Switching from ServiceTitan

Move your data over and map what you know to where it lives in TradesWork.

Switch from ServiceTitanPartly availableThe 4-minute path: export your price book, customers, locations and email consent from ServiceTitan, connect QuickBooks, drop the files and import; then add history and schedule a daily mirror.
Switch from Housecall ProPartly availableExport customers, jobs, invoices, your price book and service plans from Housecall Pro and import them into TradesWork.
Switch from JobberPartly availableExport clients, properties, jobs, invoices and products & services from Jobber and import them into TradesWork.
Switch from FieldEdgePartly availableGet exports of customers, locations, equipment, work orders, invoices, service agreements and your flat rate price book from FieldEdge and import them into TradesWork.
Import customers and prices from a spreadsheet or another systemBring a customer list and a price list from Excel, Google Sheets or any system that exports CSV, and map the columns yourself.
What can't move when you switch, and what to do insteadPartly availableCards on file, phone numbers, call recordings, attachments, reviews, automations and history: what can't come across in a file and the route for each.
Fix import problems: column mapping, re-drops and duplicatesWhat to do when a file isn't recognized, columns don't map, rows are skipped, records link to the wrong customer, or you see duplicates.
Try an import in a sandbox company firstImport your exports into a separate sandbox company to see your own customers and prices in TradesWork before touching your real account.