Today you bring Housecall Pro customers into Crewtide by exporting them (the file is emailed to you) and adding each one’s visit cycle, usual days and window. Crewtide builds and routes the week; you update moved jobs in Housecall Pro from the change list, and Housecall Pro sends its own notices for the jobs you change. There’s no Housecall Pro sync planned yet.
What Housecall Pro’s route optimization covers
On MAX, “Optimize by drive time” reorders jobs using real drive time and live traffic. Its help center says it “only reorders the jobs within a single tech’s day” and “doesn’t reschedule jobs to different days or change which tech a job is assigned to.” Locked jobs stay put. Essentials adds Routes, which group work by territory or recurring pattern, with route views limited to 15 routes.
How to move your customers into Crewtide
- Export customers.Customers › Actions › Export, confirm your email, then Send file. Admins only; the file arrives by email.
- Export jobs if you want job details.Jobs › Actions › Export works the same way.
- Add the visit rules.Cycle, usual days, window, time on site and crew size. Use the free template.
- Import and build the week.Then fix what the checks flag and publish.
Column mapping
| Crewtide field | From Housecall Pro | You add |
|---|---|---|
| Customer name and address | Customer export | |
| Phone and email | Customer export | |
| Visit cycle and usual days | Weekly, every 2 weeks…; Mon | |
| Window and no-go times | Arrival window, if you use them | Confirm per customer |
| Time on site and crew size | Per crew size |
Keeping Housecall Pro up to date
- Update moved jobs in Housecall Pro from Crewtide’s change list after you publish.
- Customer notices go out from Housecall Pro when you change a job’s time or technician there, if the customer’s notifications are on.
- Want a direct connection? Tell us. It helps us decide what to build next.
Questions
Does Housecall Pro optimize routes for the whole week?
No. Its optimizer works on one technician’s single day and doesn’t move jobs to other days or technicians.
How do I export customers from Housecall Pro?
Customers › Actions › Export, confirm your email and send the file. Housecall Pro emails it to you; admins only.
Does Crewtide sync with Housecall Pro?
No. Today it’s export and import, with Crewtide’s change list for updating moved jobs.
Can I keep using Housecall Pro for invoices?
Yes. Crewtide doesn’t invoice; keep Housecall Pro for estimates, invoices and payments.
Sources
Checked October 25, 2026. Plans and prices change; the vendor’s own page is the final word.