1. Export from Housecall Pro
Download a CSV of your customers, jobs, quotes and invoices from Housecall Pro. Where a direct API connection is available, you can skip the export and let Gaffer pull the data for you.
⚡ Moving from Housecall Pro?
Switch from Housecall Pro to Gaffer in an afternoon
Bring your customers, job history, quotes and invoices across with a CSV export or a direct API connection — then run both side by side until you are ready to go live. No migration fee, no data left behind.
No credit card required · Built for UK trades · Import included on every plan
How the switch works
2. Import your customers
Upload your contacts and Gaffer maps the columns to the right fields. Names, addresses, phone numbers and emails come straight across into your new CRM.
3. Bring jobs, quotes & invoices
Import your job history, quotes with their line items, and invoices with outstanding balances — so nothing is lost and you can pick up exactly where you left off.
4. Run both in parallel
Keep Housecall Pro running while you find your feet in Gaffer. Your old account stays untouched, so there is no rush and no risk.
5. Re-run to top up
Captured a few more jobs in the old tool? Re-run the import any time. Records are matched by reference and updated in place rather than duplicated.
6. Go live
Once the data checks out and your team is comfortable, switch new work over to Gaffer and close down Housecall Pro whenever it suits you.
What comes across
Everything you need to keep working without missing a beat. Here is what Gaffer brings over from Housecall Pro.
- Customers & contacts — names, addresses, phone numbers and emails
- Job history — past and scheduled work tied to the right customer
- Quotes & line items — full pricing detail, not just totals
- Invoices & balances — including what is still outstanding
- Compliance records start fresh — build them in Gaffer's UK trade packs (Gas Safe, EICR, FENSA, RAMS, CIS) as you go
- Re-running an import updates existing records instead of creating duplicates
Like for like
What you actually get with Gaffer
Rather than tell you what Housecall Pro does or does not do — their product, their roadmap — here is exactly what is in the box on our side, with the numbers. Every figure is what the platform ships today.
| Capability | In Gaffer | What that means on the job |
|---|---|---|
| Trade certificates & forms | 913 built in | Gas Safe records, EICRs, minor works, FENSA, RAMS — completed on site, signed, PDF issued before you leave. |
| UK trades with a ready-made pack | 58 trades | Your trade’s own forms, quote templates and workflows switched on from day one — not a form builder to configure. |
| Priced quote templates | 218 templates | Start from a real list of line items for the job in front of you rather than an empty quote. |
| Health & safety records | 39 features | Risk assessments, permits, statutory inspections, HAVS exposure, health surveillance — with review dates that surface before they lapse. |
| Accreditation guidance | 30 UK schemes | CHAS, Constructionline, NICEIC, ISO 9001 and more, each with its real requirements, evidence, cost and renewal period. |
| Public sector tendering | Live feed | Contract notices from the government’s Find a Tender service, filtered to your trades, with AI-assisted bid drafting. |
| Field app | 220+ screens | Offline-first throughout — lofts, plant rooms, rural sites. Captures on the device and syncs when signal returns. |
| UK finance | CIS & MTD VAT | Construction Industry Scheme deductions, MTD-ready VAT summaries, retention and variation orders handled the way UK trades need. |
Figures are counts from the live platform, not marketing rounding. Browse every feature or see pricing.
Switching questions, answered
How long does it take to switch from Housecall Pro?
Most trade businesses are up and running in an afternoon. Exporting your data and running the import takes minutes; the time you spend is mostly checking everything looks right and getting your team comfortable before you go live.
Will I lose any data when I move?
No. Your Housecall Pro account stays exactly as it is until you choose to leave. Gaffer only reads your exported data and copies it in, so you keep your original as a safety net and can run both side by side for as long as you like.
Can I import a CSV export from Housecall Pro?
Yes. Gaffer imports standard CSV exports of customers, jobs, quotes and invoices, and where an API connection is available we can pull the data directly. Re-running an import updates existing records by their reference rather than creating duplicates.
Is there a cost to switch to Gaffer?
No. The import tools are included in every plan and there is no migration or setup fee. You start on a 14-day free trial with no card required, so you can import your data and check the fit before paying anything.
See how Gaffer compares to Housecall Pro
Ready to migrate from Housecall Pro?
Import your data, run both in parallel, and go live when it suits you. 14 days free, no card needed.