Switching to Crewtron
You run the business.
You run the business.
We carry the boxes.
Moving from Jobber, Housecall Pro, ServiceTitan — or any other tool? Bring your data with you and we'll handle the rest: clients, full invoice history, quotes, price book, and schedule land in Crewtron — free, and live within 5 business days (most moves finish in 2–3).
Free on every plan
No migration fees and no "premium onboarding" tier. Switching shouldn't cost you anything.
Within 5 business days
Our worst-case promise, from files received to fully moved in. Most moves finish in 2–3.
You approve first
We send a preview — exact counts and open balances — before a single record is imported.
30-day undo
If anything's off, we fix it — or remove everything the import created. One request.
The moving manifest
What comes with you — and what can't.
Most tools promise "we'll transfer your data" and leave the fine print for later. Here's ours, up front.
Comes with you
- Clients & properties — every contact, address, tag, and note.
- Invoice history — as far back as your export goes — paid and unpaid, with payment records and your original invoice numbers. Not "your last 100."
- Open balances — pick up collecting exactly where you left off, now with card payment links.
- Quotes & estimates — your open pipeline and your win/loss history.
- Price book — products and services with your pricing, ready for the next quote.
- Jobs & projects — with their line items, totals, and completion dates.
- Your schedule — upcoming visits, and repeating jobs wherever your old tool lets us read the pattern.
- Your crew — we send the invites; everyone joins with their own login.
Stays behind — and why
- Saved cards & auto-pay plans. Card numbers live in your old processor's vault and can't legally move. You get a simple re-setup checklist so no billing cycle is missed.
- Photos & attachments in bulk. Jobber, Housecall Pro, and ServiceTitan don't offer a bulk file export. We'll import anything you can download.
- Text & email message history. No export exists in any of the source tools.
Your preview lists exactly what's in — and not in — your migration before anything is imported. No surprises on moving day.
How it works
Fifteen minutes of clicking. We do the rest.
Export your data · Day 0
We send a click-by-click cheat sheet for your tool. Most exports arrive as emails from your old system within the hour.
Send us the files
Forward those export emails to support@crewtron.ai. That's the last thing you have to do.
Approve your preview · Day 1–2
We check every row and send a summary — "214 clients, 1,032 invoices, $48,210 outstanding." Nothing is imported until you say go.
Move in · ~Day 3
Your account arrives filled in — clients, history, schedule, price book. Run your old tool alongside for a week if you like.
Export cheat sheets
Getting your data out, tool by tool.
We've already researched the export screens of the popular tools — exact clicks below. Using something else? Tell us what you run and we'll research it for you. It's your data: you have every right to take it with you, and your current provider is obliged to hand it over. Send it in whatever format you get — formatting is our problem, not yours. One rule that matters everywhere: export before you cancel.
Jobber emails every export to you as a CSV — you just forward those emails to us.
1. Clients: Clients → More Actions → Export Clients (admin login required). Books over 1,500 clients arrive as multiple files — send them all.
2. Invoices: Insights → Reports → Invoices Report → Export to CSV (choose "All columns").
3. Quotes: Reports → Quotes Report → Export to CSV.
4. Jobs: Reports → One-Off Jobs and Recurring Jobs reports → Export to CSV.
5. Price book: Gear icon → Settings → Products & Services → Export to CSV.
Forward everything from noreply@getjobber.com to support@crewtron.ai. Heads up: Jobber access ends when your billing term ends — export first, cancel second.
1. Clients: Clients → More Actions → Export Clients (admin login required). Books over 1,500 clients arrive as multiple files — send them all.
2. Invoices: Insights → Reports → Invoices Report → Export to CSV (choose "All columns").
3. Quotes: Reports → Quotes Report → Export to CSV.
4. Jobs: Reports → One-Off Jobs and Recurring Jobs reports → Export to CSV.
5. Price book: Gear icon → Settings → Products & Services → Export to CSV.
Forward everything from noreply@getjobber.com to support@crewtron.ai. Heads up: Jobber access ends when your billing term ends — export first, cancel second.
Housecall Pro emails exports as CSVs (usually within the hour) — forward them to us as they land.
1. Customers: Customers tab → Actions → Export → Send file (admin login required).
2. Jobs & invoices: Customers → Jobs list → Actions → Export. Big history? Run it one year at a time — large ranges can fail.
3. Estimates: Customers → Estimates list → Actions → Export.
4. Payments: Reporting → Payments Report → set the full date range → Generate report.
5. Price book: Settings → Price Book → Export — once for Services, once for Materials.
Forward everything from notifications@housecallpro.com. Note: HCP can disable accounts within 14 days of cancellation with no guaranteed data retention — export everything before you cancel.
1. Customers: Customers tab → Actions → Export → Send file (admin login required).
2. Jobs & invoices: Customers → Jobs list → Actions → Export. Big history? Run it one year at a time — large ranges can fail.
3. Estimates: Customers → Estimates list → Actions → Export.
4. Payments: Reporting → Payments Report → set the full date range → Generate report.
5. Price book: Settings → Price Book → Export — once for Services, once for Materials.
Forward everything from notifications@housecallpro.com. Note: HCP can disable accounts within 14 days of cancellation with no guaranteed data retention — export everything before you cancel.
The one rule: export while your account is still active. After cancellation ServiceTitan keeps data for only ~60 days, and the exit format they offer is a raw database backup.
1. Customers: Search → entity "Customers" (no filters) → Expand → Export to Excel. If the button is missing, an admin must enable "Allow exporting search results" for your user under Settings → People → Employees → Permissions. Also run the built-in Customer List report and export it.
2. Jobs: job search results → Export to Excel.
3. Price book: Pricebook → Import/Export → export (admins/managers can self-serve).
4. Invoices & payments: export your transaction/invoice reports from the Reports module.
Have an office admin? We can also run a deeper, no-cost API pull with you — full line items, payment applications, and estimates — before you cancel. Just mention it when you email us.
1. Customers: Search → entity "Customers" (no filters) → Expand → Export to Excel. If the button is missing, an admin must enable "Allow exporting search results" for your user under Settings → People → Employees → Permissions. Also run the built-in Customer List report and export it.
2. Jobs: job search results → Export to Excel.
3. Price book: Pricebook → Import/Export → export (admins/managers can self-serve).
4. Invoices & payments: export your transaction/invoice reports from the Reports module.
Have an office admin? We can also run a deeper, no-cost API pull with you — full line items, payment applications, and estimates — before you cancel. Just mention it when you email us.
Tell us what you run. Email support@crewtron.ai with the name of your tool — Workiz, FieldPulse, Service Fusion, Joist, a spreadsheet, anything — and we'll research its export path and send you a click-by-click cheat sheet. If the export isn't obvious, ask their support directly: it's your data, and you're entitled to it.
If your tool syncs to QuickBooks Online, there's a shortcut — we can pull your clients, invoices, and payments straight from QuickBooks, no matter which app they started in.
Whatever files you end up with — CSV, Excel, emailed reports — send them as-is. Formatting is our problem, not yours.
If your tool syncs to QuickBooks Online, there's a shortcut — we can pull your clients, invoices, and payments straight from QuickBooks, no matter which app they started in.
Whatever files you end up with — CSV, Excel, emailed reports — send them as-is. Formatting is our problem, not yours.
Compare the moves
Their switch offer vs. ours.
| Crewtron | Jobber | ServiceTitan | Housecall Pro | |
|---|---|---|---|---|
| Free migration, every plan | Top plan only | Paid onboarding | Full service on MAX | |
| Historical invoices migrated | Up to 100 docs | Summary rows only | Case by case | |
| Preview before anything imports | ||||
| Undo window after import | 30 days | |||
| Published timeline | 5 days, most in 2–3 | "Typically 5 days" | 1–4+ weeks |
Comparison based on publicly available information — help centers, data-import terms, and onboarding pages — July 2026. Competitor offerings may change.
Migration FAQ
Know exactly what to expect.
We commit to 5 business days from the moment we receive your files — and most migrations are live in 2–3. Very large books (5,000+ documents) can take longer; we'll give you a firm date with your preview, before anything is imported.
About 15 minutes of clicking: run the exports using the cheat sheet above, forward the emails to support@crewtron.ai, and later approve your preview. That's it — no spreadsheets to reformat, no column mapping, no re-typing.
Yes. Your files are handled only by our migration team, used only for your import, and deleted once your migration completes. Your client list is never shared, sold, or used for anything else. See our security page for the full picture.
No — export first, verify your Crewtron account, then cancel. Some tools cut access fast: ServiceTitan retains data for only ~60 days after termination, and Housecall Pro may disable your account within 14 days with no guaranteed retention. Your data is yours — take it out while the door is open.
Yes. History keeps its original numbers, and your next Crewtron invoice continues counting from your highest imported number — your bookkeeper won't notice a seam.
Where your old tool exposes the repeat pattern (Jobber), your recurring jobs come over as true recurring schedules. Where it doesn't (Housecall Pro service plans have no export), we import the upcoming visits and give you a one-page worksheet to re-create each plan in minutes. Auto-billing always needs a fresh card from your customer — that's a payment-industry rule, not ours — and we give you a checklist so no cycle is missed.
Tell us and we'll fix it — or undo the entire import on request within 30 days, leaving everything you created yourself untouched. Between the pre-import preview and the undo window, there's no step where you're stuck with a bad move.
Bring your whole business with you.
Start your free trial (3 months free when you sign up by Dec 31), then send your exports to support@crewtron.ai. Most crews are fully moved in by the end of the week.
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