Switching guide

Switch from Housecall Pro without losing a day of work.

Run both accounts in parallel for two weeks. We import your data for free. You cancel Housecall Pro on your own timeline — no double-billing trap, no lost in-flight jobs.

Start a Free 14-Day Trial Talk to us about your move

Free data import · No credit card required · Keep Housecall Pro active during your trial

What moves

What we’ll bring over from Housecall Pro.

Specifics matter when your business runs on this data. Here’s the honest list.

Comes over cleanly

Customers & properties — full contact details, multiple addresses, notes, billing/service split
Recurring jobs & visit schedules — weekly, biweekly, monthly, custom cadences with the next-visit date intact
Outstanding invoices — status, amount, customer, due date
Job history — past jobs with date, customer, status, notes
Estimates & price book — line items, default prices, default durations

Comes over with a manual mapping pass

These move, but the export format from Housecall Pro needs cleanup. We do the cleanup ourselves — you don’t — but want you to know it’s happening:

Photos & attachments — downloaded from Housecall Pro and re-attached to the matching job in Grunlo
Timesheets — mapped from Housecall Pro’s export format to our time-clock entries
Custom fields — manually mapped to Grunlo equivalents (we’ll review with you before importing)
Equipment / asset records — if you use Housecall Pro’s equipment tracking, we map those records to Grunlo’s asset structure

Doesn’t come over (and why)

HCP Pay payment-history records — your past payouts stay in Housecall Pro; new payments flow through Stripe in Grunlo
Housecall Pro-specific automations & price-book modifiers — rebuilt in Grunlo; usually simpler to set up here than they were there
SMS conversation history — Housecall Pro doesn’t export this in a re-importable format; new conversations start fresh on the day you switch

The process

How the switch actually works.

Four steps, two weeks of parallel running, zero days of downtime.

1

Start a free Grunlo trial.

Sign up in under 60 seconds. No credit card. We provision your subdomain (your-business.grunlo.com) and your starter inbox. Your Housecall Pro account stays exactly as it is.
Time: 5 minutes
2

Export your data from Housecall Pro — or hand us the password.

Two ways to do this. Option A: run Housecall Pro’s built-in CSV export and email us the files. Option B: grant us read-only access to your Housecall Pro account so we pull what we need ourselves. We sign an NDA before touching it either way.
Time: 30 minutes (your work)
3

We import everything — for free — while you keep working in Housecall Pro.

Customers, properties, recurring jobs, photos, outstanding invoices, price book. Typically 1–3 business days for a 1–10 truck crew. We share a preview of what we’ll import before pressing the button. You don’t lift a finger here.
Time: 1–3 business days (we do this)
4

Run both for two weeks. Cancel Housecall Pro when you’re confident.

You and the crew use Grunlo for new jobs while Housecall Pro finishes any in-flight work mid-billing-cycle. After two weeks (or longer — we don’t rush), cancel Housecall Pro from your account.
Time: 2 weeks of parallel running

Trial overlap, no double-billing trap.

Your Grunlo trial is 14 days, free, no credit card required. Your Housecall Pro subscription stays active because you haven’t cancelled it. There is no point where you’re paying both at the same time unless you choose to extend the parallel-run period beyond your trial.

Day one in the new app

What your crew and your customers will notice.

For your crew

The biggest difference: no native app to install. Grunlo’s field tech experience is browser-based. Same phone, just a different URL. Today’s schedule, photos, status updates — 5 minutes of training. We offer a free 30-minute team walkthrough.

For the office

Most Housecall Pro screens map cleanly: jobs, customers, invoices, schedule, inbox. The biggest day-one change is the unified shared inbox — SMS, voicemail, missed-call text-back, and form submissions all land in one place.

For your customers

The customer portal looks different but uses the same email they already had on file. Saved cards do not transfer (Stripe vs HCP Pay), so customers re-add a card on their next payment. We send a one-time "we’ve moved" message before going quiet again.

FAQ

Switch-day questions, plain answers.

Everything you need to know before getting started.

It stays at Housecall Pro. Grunlo uses Stripe for card processing, which is a separate merchant account. Your past HCP Pay payouts stay in their system; going forward, payouts come from Stripe to the bank account you connect during onboarding. If you depend on HCP Capital or instant payouts specifically, weigh that before switching.

Two clean approaches. Option A: finish them in Housecall Pro and start new ones in Grunlo from your switchover date. Option B: import everything including future-scheduled jobs and cut over fully. Most crews pick A — less disruption to your dispatcher's muscle memory in week one.

Yes. Disconnect the Housecall Pro ↔ QuickBooks integration, then connect Grunlo ↔ QuickBooks via Settings. Your QuickBooks data is unchanged. Historical invoices stay in QuickBooks; new invoices flow from Grunlo going forward.

For a typical 1–10 truck crew with 2–5 years of history, 1–3 business days from when we get your data. Larger imports can take a week. We give you a date estimate after seeing the export.

Less than you think. Grunlo's field tech experience is browser-based, no install. Day-to-day screens (today's jobs, photos, status, messages) take ~5 minutes to learn. Free 30-minute team onboarding call available.

Free. There's no setup fee, no per-record import charge, no migration upsell. Switching software for a working business is hard enough — the import shouldn't be the friction.

Cancel from your settings page. We don't bill you, we don't call you, we don't make you book a "let's talk it through" meeting. You can also export everything we imported back to CSV from settings on your way out.

Start the switch — or get on a call first.

Some operators want to start the trial right away. Some want to talk to us first to make sure their setup translates. Both are fine.