Moving from Housecall Pro.
Connect Housecall Pro once. Otto reads your customers, jobs, estimates, service plans and price book, shows you the plan, moves it all in and builds the automations a shop like yours runs. Nothing in Housecall Pro changes until you say.
Otto is reading Housecall Pro Sample, read onlyWhat comes across.
Row by row.
Everything Otto reads in Housecall Pro, and where it lands here. You see this plan with your own counts before anything moves.
| In Housecall Pro | Where it lands here |
|---|---|
| Customers | With addresses, tags, lead source and notes. |
| Jobs and invoices | Open jobs back on the calendar. Invoices, paid and unpaid, with open balances carried over. |
| Estimates | Open and approved. Open ones keep their follow-up, with your yes. |
| Payments | Every payment, matched to its invoice. |
| Service plans and memberships | With their visit dates and renewal dates. |
| Price book | Your services and materials, with their prices. |
| Photos and attachments | On the job they belong to, without downloading them one job at a time. |
| Automations and campaigns | Built by Otto: the ones a shop like yours runs, and any you show him. Each stays off until you switch it on. |
| Your phone number | Does not move to us. You forward its calls to Otto's number, or get a new local number as an extra number. |
| Saved cards | Card numbers never move between payment companies. Those customers enter a card at their next payment. |
Comes acrossBuilt by OttoStays where it is
Keep your own copy
before you cancel.
Otto moves everything through the connection. Keep your own copy too: five exports from Housecall Pro's own help center, as an admin.
- 1Customers and jobs
Export customers, and jobs with their invoices, as CSV. The file comes by email.
Customers or Jobs, then Actions, then Export
Housecall Pro's help page (opens in a new tab) - 2Estimates
Export the Job and Estimate list report as CSV.
Reports, then Job and Estimate list
Housecall Pro's help page (opens in a new tab) - 3Payments
Run the Payments report. It comes by email as a summary and a details file.
Reports, then Payments
Housecall Pro's help page (opens in a new tab) - 4Price book
Export services and materials as CSV.
Price book, then Export
Housecall Pro's help page (opens in a new tab) - 5Photos and attachments
Download them per job or estimate. There is no bulk export, so Otto brings these through the connection.
Open the job, tick the files, then Download
Housecall Pro's help page (opens in a new tab)
Before you cancel Housecall Pro.
From Housecall Pro's pricing page, terms and help center, read Oct 10, 2026.
- Contract
- The pricing page says no long-term contract. The terms allow monthly, annual or other terms that renew on their own.Pricing page and terms
- How to cancel
- Start a chat with support. Billing calls back in 1 to 3 business days, and the cancellation is final only after they speak to the account owner by phone.Help center article 2366296
- A written record
- The terms ask for cancellation in writing, to the address listed there. Keep a copy of what you send.Terms
- Your number
- Your business number is held for 90 days after you cancel.Help center article 2366296
- Refunds
- Fees are not prorated or refunded unless the terms say so.Terms
- Price changes
- Prices can change on notice. Late payments carry a 1.5% monthly fee.Terms
What changes in cost.
Housecall Pro's prices as listed on its pricing page, read Oct 10, 2026, next to ours. Billed monthly, before tax.
Housecall Pro, as listed
| Basic1 user | $79 |
|---|---|
| Essentials5 users | $189 |
| Max8 users | $329 |
| Each extra userMax only | $35 |
| Add-onsCSR AI, Pipeline, Payroll, Voice, Campaigns, GPS, Websites | Not listed |
AI Scaling, with Otto
- Phones with the AI receptionist, the inbox, quotes, invoices, campaigns, e-sign, tables and Otto
- No per-user fees and no add-ons
- Month to month, cancel online
What Otto does
during the move.
He does the reading, the moving and the building. You check, and a person from our team is with you.
- 01Reads Housecall Pro and shows you the plan
Customers, jobs, estimates, service plans, the price book and photos, with your counts and likely duplicates flagged. Nothing moves until you say it looks right.
- 02Moves it all in
Open jobs back on the calendar, service plans with their dates, unpaid invoices still open. Then he checks every count against Housecall Pro.
- 03Builds your automations
The ones a shop like yours runs, and any you show him as a screenshot or pasted steps. Every one stays off until you look it over and switch it on.
Housecall Pro questions.
If yours is not here, ask through Get started and a person replies.
Can I keep Housecall Pro while I try this?
Yes. Otto only reads it until you say go, and nothing in it changes. Cancel when the counts match and you are sure.
Do my photos come across?
Yes, on the job they belong to. Housecall Pro only downloads them one job at a time, so Otto brings them through the connection and counts them.
Do my service plans come across?
Yes, with their visit dates and renewal dates. Otto builds the reminders, each off until you switch it on.
How do I make sure the cancellation sticks?
Cancel through support as the help center says, take the call as the account owner, and keep a written record. Do it after the counts match here.
What about my phone number?
We do not move numbers to AI Scaling. Your number stays where it is and you forward its calls to Otto's number, so customers reach you the whole time. Or get a new local number for Otto as an extra number. If Housecall Pro provides your number, it holds it for 90 days after 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.
