Can I export my customers out of Housecall Pro?

Yes — from the Housecall Pro web portal on a computer, open your customer list and use the export option to download a CSV. That file is your data, and SideWRK reads it directly: names, mobile and home phones, emails, and service addresses all land in an editable preview.

Which phone number does SideWRK keep if a customer has several?

The primary one — if an export cell holds more than one number, SideWRK keeps the first so tap-to-call rings the phone your customer actually answers. Every row is editable in the preview if you want a different one.

Do recurring service plans move over?

Not automatically — recurring schedules are the one thing you re-create. In SideWRK, recurring work lives as maintenance plans on the customer: set the cadence once and each cycle spawns the job pre-filled. For a solo route, re-creating plans usually takes minutes, not hours.

What does SideWRK cost compared to Housecall Pro?

SideWRK is $24 a month for one trade or $39 for every trade, flat. There are no per-user seats and no feature ladder that moves your tools up a tier — estimates, approvals with e-signature, payment reminders, financing at checkout, and profit tracking are all included.

Can I try SideWRK before I cancel Housecall Pro?

That's the smart way to do it. Run both for a couple of weeks on the free trial — import your customers, put a few real jobs through SideWRK, and cancel the big bill only when you're sure.

The walkthrough

Keep the customers. Drop the office.

Housecall Pro is an office suite — dispatch boards, employee GPS, call answering. If your whole operation is you, a truck, and a phone, you're funding software for a front desk you don't have. The move to SideWRK is mostly one file: your customer export. Here's how it goes.

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Run both during the trial · Cancel the big bill when you're sure · Works on any phone

The move, step by step

Download your list

From the Housecall Pro web portal (it needs a computer, not the app): open Customers and export your list to CSV. That file is your business — it belongs to you.

Import into SideWRK

Customers → Import, drop the file. Names, mobile and home phones, emails, and service addresses come through; a customer with several numbers keeps the primary so tap-to-call rings the right phone.

Approve the preview

You see every row before it saves — editable, with duplicates flagged. Then set your logo, license, and service-call fee in Shop, and the next call runs through SideWRK.

What you stop paying for — and what you keep

Gone: the office stack

Dispatch boards, seat licenses, employee tracking, upsells to the next plan tier. A one-truck business doesn't dispatch itself to itself.

Kept: the daily engine

Estimate → approve → invoice → paid, from the driveway. Service-call fees that credit if the customer proceeds, optional add-ons they pick at approval, automatic email reminders on unpaid invoices.

Gained: your real number

Every part carries a private cost, so the Money tab shows what the job actually made you. Snap receipts and they file themselves for tax time.

Gained: financing that closes big tickets

On card checkouts from $50 to $30,000 your customer can pay over time with Affirm or Klarna — and you're still paid in full up front.

Straight answer on recurring plans

Recurring service schedules don't ride along in a customer export — that's true leaving any platform, and we won't pretend otherwise. In SideWRK you re-create them as maintenance plans: set the cadence on the customer once, and each cycle spawns the job pre-filled. For a solo route that's minutes of setup, and it's the last time you'll type it.

Messy export? Half your customers in a spreadsheet and half in a photo of a clipboard? Drop it all in — anything the clean importer can't read, the AI import reads into the same editable preview.

Pay for the truck, not the office.

Import your list on the free trial and put one real job through it this week.

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