How to Switch from ServiceTitan Without Losing a Day of Work
Switching FSM software sounds painful. It doesn't have to be. Here's the practical playbook.
TL;DR
Switching from ServiceTitan to Opsler takes 3-5 days, not months. Export your customer data as CSV, import it into Opsler, pick your industry preset, add your team, and start dispatching. Opsler offers free migration assistance with every account — no extra charge, no upsell.
Is Switching FSM Software Really That Hard?
Let's be honest: the reason most people stay on software they don't love isn't loyalty. It's fear. Fear of lost data. Fear of downtime. Fear of teaching your team a whole new system while you've got 37 jobs on the board this week.
We get it. But here's the reality — switching from ServiceTitan to Opsler isn't the nightmare you're imagining. It's closer to a long weekend project than a multi-month ordeal. And you won't lose a single day of dispatching.
The trick is doing it in steps, not all at once. You don't need to flip a switch on a Monday morning and pray. Here's exactly how it works.
The 5-Step Migration Playbook
Step 1: Export Your Data from ServiceTitan
ServiceTitan lets you export customer records, contact info, and job history as CSV files. Head to their reporting section, pull your customer list, and download it. This usually takes about 15 minutes. If you've got service history you want to bring over, export that too.
Pro tip: don't wait until your ServiceTitan contract expires to do this. Export while you still have full access.
Step 2: Import Customers into Opsler
Opsler's CSV import tool maps your columns automatically — customer names, addresses, phone numbers, emails, and service notes. Upload the file, verify the mapping looks right, and hit import. For a database of 500-2,000 customers, this takes about 10 minutes.
And if something looks off? Our migration team reviews it with you. Free.
Step 3: Set Up Your Industry Preset
This is where Opsler saves you days of manual configuration. Pick your industry — HVAC, plumbing, electrical, pest control, whatever — and your account loads with the right service types, terminology, and pricing templates. HVAC companies see "Service Calls" and "Maintenance Agreements." Plumbers see "Drain Cleaning" and "Water Heater Install."
No spending 3 weeks building out your pricebook from scratch. It's already there.
Step 4: Add Your Team
Invite your techs and office staff. Each person gets their role — admin, dispatcher, technician — and the right permissions. Techs install the PWA on their phones (it's a web app, no app store needed). Most teams do a 30-minute walkthrough and they're ready.
Here's why this works: Opsler's interface doesn't require a training certification. If your techs can use a phone, they can use Opsler. We've had shops where technicians in their 50s were dispatching on day two without help.
Step 5: Go Live
Start scheduling and dispatching. That's it. Some owners run Opsler alongside ServiceTitan for 3-5 days as a safety net — new jobs go into Opsler, existing jobs finish in ServiceTitan. By the end of the week, you're fully on Opsler and nobody missed a beat.
Why Is Opsler So Much Faster to Set Up?
12 industry presets do the heavy lifting
Instead of building your entire setup from scratch, you pick your trade and get pre-configured services, terminology, and pricing. That eliminates the biggest time sink in any FSM migration.
Free migration assistance
Every Opsler account gets hands-on help with data import. We don't charge a reported $5,000-$50,000 for someone to help you move your customer list. It's included because it should be.
No training certification required
ServiceTitan mandates paid training sessions as part of onboarding. Opsler is built so your team picks it up on their own. A 30-minute walkthrough covers everything.
Start your trial while you're still on ServiceTitan
No risk overlap. Opsler's 10-day free trial means you can test everything — importing data, dispatching, invoicing — before you commit. And there's no annual contract to worry about.
The average Opsler customer goes from signup to dispatching their first job in under 48 hours. Some do it the same day. The point is: you don't need to block off a quarter for this.
Frequently Asked Questions
Yes. ServiceTitan lets you export customer records, job history, and contact information as CSV files. You can pull this data from their reporting section. If you're having trouble with the export, Opsler's migration team can walk you through the exact steps — it's part of our free migration assistance.
No. When you export your data from ServiceTitan and import it into Opsler, your customer records and service history come with it. The CSV import maps fields like customer name, address, phone, email, and service notes. Your techs will still be able to see past work when they arrive at a repeat customer's home.
Most businesses complete the migration in 3-5 days. Day one is data export from ServiceTitan. Day two is import and verification in Opsler. Day three is team setup and a quick walkthrough. By day four or five, you're dispatching jobs. Some shops run both systems in parallel for a week if they want extra confidence.
Yes, and it's free. Every Opsler account gets migration assistance. Our team helps you export data from ServiceTitan, import it correctly, set up your industry preset, and make sure your team is comfortable before your first dispatch. No extra charge.
Absolutely. Many businesses run both platforms for a few days during the transition. Since Opsler is month-to-month with no contract, you can start your free trial while you're still on ServiceTitan. Once you're confident everything's in Opsler, you cancel ServiceTitan at the end of your contract period.
More About ServiceTitan
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