If you are comparing Housecall Pro alternatives, the hard part is not opening a new account. It is moving the working parts of your business without losing customer history, open invoices, pricebook items, or the jobs already on the schedule.
Conduit is built for contractors who want the field-service workflow without per-user sprawl, add-on surprises, or a long migration project. This draft guide explains what comes over from Housecall Pro, what needs a quick manual pass, how to compare the published figures already shown on Conduit’s About page, and where payment fees can change the math.
For the feature-by-feature comparison, see /vs/housecall-pro. For payment collection details, see /payments.
Before You Start
Keep Housecall Pro open in one browser tab and Conduit open in another. You will use Housecall Pro to collect three API credential fields, then paste them into Conduit’s import wizard.
In Housecall Pro, look in the account settings area for API, Integrations, or Developer settings. The menu label has changed across Housecall Pro versions, so use the closest matching area in your account. Copy the Client ID, Client Secret, and Account Token. Leave that tab open until Conduit validates the connection.
Connect Housecall Pro to Conduit
In Conduit, go to Settings -> Import Data -> Import from Another Tool and choose Housecall Pro.
- Paste the Client ID, Client Secret, and Account Token.
- Select Connect & Start Import.
- Wait for Conduit to validate the credentials.
- Continue to the pull-data step once the connection succeeds.
If the wizard rejects the credentials, re-copy each field from Housecall Pro and check for extra spaces. The credentials can be revoked from Housecall Pro later, and Conduit uses them for read access during the migration.
What Imports from Housecall Pro
Conduit imports the core operating records contractors usually need on day one:
- Customers: names, email addresses, phone numbers, service addresses, customer type, and notes.
- Jobs: title, description, scheduled date and time, and status.
- Invoices: line items, totals, paid or unpaid status, customer link, and issue date.
- Estimates: estimate-shaped records become Conduit bids.
- Pricebook items: name, description, unit, and price. Cost imports only when the Housecall Pro API exposes it.
Conduit also stores the original source record ID as source_external_id, which helps prevent duplicate imports if you run the migration again.
What Needs Manual Review
Some Housecall Pro data does not map cleanly into Conduit or is not available through the import path.
- Job photos: important photos should be re-attached manually.
- Custom fields: account-specific fields should be copied into notes when they matter.
- Recurring schedules: recreate recurring work as Conduit recurring schedules.
- Payment transaction history: imported invoices show paid or unpaid status, but individual transactions and refunds do not move over.
- Time entries: time tracking starts fresh in Conduit.
Post-Import Checklist
Before cancelling Housecall Pro, run both systems side by side and check the records that affect daily work.
- Spot-check 5 to 10 customers for contact information and addresses.
- Compare a larger customer’s invoice totals against Housecall Pro.
- Connect Stripe in Settings -> Payments.
- Invite technicians and office staff into Conduit.
- Update customers who receive SMS or email reminders so they recognize the new sender.
Cost Comparison
Figures below come only from AboutPage.jsx and should be verified before publishing this draft.
| Platform | Listed monthly price | Listed detail | Listed 5-person team cost |
|---|---|---|---|
| Housecall Pro | $59-329/mo | $35/extra user. Key features locked behind add-ons at $40-149/mo each. | $199-469+/mo |
| Conduit | $35-250/mo | Every feature included. No per-user fees. No setup costs. No contracts. | $65/mo |
Switch in Minutes, Not Weeks
Housecall Pro migrations do not have to become a spreadsheet cleanup project. Conduit can import by connecting your old platform, uploading a CSV export, or using a photo of a handwritten list when that is where the real customer data lives. The AI-assisted import extracts names, addresses, phone numbers, job notes, and line-item structure, then maps them into Conduit’s customer, job, bid, invoice, and pricebook records for review.
That means you can start with the clean API import, then fill gaps from CSVs, old spreadsheets, or field notes without rebuilding the account by hand.
Payment Fee Savings
On a $10,000 invoice, a typical card fee is about $290 before Conduit’s 1% platform fee. ACH through Conduit uses a $1 platform fee plus Stripe ACH processing at 0.8% capped at $5, so that same $10,000 invoice costs $6 in payment fees.
For contractors moving from Housecall Pro because margins feel tight, payment method mix matters as much as software subscription price. See /payments for the full payment workflow.
Ready to Move Off Housecall Pro?
Use this page as the migration plan, then compare the broader product tradeoffs at /vs/housecall-pro. When you are ready, create the Conduit account, run the import, verify the checklist above, and switch active jobs once the records look right.