Migration guides

15 switching paths between field service platforms. Each guide compares what our data records for both tools (published prices, listed features and integrations), sets out the steps of a switch in order, and lists what to export and what to ask both vendors before you cancel anything.

We have no measured timelines or transfer results for these switches. How long a switch takes, and what carries over cleanly, depends on your data and on each vendor's import and export, so the guides tell you what to ask rather than promise an outcome.

Migrating to platforms that publish no price

Destinations: ServiceTitan and FieldEdge. These vendors publish no price or setup fee, so get the monthly cost, any implementation fee and the go-live plan in the written quote.

Jobber → ServiceTitan

Growing past 10 techs and wanting deeper dispatch, marketing attribution and reporting

Housecall Pro → ServiceTitan

Growing team that wants deeper dispatch, marketing attribution and reporting

Service Fusion → ServiceTitan

Need deeper reporting and marketing attribution

FieldEdge → ServiceTitan

Want ServiceTitan's marketing attribution (Marketing Pro) and dispatch tools (Dispatch Pro)

Service Fusion → FieldEdge

Want FieldEdge's real-time, two-way QuickBooks integration (as FieldEdge markets it) and HVAC, plumbing and electrical workflows

Migrating to platforms under $100 per user per month

Destinations: Housecall Pro, Jobber and Service Fusion. Flat company plans are split across a 5-person team for this comparison. Ask whether the destination charges a setup fee, and get the answer in writing.

Jobber → Housecall Pro

Want QuickBooks Desktop sync or recurring service plans (on Housecall Pro's MAX plan)

Housecall Pro → Jobber

Prefer Jobber's plans and features, such as its client portal and automated quote and invoice follow-ups

Joist → Jobber

Outgrew quote-and-invoice only, need scheduling

Joist → Housecall Pro

Outgrew quotes and invoices; need team scheduling and dispatching as the crew grows

Workiz → Jobber

Moving from on-demand calls toward scheduled and recurring work, and want published prices

Workiz → Housecall Pro

Moving toward scheduled home service work, and want published prices

mHelpDesk → Housecall Pro

Want published prices and a free trial with a stated length

RazorSync → Jobber

Want Jobber's client portal, online booking and automated quote and invoice follow-ups

Jobber → Service Fusion

Adding users is raising the bill; want a flat company price with unlimited users

Housecall Pro → Service Fusion

Adding users beyond the plan's included seats; want a flat company price with unlimited users

What's in every migration guide

Cost of switching

The difference between the two published starting prices, monthly and yearly, when both tools publish one; otherwise what to ask for in the quote. A link to the cost-of-switch calculator, which adds training and overlap costs from stated assumptions.

Migration steps in order

Setup, data import, training and overlap, cutover, then the follow-up work. No durations: ask the new vendor for a written onboarding plan with dates.

Data export checklist

What to export before cancelling (customer records, active jobs, invoices, payments, attachments, price book, integrations, users, reports), and a reminder to ask the old vendor how long you keep access after cancelling.

Integration checklist

Which integrations our data lists for both tools, which only for the tool you are leaving, and which only for the new one.

Pitfalls to plan for

Cancelling too early, unchecked price books, custom workflows, team adoption, switching in your busiest months, and the cost of running both tools at once.

FAQs per guide

Timing, data transfer, integrations, price, total cost, running both tools, team adoption and when to switch, with FAQPage schema.

Don't see your migration path? Email hello@wrenchstack.com with your current tool and the one you are considering.