Migrer depuis ServiceTitan
vers SchedulingKit
Guide complet pour migrer de ServiceTitan à SchedulingKit. Passez de la plateforme d'entreprise de ServiceTitan à 200-500 $/mois par technicien à une solution de planification et de CRM abordable, alimentée par l'IA, pour les entrepreneurs de taille intermédiaire.
La migration de ServiceTitan vers SchedulingKit prend environ 2-4 heures. Ce guide pas à pas couvre l’exportation des données, la configuration du compte et la mise en service. Comparez les deux dans notre ServiceTitan comparatif d’alternatives.
Ce qui est transféré
Peut être transféré
- Liste de contacts clients (exportation CSV)
- Types de services et tarification
- Liste des techniciens/membres de l'équipe
- Heures d'ouverture et zones de service
Ne peut pas être transféré
- Dossiers de travail historiques et ordres de travail
- Historique des factures et des paiements
- Données de suivi des équipements et des actifs
- Données de plan d'adhésion et de maintenance
- Dossiers de suivi de flotte et GPS
- Configurations de livre de prix
Étapes de migration
Suivez ces étapes pour terminer votre migration en 2-4 heures
Export ServiceTitan Data
Export your customer database, service catalog, and team information from ServiceTitan. Work with your ServiceTitan rep if needed to get complete data exports.
💡 Conseils :
- •Export customer list with full contact details
- •Document your most-booked service types and pricing
- •Note technician schedules and specializations
- •Screenshot any custom workflows or automation rules
Create Your SchedulingKit Account
Sign up for SchedulingKit and set up your contracting business profile. Select your trade during onboarding (HVAC, plumbing, electrical, etc.).
Build Your Service Catalog
Recreate your most common services as SchedulingKit event types with durations, pricing, and client intake forms.
💡 Conseils :
- •Start with your top 10-20 most-booked services
- •Add intake forms to collect job details (equipment type, issue description)
- •Set travel/buffer time between appointments
- •Configure emergency/priority booking options
Set Up Your Team
Add your technicians and dispatchers to SchedulingKit. Configure schedules, service assignments, and round-robin dispatching.
💡 Conseils :
- •Assign services based on technician certifications
- •Set up round-robin for fair job distribution
- •Configure different schedules for on-call rotations
Configure AI Features
Enable SchedulingKit's AI chatbot for your booking page and AI voice agent for phone calls. These replace the need for a separate call center or CSR team.
💡 Conseils :
- •Train the AI chatbot on your services, pricing, and FAQs
- •Set up the AI voice agent to triage calls and book appointments
- •Configure after-hours AI handling for emergency requests
Connect Payment & Calendar Integrations
Link Stripe or Square for payment collection. Connect Google or Outlook calendars for technician availability sync.
Run Parallel & Transition
Run both systems for 2-4 weeks to ensure smooth transition. Gradually move new bookings to SchedulingKit.
💡 Conseils :
- •Start with new customer bookings on SchedulingKit
- •Move existing recurring customers over gradually
- •Cancel ServiceTitan once fully transitioned (check contract terms)
Comparaison des fonctionnalités
Comment les fonctionnalités de ServiceTitan correspondent à SchedulingKit
| Fonctionnalité | ServiceTitan | SchedulingKit |
|---|---|---|
| Dispatching | Advanced dispatch board ($200-500+/mo per tech) | AI-powered scheduling + round robin (from $12/seat/mo)Massive cost reduction |
| Customer Management | Full CRM + history | Built-in CRMAll essential CRM features included |
| Online Booking | Web booking portal | AI-powered booking page + chatbotAI handles booking 24/7 |
| Call Handling | Call tracking + recording | AI voice agentAI answers and books automatically |
| Payments | Integrated financing + payments | Stripe, PayPal, Square |
| Reporting | Advanced KPI dashboards | Business insights + analyticsEssential metrics included |
| Mobile Access | Technician mobile app | Mobile-responsive web app |
| Reminders | Email + SMS + push | Email + SMS + AI follow-ups |
À Quoi S'attendre
Ce Que Vous Gagnerez
- 80-90% cost reduction ($200-500+/tech/mo → from $12/seat/mo)
- AI voice agent that replaces expensive CSR teams for booking calls
- AI chatbot providing 24/7 automated customer service and booking
- Built-in CRM without per-technician licensing fees
- No long-term contracts or annual commitments
- Dramatically simpler interface with faster onboarding
- AI-powered automation that scales without adding headcount
Points à Considérer
- Advanced dispatch board with technician GPS tracking
- Built-in invoicing, estimates, and financing options
- Pricebook management and flat-rate pricing tools
- Membership and maintenance agreement management
- Detailed job costing and profitability reports
- Equipment tracking and service history per unit
Questions sur la Migration
Lectures complémentaires
- G2 : Avis sur les logiciels de planification — Comparez les plateformes de planification avant de changer.
- Logiciels de planification sur Capterra — Avis et comparaisons indépendants.
Prêt à quitter ServiceTitan ?
Rejoignez des milliers de personnes qui ont fait le changement. La migration ne prend que 2-4 heures. Commencez gratuitement.
Plan gratuit à vie • Sans carte bancaire
When this isn't for you
This is not for you if you're staying with your current platform. The migration walkthrough only matters when you've already decided to switch. Skip if you're still evaluating options.