Migration

Switch from ServiceTitan to WorkTime β€”
bring all your data

Leaving ServiceTitan? Bring your customer and job history with you.

First month free Β· Keep ServiceTitan running while you test

Or have us migrate youΒ·All migrations

Moving is the easy part

Three things that make the switch a day's work, not a month's.

AI matches your columns

We read your ServiceTitan export and figure out which column is the name, phone, email, address and more β€” no manual mapping.

Skips duplicates

Clients you already have (same phone or email) are detected and skipped, so nothing doubles up.

Or we do it for you β€” free

Send us whatever you exported, even messy or multiple files, and our team imports it, usually within one business day.

Step by step

How to move from ServiceTitan

  1. 01In ServiceTitan, export your customer list from Reports (or ask their support for a data export).
  2. 02Export jobs and invoices the same way, or via the Data Export.
  3. 03Save each report as CSV or Excel.
  4. 04Upload them here β€” or use our concierge and we'll sort the messy multi-report export for you.

Official guide: ServiceTitan export templates β†—

What comes over

And where it lands: every customer on a card of their own, with their history and their jobs.

Clients

Names, phones (two per client), emails, addresses, notes and lead source.

Jobs

Past and active jobs become projects with status, contract value and dates.

Invoices

Paid and unpaid invoice history, attached to the right client.

Northwest Remodel LLC
Clients
AK
Anna K.πŸ”₯ Hot Client
(425) 555-0134 Β· Bellevue, WA Β· Thumbtack
Communication12Estimates2Invoices1Projects1Events3

Anna

Hi! Could you come look at our master bath this week?

9:12 AM

You

Sure β€” Tuesday at 10 AM works. I’ll text before I leave.

9:15 AM

Perfect, see you Tuesday πŸ‘

9:16 AM

Estimate #1042 sent by email Β· openedπŸ‘ Γ—3
Write viaSMSEmailThumbtackMessage…
The client card in WorkTime CRM β€” sample data

Ready to leave ServiceTitan?

Start free, import your data, and keep your old tool running until you are sure.