Rescheduling Evaluations After Migration from Housecall Pro to ServiceMinder

1. Identify Evaluations Requiring Scheduling

• After final migration, locate all evaluations imported from Housecall Pro.
• These appear as open $0 proposals in ServiceMinder rather than scheduled appointments.
• Each proposal retains its original appointment date from Housecall Pro.

2. Reference Details in Housecall Pro

• Open the customer record in Housecall Pro.
• Review the proposal's date, time window, and any job notes.
• Identify the assigned estimator if available.

3. Create the Appointment in ServiceMinder

• Open the matching customer record in ServiceMinder.
• Click Schedule to create a new appointment.
• Select the appropriate evaluation service.
• Copy relevant notes from the Housecall Pro proposal into the appointment notes.
• Use ad hoc scheduling and enter the same date and time shown in Housecall Pro.
• Assign the correct estimator or agent.

4. Schedule and Verify

• Confirm the correct date and time before scheduling.
• Click Schedule to finalize the appointment.
• Verify that the appointment now appears on the ServiceMinder calendar.

5. Repeat for All Remaining Evaluations

• Repeat the process for every $0 estimate migrated from Housecall Pro.
• For each: confirm date/time, copy notes, schedule the evaluation in ServiceMinder.

6. Summary

• Process flow: Review in Housecall Pro → Copy Notes → Schedule in ServiceMinder.
• Key focus areas: accuracy of date/time and transferring all relevant notes.