> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Migrate from Housecall Pro to FieldPulse
> Move your scheduling, estimates, invoices, payments, and recurring jobs from Housecall Pro to FieldPulse, with a full terminology map and setup steps.
> **Who uses this:** Admins run the migration — importing data and configuring Company Settings require admin access; technicians follow the mobile app section. **Availability:** All regions.
This guide moves your data and workflow from Housecall Pro to FieldPulse. FieldPulse covers the same core workflows you rely on in Housecall Pro — [scheduling and dispatching](https://www.fieldpulse.com/features/scheduling-and-dispatching), [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices), [payments](https://www.fieldpulse.com/features/fieldpulse-payments), and recurring jobs — so the move is mostly learning the new names and recreating your setup once.
## Overview
Migrating from Housecall Pro to FieldPulse has three parts: import your existing data (customers and items), recreate your account setup (settings and workflows), and learn where each day-to-day task lives in FieldPulse. The terms and navigation differ between the two platforms, but the concepts map directly — the terminology reference below shows the full map.
## Before you begin
* **Export from Housecall Pro.** Export your customer list and your Price Book (item catalog) to Excel, Google Sheets, or CSV — export options vary by Housecall Pro plan. Keep your open jobs, estimates, and service plans accessible for reference during setup.
* **Prep for import.** FieldPulse brings your data in with its own import tools rather than a direct Housecall Pro connection. Review [How to Import Data into FieldPulse](/settings/data/importing-data) and [How to Import Customers](/settings/data/importing-customers) before you start.
* **New to FieldPulse?** Start with [Welcome to FieldPulse](/getting-started/welcome/overview) for an orientation to the platform.
## Housecall Pro to FieldPulse terminology reference
Everything you did in Housecall Pro has an equivalent in FieldPulse. Use this table as your translation key while you set up and while your team learns the new workflow.
| **Housecall Pro** | **FieldPulse** |
| ---------------------------------------- | ----------------------------------------------- |
| Job | Job, Service, Project, or Work Order |
| Appointment (visit on a job) | Site Visit |
| Job Segment | Site Visit |
| Estimate | Estimate, Quote, Bid, or Proposal |
| Multi-Option Estimate | Estimate Options |
| Sales Proposal | Dynamic Proposal |
| Invoice | Invoice |
| Service Plan | Maintenance Agreement |
| Recurring Job | Recurring Job |
| Price Book (item catalog) | Item List |
| Visual Price Book / Flat Rate Pricebook | Pricebook |
| Service | Service and Service - Labor |
| Material | Product - Inventory and Product - Non Inventory |
| Customer | Customer |
| Property Profile | Customer record |
| Service Address | Location (on Customer record) |
| Sub-Customer (Parent/Child Relationship) | Related Customer (Parent/Child Relationship) |
| Schedule Tab | Schedule / Calendar view / Dispatch view |
| Routes | Route Optimization |
| HCP Map | Map View |
| Team Member | User |
| Employee GPS Tracking | Geostamps |
| Timesheet | Timesheet |
| HCP Payments | FieldPulse Payments |
| Instapay | Next-Day Funding |
| Pay by Text | Payment request link by SMS and Email |
| Card on File | Card and ACH on File |
| ACH Payments | ACH / Bank Transfer |
| Wisetack and Klarna | Wisetack and Acorn Finance |
| Pipeline | Custom Sales Pipeline |
| Online Booking | Booking Portal |
| Customer Portal | Customer Portal |
| Checklists | Subtasks |
| Custom Fields | Custom Fields |
| Job Costing | Job Costing |
| Job Templates | Job Templates |
| Voice (VoIP) | Engage (VoIP) |
| Force Fleet Tracking | Pulse Fleet Tracking |
| Reviews | Review Management |
## Import your customers and items
Bring your customer base and item catalog into FieldPulse with the import tools before you start creating jobs.
1. **Import your customer list.** Follow [How to Import Customers](/settings/data/importing-customers) to download the mass import template, fill it in from your Housecall Pro customer export, verify the records, and upload.
2. **Import your items.** Build your Item List by importing your Housecall Pro Price Book items with the item import template. Follow [How to Import Your Item List](/settings/data/importing-item-list).
If you plan to sync FieldPulse with QuickBooks, do not import customers or items — the sync brings both your customers and your items into FieldPulse automatically. See [How to Sync With QuickBooks Online](/integrations/accounting/quickbooks-online/sync).
## Recreate your account setup
These are the settings you configured in Housecall Pro that need to be set up in FieldPulse before you go live.
1. Enter your company information in the **Company Settings > General** tab (name, logo, contact information).
2. Set a default tax rate in **Company Settings > Estimates & Invoices > General**, or enable automatic tax rates in **Company Settings > Features & Plug-Ins**.
3. Build estimate templates from the **Estimates** tab under Sales: **Templates > New Estimate** (make sure **Save as template** is toggled on). See [Setting Up Estimate & Invoice Templates](/estimates-invoices/templates/creating-templates).
4. Build invoice templates from the **Invoices** tab under Sales: **Templates > New Invoice** (make sure **Save as template** is toggled on).
5. Recreate your custom status workflow in **Company Settings > Jobs > Custom Status** to match your Housecall Pro setup. Statuses can trigger automatic time tracking and customer notifications — see [Workflow Design Overview](/jobs/workflows/designing-your-workflow).
6. Configure user roles and permissions in **Company Settings > User Accounts** — what each user can see and edit. See [User Roles and Permissions Details](/settings/users-teams/user-roles).
7. Enable payment processing in **Company Settings > Features & Plug-Ins > FieldPulse Payments** and start your application. See [Setting Up FieldPulse Payments](/payments/getting-started/applying).
8. Enable the Booking Portal in **Company Settings > Features & Plug-Ins > Booking Portal**. It generates an embeddable link for your website, replacing Housecall Pro's Online Booking widget. See [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup).
## Create and dispatch a job
Create a job the way you created a job in Housecall Pro, then dispatch it from the Schedule.
1. Go to **Jobs > Create New** and select or search for a customer. If the customer does not exist yet, create a new one.
2. Fill in the job title, assign a user or team, and set a date and time. Use **Find Availability** to see open time slots across your team before you commit to a time.
3. Save the job. It appears on the Schedule page for the assigned technician.
To schedule a second visit on the same job without creating a new record, open the job and add a **Site Visit** — the equivalent of adding an Appointment in Housecall Pro. See [How to Add Site Visits](/jobs/jobs-tasks/site-visits).
**Video walkthrough:** [Watch how to create and dispatch a job](https://www.loom.com/share/91ac78705f4a49cb9cd080257070afe0)
To learn more about creating a job record, see [How to Create a Job](/jobs/jobs-tasks/creating-a-job).
## Send an estimate
Build and send an estimate in place of a Housecall Pro Estimate or Sales Proposal.
1. Open the Customer or Job record, go to the **Estimates** tab, and select **New Estimate**.
2. Add line items from your Item List, or create new line items.
3. To give the customer multiple pricing options, add **Estimate Options**. For upsells the customer can add themselves, use **Add-On Options** — these replace Housecall Pro's Multi-Option Estimates and Sales Proposals.
4. Send the estimate by email. Your customer receives a link to view and approve it, and the estimate status updates to Accepted automatically when they approve.
To turn an approved estimate into an invoice, open the estimate and select **Convert to Invoice**.
**Video walkthrough:** [Watch how to build and send an estimate](https://www.loom.com/share/c5134420b3ed427fa87982891cdd8f9e)
To learn more about creating an estimate record, see [How to Create an Estimate](/estimates-invoices/creating/estimate).
## Collect payment
Collect payment on a finalized invoice, in person or by sending a request.
1. Open the invoice and select **Finalize Invoice** to move it out of Draft status.
2. To collect payment immediately, select **Payment** and choose card or ACH, or mark payment as cash, check, or other.
3. To request payment from your customer, select the green **Actions** button and **Send To Customer**. With FieldPulse Payments, you can include a payment request with the invoice, and your customer receives an email with a link to pay online.
To collect a deposit before work begins, set the percentage or fixed amount you need before collecting payment or sending a payment request.
**Video walkthrough:** [Watch how to collect payment on an invoice](https://www.loom.com/share/cafa7e736387403e89ab982c32096991)
To learn more about collecting payment, see [How to Collect Payments: 3 Methods](/payments/collecting/collecting-payments-3-methods).
## What your techs need to know
The [FieldPulse mobile app](https://www.fieldpulse.com/features/mobile-app) is available on iOS and Android. Here is what changes for technicians coming from Housecall Pro:
* To update a job status, tap the job, open the status dropdown, and select the next step in the workflow.
* To log time, techs clock in and out using [Timesheets](/jobs/timesheets/employee-timesheets) — or statuses in the workflow can trigger time tracking automatically, depending on how your admin has it configured.
* To add photos and notes, open the job and use the **Notes** or **Files** sections.
* To collect payment in the field, open the invoice from the job and tap **Payment**.
* FieldPulse works offline. The app switches to [Offline Mode Overview](/troubleshooting/offline-mode/offline-mode) automatically when signal is lost and syncs everything once the connection is restored.
## FAQs
### Can I run Housecall Pro and FieldPulse at the same time during the switch?
Yes. Many teams keep Housecall Pro open for reference and stop taking new bookings in it once FieldPulse setup is complete and the data import is verified. For help sequencing your go-live, contact [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the in-app chat in the bottom right corner of your screen.
### Does my data transfer automatically from Housecall Pro?
No. FieldPulse imports your customers and items from spreadsheet templates rather than through a direct Housecall Pro connection. See [How to Import Data into FieldPulse](/settings/data/importing-data).
## Related articles
* [How to Import Data into FieldPulse](/settings/data/importing-data)
* [How to Import Customers](/settings/data/importing-customers)
* [How to Import Your Item List](/settings/data/importing-item-list)
* [Welcome to FieldPulse](/getting-started/welcome/overview)
* [How to Create a Job](/jobs/jobs-tasks/creating-a-job)
* [How to Collect Payments: 3 Methods](/payments/collecting/collecting-payments-3-methods)
Your migration is on track when your customers and items are imported and showing as valid, your settings and status workflow are recreated, and you can create a job, send an estimate, and collect a payment in FieldPulse the same way you did in Housecall Pro.
## Related topics
- [Migrating to FieldPulse](/getting-started/migrating/index.md)
- [How to Migrate from ServiceTitan to FieldPulse](/getting-started/migrating/servicetitan.md)
- [How to Migrate from FieldEdge to FieldPulse](/getting-started/migrating/fieldedge.md)
- [How to Migrate From Jobber to FieldPulse](/getting-started/migrating/jobber.md)