Migration
Switch to Taskrol without losing your customers
The product can look right and still feel scary to switch. This page is the practical path — what you can bring over, how each import works, and how to cut over without stranding open jobs.
Migration is available from any system. Housecall Pro, Workiz and Markate import directly in the Taskrol web app. Coming from Jobber or anything else, email [email protected] with your export and our support team does the migration for you.
Import from Housecall Pro, Workiz, or Markate yourself
The importers live in the Taskrol web app under Settings → Database import: pick Housecall Pro, Workiz, or Markate. Each one opens with the export steps for that system and an upload button. The file has to be a CSV; if your old system hands you a spreadsheet, open it and save as CSV first.
Housecall Pro — the customer export
In Housecall Pro open Customers, click Actions, choose Export, and confirm your email — they send a download link. Upload that CSV and Taskrol creates each customer with first and last name, display name, mobile, home and work numbers, email, notes, tags, lifetime value, and up to six service addresses. The file to upload is the customer export. The Housecall Pro export, step by step →
Workiz — the jobs export
Export your job history from Workiz as a CSV with one job per row. Taskrol creates the customers and their jobs together: the Workiz job number, scheduled date, status, address and city, and customers with phone and email. Repeat customers are matched by name and phone, so each person lands in your database once. After the import, assign a technician to the jobs that are still open.
Markate — customers and work orders
Export two CSV files from Markate: Sales → Customers → Export, and Sales → Work Orders → Export for all time and all statuses. Upload one or both. Customers become Taskrol clients, each work order becomes a job, and running the import again skips work orders already brought over.
On anything else — Jobber, Service Fusion, ServiceTitan, a spreadsheet — migration goes through support: send your export to [email protected] and we move what your old system exports.
What you can usually bring over
- Customers — names, phones, emails, and service addresses: one upload from Housecall Pro, Workiz, or Markate, or an export from any other system sent to support.
- Job history from Workiz and Markate — the jobs export brings the jobs themselves, attached to the customers they belong to.
- Everything else your old system exports — send it to support and we move what the export contains, whether that is appliance notes, inventory lists, or visit history.
- Open job context — we help you recreate active work in Taskrol rather than stranding tickets mid-week.
What the parts side looks like once you are here
Moving a customer list is work you do once. This is the part of the day it buys back: the model is already on the job, so the exploded parts diagrams for that model open inside it — no second site, no part number copied by hand off a phone screen.
Fifty seconds, from model number to a part on the job. How parts diagrams work →
Recommended cutover
- Create the account (no card needed) and set company, techs, ZIP coverage, and van stock basics.
- Export customers (and inventory if you have it) from your current system.
- Upload the CSV in the web app under Settings → Database import, or email it to [email protected] for any other system; then spot-check a few real addresses and appliances.
- Run a dry day: one tech books and invoices in Taskrol while the old system stays live.
- Pick a cutover morning for new jobs; finish old open jobs in the previous CRM or recreate them.
- Cancel the old subscription only after a quiet week with no stranded tickets.
Don't turn off the old account early. Keep it running until your technicians know Quick Job and inventory in Taskrol.
Paths by current software
Switch from Housecall Pro
Export your customer list and upload it in the web app under Settings → Database import → Housecall Pro, then compare appliance depth on parts and the appliance recorded on each job. Taskrol vs Housecall Pro → Comparing more than two products? The ranked field of Housecall Pro alternatives →
Switch from Jobber
Send your Jobber export to [email protected] and our support team does the migration for you. Taskrol vs Jobber → Weighing the whole field first? The ranked field of Jobber alternatives →
Switch from Workiz
Your jobs export uploads in the web app under Settings → Database import → Workiz and arrives as customers with their jobs. Taskrol vs Workiz → Want the whole field? Workiz alternatives, ranked →
Switch from Service Fusion
Send your Service Fusion export to [email protected] and we move what it contains, then set up appliance, parts, and inventory workflows in Taskrol. Taskrol vs Service Fusion →
Switch from Rossware
Send your ServiceDesk export to [email protected] and we do the migration; finish the parts orders already open in ServiceDesk, or recreate those jobs in Taskrol. Taskrol vs Rossware → The whole field, product by product: Rossware alternatives, ranked →
Switch from spreadsheets
Send the customer list you already trust to [email protected] and we load it, then stop maintaining parallel sheets for jobs and parts.
Frequently asked questions
Can you migrate me from Housecall Pro, Workiz, Markate, Jobber, or another system?
Yes, migration is available from any system. Housecall Pro (the customer list), Workiz and Markate import directly: in the Taskrol web app open Settings → Database import, pick the system, and upload its export. For Jobber and every other system, send your export to [email protected] and our support team does the migration for you — we move what your old system exports.
Can I import customers?
Yes. The Housecall Pro customer export brings first and last name, display name, mobile, home and work numbers, email, notes, tags, lifetime value, and up to six service addresses per customer. From Workiz and Markate, customers arrive together with their jobs. A customer list from any other system, or one you keep in your own spreadsheet, goes through support: send it and we move it.
How do my jobs come over?
From Workiz, the jobs export creates each job under the right customer with its Workiz job number, scheduled date, status, and address, and repeat customers are matched by name and phone instead of being duplicated; assign a technician to the open ones after the import. Markate's work orders export becomes jobs the same way. From Housecall Pro you bring the customer list and book open work under those customers. From any other system, support moves the jobs your export contains. Keep the old account readable through the cutover, so its paperwork stays at hand.
Can I run Taskrol in parallel with my old CRM?
Yes — and you should. Run a dry day with one tech booking and invoicing in Taskrol while the old system stays live. Cut over new jobs on a chosen morning; finish leftover open tickets in the previous CRM or recreate them. Cancel the old subscription only after a quiet week.
Who helps with migration, and how long does it take?
Our support team does. Email [email protected] with your export and we do the migration for you; Housecall Pro, Workiz and Markate files you can also upload yourself in the web app. Solo operators often stand up Taskrol in a weekend plus a few days of parallel running. Multi-tech shops usually plan one to two weeks: export, configure, train techs, then cut over. Timing depends on how clean your export is.
What if I only have spreadsheets?
That is often easier than a messy CRM export. Send the sheet to [email protected] — customer names, phones, addresses, and any appliance notes you already keep — and we load it, then you build history going forward inside Taskrol.
Will my technicians need retraining?
Yes — plan a short walkthrough for Quick Job, parts on the job, and the schedule and map on the phone. Video guides on the site cover the daily workflow. Do not cut over every tech on the same morning without a dry run.