Switch from Housecall Pro to Thorbis
Thorbis lets you switch from Housecall Pro and keep the accessibility your team is used to — scheduling, estimates, invoicing, and payments are simple from day one. What you gain is deeper operational control as you scale: a real dispatch board, service agreements, inventory, job costing, and reporting on one platform. Guided migration brings your data over with a validation step before cutover.
- Guided migration
- Validation before cutover
- Unlimited users
Signs you're ready to leave Housecall Pro.
- Your office is doing more dispatching than a simple schedule view was built for.
- You want job-level costing to see real margin, not just totals.
- You're managing recurring service work and want it structured as agreements.
- You'd rather add inventory and reporting in place than bolt on more tools.
What migrates from Housecall Pro.
We never claim every record type moves from every tool. Here's what comes over from this source, and what doesn't move cleanly.
- Customers
- Contacts
- Locations
- Jobs
- Appointments
- Estimates
- Invoices
- Payments
- Deposits
- Outstanding balances
- Memberships
- Service agreements
- Price books
- Notes
- Tags
- Files
- Photos
- Team members
- In-app message and call logs depend on what Housecall Pro exposes — we bring over what's available and flag the rest.
- Automation and workflow rules are reviewed and rebuilt in Thorbis rather than copied directly.
Three tracks keep the switch controlled.
Migration is not just import, then hope. Data, team approvals, and cutover readiness are handled as separate workstreams before go-live.
Records with review points
Customers, Contacts, Locations, Jobs
Roles and approvals
Your office is doing more dispatching than a simple schedule view was built for.
Go-live only after validation
In-app message and call logs depend on what Housecall Pro exposes — we bring over what's available and flag the rest.
Validated before you go live.
- 1
Export
We pull your data out of your current tool using its export or API, so nothing is retyped by hand.
- 2
Mapping
Each field from your old system is mapped to its home in Thorbis, including your custom fields and tags.
- 3
Staging
The mapped data lands in a staging copy first, separate from your live workspace, so nothing goes live unchecked.
- 4
Validation
You review a validation report — record counts, balances, and unmapped fields — and sign off before anything cuts over.
- 5
Parallel operation
You can keep your old tool open alongside Thorbis while you confirm the data matches what you expect.
- 6
Cutover
When you approve, your workspace goes live with the validated data and your team starts working in Thorbis.
- 7
Reconciliation
We compare key totals — customers, open jobs, and outstanding balances — against your old system to confirm they line up.
- 8
Rollback preparation
Your original export is kept so the import can be corrected and re-run if validation surfaces a problem.
- 9
Post-launch review
After you're live, we walk through any records the importer flagged so nothing is left in limbo.
The important part is the review.
A switch from Housecall Pro should leave your team with a clear list of what was checked, what needs attention, and when the workspace is ready for daily work.
- 1Review imported customer records
- 2Confirm open jobs and balances
- 3Validate price book items
- 4Invite the team after sign-off
A cleaner switch starts before import day.
The migration plan should make ownership, timing, and exceptions obvious before your team starts using Thorbis as the daily system.
Freeze window
Choose the point when edits stop in the old system, so the final import has a clear source of truth.
Owner sign-off
Assign one person to approve records, balances, price book items, and team access before rollout.
Exception list
Keep anything that does not map cleanly in a visible review list instead of hiding it in the import.
Rollback notes
Document what remains in the old account and what should be checked if the team pauses rollout.
You sign off before anything cuts over.
Before cutover, you review a validation report and confirm the data matches your old system. The example below uses sample data to show the shape of that report, it is not a real customer's data.
Common questions.
Do I lose the simplicity I like about Housecall Pro?
No. The everyday flow stays simple — you only see the extra operational tools, like dispatch and job costing, when you choose to turn them on.
Can my memberships and recurring work come over?
Memberships and service agreements are part of the guided migration where Housecall Pro exposes them, and you confirm them in the validation report before cutover.
Is there a per-seat cost for adding my office staff?
No. The base plan includes unlimited users, so adding office and field staff doesn't add per-seat fees. Usage-based services like phone and SMS scale with what you use.
Other switches.
Guided migration moves your data with a validation step before cutover, so you switch with your data verified, not on a fixed clock.
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