Free Migration Tool

Bring Your Data. Leave the Headaches Behind.

Import your customers, jobs, equipment, invoices, estimates, and pricebook from any platform. Our guided wizard handles the mapping - you just upload and go.

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Step 1

Export

Export your data from your current platform as CSV or Excel.

Step 2

Upload

Drop your file into ServiceTap's import wizard.

Step 3

Map Fields

We auto-detect your platform. Review and adjust the field mapping.

Step 4

Preview

See exactly what will be imported before committing.

Step 5

Import

One click to bring everything in. Errors are flagged, not lost.

What You Can Import

All the data you need to hit the ground running on day one.

Customers

Names, addresses, phones, emails, notes

Jobs

Job history, status, dates, technician assignments

Invoices

Line items, totals, payment status

Equipment

Models, serials, warranty dates, service history

Estimates

Estimate line items, tiers, approval status

Pricebook

Items, pricing tiers, categories, labor rates

Platform-Specific Guides

Step-by-step instructions for the most popular FSM platforms.

Switching from ServiceTitan?

Export your customer list, job history, and equipment records from ServiceTitan. Our tool auto-detects ServiceTitan's export format and maps fields automatically.

  1. 1Go to Settings → Data Export in ServiceTitan
  2. 2Export Customers, Jobs, and Equipment as CSV
  3. 3Upload the files to ServiceTap's import wizard
  4. 4Review the auto-mapped fields and import

Switching from Housecall Pro?

Bring your Housecall Pro data - customers, jobs, and invoices. We handle the field mapping so you don't have to start from scratch.

  1. 1Request a data export from Housecall Pro support
  2. 2Download the CSV files they provide
  3. 3Upload to ServiceTap and review the mapping
  4. 4Import - your data is ready in minutes

Switching from Jobber?

Moving from Jobber? Export your client list and job records, then import them into ServiceTap with our guided wizard.

  1. 1In Jobber, go to Reports → Export
  2. 2Download Clients and Jobs as CSV
  3. 3Upload both files to ServiceTap
  4. 4Map any custom fields and import

Using a different platform?

ServiceTap accepts any CSV or Excel file. Just upload your export and map the columns - no special format required.

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