Switch from mHelpDesk
Switching from mHelpDesk to JobStack: a step-by-step guide.
You've decided to move off mHelpDesk. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.
Why operators leave mHelpDesk
- Product pace stalled. mHelpDesk has shipped slowly for years. Newer competitors are moving faster on AI, mobile, and integrations.
- Wanted AI doing the daily work. Auto-response to leads, voice-to-estimate, automated follow-ups — features mHelpDesk doesn't have on any tier.
- Modern UX matters. Spending hours in mHelpDesk's dated interface every week became a friction point you noticed.
- Cheaper exists. JobStack's $29 beats mHelpDesk's $49 with more features.
What carries over, what changes
Carries over
- Customer list
- Job and visit history
- Open and historical invoices
- Payment records
- Basic service location data
Needs setup or rethinking
- Custom forms (rebuild what you actually use)
- Invoice templates
- Recurring jobs (recreate manually)
- Pricebook items (convert to JobStack templates)
- Email templates
- Saved reports
The migration, step by step
- 1
Export your data
In mHelpDesk, go to Settings → Export. Pull CSVs for Customers, Jobs, Invoices, and Payments.
- 2
Audit and clean
Long-tenured mHelpDesk accounts accumulate duplicate customers. 30-minute cleanup pass.
- 3
Import into JobStack
Upload CSVs. Standard field mapping; the importer flags ambiguities for you to resolve inline.
- 4
Rebuild your top pricebook items
Convert your most-used mHelpDesk pricing items into JobStack line item templates. 20–30 templates covers most jobs.
- 5
Reconnect QuickBooks (Online)
If you're on QB Desktop, migrate to QB Online first. Both JobStack and mHelpDesk's roadmap assume QBO going forward.
- 6
Reconnect Stripe, calendar, phone
Standard JobStack integrations, each under 2 minutes.
- 7
Test with real jobs
Run real end-to-end flows; pay special attention to invoicing if you're heavy on custom-formatted invoices in mHelpDesk.
- 8
Parallel run for a week
mHelpDesk stays for reference; JobStack handles new work.
- 9
Cancel and archive
Final data export, then cancel.
Common gotchas
-
QuickBooks Desktop: if you're on QB Desktop and have been forever, plan to migrate to QB Online. Both your old field service tool and the new one assume QBO going forward.
-
Custom forms in mHelpDesk don't map to JobStack. Rebuild the 1–2 you actually use.
-
Invoice templates: if you have heavily customized invoice formats, expect to recreate them in JobStack's simpler model.
-
Recurring jobs need manual recreation.
-
Reports: JobStack's reporting is different. Re-create the 2 reports you check weekly.
Realistic timeline
- Day 1 AM Export, audit, sign up for JobStack.
- Day 1 PM Import customers/jobs/invoices, reconnect integrations.
- Day 2 Rebuild pricing templates, test with real jobs.
- Day 3–7 Parallel run; JobStack handles new work, mHelpDesk for lookups.
- Day 8 Cancel mHelpDesk, archive exports.
Ready to start?
Get migration help, free at launch.
JobStack launches soon. Sign up to get early access plus white-glove migration from mHelpDesk — we'll get on a screen-share and do most of the work with you.
Get notified + migration helpFrequently asked questions
How long does migration take?
What if I'm on QuickBooks Desktop?
Will I lose my saved forms?
Can I keep my phone number?
Is migration support available?
Guide verified as of May 2026. mHelpDesk feature names and export workflows may change; if a step doesn't match what you see, check mHelpDesk's current help documentation. mHelpDesk is a trademark of its owner.