Setup guide

Switching to OfficePilot.

An afternoon, not a migration project. Five steps, and the only file you truly need is your customer list.

1
Export your customers
Every system can give you a CSV of your customer list: names, phones, emails, addresses. Get that file first — it is the one thing you cannot rebuild by hand.
2
Import them here
Contacts → Import, then pick where the file came from. QuickBooks Online and Google Contacts exports match automatically; any other CSV matches by column name and you confirm the mapping before anything is saved. Duplicates by email or phone are skipped, not doubled. Big lists go in automatically in parts.
3
Keep your number
Nothing to move. Forward the calls you miss to your OfficePilot number, or put the OfficePilot number on your ads and have it ring you first.
4
Bring the open invoices
Invoices → Import takes an invoices file and a line-items file. Paid history can stay where it is; most owners bring only what is still owed, so reminders and Pay Now links start working on it.
5
Let the AI read your business
Your services and typical prices are already loaded for your industry. Review them once under Settings → AI & Communication, and try the preview before it talks to a customer.

Coming from Jobber, Housecall Pro or ServiceTitan?

Export your client list to CSV and import it the same way; the columns match by name and you confirm them before anything is saved. If a file will not map cleanly, send it to us and we will map it for you.

Start a free trial Keep your number