Migration Guide

Switch from ServiceTitan to Conduit

Switch from ServiceTitan to Conduit with a 2026 migration checklist for API access, customers, jobs, invoices, estimates, pricebook, payments, and launch.

ServiceTitan migrations deserve more planning than a basic import because the accounts are often larger, more customized, and more process-heavy. If you are researching a ServiceTitan alternative, the question is not just whether Conduit can import records. It is how to move the operating data without dragging over years of complexity your team no longer wants.

Conduit imports the core records needed to schedule work, bill customers, and rebuild daily operations. ServiceTitan stays untouched during migration, so you can check counts and totals before changing systems.

See /vs/servicetitan for the product comparison and /payments for payment collection.

ServiceTitan Prerequisites

Before opening the Conduit wizard, confirm these items in ServiceTitan:

  1. API access is enabled. Some accounts may need ServiceTitan support to enable access.
  2. You have admin permissions. The authorization handoff requires an admin user.
  3. You know the tenant ID. Conduit may ask for it during connection. Check the ServiceTitan URL or integration settings.

Large accounts can take several minutes because ServiceTitan’s API is paginated and rate-limited. Plan to run the import when the office can leave both systems open and verify progress.

Connect ServiceTitan to Conduit

In Conduit, open Settings -> Import Data -> Import from Another Tool and choose ServiceTitan.

  1. Select Connect Account.
  2. Sign in to ServiceTitan with an admin account.
  3. Approve Conduit’s read access.
  4. Enter the tenant ID if Conduit cannot detect it.
  5. Let the wizard advance to the import progress step.

If API access is blocked, resolve that in ServiceTitan first. Credential retries will not help until the account has the required access.

What Imports from ServiceTitan

Conduit pulls the job-management records most teams need after the switch:

  1. Customers: names, contact information, addresses, customer type, tags, and value notes.
  2. Jobs: work orders, scheduled date and time, status, and type.
  3. Invoices: line items, totals, payment status, customer link, and issue date.
  4. Estimates: imported as Conduit bids.
  5. Pricebook items: service codes, descriptions, units, list price, and cost when exposed by ServiceTitan.

Imported customer records keep the original ID in source_external_id, which supports duplicate detection if you import again.

What Does Not Move One-to-One

ServiceTitan has deep enterprise workflows, and some of them need to be rebuilt intentionally instead of copied directly.

  • Memberships and recurring service plans: recreate these as Conduit recurring schedules.
  • Dispatch board state: rebuild scheduling in Conduit’s calendar.
  • Truck or warehouse inventory: ServiceTitan inventory does not import into Conduit’s purchasing and committed-cost workflow.
  • Custom forms: per-job custom forms do not have a direct Conduit match.
  • Marketing campaign analytics: lead source can land as a tag, but campaign reporting does not transfer.
  • Call recordings and audit logs: operational history stays in ServiceTitan.
  • Technician accounts: invite team members manually after import.

Verification for Larger Accounts

Treat verification as a launch step, not an afterthought.

  1. Compare customer count between ServiceTitan and Conduit, allowing for duplicate-detection differences.
  2. Check 10 random customer records for name, address, and lifetime value.
  3. Verify invoice totals for three larger customers.
  4. Connect Stripe in Settings -> Payments.
  5. Recreate memberships, annual plans, or recurring visits.
  6. Invite technicians and confirm permissions before dispatching work.

Run ServiceTitan and Conduit in parallel for at least a week if the account is large or heavily customized.

Cost Comparison

Figures below come only from AboutPage.jsx and should be verified before publishing this draft.

Platform Listed monthly price Listed detail Listed 5-person team cost
ServiceTitan $245-500+/mo Per technician. $10K+ setup fee. Long-term contracts required. $1,225-2,500+/mo
Conduit $35-250/mo Every feature included. No per-user fees. No setup costs. No contracts. $65/mo

Switch in Minutes, Not Weeks

For a ServiceTitan account, “minutes” means the import starts quickly and handles the repetitive mapping work. Conduit can connect to the old platform, ingest a CSV export, or read a photo of a handwritten list. The AI-assisted migration flow extracts fields, recognizes customer and job structure, and maps the results to Conduit’s customers, jobs, bids, invoices, schedules, and pricebook.

That does not eliminate verification for a large ServiceTitan account. It removes the worst part: manually rebuilding every record before the team can even evaluate the new system.

Payment Fee Savings

Card processing on a $10,000 invoice is about $290 before Conduit’s 1% platform fee. With Conduit ACH, the fee is a $1 platform fee plus Stripe ACH processing at 0.8% capped at $5, so that $10,000 invoice costs $6 by ACH.

ServiceTitan replacement searches often focus on monthly software price, but collected-invoice cost can be just as important for high-ticket work. See /payments for the payment flow.

Ready to Move Off ServiceTitan?

Confirm API access, run the import, verify counts and totals, and rebuild the recurring workflows you actually still use. Then use /vs/servicetitan to compare the broader product tradeoffs.

Ready to keep more of every job?

Run the work, collect faster, and keep the tools in one contractor-focused system.