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.
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.
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.
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.
Dispatch boards, seat licenses, employee tracking, upsells to the next plan tier. A one-truck business doesn't dispatch itself to itself.
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.
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.
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.
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.
Yes — that's step 1 above. The export lives in the web portal on a computer, not the phone app, and the CSV it hands you is your data. SideWRK reads that file directly.
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 — and any row you disagree with is editable in the preview.
Not automatically — schedules don't ride along in any customer export. You re-create them once as maintenance plans, and the straight answer above walks through it.
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.
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.
Import your list on the free trial and put one real job through it this week.
Start free — no card