Migrating from Service Fusion to ServiceTitan

Why you might make this switch

Need deeper reporting and marketing attribution. What our data says about the two tools:

• ServiceTitan is listed as best for: Established residential and commercial trades businesses with larger teams that want depth in dispatch, marketing attribution and reporting.
• Service Fusion's listed weaknesses: Higher entry price than per-seat plans for small teams; inventory, job costing and integrated voice start on Plus; GPS tracking and some document features are add-ons; no free trial listed.

Features listed for ServiceTitan but not for Service Fusion

Our feature lists are not exhaustive and name features differently between tools, so check each one on the vendor's site.

• call booking
• marketing attribution
• payroll
• membership management
• pricebook pro
• ai dispatcher

Features listed for Service Fusion but not for ServiceTitan

• scheduling
• invoicing
• gps tracking
• voip phone
• esignature
• unlimited users

Cost-of-switch analysis

Three cost components when migrating from Service Fusion to ServiceTitan:

• Software-cost change: ServiceTitan publishes no price, so compare your current bill with a written quote at your team size.
• Implementation fees: ServiceTitan publishes no price or setup fee, so ask for the implementation fee in the same written quote.
• Staff time: setup, data checks and training take time from office staff and techs. We have no measured figure for it; the cost-of-switch calculator adds it from stated assumptions that you can scale to your own hours and wages.

Migration steps, in order

We have no measured durations for these steps; ask ServiceTitan for a written onboarding plan with dates.

1. Set up ServiceTitan

Configure company settings, users and permissions, and your price book if you use one. Get this right before you import anything.

2. Import your data

Export your customer list and active jobs from Service Fusion and import them into ServiceTitan. Check a sample of customers and jobs against Service Fusion. Check recurring service agreements one by one, and ask ServiceTitan whether its import carries them over.

3. Train the team and run both systems

Train dispatchers and office staff first, then field techs. While both systems run, enter new jobs in ServiceTitan and complete jobs already booked in Service Fusion.

4. Cut over

Stop entering new data in Service Fusion. Export all historical data before you cancel, then cancel the Service Fusion subscription.

5. After the switch

Set up the automations and reports you planned to use in ServiceTitan, and check them against the reasons you switched.

Data export checklist (before cancelling Service Fusion)

Export everything from Service Fusion before you cancel, and ask Service Fusion how long you keep access afterwards. Your checklist:

• Customer records: full export with names, addresses, contact info, custom fields, service notes
• Active job data: open work orders, scheduled appointments, recurring service agreements
• Historical invoices: as many years as your accountant needs for tax and audit records
• Payment records: past payments and outstanding balances
• Photo and document attachments: job site photos, signed agreements, equipment photos
• Price book / service catalog: your service offerings with their prices
• Membership/maintenance plan data: recurring billing setups, plan tiers, member status
• Integration configurations: screenshot or write down your QuickBooks sync, payment setup and Zapier workflows so you can re-create them
• User accounts and permissions: list of staff with their role assignments
• Reports and saved views: note custom dashboards or reports you'll need to rebuild

Integration checklist

From the integrations our data lists for each tool. The lists are not exhaustive, so confirm each one with the vendor.

Listed for Service Fusion but not for ServiceTitan:

• quickbooks online: ask ServiceTitan whether it connects, or plan the workflow without it.
• quickbooks desktop: ask ServiceTitan whether it connects, or plan the workflow without it.
• acorn finance: ask ServiceTitan whether it connects, or plan the workflow without it.

Listed for ServiceTitan but not for Service Fusion (worth evaluating during migration):

• quickbooks
• sage
• google ads
• facebook
• mailchimp
• twilio
• salesforce

Migration pitfalls to plan for

• Cancelling Service Fusion too early. Don't cancel until you've checked the exported data and ServiceTitan is running your daily work. Keep both subscriptions while they overlap.
• Trusting an imported price book unchecked. If you use a price book, check every imported item and price in ServiceTitan, or rebuild it there, before you send quotes from it.
• Forgetting custom workflows. If your office built custom workflows or automations in Service Fusion (dispatch rules, email templates, automated billing), list every one and ask ServiceTitan how to rebuild each before cutover.
• Skipping the team. Have the team members least comfortable with software try ServiceTitan before you sign. Train a few willing people first and have them help the rest.
• Switching in your busiest months. Setup, data checks and training take office time you need for customers when demand peaks.
• Not budgeting for the overlap. While both tools run, you keep paying for Service Fusion: $208/mo at its starting price, or more on a higher plan.

Things to verify BEFORE you sign the new contract

• Data export from Service Fusion. Confirm you can export customers, jobs and invoices in a format ServiceTitan can import.
• QuickBooks integration. If you keep your books in QuickBooks, check that ServiceTitan supports your version (Online or Desktop) and the sync direction you need. Our data lists quickbooks for ServiceTitan.
• Cancellation terms on Service Fusion. Check your contract for a minimum term or annual commitment and the notice period.
• Implementation cost on ServiceTitan. Ask for the setup or onboarding fee in writing.
• Team adoption. Have the team members least comfortable with software try ServiceTitan before you sign.

When to hold off

• You're in your busiest months. Setup and training compete with customer work.
• Your current pain is a single missing feature that the new tool also doesn't solve. Verify the feature gap closes before signing.
• Your team adopted Service Fusion recently. Another change soon after can wear on a team; make sure the move is worth it.