Migration guide
How to switch from mHelpDesk to FieldPulse
A step-by-step playbook for migrating your all-in-one data, team, and workflows from mHelpDesk (custom) to FieldPulse ($99/mo).
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Why teams switch from mHelpDesk to FieldPulse
mHelpDesk is strong on native homeadvisor/angi lead sync and two-way quickbooks sync, but teams often hit limits on interface dated. FieldPulse addresses this — it's best for growing trade businesses (3–20 users) who want responsive support.
From
mHelpDesk
Custom
To
FieldPulse
$99/mo
7-step migration plan
- 1
Export your data from mHelpDesk (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for FieldPulse — 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 FieldPulse. Match custom fields carefully.
- 5
Run mHelpDesk and FieldPulse in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new FieldPulse workflows.
- 7
Cancel mHelpDesk once you've confirmed all reporting and integrations work.
What you'll gain with FieldPulse
- Top-rated customer support
- Clean modern interface
- Includes users on flat tiers
- Strong estimating and job costing
Ready to switch?
Start a free trial of FieldPulse — most teams run it alongside mHelpDesk for 1–2 weeks before fully cutting over.
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Frequently asked questions
How long does it take to switch from mHelpDesk to FieldPulse?+
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 mHelpDesk data into FieldPulse?+
FieldPulse accepts CSV imports for contacts, jobs, and invoices. Export from mHelpDesk, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from mHelpDesk to FieldPulse?+
Common reasons: growing trade businesses (3–20 users) who want responsive support. Plus better pricing fit ($99/mo vs custom) and feature differences in all-in-one.
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Read more reviews: mHelpDesk · FieldPulse