Switch from ServiceTitan to Thorbis
Thorbis gives you serious operational control — dispatch, inventory, job costing, payroll, departments, and reporting — without an enterprise implementation. Switching from ServiceTitan means keeping the operational depth your team relies on while moving to month-to-month pricing with unlimited users. Guided migration moves your customers, jobs, financial history, and price book with a validation step before cutover.
- Guided migration
- Validation before cutover
- Unlimited users
Signs you're ready to leave ServiceTitan.
- You want enterprise-level capability without an enterprise-length rollout.
- Per-seat costs are limiting who you put on the software.
- You want pricing that's month-to-month instead of a long commitment.
- You need the operational depth but not the complexity overhead that comes with it.
What migrates from ServiceTitan.
We never claim every record type moves from every tool. Here's what comes over from this source, and what doesn't move cleanly.
- Customers
- Contacts
- Locations
- Jobs
- Appointments
- Estimates
- Invoices
- Payments
- Deposits
- Credits
- Memberships
- Service agreements
- Equipment
- Price books
- Outstanding balances
- Notes
- Tags
- Custom fields
- Files
- Photos
- Team members
- Deeply customized workflows, automations, and reporting are reviewed and rebuilt in Thorbis rather than copied one-for-one.
- Communication history migrates only where ServiceTitan's export exposes it; anything it doesn't is flagged.
- Integrations to other systems are reconnected in Thorbis, not carried over as-is.
Three tracks keep the switch controlled.
Migration is not just import, then hope. Data, team approvals, and cutover readiness are handled as separate workstreams before go-live.
Records with review points
Customers, Contacts, Locations, Jobs
Roles and approvals
You want enterprise-level capability without an enterprise-length rollout.
Go-live only after validation
Deeply customized workflows, automations, and reporting are reviewed and rebuilt in Thorbis rather than copied one-for-one.
Validated before you go live.
- 1
Export
We pull your data out of your current tool using its export or API, so nothing is retyped by hand.
- 2
Mapping
Each field from your old system is mapped to its home in Thorbis, including your custom fields and tags.
- 3
Staging
The mapped data lands in a staging copy first, separate from your live workspace, so nothing goes live unchecked.
- 4
Validation
You review a validation report — record counts, balances, and unmapped fields — and sign off before anything cuts over.
- 5
Parallel operation
You can keep your old tool open alongside Thorbis while you confirm the data matches what you expect.
- 6
Cutover
When you approve, your workspace goes live with the validated data and your team starts working in Thorbis.
- 7
Reconciliation
We compare key totals — customers, open jobs, and outstanding balances — against your old system to confirm they line up.
- 8
Rollback preparation
Your original export is kept so the import can be corrected and re-run if validation surfaces a problem.
- 9
Post-launch review
After you're live, we walk through any records the importer flagged so nothing is left in limbo.
The important part is the review.
A switch from ServiceTitan should leave your team with a clear list of what was checked, what needs attention, and when the workspace is ready for daily work.
- 1Review imported customer records
- 2Confirm open jobs and balances
- 3Validate price book items
- 4Invite the team after sign-off
A cleaner switch starts before import day.
The migration plan should make ownership, timing, and exceptions obvious before your team starts using Thorbis as the daily system.
Freeze window
Choose the point when edits stop in the old system, so the final import has a clear source of truth.
Owner sign-off
Assign one person to approve records, balances, price book items, and team access before rollout.
Exception list
Keep anything that does not map cleanly in a visible review list instead of hiding it in the import.
Rollback notes
Document what remains in the old account and what should be checked if the team pauses rollout.
You sign off before anything cuts over.
Before cutover, you review a validation report and confirm the data matches your old system. The example below uses sample data to show the shape of that report, it is not a real customer's data.
Common questions.
Can Thorbis handle the operational depth we have in ServiceTitan?
For the core operations — dispatch, inventory, job costing, payroll, departments, approvals, and reporting — yes. Deeply customized workflows are reviewed during migration and rebuilt to fit how your team works.
How long does the switch take?
It depends on how much data and customization you have, which is exactly why the process includes a validation step before cutover instead of a fixed promise. You sign off on the validation report before anything goes live.
Do we still pay per seat?
No. The base plan includes unlimited users; usage-based services like phone, SMS, AI, and processing scale with what you use rather than with headcount.
Other switches.
Guided migration moves your data with a validation step before cutover, so you switch with your data verified, not on a fixed clock.
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