Bring your customers. Leave the busywork.
Export your customers, jobs or invoices from Jobber, Housecall Pro or ServiceTitan and upload the file. CrewRobin reads the column headings, shows how it matched each one, and imports it.
Switching tools is scary.
I'll lose years of customer history.
Customers, jobs and invoices come with you.
An import will text everyone by mistake.
Past jobs and invoices come in as history, with no automations or review requests.
What if it goes wrong?
Undo removes what that import added.
Check every column before anything changes
Upload a CSV or XLSX export of up to 10,000 rows. The preview shows each column's match with an example value, and you can change any match.
- Customers, jobs and invoices, one file at a time.
- Matched to existing customers by phone, then email, then exact name, to avoid most duplicates.
- No automations or review requests for imported history; future visits get the usual reminders.
Or put CrewRobin in front of what you use
Keep Jobber or Housecall Pro
Forward the calls you can't answer. We book the job and text you the details.
Your number stays yours
Forward your existing line, or get a new local number for the receptionist.
Every call on record
Recording, transcript and a short summary on each job.
Moving over, step by step
Export
Download your customers, jobs or invoices from your current software.
Upload
CrewRobin reads the column headings and shows how it matched each one.
Check
Review how each column is read and change anything that's off.
Import
Your customers and jobs land in CrewRobin; undo the import if something's off.
Frequently asked
Does it stay in sync with Jobber or Housecall Pro?
No. It's a one-time import from an export file, not a live connection. To keep using your current software, forward the calls you can't answer to the receptionist instead.
Is it one click?
Not quite. Each export is a little different, so check the column matches in the preview before you import.
Is there a setup or switching fee?
No. The import is free, there's no setup fee, and plans are month to month with no contract.
Will my imported jobs count toward the free launch offer?
No. Only jobs booked by the receptionist or your online booking page count.
How big a file can I import?
Up to 10,000 rows and 15 MB per file, as CSV or XLSX.
What does undo remove?
The jobs, invoices and customers that import added, except customers who have since picked up other jobs or invoices.