Migrate from Housecall Pro
to SchedulingKit
A practical guide to moving from Housecall Pro to SchedulingKit: what you recreate by hand, what you reconnect, and what stays in Housecall Pro. There is no one-click migration. Only the booking side moves. SchedulingKit is a booking tool, not field-service software: it has no dispatch board, route planning, GPS tracking, quotes, estimates or job costing.
Migrating from Housecall Pro to SchedulingKit takes about 1-3 hours. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our Housecall Pro alternative breakdown.
What Transfers
Can Be Transferred
- Services, durations and prices (recreated by hand)
- Staff and working hours (staff re-invited, hours re-entered)
- Calendar connections: Google, Outlook/Microsoft 365, Apple iCloud (reconnect)
- Video links: Zoom, Microsoft Teams or Google Meet (reconnect)
- Payment processor: Stripe, PayPal or Square (reconnect, Standard and above)
- Client contact list (keep your Housecall Pro export for reference; SchedulingKit creates records as clients book, and you can add key clients one at a time on Standard and above)
Cannot Be Transferred
- Past appointment history from Housecall Pro
- Upcoming appointments already booked in Housecall Pro (they stay there unless you re-enter them)
- Client notes and profile fields (no CSV import)
- Payment and invoice history
- Estimates, jobs and invoices
- Dispatch and GPS data
- Marketing campaigns and postcards
Migration Steps
Follow these steps to complete your migration in 1-3 hours
Export or Record Your Housecall Pro Setup
Export your customer list and note each service you want customers to book online. SchedulingKit has no import tool and no CSV client import. Your export is for your own records: you'll use it to recreate services, check nothing is missed and email clients your new link.
💡 Tips:
- •Screenshot each service's duration, price and settings
- •List the upcoming appointments already booked in Housecall Pro
- •Save your client contact list for your announcement email
Create Your SchedulingKit Account and Choose a Plan
Sign up free, then pick the plan that matches what you use in Housecall Pro. Standard ($12 per seat per month) adds online payments, SMS reminders, Workflows, reviews and the client portal; Pro ($20) adds Round Robin and Collective scheduling, recurring bookings, packages, gift cards, Zapier and the API. The Free plan covers one team member and one calendar connection.
💡 Tips:
- •Paid plans start with a 14-day trial
- •Check which features you rely on before choosing a plan
Recreate Your Services
Create each service by hand with its duration, price and location, and choose One-on-One or Group (with a capacity). Set the cancellation deadline and minimum notice clients must respect when they reschedule or cancel.
💡 Tips:
- •Start with your most-booked service
- •Set reminder timing per service
Add Staff, Hours and Calendars
Invite team members, set each person's working hours and days off (per location if you have several), and connect Google, Outlook or Apple iCloud calendars so busy times block availability. Connect Zoom or Microsoft Teams, or use Google Meet through Google Calendar, for virtual appointments.
💡 Tips:
- •Connect calendars before sharing your link to avoid double-bookings
- •Clients can pick a team member or Any Available
Connect Payments and Reminders
On Standard and above, connect Stripe, PayPal or Square and choose full payment or a deposit per service; remaining balances are invoiced, never charged automatically. Stripe cancellations refund in full automatically; PayPal and Square refunds are manual. Turn on email reminders and SMS reminders for clients who opt in.
💡 Tips:
- •Recurring packages bill through Stripe only
- •SMS credits are included per seat each month
Test, Switch Links and Run Both Tools in Parallel
Make a test booking end to end, including payment and reminders. Then replace your Housecall Pro links with your SchedulingKit link, inline embed, popup widget or button link, and email regular clients the new link. Keep Housecall Pro active until the appointments already booked there are finished, then cancel.
💡 Tips:
- •Update your website, email signature, Google Business Profile and social links
- •Don't cancel Housecall Pro until its last booked appointment has passed
Feature Comparison
How Housecall Pro features map to SchedulingKit
| Feature | Housecall Pro | SchedulingKit |
|---|---|---|
| Job Scheduling | Dispatch + scheduling | Appointment booking with staff selectionNo dispatch |
| Customer Management | Customer database | Client records built from bookings |
| Online Booking | Online booking page | Booking page and embeds; AI chatbot add-on |
| Phone Handling | Varies by plan | AI receptionist add-on (Business plan) |
| Estimates & Invoicing | Built-in | Invoices with payment links; no estimates |
| Marketing | Postcards + email | Not availableWorkflows send booking-related emails/SMS only |
| Payments | HCP Payments | Stripe, PayPal, Square |
| Reminders | Email + SMS | Email; SMS on Standard and above |
What to Expect
What You'll Gain
- Simple online booking for fixed-length appointments
- Deposits or full payment at booking
- Recurring bookings on Pro
- Client records with addresses and staff-only notes
- Optional AI chatbot and AI receptionist add-ons
Things to Consider
- Estimates and job-based invoicing
- Dispatch and GPS tracking
- Postcard and email marketing
- Consumer financing and instant payouts
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from Housecall Pro?
Set up takes about 1-3 hours of manual work. Start free today.
Free forever plan available • No credit card required
More About Housecall Pro
Looking for a Housecall Pro alternative?
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When this isn't for you
This is not for you if you're staying with your current platform. The migration walkthrough only matters when you've already decided to switch. Skip if you're still evaluating options.