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Help Switching
Switching from Jobber or Housecall Pro
Bring your customers and history over with a CSV import, and move at your own pace.
If you are coming from Jobber, Housecall Pro, or another field-service app, you can bring your customer list and job history with you instead of starting cold.
Export from your current tool
Most field-service apps let you export your customers and jobs to a CSV file from their settings or reports area. Export your customer list first, that is the one that matters most.
Import into Quotrr
In Quotrr, use the CSV import to bring your customers in. Map the columns from your export, name to name, phone to phone, address to address, and review the preview before you confirm. Your contacts land in Quotrr ready to quote.
Move at your own pace
You do not have to switch everything in a day. Many contractors run a few new jobs through Quotrr first, see the proposal and portal flow, then move the rest over. There is no per-seat tax pushing you to rush, and the core is free while you decide.
If your export does not line up with the importer, email [email protected] and we will help you map it.
Still stuck? Email [email protected]. Back to the help center.