Data migration

Switch without losing your history

Your customers, past jobs, and invoices all come with you. We handle the messy data import so you do not rebuild from scratch.

What it does

Made to make you money.

We do the import

Your success manager handles the CSV work.

Nothing left behind

Customers, price book, and history come over.

A guided process

Step by step, at your pace.

How it works

Simple by design.

01

We do the import

Your success manager handles the CSV work.

02

Nothing left behind

Customers, price book, and history come over.

03

A guided process

Step by step, at your pace.

In the app

See it live.

The details

Everything in one place.

From Jobber

Clean import of your Jobber data.

From Housecall Pro

Bring your Housecall Pro customers and history.

From QuickBooks

Move your QuickBooks records.

From spreadsheets

Import from Excel or Google Sheets.

Price book

Your items and margins come over.

Done for you

We handle the heavy lifting.

From the field

“Lakehouse put our whole operation in one app. My office manager finally has a system she trusts.

Mike H., Reliable HVAC

Common questions

Questions from growth-minded owners.

Which tools can I migrate from?

Jobber, Housecall Pro, QuickBooks, and spreadsheets. See the switch guides.

Do I have to do the import myself?

No. Your success manager handles the migration for you.

Will I lose my job history?

No. Customers, price book, and history come with you.

See it on your own jobs.

Book a working session with the Lakehouse team. Bring a real job, a real estimate, and a real question about running your business. We will show you how Lakehouse handles it.

Book a demo