PrecisionOps Migration: Migrating from ServiceTitan
If you are moving from ServiceTitan to PrecisionOps, you are probably tired of paying enterprise-level prices for features you do not use, dealing with long-term contracts, or fighting a system that was built for large operations when you run a lean team. Whatever your reason, this guide walks you through getting your data out of ServiceTitan and into PrecisionOps so you can make the switch without losing your customer history.
The good news is that ServiceTitan lets you export your data in formats that PrecisionOps can import directly. The process takes some patience, but it is not complicated. Most companies complete the migration in an afternoon.
What Transfers
- Customers -- names, addresses, contact info, notes, and customer tags
- Jobs -- historical job records, depending on what ServiceTitan includes in the export
- Equipment -- units linked to customers, including model numbers and serial numbers where available
How to Export Your Data
ServiceTitan provides data export options through its reporting and admin tools. You will want to export your customer list, which typically includes names, addresses, phone numbers, emails, and any tags or notes you have attached to customer records. Depending on your ServiceTitan plan and configuration, you may also be able to export equipment records and job history.
Export your data as CSV files. If ServiceTitan gives you the option to select which fields to include, grab everything -- you can always ignore extra columns during the PrecisionOps import, but you cannot go back and add data you did not export. Pay particular attention to service addresses, as ServiceTitan sometimes stores billing and service addresses separately. You want the service addresses, since those are what PrecisionOps uses for scheduling and dispatch.
How to Import into PrecisionOps
With your CSV exports in hand, use the PrecisionOps CSV import tool. Upload your customer file first, map the ServiceTitan columns to PrecisionOps fields, and review the preview. ServiceTitan's column names may not match exactly, but the mapping step lets you align them without editing the file manually.
After customers are imported, bring in your equipment data if you exported it. PrecisionOps will match equipment records to customers based on the data in your file. If you have pricebook data from ServiceTitan, you can import that separately as well to keep your service catalog intact.
After the Import
Spot-check your imported data by pulling up a handful of customers you know well. Verify their addresses, phone numbers, and any equipment records. Check that notes transferred correctly -- ServiceTitan sometimes formats notes differently than a plain CSV expects, so special characters or line breaks may need minor cleanup.
One thing to be aware of: ServiceTitan's data model is complex, and not every field maps one-to-one into PrecisionOps. Marketing tags, membership details, and some ServiceTitan-specific metadata may not have a direct equivalent. Focus on the core data -- customers, addresses, equipment, and job history -- and you will have what you need to keep running without interruption.
What's Next
With your data migrated, the best next step is working through the getting-started series to learn how PrecisionOps handles scheduling, dispatch, and invoicing. The workflows are different from ServiceTitan -- simpler in most cases -- and spending an hour getting familiar with the platform before your first live day will make the transition smooth for your whole team.