Switching from ServiceTitan

Moving off ServiceTitan does not have to be a project that eats a month. You can bring your customers over with a CSV file, set up the few things that matter, and run real jobs while you decide how much else to move. This article walks the calm version.

What comes over by CSV

The piece that matters most is your customer list, and that exports to a CSV file from ServiceTitan's export or reporting area. Your contacts, names, phones, and addresses, come over and land in Quotrr ready to quote. Job history can come too where your export carries it. You do not need to bring every field. You need the people you serve.

What does not come over, and why that is fine

Deep ServiceTitan configuration, the heavy dispatch board, the layers of settings, does not port across, and most of it you will not rebuild because Quotrr does not work that way. Quotrr is leaner on purpose. You are not recreating an enterprise system. You are setting up a tool that quotes, closes, finishes, and proves work without the per-seat tax.

What to set up first

• Your price book. Start with your five most common jobs so your first proposals are a few taps. Add the rest as they come up. See Price book setup.
• Import your customers. Run the CSV import, map the columns, and review the preview before you confirm. See Importing your data.
• Send one real proposal. Pick a live lead and run it through end to end so you feel the proposal and portal flow before you commit the rest. See Building your first proposal.

Move at your own pace

You do not have to cut over in a day. Many contractors run a handful of new jobs through Quotrr first, watch how the proposal and the customer portal land, then move the rest over once it feels right. The core is free while you decide, so there is no clock and no per-seat charge pushing you to rush.

What your crew will notice first

The day-one difference for most people coming off ServiceTitan is how little there is to learn. There is no dispatch board to master, no settings tree to climb. A tech who has never seen Quotrr can open a proposal, read the scope, and watch the customer sign without a training session. If you have been carrying the cost of getting every new hire up to speed on a heavy system, that cost mostly goes away. Plain on purpose is the point, not a missing feature.

What stays the same for your customers

Your customers do not have to learn anything either. They get a proposal link, they open it, they sign, and they follow the job in a portal with no app and no password. If you were sending ServiceTitan estimates and invoices, the customer-facing flow gets simpler, not stranger. Nobody on the other end has to be told you switched tools.

If something does not line up

If your ServiceTitan export does not map cleanly to the importer, email [email protected] and we will help you sort the columns. For a side-by-side on what changes, see Quotrr versus ServiceTitan.