Migration guide
How to switch from AccuLynx to Housecall Pro
A step-by-step playbook for migrating your all-in-one data, team, and workflows from AccuLynx (custom) to Housecall Pro ($65/mo).
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Why teams switch from AccuLynx to Housecall Pro
AccuLynx is strong on built for roofing from the ground up and insurance supplementing tools, but teams often hit limits on pricey. Housecall Pro addresses this — it's best for established home service companies that want sales + marketing automation.
From
AccuLynx
Custom
To
Housecall Pro
$65/mo
7-step migration plan
- 1
Export your data from AccuLynx (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for Housecall Pro — most teams use the free trial to test the migration safely.
- 3
Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.
- 4
Import customers and historical jobs into Housecall Pro. Match custom fields carefully.
- 5
Run AccuLynx and Housecall Pro in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new Housecall Pro workflows.
- 7
Cancel AccuLynx once you've confirmed all reporting and integrations work.
What you'll gain with Housecall Pro
- Best-in-class dispatch board
- Built-in marketing automation
- Consumer financing for big tickets
- Robust integrations
Ready to switch?
Start a free trial of Housecall Pro — most teams run it alongside AccuLynx for 1–2 weeks before fully cutting over.
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Frequently asked questions
How long does it take to switch from AccuLynx to Housecall Pro?+
Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.
Can I import my AccuLynx data into Housecall Pro?+
Housecall Pro accepts CSV imports for contacts, jobs, and invoices. Export from AccuLynx, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from AccuLynx to Housecall Pro?+
Common reasons: established home service companies that want sales + marketing automation. Plus better pricing fit ($65/mo vs custom) and feature differences in all-in-one.
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Read more reviews: AccuLynx · Housecall Pro