Migrate from ServiceTitan
to SchedulingKit
Complete guide to migrating from ServiceTitan to SchedulingKit. Move from ServiceTitan's $200-500+/mo per technician enterprise platform to an affordable, AI-powered scheduling and CRM solution for mid-size contractors.
Migrating from ServiceTitan to SchedulingKit takes about 2-4 hours. This step-by-step guide covers data export, account setup, and going live. See how the two compare in our ServiceTitan alternative breakdown.
What Transfers
Can Be Transferred
- Customer contact list (CSV export)
- Service types and pricing
- Technician/team member list
- Business hours and service areas
Cannot Be Transferred
- Historical job records and work orders
- Invoice and payment history
- Equipment and asset tracking data
- Membership and maintenance plan data
- Fleet and GPS tracking records
- Pricebook configurations
Migration Steps
Follow these steps to complete your migration in 2-4 hours
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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •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.
💡 Tips:
- •Start with new customer bookings on SchedulingKit
- •Move existing recurring customers over gradually
- •Cancel ServiceTitan once fully transitioned (check contract terms)
Feature Comparison
How ServiceTitan features map to SchedulingKit
| Feature | 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 |
What to Expect
What You'll Gain
- 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
Things to Consider
- 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
Migration Questions
Further Reading
- G2: Scheduling Software Reviews — Compare scheduling platforms before switching.
- Capterra Scheduling Software — Independent reviews and comparisons.
Ready to Switch from ServiceTitan?
Join thousands who have made the switch. Migration takes just 2-4 hours. Start free today.
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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.