<- All solutions

Solution

Bring your business history with you when you switch.

Move customers, jobs, invoices, estimates, employees, and pricebook data from your current tools.

Best for

Data Import

Businesses moving from another system or spreadsheets that want a cleaner start without typing every record by hand.

Start free trial

From an export file to records you can use

  1. 1

    Export from the system you use today

    Guides cover Housecall Pro, Jobber, ServiceTitan, QuickBooks lists, and generic CSV, plus Excel files.

  2. 2

    Review the column mapping

    Check how each column lands before records are added. This is not a one-click official migration.

  3. 3

    Fix rows that need cleanup

    Download row-level error reports, correct the file, and bring those lines in again.

  4. 4

    Keep working in True Blue Service

    Customers, jobs, invoices, estimates, employees, and pricebook data become records you schedule and bill from. Import is included on every plan.

Example: Bringing customer history in from a spreadsheet

The office exports customers and jobs from their current tool, maps the columns, and imports James Thompson with his service address and past jobs. Rows that fail get an error report instead of silently dropping.

Customers, jobs, invoices, and more

Bring in customers, jobs, invoices, estimates, employees, and pricebook data from CSV files and common field-service exports. Import is included on every plan.

Review the mapping before records land

Check column mappings, then download row-level error reports when a line needs cleanup. Step-by-step guides cover Housecall Pro, Jobber, ServiceTitan, QuickBooks lists, and generic CSV.

How True Blue Service helps

Import from common field-service exports and spreadsheets

Review mappings before records are added

Download row-level error reports when something needs cleanup

Questions owners ask before they move their data

Is this a one-click or official migration?
No. You export files, review mappings, and fix row errors. We are not a certified partner of those other products.
Do you pull live from ServiceTitan or Jobber APIs?
No. Import uses the spreadsheet or CSV exports those tools give you.
Is import included on every plan?
Yes. Guided import is included on every plan.
What about employee seats?
You can import employees. Seat limits apply when they accept the invite.

See the guides and the customer records that come next

Want to see it with your workflow?

Start a trial, review pricing, or keep browsing before you decide.