How to Transition to Houzz Pro from Another Software
Transitioning to Houzz Pro is a breeze with our easy-to-use import tools for most of our top features. You can quickly import contact info for leads, clients, vendors and subcontractors, email marketing lists, product and service catalogs, estimates, proposals and more to get you up and running in no time.
Import Clients and Vendors
In Houzz Pro you have a space to store the contact information for all your clients, vendors, QuickBooks Online contacts, and more. You can quickly import existing contact lists so that all your contacts’ information is ready for you to use in the platform.
Import Leads
With Houzz Pro you have the ability to import existing leads from a file or from your email, saving you precious time that can be put towards winning said leads.
Import Subcontractors
If you have an existing list of subcontractors that you want to add to Houzz Pro, save time and ensure accuracy of data by importing your list in one upload.
Import Parts, Products and Services Catalogs
Easily import your own catalog of items directly into Houzz Pro to save time when creating estimates/proposals, invoices, and more. In just a few minutes you can import thousands of line items and save them for future use.
Import Time and Expenses
Transfer time entries from other software services, such as Harvest, into Houzz Pro to keep all of your time logs in one place and quickly connect them to the relevant documents.
Import Email Marketing Lists
Get up and running with your email marketing in Houzz Pro by importing your existing email lists, either from a file or directly from Gmail.
Import Files and Photos
You can quickly import any relevant files, including images, videos, PDFs, Word documents, Excel spreadsheets, and text files, to each project by dragging and dropping or selecting multiple files from your computer to upload.
Import Estimates and Proposals
If you've already spent time creating estimates or proposals outside of Houzz Pro but want to send them through our platform, you can easily upload and send them from an existing project to start making use of all the connected features.
Import Files and Images to Selections and Mood Boards
Transfer existing files and photos to Selection Boards and Mood Boards by using the relevant upload feature on the right panel of each tool. Files and images can be added to Selection Boards (think specs, existing plans) and images can be added to Mood Boards.
How to Use Selection Boards (for Design Pros)
Import File to Takeoff
With takeoffs on Houzz Pro, you can upload existing construction plans to get the numbers you need to create an estimate, including measurements for walls and flooring, the quantity of doors and windows, the amount of raw materials needed, and more.
Import to 3D Floor Plans
Save a lot of time by importing a 2D drawing to trace over and quickly build out a 3D floor plan. You can import pdf, jpg or png files with a maximum file size of 50MB.
Import Files to Daily Logs
Start keeping record of what's happening (or already happened) each day on your job site, with Daily Logs. You can easily attach any existing files to daily logs, including notes from past work, to keep track of progress.
Import Files to Tasks
Get up and running with tasks to keep your project on track and understand exactly who is in charge of what. You can upload files to each task to help your team members, subcontractors and clients understand exactly what's needed, including images, spec sheets and more.