Housecall Pro → Vexor migration
How to migrate from Housecall Pro to Vexor (step-by-step, ~5 hours)
This guide covers moving from Housecall Pro to Vexor — customers, jobs, price book, technicians, and active dispatches. Housecall Pro is built for residential service-tech dispatch (HVAC, plumbing, electrical); Vexor covers the same surface area plus JSA, daily logs, multi-day crew scheduling, and free sub/GC portals. Most operators switching cite the per-user pricing as the trigger ($30/user/mo past included seats compounds fast). Migration takes a focused afternoon for a 10-person operation. Longer if you have a complex price book.
Total time: About 5 hours of focused work, plus 1-2 days running parallel before full cutover.
What transfers, what doesn't
Housecall Pro exports customers, jobs, invoices, and price book to CSV cleanly. Technician records (with role + permissions) need to be recreated in Vexor — Housecall Pro's permissions don't 1:1 map. Recurring service agreements re-create as Vexor recurring jobs. Estimates that haven't been converted to jobs migrate as Vexor quotes. Customer service history (notes, communication log) imports as plain-text job notes.
The plan
1. Inventory + plan the cutover date
15 minPick a cutover date 2 weeks out. Inventory active customers, jobs, recurring agreements, and outstanding invoices. Write the counts down for post-migration verification.
2. Export Housecall Pro data
20 minHCP → Settings → Export. Pull customers, jobs, invoices, estimates, and price book. The price book export is the biggest file — make sure it includes pricing tiers if you use them.
3. Start a Vexor free trial
5 minPick Field ($99) for crews up to 15 or Operations ($199) for the full feature set. No credit card.
4. Import customers, jobs, price book
30 minVexor: Settings → Import. Customers first, then price book (becomes your quoting catalog), then jobs and estimates. ~5 min per CSV, with row-count verification at each step.
5. Recreate your service area + tech routes
30 minVexor: Schedule → Settings. Define your service area (used for dispatch ordering), add your technicians, and set their availability windows. Same pattern as HCP but the UI is slightly different.
6. Rebuild PDF templates
30-45 minHCP's default templates don't bring over. Quote, invoice, and JSA templates take ~10 min each in Vexor's drag-drop builder.
7. Add team members + set roles
20 minSettings → Team. Office users get email invites; field techs use 4-digit PIN auth. Set roles to mirror your HCP setup.
8. Pilot one new job end-to-end
1 day (background)Run a new dispatch entirely in Vexor: dispatch → tech accepts → on-site GPS → photos → JSA → invoice. Surface any workflow questions before going full cutover.
9. Re-create your recurring service agreements
1-2 hoursFor each recurring HCP agreement, create a Vexor recurring job template. ~5 min per template. Most operators have 10-30 of these.
10. Cut over scheduling
5-10 days (passive)New dispatches go into Vexor; HCP runs out the in-flight queue. Once HCP's queue is empty (usually 5-10 days), you're fully off.
11. Cancel Housecall Pro
5 minHCP → Settings → Billing → Cancel. Month-to-month cancels immediately. Save your exported CSVs offline.
Common gotchas
Problem
Price book imports as flat items, lose tier structure
Workaround
Vexor's quoting catalog supports tiered pricing on the Operations plan. Re-create the tiers manually after import — pick the tier when you build a quote.
Problem
Recurring agreement dates drift after import
Workaround
Vexor recurrences calculate forward from the template start date. If HCP's agreement was on a quirky schedule (every 47 days, etc.), recreate it manually with the next correct date.
Problem
Technician GPS history not preserved
Workaround
HCP GPS data stays in HCP. Vexor starts collecting on day one. Some operators export the HCP GPS history first to a separate archive.
Problem
Service contracts (multi-year agreements) need manual entry
Workaround
Vexor doesn't have a dedicated "service contract" object — represent these as long-running recurring jobs with a customer note explaining the contract terms.
Related
Frequently asked
Will my customers see any disruption?
No, if you stop scheduling new HCP jobs and let the queue run out. New work goes through Vexor; customer-facing communication (text reminders, etc.) becomes Vexor's.
Can Vexor send appointment reminders by text?
Yes — included on every plan. SMS to customers when a tech is en route, when the job is complete, when an invoice is sent.
Does Vexor support service-call ticketing?
Service calls become jobs in Vexor. Each call is a job with its own ID, dispatch, time entries, photos, and invoice. The "ticket" mental model maps 1:1.
What about HCP's pricebook with parts + labor?
Vexor's catalog supports the same — separate line items for parts and labor on the same quote. Tiered pricing (Gold/Silver/Bronze) is available on the Operations plan.
Will my QuickBooks sync continue?
Yes — Vexor Operations plan syncs invoices + payments to QuickBooks Online. The connection is one-time per workspace.
How fast can I migrate if I just want to switch tomorrow?
A motivated 1-person migration team can do customer + job CSV import, basic template setup, and pilot a single job inside 4 hours. Full operational cutover takes 1-2 weeks.
Other migration guides
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30-day free trial. Cancel anytime — no charge if you cancel before day 30. Run parallel with Housecall Pro for as long as you need — Vexor is month-to-month with no early-termination fee.
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