Bring everything.
Retype nothing.
Connect your old tool. Otto reads your customers, jobs and invoices in it, shows you the plan, moves it in and builds the automations a shop like yours runs. Nothing in the old tool changes until you say, and you check every count.
What do you use now?
Connect Jobber once. Otto reads your clients, jobs, quotes, invoices, notes and photos, shows you the plan and moves it all in.
Comes across
- Clients, with addresses, tags and custom fields
- One-off and recurring jobs, with their visits
- Quotes, invoices and payment history
- Notes, photos and files on each client
Built by Otto, or kept where it is
- Automations and message templates: Otto builds the ones a shop like yours runs, and any you show him, each off until you switch it on
- Saved card numbers stay with the payment company
Before you cancel
On Jobber's 1-year commitment billed monthly, all 12 payments are owed even if you cancel early.Jobber terms of service §3.3.1, read Oct 10, 2026
Connect ServiceTitan once. Otto reads your customers, locations, jobs, estimates, invoices and price book, shows you the plan and moves it all in.
Comes across
- Customers and locations
- Jobs, estimates and invoices, open and paid
- Memberships and service agreements
- Your price book and equipment history
Built by Otto, or kept where it is
- Automations: Otto builds the ones a shop like yours runs, and any you show him, each off until you switch it on
- Saved card numbers stay with the payment company
Before you cancel
Ending before the term is over costs a fee equal to all remaining payments. Data is kept for no more than 60 days after.ServiceTitan terms of use, updated Sep 16, 2026, read Oct 10, 2026
Connect Housecall Pro once. Otto reads your customers, jobs, estimates, payments and price book, shows you the plan and moves it all in.
Comes across
- Customers and jobs, with their invoices
- Estimates and payments
- Service plans and memberships
- Your price book, photos and notes
Built by Otto, or kept where it is
- Automations and campaigns: Otto builds the ones a shop like yours runs, and any you show him, each off until you switch it on
- Saved card numbers stay with the payment company
Before you cancel
Its help center says a cancellation is final only after billing speaks to the account owner by phone. Your number is held for 90 days after.Housecall Pro help center, read Oct 10, 2026
Connect HubSpot and both stay in step, both ways. Switch at your own pace, or have Otto move everything in when you are ready.
Comes across
- Contacts, companies and deals, both ways
- Notes, emails and calls on each record
- Deal stages and owners
Built by Otto, or kept where it is
- Workflows: Otto builds the ones a shop like yours runs, and any you show him
- Saved card numbers stay with the payment company
Before you cancel
Professional plans are an annual commitment and cannot be cancelled mid-term. Turn off auto-renewal before the term ends.HubSpot customer terms §4.1, read Oct 10, 2026
Keep GoHighLevel while you switch. Connect it once and both stay in step.
Comes across
- Contacts, conversations and notes
- Opportunities and pipelines
- Appointments and tasks
- Back to GoHighLevel: contact updates and stage moves
Built by Otto, or kept where it is
- Workflows: Otto builds the ones a shop like yours runs, and any you show him, each off until you switch it on
- Phone numbers: they do not move; you forward their calls to Otto
Before you cancel
HighLevel's contact export includes only the latest note, cut to 255 characters. The connection brings the rest.HighLevel help center, read Oct 10, 2026
Keep QuickBooks. Your bookkeeper keeps working there, and both stay in step.
Comes across
- Invoices and payments made here post to QuickBooks
- Customers matched to the list you have
- Payments recorded in QuickBooks show up here
- Otto looks anything up when you ask
Built by Otto, or kept where it is
- Your books, reports and payroll stay in QuickBooks
Before you cancel
The Free plan does not allow third-party connections. Simple Start and up do.QuickBooks pricing page, read Oct 10, 2026
Drop in a CSV or Excel file. Otto reads the columns, matches them to customers, jobs and invoices, and moves it in.
Comes across
- Any list, up to 50,000 rows
- Customers, with every column you kept
- Jobs, quotes and invoices, matched to customers
Built by Otto, or kept where it is
- Formulas stay in the spreadsheet; the values come across
Before you cancel
Nothing to cancel. Keep the original file as your backup.Our import guide
Tell us the tool. Otto connects to it, reads what is there, shows you the plan and moves it in.
Comes across
- Customers, jobs, quotes, invoices and notes
Built by Otto, or kept where it is
- Automations: Otto builds the ones a shop like yours runs
- Saved card numbers stay with the payment company
Before you cancel
Before giving notice, check your renewal date and whether you signed a yearly commitment.Our checklist, below
Three ways to switch.
Pick one per tool.
Most owners use two of them: Otto moves them off the field or CRM tool, and QuickBooks stays in step.
Otto moves it inFor a tool you are leaving. | Keep both in stepFor a tool you are not ready to leave. | Keep the tool you likeFor a tool that does its job well. | |
|---|---|---|---|
| You do | Connect your old tool once with your login. | Connect it once with your login. | Connect it once with your login. |
| Otto does | Reads what is in it, shows you the plan, moves it in and builds the automations a shop like yours runs. | Keeps contacts, messages, deals and appointments the same in both, both ways. | Posts what you do here into it, and looks things up in it when you ask. |
| Best for | Leaving for good | Switching slowly, or a team that uses both | Your books, your calendar, your email |
| Tools | Jobber, ServiceTitan, Housecall Pro, spreadsheets | GoHighLevel, HubSpot | QuickBooks, and over 1,500 apps |
- You do
- Connect your old tool once with your login.
- Otto does
- Reads what is in it, shows you the plan, moves it in and builds the automations a shop like yours runs.
- Best for
- Leaving for good
- Tools
- Jobber, ServiceTitan, Housecall Pro, spreadsheets
- You do
- Connect it once with your login.
- Otto does
- Keeps contacts, messages, deals and appointments the same in both, both ways.
- Best for
- Switching slowly, or a team that uses both
- Tools
- GoHighLevel, HubSpot
- You do
- Connect it once with your login.
- Otto does
- Posts what you do here into it, and looks things up in it when you ask.
- Best for
- Your books, your calendar, your email
- Tools
- QuickBooks, and over 1,500 apps
About a week,
done with you.
You stay in charge of every step. Otto does the reading, the moving and the rebuilding. A person from our team is with you the whole week.
- Day 1You connect your old toolSign in once. Otto can only read until you say go. Nothing in your old tool changes.You, 10 minutes
- Days 2 and 3Otto shows the plan, then moves it inCustomers, jobs, quotes, invoices, notes and photos, with the counts and any likely duplicates. You untick what should stay behind.Otto, with our team
- Days 4 and 5Your automations, builtOtto builds the automations a shop like yours runs: new-lead replies, quote follow-ups, invoice reminders. Show him one of yours, as a screenshot or pasted steps, and he builds that too. Each stays off until you look it over and switch it on.Otto, you approve
- Days 6 and 7Your number keeps ringingYour business number stays with your phone company. You forward its calls to Otto's number, so customers reach you the whole time and Otto answers. Or get a new local number for Otto, as an extra number. Your old tool stays until you say.Together
What Otto found in Jobber SampleWhat comes across,
and what doesn't.
Otto shows you this list for your tool before he moves anything. Each tool guide has the exact version.
Comes across
Real records you work from on day one.
- Customers and contactsWith addresses, tags and custom fields
- Jobs, quotes and invoicesOpen and paid, with their dates
- Notes, photos and filesOn the customer they belong to
Comes across as history
Old work stays searchable.
- Payment historyEvery payment, matched to its invoice
- MessagesTexts and emails on each customer
- Price listServices and materials
Built by Otto
Off until you look it over and switch it on.
- AutomationsThe ones a shop like yours runs, and any you show him
- Message templatesIn your words
- Forms and booking pagesSet up for your trade
Stays where it is
Otto tells you before he starts.
- Saved card numbersThey stay with the payment company
- Your booksQuickBooks stays your ledger, in step
- Anything you untickOld customers you want to leave behind
Guides for the tools
owners leave or keep.
What comes across, how to get it out, and what to check in their terms before you cancel. Every fact is from their own published pages, with the date we read it.
On Jobber's 1-year commitment billed monthly, all 12 payments are owed even if you cancel early.Jobber terms of service §3.3.1, read Oct 10, 2026
ServiceTitanOtto moves it inEnding before the term is over costs a fee equal to all remaining payments. Data is kept for no more than 60 days after.ServiceTitan terms of use, updated Sep 16, 2026, read Oct 10, 2026
Housecall ProOtto moves it inIts help center says a cancellation is final only after billing speaks to the account owner by phone. Your number is held for 90 days after.Housecall Pro help center, read Oct 10, 2026
HubSpotStays in stepProfessional plans are an annual commitment and cannot be cancelled mid-term. Turn off auto-renewal before the term ends.HubSpot customer terms §4.1, read Oct 10, 2026
GoHighLevelStays in stepHighLevel's contact export includes only the latest note, cut to 255 characters. The connection brings the rest.HighLevel help center, read Oct 10, 2026
QuickBooksKeep it, connectedThe Free plan does not allow third-party connections. Simple Start and up do.QuickBooks pricing page, read Oct 10, 2026
Before you cancel anything.
Five checks that save owners money and data. Do them in this order.
- Find your renewal date and commitmentYearly commitments are common, and some are owed in full even if you leave early.Jobber §3.3.1; HubSpot §4.1; ServiceTitan terms; read Oct 10, 2026
- Move, and keep a copy, before the term endsJobber data can't be reached after the term. ServiceTitan keeps it 60 days, HighLevel 90 days. QuickBooks gives read-only access for a year.Each tool's terms or help center, read Oct 10, 2026
- Check where your phone number livesWe do not move numbers to AI Scaling. If your old tool provides your number, decide what to do with it before you cancel: HighLevel releases numbers within 14 days of cancelling, and Housecall Pro holds yours for 90 days.HighLevel terms §13; Housecall Pro help center; read Oct 10, 2026
- Turn off old syncs to QuickBooksSo invoices and payments don't post twice while you switch.ServiceTitan QuickBooks Online help article, read Oct 10, 2026
- Keep the old tool until the counts matchCancel only after you have checked what came across.
Switching questions.
If yours is not here, tell us your tool through Get started and a person replies.
Does moving cost extra?
No. Moving in is part of the price. There is no setup fee and no import fee.
Can I keep my old tool while I try this?
Yes. Otto only reads it until you say go, and nothing in your old tool changes. Cancel it when you are sure.
Will my automations come over?
Not by copying. None of these tools exports its automation steps in a form another tool can run, so Otto does not read them out of your old tool. He builds the ones a shop like yours runs, and if you show him one of yours as a screenshot or pasted steps, he builds that too. Each one stays off until you look it over and switch it on.
Do you move my phone number?
No. We do not move numbers to AI Scaling. Your number stays with your phone company and you forward its calls to Otto's number, or you get a new local number for Otto as an extra number. If your old tool provides your number, don't cancel it first: some release your number soon after you cancel.
What if something is missing after the move?
You check the counts before anything goes live, and your exported files stay yours. If a number does not match, we find out why before you cancel.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
