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Migration guide

How to switch from Markate to Housecall Pro

A step-by-step playbook for migrating your all-in-one data, team, and workflows from Markate ($19/mo) to Housecall Pro ($65/mo).

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Why teams switch from Markate to Housecall Pro

Markate is strong on very affordable and recurring jobs built in, but teams often hit limits on smaller integration list. Housecall Pro addresses this — it's best for established home service companies that want sales + marketing automation.

From

Markate

$19/mo

To

Housecall Pro

$65/mo

7-step migration plan

  1. 1

    Export your data from Markate (contacts, jobs, invoices, payments) as CSV files.

  2. 2

    Sign up for Housecall Pro — most teams use the free trial to test the migration safely.

  3. 3

    Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.

  4. 4

    Import customers and historical jobs into Housecall Pro. Match custom fields carefully.

  5. 5

    Run Markate and Housecall Pro in parallel for 1–2 weeks so your team can validate data.

  6. 6

    Train your office staff and field crews on the new Housecall Pro workflows.

  7. 7

    Cancel Markate 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 Markate for 1–2 weeks before fully cutting over.

Try Housecall Pro

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Frequently asked questions

How long does it take to switch from Markate 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 Markate data into Housecall Pro?+

Housecall Pro accepts CSV imports for contacts, jobs, and invoices. Export from Markate, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.

Why switch from Markate to Housecall Pro?+

Common reasons: established home service companies that want sales + marketing automation. Plus better pricing fit ($65/mo vs $19/mo) and feature differences in all-in-one.

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Head-to-head comparisons

Read more reviews: Markate · Housecall Pro