Switch from ServiceTitan to Helix

Complete migration guide. 2-4 hours. moderate difficulty.
$300/month → $279 once. Every step documented.

Difficulty: moderate Time: 2-4 hours Data Portability: 6

Bottom Line

Switching from ServiceTitan to Helix takes 2-4 hours. ServiceTitan at $300/month costs $12,078 over 3 years. Helix is $279 once — you save $11,799 over that period. Most of your data transfers directly. You can run both in parallel until you are confident. 30-day money-back guarantee means zero risk. Leaving ServiceTitan feels like leaving a relationship. You've invested time, training, and money. But that investment isn't lost — you learned what works for your business. Helix is simpler, but the operational discipline you built in ServiceTitan transfers. You'll be productive in Helix within a week.

What Transfers from ServiceTitan

Transfers Fully

Needs Manual Work

Nothing — everything transfers

Does Not Transfer

Nothing critical lost

Step 1: Export from ServiceTitan

Before you do anything in Helix, get your data out of ServiceTitan. This is the most important step — once you have your export files, the rest is straightforward.

1

Export Customer List

2

Export Job History

3

Export Invoices

4

Download Attachments (Manual)

5

Screenshot Your Pricebook

Step 2: Import to Helix

With your export files ready, importing into Helix takes about 15 minutes. Helix walks you through the data mapping — you tell it which columns in your CSV match which Helix fields.

1

Import Customers to Connect

2

Create Service Packages

3

Build Your Schedule Template

4

Import Job History (Reference)

Your First Week Checklist

After import, work through this checklist during your first week. Keep ServiceTitan active as a backup until you have checked everything off.

Import top 50 active customers
Create 10 core service packages
Set up your weekly schedule template
Run 3 jobs through the full Helix workflow (Connect → Schedule → Job → Invoice)
Train crew on mobile job updates
Set up Cascade auto-follow-ups for completed jobs

Once everything checks out: cancel your ServiceTitan subscription. Download a final backup for your records first.

The Math on Switching

ServiceTitan at $300/month costs $3,600 in year one. With 11.4% annual SaaS inflation, year two costs $4,010 and year three costs $4,468. Over 3 years: $12,078. Over 5 years: $22,599. Helix is $279 once. You save $11,799 over 3 years. The migration takes 2-4 hours. The break-even point is 1 months. After that, every dollar ServiceTitan would have charged you stays in your pocket.

Common Questions About Switching from ServiceTitan

Can I use ServiceTitan and Helix simultaneously during transition?

Yes. Many contractors run both for 2-4 weeks. Book new jobs in Helix, finish active jobs in ServiceTitan. Once ServiceTitan queue is clear, cancel your subscription.

What about my ServiceTitan phone number?

If you're using ServiceTitan's call tracking numbers, those are theirs. If you own your business number and just forwarded it to ServiceTitan, simply update forwarding to your direct line.

Do I lose my customer reviews if I leave ServiceTitan?

ServiceTitan reviews stay on ServiceTitan. Google reviews, Yelp reviews, and reviews on your own site stay with you. This is another reason to prioritize Google reviews over platform-specific reviews.

Get Helix — $279 Once

30-day money-back guarantee. Export from ServiceTitan first, then decide.

Guide updated March 2026. Pricing verified.

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