracking > Export data.
    • Attachments: customer profile > Attachments tab > click a thumbnail > download button.
    • Single invoices: open the job > Invoice > printer or download icon.
  3. Import into ECHOPS.
    • Leads: import from CSV. Add an ID column so a re-import updates rows instead of adding duplicates.
    • Past jobs: import from CSV into the archive.
    • Service tickets: import old tickets from CSV, matched by number, phone, email or name.
    • Time sheets: import from CSV.
    • Price book: download it, edit it, import it and preview every row before it saves.
    • Files and photos: upload them to the right project, in folders.
  4. Set up what doesn’t import.
    • Add your team with roles (owner, admin, member, viewer) and require 2-step sign-in for everyone.
    • Set up your online booking page and appointment types, and have each person connect their Google Calendar or Outlook calendar.
    • On Crew and Company, review the built-in automations and their pause switches, and add your own rules.
    • Turn on phone & texts if you want calls and texts on a business number ($79/mo on Solo and Crew, included in Company).
    • Set up email templates and signatures, payment plans, the client portal, and the crew portal (English or Spanish).
  5. Go live.
    • Price book imported and spot-checked.
    • Open jobs entered with their stage and payment plan.
    • Website forms sending new leads to ECHOPS.
    • Calendar connected and booking page set up.
    • Team invited, roles set, 2-step on.
    • A test quote sent to yourself, opened and signed.
    • Clients on open jobs invited to the portal.
    • Old files saved on the right projects.
Run both side by side for a while. Keep finishing jobs already in progress in Housecall Pro, and start new leads and quotes in ECHOPS. When the open jobs are done and your exports are saved, cancel Housecall Pro. Check your billing terms first so you know when access ends.

Want a hand?

White-glove setup is $499 once, and free with Company billed yearly. There’s no setup fee if you do it yourself, and the 14-day free trial needs no credit card.

Start free trialSee onboarding

Compare first: ECHOPS vs Housecall Pro. Or read how switching to ECHOPS works.

FAQ

Questions about leaving Housecall Pro

Can I bring my Housecall Pro customers into ECHOPS?

Yes. An Admin exports the Customers list from Housecall Pro (it arrives by email), then you import it into ECHOPS as leads. Add an ID column so you can re-import later to update rows without duplicates.

What about my price book?

Export Services and Materials from Housecall Pro’s Price Book (each tab exports separately), then use ECHOPS’s price book import: download, edit, import and preview every row before it saves.

What happens to my data after I cancel Housecall Pro?

Housecall Pro’s help center doesn’t say. It describes cancelling through a support chat and a phone call with the account owner. Export everything before you start that process.

Can the ECHOPS team help with the move?

Yes. White-glove setup is $499 once, and free with Company billed yearly. See onboarding.

How do I cancel my Housecall Pro subscription?

Start a chat with Housecall Pro Support. Its help center says cancellation can’t be fully processed, or billing paused, until a team member has spoken with the account owner by phone, and Billing replies within 1 to 3 business days; its terms also list cancellations@housecallpro.com (checked October 16, 2026). This isn’t legal advice. Export your data before you start. See ECHOPS vs Housecall Pro.

Can I get a refund when I cancel Housecall Pro?

Only early on. Housecall Pro offers a money-back guarantee within the first 30 days of your subscription, covering the baseline monthly fee only; setup fees, postcards and chargebacks aren’t refunded. After that, its terms say fees aren’t prorated or refunded (checked October 16, 2026). This isn’t legal advice. ECHOPS has a 14-day free trial with no credit card; start a free trial.

Does Housecall Pro have a contract?

No long-term contract is required: Housecall Pro bills monthly or yearly. Its terms say all subscriptions renew on their own unless ended before renewal, and downgrades take effect at the end of the billing period (checked October 16, 2026). This isn’t legal advice; check your renewal date before you cancel. ECHOPS bills monthly, or yearly at 10 months’ price. See ECHOPS pricing.

Sources

  1. How to Import & Export Jobs and Customers
  2. Creating Reports from the Customer List
  3. Job & Estimate List Reporting
  4. Managing Reports
  5. Payments Export
  6. Exported Report Breakdown
  7. Invoices: How to Preview, Download, & Print
  8. Estimates: How to Preview, Download, & Print
  9. Price Book: Import or Export Services and Materials
  10. Time Tracking Overview Guide
  11. The New Unified Time Tracking Dashboard
  12. Customer Attachments Section
  13. How Can I Create a Housecall Pro Back Up Plan?
  14. Integrate with Google Calendar
  15. Housecall Pro Billing and Account Management

Housecall Pro help pages checked October 16, 2026. Menus and limits change; follow Housecall Pro’s current help center if it differs. ECHOPS details are from our pricing and features pages.

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