--- title: "Migrate from Ivy to Houzz Pro" url: "https://pro.houzz.com/for-pros/ivy-to-houzz-pro" datePublished: "2026-10-04T09:38:13+0000" --- HOUZZ PRO # Making the Move From Ivy to Houzz Pro Thinking of a software switch? We’re here to make your upgrade from Ivy to Houzz Pro as seamless as possible. With all the tools you love, plus more new-to-you features, we can't wait for you to make yourself at home. [Schedule a Call](https://houzz.zoom.us/zbook/melissa-young/30-minute-meeting) ETCH DESIGN GROUP ## Insight From Former Ivies Still on the fence about the grass being greener in Houzz Pro? Hear from the founders of Austin, Texas-based Etch Design Group on why they moved their firm of 13 from Ivy to Houzz Pro's best-in-class software and haven't looked back. [https://www.youtube.com/embed/5nesmk-RyeI?si=9eegL7LySPdR4DuK](https://www.youtube.com/embed/5nesmk-RyeI?si=9eegL7LySPdR4DuK) [Schedule a Call](https://houzz.zoom.us/zbook/melissa-young/30-minute-meeting) > “I really love Houzz Pro. I was very hesitant to make the switch, but Houzz Pro lets me keep everything in one place. I am very thankful for this system and I can't imagine running my business without it." > > Jennifer Lynn | Jennifer Lynn Interior Design > "Our design firm transitioned from Ivy to Houzz Pro, and we haven't looked back. The tools are more extensive and specific to what we need day-to-day in our business. The support team has been beyond helpful, and we feel like they've really implemented thoughtful tools to streamline design and business tasks. The transition has been so worthwhile for us and our team!" > > Stephanie Lindsey | ETCH Design Group EXPERT SUPPORT ## We're Here for Your Move—and Beyond. Switching from Ivy to Houzz Pro only takes about 10 minutes. To make your move even more seamless, our support team is standing by. Schedule a call below or reach out to [ivies@houzz.com](mailto:ivies@houzz.com) for one-on-one support with your move. [Schedule a Call](https://houzz.zoom.us/zbook/melissa-young/30-minute-meeting) ## Have Questions? We Have Answers. ### Which features are new to me? Houzz Pro empowers you with the tools you need to succeed and grow your business. Here’s a snapshot of the features that aren't available in Ivy and will be new to you on Houzz Pro, along with some resources to start you off on the right foot: **Planning** - [Mobile App:](https://pro.houzz.com/for-pros/software-interior-designer) Dictate notes instantly with AI-powered voice-to-text, save products to your library from your phone while visiting showrooms, scan entire homes to generate measurements and 3D plans, track tasks, payments, and client approvals from anywhere. - [AI Clipper:](https://pro.houzz.com/for-pros/feature-clipper) Let AI fetch all product details for you. - [AI Note-Taking](https://pro.houzz.com/for-pros/software-ai-ar-tools)**:**  Record conversations directly from the mobile app (with your client’s permission, of course!) and let AI do the heavy lifting - great for both calls and in-person meetings. - [Mood Boards](https://www.houzz.com.au/pro-help/r/how-can-i-create-a-mood-board): Create stunning Mood Boards, remove backgrounds, add 3D perspective, edit with AI and more - [3D Floor Plans](/pro-help/r/how-can-i-create-a-3d-floor-plan): Measure rooms in minutes, generate 2D plans and tour clients in 3D - [Life-Sized Walkthroughs](/pro-help/r/houzz-pro-life-sized-walkthrough): Give clients a virtual tour of their future home with AR tech. - [CRM](/pro-help/r/how-to-manage-your-leads)- Manage all your leads, clients, vendors, and subscribers in one place. **Financials** - [Stopwatch Tool](/pro-help/r/how-to-track-time-with-the-stopwatch-on-the-mobile): Run multiple timers at once for accurate project billing. **Project Management** - [Schedule](/pro-help/r/how-to-use-the-timelinecalendar): Create Gantt charts and share updates with clients. - [Tasks](/pro-help/r/how-to-create-and-manage-your-tasks): Manage your to-do list and assign tasks to others. - [Files & Folders](/pro-help/r/how-to-access-and-organize-your-files): Create folders and organize files to quickly find what you need. - [Improved Search](/pro-help/r/how-to-search-on-houzz-pro): Find documents, projects, clients—anything you need—super fast. **Marketing** - [Email Marketing](/pro-help/r/how-to-send-bulk-marketing-emails-to-your-leads-clients)- Send beautifully branded email announcements and promotions. And much more! ### Which Ivy features have you improved? Based on community input we’ve upgraded many of your favorite Ivy features. Here is some of what you’ll now find in Houzz Pro, including links to help articles and video tutorials: - [Proposals](/pro-help/r/how-to-create-a-proposal-from-scratch): Save Proposals as templates, request multiple payments upfront, collect e-signatures, autosave your work, and more. - [Selections Tracker](/pro-help/r/how-to-use-and-customize-the-project-tracker): Organize all product orders in one place, create custom columns and use Custom Statuses for order tracking to match how your firm works. - [Purchase Orders](/pro-help/r/how-to-create-purchase-orders): Generate a PO directly from a Proposal or create one from scratch. - [Selection Boards](/pro-help/r/how-to-use-selections-in-houzz-pro): Just like Room Boards in Ivy, plus you can add in Mood Boards and 3D Floor Plans, easily resize items, see each potential product's budget impact, create templates, add in placeholders and more. - [Online Payments](/pro-help/r/getting-paid-through-houzz-pro-online-payments): Let clients pay by credit and debit card or bank transfer. You can also opt to get your money in minutes with Instant Payouts and enjoy lower fees on bank transfer payments. - [Reporting](/pro-help/r/introduction-to-financial-reports-on-houzz-pro1): Run financial reports for payments, transactions, sales tax, time billing, project profitability and more. ### Will all of my data be available in Houzz Pro? Yes! All of your data, including email lists, products, services, projects, documents, etc., will be automatically transferred when you move to Houzz Pro. For any current projects that are transferred over, your experience will look very similar to Ivy so you can pick up right where you left off. When you begin _new_ projects, you’ll switch to the full Houzz Pro experience and all the features that come with it. ### Once I move to Houzz Pro, will I still be able to access my Ivy account? After moving to Houzz Pro, your Ivy account will be automatically closed. But don’t worry—all of your data (email lists, products, services, projects, documents, etc.) will be transferred when you move so everything you need will be right at your fingertips. ### What happens to my active projects when I switch? To maintain a seamless workflow, your experience for current projects will look and function very much like Ivy. Clip products, edit Selections Boards, send Invoices, request [Online Payments](/pro-help/r/set-up-online-payments-to-get-paid-faster), and more just as you would before. For any _new_ projects you start, you’ll have the upgraded experience, which includes access to all Houzz Pro features. ### Will I be able to access my Room Boards? Absolutely! In fact, Room Boards got a major makeover and a new name: [Selection Boards](/pro-help/r/how-to-use-selections-in-houzz-pro). Access Room Boards that were transferred from Ivy (and keep working on them if you’d like); create Selection Boards for new projects you start in Houzz Pro. ### What will happen to the products I saved with the Clipper? Just like your other data from Ivy, all [clipped products](/pro-help/r/using-the-clipper-tool-with-houzz-pro) will automatically carry over to your Houzz Pro Product Library, including the product details. That means you’ll be able to add products to new or existing Proposals, Mood Boards, and more from day one. ### Will my vendor logins be transferred from Ivy to Houzz Pro? For your own safety and security, your vendor logins will not be available in Houzz Pro. We recommend you work with your vendor websites directly to gather your login information and store outside of Houzz Pro. ### Will I still be able to access my Ivy projects? Yes! Inside Houzz Pro, you’ll have access to all of your projects. Create new documents and Selections Boards for current projects just like you would in Ivy. Houzz Pro tools will be available to your for new projects you start _after_ you’ve moved. Need help navigating between old and new projects? This [article](/pro-help/r/how-to-navigate-between-new-and-old-projects-and-reports) will walk you through it. ### How can I access my old reports? We’re working on an upgrade that allows you to pull all reports, old and new, from the same place. Until then, go to the [Financial Reports](https://pro.houzz.com/manage/reports/) drop-down menu and select “pre-new experience reports.” All of your old reports will be right there waiting for you. ### How long does it take to make the move? Not long at all—you can complete the transition in 10 minutes or less. Contact our expert team to [schedule your personal one-on-one session to make the move](https://calendar.houzz.com/inbound/case_product_support_consultation?utm_term=case_creation&utm_source=prismic). ### How does Houzz Pro manage who can view my project data? By default, your project data is only viewable by you. Houzz Pro offers a variety of tools to help you customize and share your project data. For example, you can select specific financial details to share on your Client Dashboard. Houzz Pro makes sharing easy by giving you controls to customize what is viewable, create unique links, and choose your sharing method. ### How does Houzz Pro use my data? Protecting your data is important to Houzz. Please review our [privacy policy](https://www.houzz.com/privacyPolicy) to learn more about how we handle personal data. You can also review our Pro [Terms and Conditions](https://www.houzz.com/proServicesAgreement) to learn more about how your content is handled. ### Can I start a free trial to try out the new features? Yes, with two important caveats: 1. Any project data created during a free trial will not be merged over when we move your Ivy account to Houzz Pro. 1. You cannot start a free trial on Houzz Pro with the email address associated with your existing Ivy account. You can use another email address not associated with Ivy or Houzz. Feel free to schedule a call with our team for a personalized demo or to help set up a free trial correctly. ### Where can I view my financial dashboards? Most of the financial dashboards you are used to seeing on the Ivy homepage will be available on the project overview page and in your Financial Reports. Your new homepage on Houzz Pro will include quick access to all the recent documents you’re working on, your to-do and more. We will be adding more dashboards to the home screen in the future. END-TO-END DEMO ## Say Hello to a Smoother Workflow Want to see what your day-to-day routine will look like on Houzz Pro? Check out our webinar for a full tour of our best-in-class features, including polished Proposals, an organized Selections Tracker, client-winning 3D Floor Plans, scene-setting Mood Boards, and more. [https://www.youtube.com/embed/JSXC939o3p4](https://www.youtube.com/embed/JSXC939o3p4) ## What's Included in Houzz Pro SELECTIONS ## Just Like Room Boards—But Better. One of Ivy's most celebrated features got a facelift in Houzz Pro's [Selections](/for-pros/feature-selections) tools. Get product approvals from clients Boards and keep an eye on your orders in the Tracker. - Let clients review, comment on, and approve items - See every item's impact on your budget or allowance - Convert approved items into an estimate, invoice, or PO - Track item details and order statuses in one simple place [https://www.youtube.com/embed/xJWks4RKB2Y?si=WshxcuQCbizHJ_u7](https://www.youtube.com/embed/xJWks4RKB2Y?si=WshxcuQCbizHJ_u7) _\*Available only on Essential, Pro, and Custom plans._ MOOD BOARDS ## Pitch Your Big Picture in Stunning Style With Houzz Pro's [Mood Boards](/for-pros/feature-mood-board), you can get the go-ahead on design directions faster than ever thanks to custom templates, intuitive tools, and streamlined sharing. - Add products fast from around the web with the Clipper - Duplicate, skew, rotate, flip, resize, and reorder any image - Easily remove backgrounds manually or with a single click - Include color swatches of real, brand-name paints [https://www.youtube.com/embed/zSr6Xl2lOJc?si=ISW17MZDLEURBAFz](https://www.youtube.com/embed/zSr6Xl2lOJc?si=ISW17MZDLEURBAFz) 3D FLOOR PLANS ## Design 3D Spaces Down to the Details Make your vision a virtual reality with Houzz Pro's [3D Floor Plans](/for-pros/feature-3d-floor-plan)—our client-winning planning tool that lets you scan rooms with your phone and redesign them on your laptop. - Build virtual rooms by scanning with your phone or tablet - Edit everything from structure work to design details - Generate photorealistic renders from any angle - Show clients a variety of views including an AR tour [https://www.youtube.com/embed/Xsslc71u5Zg?si=x3fpQe1Y0lArjmM6](https://www.youtube.com/embed/Xsslc71u5Zg?si=x3fpQe1Y0lArjmM6) EMAIL MARKETING ## Stay Top of Mind (and Inbox) With Ease Newsletters and promo emails are a great way to turn yesterday's leads into tomorrow's clients. And with Houzz Pro's [Email Marketing](/for-pros/feature-email-marketing-tools), you don't even need another app. - Connect with contacts via branded, mass email sends - Enjoy a variety of best-in-class email templates - See performance stats for emails to improve future sends - Design, launch, and track all email campaigns in one hub [https://www.youtube.com/embed/7O9OHDLndiE?si=633YlJPnGRuW1fdP](https://www.youtube.com/embed/7O9OHDLndiE?si=633YlJPnGRuW1fdP) _\*Available only on Custom plan._ ## Former Ivies Loving Houzz Pro [How Studio 790 Grew Project Capacity 10X with Houzz Pro](/for-pros/studio-790) [From $2M to $4M: How Former Ivy Flourish Interiors Doubled Revenue with Houzz Pro](/for-pros/flourish-interiors-case-study) [How UA Designs Grew to 50+ Projects While Keeping Team Growth in Check](for-pros/ua-designs) NOT SURE WHAT'S NEXT? ## Ivy Experts Are Standing By [Schedule a Call](https://houzz.zoom.us/zbook/melissa-young/30-minute-meeting)