Getting started
Import from another tool
Bring your customers, open work and history over from Jobber, Housecall Pro, ServiceTitan or a spreadsheet.
If you're switching to ServFlo, you don't have to start from scratch. You can import your customers, pricebook, open work, balances and history from Jobber, Housecall Pro, ServiceTitan or a spreadsheet.
Owners and admins can start an import from either place:
- Dashboard: while your business is new, select Import your data under the welcome steps.
- Settings: go to Settings → Import your data any time.
For the full walkthrough, see Importing your data.