How to Export Your Housecall Pro Price Book

To export your Housecall Pro price book, open Settings, choose Price Book, export Services, then repeat the export from Materials. Housecall Pro emails each CSV to the address on your account. Save both untouched originals before you edit, reprice, or import anything elsewhere.

How do you export a Housecall Pro price book?

Housecall Pro keeps services and materials on separate Price Book tabs, so treat the job as two exports, not one. Its current Price Book import/export guide gives this path:

1. Sign in as an Admin or Office Staff user with permission to update company account information.
2. Open the gear icon in the lower-left corner and select Price Book.
3. Open Services, click the blue Export button, and wait for the CSV to arrive by email.
4. Return to Price Book, open Materials, and repeat the export.
5. Download both files from the email address associated with the Housecall Pro account.

Name the untouched files with the export date, such as hcp-services-2026-09-24-original.csv and hcp-materials-2026-09-24-original.csv. Make working copies for cleanup. A clean original is your evidence of what Housecall Pro held before the migration started.

This article is about the catalog. Customer, job, invoice, image, attachment, and service-agreement data are different export jobs. Do not assume that a price-book CSV is a full account backup.

What should be in the exported CSV files?

Housecall Pro's published field list includes category, name, description, price, cost, taxable status, and unit of measure for both services and materials. Services also use an Industry field. A previously exported service can carry Housecall Pro's uuid, which is the strongest identity clue in the file.

That last field matters. Names are labels; IDs are identity. Replace dual run capacitor may be renamed next month, while its UUID can still tell an importer that it is the same record. Never discard or regenerate that column in the untouched export.

Housecall Pro says Price and Cost are optional import fields for services and default to $0 when omitted. Taxable defaults to false and unit of measure defaults to each. Those defaults are useful when creating a new row, but dangerous during migration cleanup: a blank cell and a true zero are not always the same business fact.

Before changing headers, inspect at least these columns in both files:

• a stable ID such as uuid;
• item name and description;
• category and any subcategory columns;
• customer price and company cost;
• taxable status and unit of measure;
• Industry for services;
• any material-markup flag included in the materials file.

How do you verify the export before a migration?

Count first, edit second. Compare the number of nonblank item rows in Housecall Pro with the number in each CSV, then reconcile every row you intentionally remove or quarantine.

The table below is a worked example, not a benchmark. It shows how a 1,200-line HVAC price book can be reconciled without pretending three bad rows disappeared.

The two service rows might have missing names; the material row might have an invalid price. Keep those three rows in a separate correction file with a reason. “1,197 imported, 3 quarantined” is auditable. “About 1,200 made it” is not.

Run five purposeful spot checks in each file: the cheapest item, the most expensive item, one taxable item, one non-taxable item, and one record renamed recently. Also check the largest category by row count. Those checks expose formatting, truncation, default-value, and identity problems faster than ten random rows.

Does a Housecall Pro export preserve material costs?

The official field list includes Cost for services and materials, so the export should give you a cost column to inspect. Verify it rather than assuming it is complete. A flat-rate service may carry one rolled-up cost while your real estimate combines labor, materials, travel, and overhead. One total cost cannot recreate those components by itself.

An export is also a snapshot, not a supplier connection. If vendor cost changes after the file is generated, the CSV does not update itself. The second worked example shows why both cost and price need review after a supplier change; these figures are illustrative, not industry benchmarks.

Gross margin is (price - cost) / price. The price that holds a target margin is cost / (1 - margin). Check the arithmetic with the free margin and markup calculator, and read the material-cost update guide before applying a blanket percentage.

How do you prepare the CSV for another price book?

Start with a working copy and write down the destination's accepted headers. Do not “clean” the original file in place.

For a generic master catalog, the practical mapping is usually:

• Housecall Pro uuid to the destination's stable ID or SKU field;
• Name to name;
• Category and subcategory fields to a deliberate category hierarchy;
• unit_of_measure to unit;
• Cost to cost;
• Price to the chosen customer price tier;
• a new source-type column to preserve whether the row came from Services or Materials.

If the destination is Pricebookr, its CSV import guide requires name and recognizes optional sku, category, unit, cost, materialCost, laborCost, laborHours, and price. Rename uuid to sku if you want that Housecall Pro identity used for repeat matches. A single cost imports as material cost; split labor separately later if the original file did not provide it.

The import screen also asks what price means. Choose manual when those are the exact prices your shop approved. Choose schedule-governed only when you intend markup rules to recalculate them later. The choice is operational, not cosmetic.

How do you prevent duplicate price-book items?

Import one authoritative source. Housecall Pro's data preparation guide specifically warns that importing the same price-book items from both QuickBooks and another current system can duplicate data.

The same rule applies when leaving Housecall Pro. Do not load one file from Housecall Pro and another “master” spreadsheet until you have decided which source owns each row. If both contain 10 MFD capacitor, matching by name can fail as soon as one copy says 10µF Capacitor instead.

Use stable IDs, preserve a source column, and run a duplicate report before import. At minimum, flag repeated IDs, exact duplicate names, and normalized names that differ only by capitalization or punctuation. Review those groups manually; a duplicate name can be legitimate when retail and commercial versions are intentionally separate.

After import, compare source and destination counts by type and category. Then spot-check the same records you checked before import. A migration is complete when the variance is explained, not when the upload says “success.”

Should you edit the export and re-import it into Housecall Pro?

Yes, if Housecall Pro remains your source of truth and you need a controlled bulk edit. Its import wizard maps headers, validates rows, highlights errors, and emails you when processing is complete. Keep the original export, change one concern at a time, and test a small category before sending the whole catalog back.

For a simple percentage change, Housecall Pro's current Settings overview says the Service Price Adjuster can increase or decrease all services or selected categories and round to the nearest dollar. That may be safer than a CSV round trip when the only change is a service-price percentage.

Use CSV when you need row-level changes, a portable backup, or a move to another price-book system. Use the in-app adjuster when you are staying put and the change fits its controls.

What is the safest Housecall Pro price-book export checklist?

1. Export Services and Materials separately.
2. Save dated, untouched original CSV files.
3. Preserve UUIDs and identify the source type for every row.
4. Reconcile exported row counts to Housecall Pro before editing.
5. Quarantine bad rows with reasons instead of silently deleting them.
6. Decide whether price is manual or rule-governed in the destination.
7. Import one authoritative source, then reconcile counts again.
8. Keep the original export and the migration report with your other price-book rollback records.

The export button is the easy part. The valuable deliverable is a pair of files whose IDs, costs, prices, categories, and row counts can be explained before and after the move.

FAQ

Can you export a price book from Housecall Pro?

Yes. In Housecall Pro, open Settings, select Price Book, open the Services or Materials tab, and click Export. Housecall Pro emails a CSV to the address associated with your account. Export both tabs separately and save untouched copies before editing, because services and materials are distinct catalog groups.

Does the Housecall Pro price-book export include costs?

Housecall Pro's published import/export field list includes Cost for both services and materials. Verify the exported values before relying on them: a flat-rate service may contain one rolled-up cost rather than separate labor and material components, and blank or zero values may need correction before migration or repricing.

Can you import the Housecall Pro CSV into another price book?

Usually, after mapping its headers to the destination's format. Preserve Housecall Pro's UUID as a stable ID or SKU, keep Services and Materials distinguishable, and map name, category, unit, cost, price, and taxable status deliberately. Test a small category first, then reconcile source and destination row counts before importing the full catalog.

How do you avoid duplicates when moving a Housecall Pro price book?

Use one authoritative source and match records by stable ID instead of name whenever possible. Do not import overlapping price-book data from both Housecall Pro and QuickBooks. Before the full import, flag repeated IDs and normalized duplicate names; afterward, compare counts by type and category and explain every variance.

Is a Housecall Pro price-book export a full account backup?

No. Treat the Services and Materials CSV files as catalog exports, not a full Housecall Pro backup. Customer records, jobs, invoices, images, attachments, automations, and agreements have separate storage or export paths. Inventory each data class independently before switching systems or closing an account.