Importing & Migrating Your Data
How to Export Customers from Housecall Pro
Pull your full customer list out of Housecall Pro as a CSV in four steps, with screenshots for each one.
Read guideHow to Export Jobs from Housecall Pro
Bring your job history along with your customers using the same Export workflow.
Importing Your List into SOMCRM
Upload your CSV and map the fields so your contacts land in the right place, ready for campaigns.
Getting Started
Setting Up Your SOMCRM Account
A walkthrough of your first login, business profile, and the settings worth checking on day one.
A Tour of Your Dashboard
Where everything lives, so you can get to contacts, conversations, and campaigns without hunting.
Reputation Management
Launching Your First Review Request Campaign
Send your first batch of review invites by text and email, and watch the responses roll in.
Responding to Reviews from One Inbox
Reply to Google and Facebook reviews in one place, and keep every conversation in your CRM.
Can't find what you need?
More guides are on the way. In the meantime, your SOMCRM onboarding rep is the fastest way to get an answer or a hand with setup.