How to Switch from Housecall Pro to YouWork
Leaving Housecall Pro for YouWork? Your data moves over by CSV. Here's exactly how to bring your customers, jobs, invoices, and price book with you.
The thing that keeps most owners stuck on the wrong software is data. You’ve got years of customers, jobs, and invoices inside Housecall Pro, and switching feels like throwing all of it away.
It isn’t. Moving to YouWork is a spreadsheet upload. You export your records from Housecall Pro as CSV files, drop them into YouWork’s matching templates, and upload. A few minutes per record type and you’re running.
Here’s exactly how.
What you can bring over
YouWork imports six record types by CSV. Bring all of them, or just the ones you need to get going:
- Customers — names, contact info, addresses
- Leads — prospects you haven’t closed yet
- Jobs — work history and active jobs
- Invoices — billing records
- Catalog (your price book) — products and services with pricing
- Properties — service locations tied to your customers
YouWork exports the same six too, so your data is always yours to take.
Step by step
1. Export your data from Housecall Pro as CSV
From your Housecall Pro account, export each record type to a CSV file — start with your customer list and your price book. Housecall Pro lets you export your data to spreadsheet format; check their help docs for the current export location, since the menus change now and then.
Save each export to your computer so you have a CSV for customers, one for your products and services, and so on.
2. Start your YouWork free trial
Go to app.youwork.pro/register and start your 14-day free trial. No credit card required. You’ll be inside the app in under a minute.
3. Download the matching YouWork CSV template
In YouWork, open Settings and find the import section. For each record type — Customers, Leads, Jobs, Invoices, Catalog, Properties — you download a CSV template. The template carries the exact column headers YouWork expects, so your data lands in the right fields the first time.
4. Paste your data into the template columns
Open the YouWork template next to your Housecall Pro export. Copy each column from your Housecall Pro file into the matching column in the YouWork template — name to name, phone to phone, price to price. It’s a copy-paste job, not retyping.
5. Upload
Save the filled-in template and upload it into YouWork. Your records show up in the app. Repeat for each record type you want to bring over.
If you get stuck along the way, the in-app help assistant walks you through it. It’s on every plan and answers product questions while you set up.
What to set up fresh in YouWork
A few things are worth starting clean, and they’re fast:
- Recurring billing schedules — set these up in YouWork so they run on YouWork’s billing engine from day one.
- Default margin or markup on your catalog — set your target margin once and apply it across your price book.
- Team seats — add your office staff and crew as YouWork users with the right access.
Setting these up fresh takes minutes and keeps everything on YouWork’s rails instead of dragging old settings along.
Why contractors move from Housecall Pro to YouWork
YouWork is built around the way trades crews actually run jobs. The crew-to-office job approval gate lets your techs submit completed work for the office to review before it becomes an invoice — so your billing is accurate. Phase and milestone billing is on every plan, so you can invoice in stages on larger jobs without paying for a premium tier. The optional website add-on feeds new leads straight into your YouWork pipeline. An in-app help assistant answers questions as you work. And pricing is public and flat: the $199 Pro plan includes 18 users, so adding crew doesn’t blow up your monthly bill.
FAQ
Will I lose my history? No. Your customers, jobs, invoices, and price book come across through the CSV import. You choose what to bring.
How long does it take? A few minutes per record type. Most owners load customers and their price book in well under an hour.
Do I need to import everything at once? No. Start with customers and your catalog — that’s enough to quote and schedule new work today. Add jobs, invoices, leads, and properties when you have time.
Can someone help? Yes. Every plan includes the in-app help assistant, and YouWork gives you a CSV template for each record type so your data maps correctly.
Ready to switch? Start your free trial — 14 days, no credit card required.
