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Migration guide

How to switch from Shopmonkey to Housecall Pro

A step-by-step playbook for migrating your all-in-one data, team, and workflows from Shopmonkey ($199/mo) to Housecall Pro ($65/mo).

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Why teams switch from Shopmonkey to Housecall Pro

Shopmonkey is strong on best-looking ui in the category and digital vehicle inspections, but teams often hit limits on less mature than mitchell1 for high-end diagnostics. Housecall Pro addresses this — it's best for established home service companies that want sales + marketing automation.

From

Shopmonkey

$199/mo

To

Housecall Pro

$65/mo

7-step migration plan

  1. 1

    Export your data from Shopmonkey (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 Shopmonkey 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 Shopmonkey 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 Shopmonkey 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 Shopmonkey 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 Shopmonkey data into Housecall Pro?+

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

Why switch from Shopmonkey to Housecall Pro?+

Common reasons: established home service companies that want sales + marketing automation. Plus better pricing fit ($65/mo vs $199/mo) and feature differences in all-in-one.

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Head-to-head comparisons

Read more reviews: Shopmonkey · Housecall Pro