Switch from Housecall Pro

Switching from Housecall Pro, step by step

Housecall Pro does a lot, for a lot of trades. If you run a cleaning company and keep paying for a price book, a pipeline and a phone system you do not use, while the things you do need (room-based estimates, per-home checklists, two-person crews) take workarounds, this page is the move.

The move, in three steps

1

Export from Housecall Pro

  1. In Housecall Pro, open Customers, choose Export, and save the CSV. Addresses and customer notes are in it.
  2. For your schedule, open Reporting, export your Jobs (or recurring service plans) as CSV, and send it to sales@purvago.com. We set up your recurring cleans from it, free, within a business day.
2

Upload to PurVago

In PurVago go to Clients → Import, choose the Housecall Pro preset and upload the customer file. Columns are matched for you; check the preview and confirm. Or email the files to sales@purvago.com and we load everything within a business day, free.

3

Invite the team and go

Invite each cleaner from Team. They install the PurVago app and sign in. Turn on customer reminders and on-the-way texts, and the next visit runs from PurVago.

What carries over, and what stays behind

No surprises. This is the full list.

Comes across

Customers and contacts

Names, company names, emails, phones, billing address and customer notes, plus custom fields and tags.

Service addresses

Each Housecall Pro address becomes a home under the customer in PurVago, with its own access notes and checklist.

Recurring cleans

Send us your jobs or recurring plan export and we recreate the plans (day, frequency, duration, price). Or add them yourself from the Schedule page; a plan takes under a minute.

Your team

Invite each cleaner by email or text from Team. They install the PurVago app and sign in.

Your prices

Enter your per-room or per-hour pricing once in Settings and every estimate, including photo estimates, uses it.

Stays in Housecall Pro

Invoice and payment history

Old invoices and payments stay in Housecall Pro. Export them before you close the account; PurVago starts a clean ledger.

Saved customer cards

Cards saved with HCP payments cannot be moved. Customers add a card once, in one tap, when they pay their first PurVago invoice.

Estimates, pipeline and message history

Past estimates, pipeline stages and sent messages do not move. Open estimates are worth re-sending from PurVago, which gives customers a portal link to accept and pay.

Price book and reviews

The HCP price book is replaced by PurVago pricing settings (per room, per hour, add-ons). Google reviews you collected stay on Google; PurVago keeps asking for them after each clean.

Online booking

Replace the HCP booking widget on your website with your PurVago quote page, which also takes room photos and video walkthroughs from customers.

Why cleaning companies make the switch

1

Built for cleaning, not every trade

Homes with bedrooms and bathrooms, gate codes and pets, per-home checklists, two-person crews per visit, a day clock for hourly cleaners, and a QA scorecard after walkthroughs. No workarounds.

2

Estimates from photos and video

Customers snap or record their rooms. PurVago counts the spaces and drafts the estimate with your prices. Housecall Pro estimates are typed by hand.

3

Unlimited users on one price

Housecall Pro prices by plan and user count. PurVago Team and Business include unlimited team members, so growing the crew never grows the bill.

The week you switch. A short checklist owners have found useful.
  • Export your invoices from Housecall Pro before the account closes, for your records and your accountant.
  • Keep Housecall Pro open until the last invoice sent from it is paid. Run everything new in PurVago.
  • Tell customers once: "You'll get texts and invoices from PurVago from now on." PurVago's first invoice email invites them to the portal.
  • Swap the booking link on your website and Google Business Profile to your PurVago quote page.
  • Walk the crew through the app on their first morning: Today, the checklist, photos, clock in.

Start the trial, then send us the files

14 days free. A card is required to start, nothing is charged during the trial, and you can cancel before it ends at no cost. Email your exports to sales@purvago.com the same day and your customers and schedule are loaded before you finish setting up.

Housecall Pro is a trademark of its owner. PurVago is not affiliated with Housecall Pro. Export paths are from Housecall Pro's product as of September 2026 and may move; tell us at sales@purvago.com if a step here is out of date.

Questions people ask before switching from Housecall Pro

How long does the move from Housecall Pro take?

Exporting customers takes a minute and uploading them takes another. Recurring cleans are set up by us from your jobs export within a business day, or by you from the Schedule page. Most companies are fully running in PurVago within a week, with the trial covering the overlap.

Will my recurring service plans carry over?

Yes, with a little help. Housecall Pro does not export recurring plans in a form we can load automatically, so send us the export and we recreate them as PurVago recurring plans, free. You can also add them yourself; each takes under a minute.

What does not carry over from Housecall Pro?

Invoice and payment history, saved cards, past estimates, pipeline, message history and the price book. Export invoices before closing the account; customers add a card once in the PurVago portal.

What does Housecall Pro have that PurVago does not?

A built-in phone system with call tracking, a sales pipeline, and a card reader for in-person payments. Housecall Pro also offers customers financing, which is built for trades selling five-figure jobs rather than for cleaning, so it rarely matters here. If one of the first three is essential to how you run, we say so honestly: stay.

Does PurVago charge per user like Housecall Pro?

Once, at a single step. Solo is a single-user plan for owner-operators working alone, at $49 a month for up to 40 jobs. The moment you have a team you move to Team at $129 a month, and from there every cleaner you add is free, employees and contractors alike. Business is $299. So there is one price change when you stop working alone, and none after it.