Switch · A week, not a quarter
Move the shop off ServiceTitan
CSV, documents, or the API. You look at the dry-run. Dual-run until you pick the morning.
01
Give us the export
CSV, PDFs, or their API if they give us one. Standard migration is in Core. You do not buy a project to leave.
02
Look at the dry-run
Customers, jobs, invoices, equipment. What we cannot take stays a limit you can see. Custom modules are not two-way live sync.
03
Run both for a morning
Keep theirs on. Run a real morning on ours. When the board is the record, you pick the cutover.
04
Cancel theirs
No annual lock on our side. Their contract is theirs. We do not pretend we can break it.
A person walks the load. Email the team before you sign theirs for another year.
Rather talk first? Email the team.
