Switching

Leaving Jobber or Housecall Pro? Here is what actually happens.

Price is rarely why a shop stays on software it has outgrown. Rebuilding everything by hand is. So this page says plainly what you can bring across today, what you cannot yet, and what the first week looks like.

Start a 14-day trial Open a live demo first

Your customers

Bring your customers, with their contacts and properties.

Most exports repeat a customer on every row: one row per property, one per contact. Everglow puts those rows back together, so a customer arrives with the people you call and the places you work, not as a pile of duplicates. Anything it is not sure of, it asks you about.

  1. Bring a CSV. Your own column names and order are fine. Everglow reads each column by what it means: customer, contact, billing address, property address, access notes.
  2. See customers, contacts and properties together. Each customer is shown with the contacts and properties that belong to it, marked new or already in Everglow.
  3. Review the uncertain matches. A shared phone, email, name or address is shown to you as a reason, never used to merge records on its own. When more than one existing customer could be the one, you choose. You can also leave any record out.
  4. See what will change. For every record you already have, the preview shows exactly what the import would change, or says there are no changes. A blank cell in your file never erases what is already in Everglow.
  5. Approve, then import. Nothing is written until you approve, and nobody is emailed. Afterwards every row, customer, contact and property in the file is accounted for.
A customer in Everglow's import preview: Ponte Vedra Wellness, already in Everglow with no changes, with its contacts and properties listed underneath, each marked existing or new, and the exact change the import would make to each existing one.
One customer with its contacts and properties, each marked new or existing, at Matanzas Pest Control, a demo company.
The records Everglow will not decide on its own: a customer where two existing customers could match, one by name and one by phone, and a customer whose rows disagree on email and phone, each with the lines, contacts and properties involved and a choice to make.
When more than one existing customer could match, or a customer’s rows disagree, Everglow shows why and you decide.
An existing customer in the preview with the line Will update: Phone (904) 555-0338 to (904) 555-0339, and its contact and property marked no changes.
Before you approve, every change to a record you already have is spelled out.
After the import: customers, contacts and properties each counted as added, updated, already the same or left out, and all 14 rows in the file accounted for.
After import, the file reconciles: every row, customer, contact and property accounted for.

CSV files only. Past jobs, visits, invoices, payments and balances are not imported; they stay in your old system.

Your price book

Bring your price book without retyping it.

Export your services, parts and prices as a CSV from the system you use now, or save your spreadsheet as one. Everglow reads the columns by what they mean, shows you what it found, and asks you about anything it is not sure of. Nothing is added until you have seen the result and approved it.

  1. Bring a CSV. Your own column names and order are fine, and so are dollar signs, blank rows and columns Everglow does not need.
  2. See what Everglow found. How many new items, how many match items you already have, and how many need a look.
  3. Check how each column maps. Every column is marked Confident, Review or Unmapped, with an example value. Anything Everglow cannot place, you map or ignore.
  4. Decide the uncertain rows. A missing price, the same code used twice, or an item with the same name as one you already have is shown to you with the reason. It is never merged or guessed.
  5. Preview, approve, import. You see your price book as it will look. After import, every row in the file is accounted for: added, updated, already the same, skipped or ignored.
Everglow's price book import after reading a 12-row CSV: a summary of new items, matches, rows that need a look and rows it will leave out, then each column of the file mapped to an Everglow field, marked Confident or Unmapped, with an example value.
A real import at Matanzas Pest Control, a demo company: every column placed by meaning, one it did not recognize left for you.
The rows Everglow is not sure about: a tent fumigation with no price, and an after-hours call-out with the same name as an existing item at a different price, each waiting for a decision.
The two rows it was not sure about, with the reason for each. You decide.
After the import: 6 added, 2 updated, 1 already the same, 1 skipped, 2 ignored and 0 failed, accounting for all 12 rows in the file.
After import, the file reconciles: 12 rows, every one accounted for.

CSV files only for now. If your price list is in Excel, open it and save it as CSV first. This import covers your price book: services, parts, materials and fees with their prices, costs, units and codes.

The honest version

What comes across, and what does not

What you can bring today

  • Your price book, through the guided import above
  • Your customers, with their contacts and their properties, through the guided import above

What works from day one

  • A customer portal. Once your customers are in, each one has a portal link for visits, quotes to accept, invoices to pay and service requests — see the customer experience.
  • Your phone system. You keep it: compatible phone systems can send call events to Everglow, so the office sees who is calling.

What does not come across

  • Past invoices, payments and open balances. Collect what is owed in your old system, or invoice it fresh here.
  • Recurring schedules. You set these up in Everglow once your customers are in.
  • Photos attached to past jobs. They stay in the old system.
  • Individual completed visits from years back. The customer and the money come over; the visit-by-visit log does not.
  • Saved forms and checklists built inside the other product.
  • Text-message history with customers.

What to do about the gap

  • Keep the old account open, read-only, for a couple of months. Most plans let you downgrade rather than cancel.
  • Export your job history to CSV before you leave. It is yours, and it is the one thing you cannot get back later.
  • Run both for two weeks: new work in Everglow, old work finishing where it started.

The first week

Thirty minutes to a working board

1. Export from where you are

Save your price list and your customer list as CSV files from the software you use now, or from your spreadsheet. If you are on paper, your invoices are the list.

2. Bring your customers and your price book

Settings → Bring your customers and Settings → Bring your price book each show you what Everglow found, ask about anything uncertain, and import only what you approve.

3. Put the recurring work on the board

Set which day each repeat customer belongs on and what they pay monthly. This is set up in Everglow rather than imported. The visits generate themselves from there.

4. Run a week in parallel

Keep invoicing where you are until a full week has gone through here without surprises. Then move billing over.

What switching is worth Compare the prices

Today for a demo roofing company: 5 visits, 2 in the field, a roof job waiting to be scheduled, completed work ready to invoice, the day’s conditions and each technician’s jobs.

What a working board looks like: Atlantic Ridge Roofing, a demo company. Open it →

Coming from

Where you are now

Jobber

Per-user pricing is the usual reason shops look. Everglow has no per-seat pricing, so hiring a fourth tech does not change the bill.

Everglow vs Jobber →

Housecall Pro

Several things that are add-ons there are included here.

Everglow vs Housecall Pro →

A spreadsheet or a whiteboard

The biggest jump, and the simplest start: save your lists as CSV and bring them in. Most of what you are tracking by hand is already a field here.

See a shop already running →

Fair warning

When you should not switch

You need turn-by-turn navigation or live GPS tracking

Everglow does not do either. It plans the day and hands the route to Google Maps.

You are mid-season and short-handed

Move in a slow week. Any software change costs you a few days of attention you may not have in July.

Your team is on one person and never growing

Flat pricing for unlimited users is worth less to a solo operator. Look at the $49 plan, or at the free tools in your trade, before paying for room you will not use.