Switch from Procore

Switching from Procore to JobStack: a step-by-step guide.

You've decided to move off Procore. 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 Procore

• Procore was overkill for your actual work. The PM features matter for large GCs; for specialty and service contractors, most of the cost goes to features you don't open.
• Cost outpaced the project pipeline. Procore's pricing assumes substantial project volume. If your work shifted toward service or smaller jobs, the math stopped working.
• Annual contract and onboarding burden. Procore is a real implementation, every year. Smaller operators bear that overhead personally.
• Wanted leaner tools that match the work. Service and specialty contracting has a different cadence than GC project management. The right tool fits the work, not the other way around.

What carries over, what changes

The migration, step by step

1. 1

   Triage your customers and active work

   List your customers and projects: which are formal PM work that needs Procore, and which are service or smaller jobs that don't? The latter group is your migration target.

2. 2

   Export customer and contact data

   From Procore, export the customer and contact CSVs for the work you're moving. Project-specific records stay in Procore for the duration of active projects.

3. 3

   Decide on contract approach

   If most of your work is migrating, plan to cancel Procore at renewal. If you have lingering formal projects, plan to keep Procore for those while migrating service and smaller work to JobStack now.

4. 4

   Import into JobStack

   Upload customer CSVs. Set up your pricing templates for service and small-project work — typically 20–30 templates covers most jobs.

5. 5

   Reconnect Stripe, QuickBooks, calendar

   Standard integrations, each under 2 minutes. JobStack uses QB Online; if you're on QB Desktop, migrate to QBO first.

6. 6

   Run service and small project work through JobStack

   Active formal projects continue in Procore; everything else flows through JobStack. Two tools is fine while the transition completes.

7. 7

   Close out remaining Procore projects on their timeline

   Don't try to migrate active formal projects mid-flight. Let them close where they are, then sunset Procore.

8. 8

   Cancel at renewal and archive

   Submit cancellation per contract terms. Download final exports before access lapses.

Common gotchas

• Active formal projects can't move. Procore's structures don't transfer to leaner tools. Active projects stay until completion.

• GC-required Procore use: if any current customer requires Procore, you must keep it for that customer's work even after migrating the rest.

• AIA billing: JobStack uses standard invoicing. If you have active AIA-billed projects, complete them in Procore first.

• Annual contract: early-termination fees can be significant. Plan around renewal date.

• Multi-party collaboration (RFIs, submittals, shared drawings) doesn't have a JobStack equivalent.

Realistic timeline

Frequently asked questions

Guide verified as of May 2026. Procore feature names and export workflows may change; if a step doesn't match what you see, check Procore's current help documentation. Procore is a trademark of its owner.