ServiceTitan → HELIX

Difficulty: moderate Time: 2-4 hours Portability: 6/10

Migration Summary

Switch from ServiceTitan to Helix in about 2-4 hours. Export your data as CSV, import into Helix, set up your services. Run both in parallel for a week, then cancel ServiceTitan. $300/month → $279 once.

What Transfers

Transfers Fully

✓ Customer contact info (name, phone, email, address)

✓ Job history (dates, descriptions, amounts)

✓ Invoice records

✓ Equipment/asset lists

Transfers Partially

~ Custom fields (may need manual mapping)

~ Job photos (download separately, re-attach in Helix)

~ Technician notes (export as text, loses formatting)

Needs Rebuilding

✗ Pricebook (rebuild in Helix Services module)

✗ Automated workflows (recreate in Cascade)

✗ Dispatch board layouts (Helix has different UX)

✗ Marketing campaign history

Step 1: Export from ServiceTitan

Export Customer List

Go to Settings → Data Management → Export. Select 'Customers' and choose CSV format. Include all fields. Download the file.

5 minutes ⚠ File may be large — use desktop browser, not mobile

Export Job History

In the same Export section, select 'Jobs' with date range 'All Time.' Include completed, canceled, and pending jobs for full history.

5-10 minutes ⚠ Large accounts may timeout — try 1-year chunks if needed

Export Invoices

Select 'Invoices' export. Include all statuses (paid, unpaid, void) for complete financial history.

5 minutes ⚠ Invoice line items may export as separate file — grab both

Download Attachments (Manual)

Job photos and documents don't export in bulk. Open your 20 most recent jobs and download attachments manually. Prioritize jobs you'll reference again.

30-60 minutes ⚠ This is tedious but important — photos prove work quality for warranty claims

Screenshot Your Pricebook

Your ServiceTitan pricebook won't export in a usable format. Screenshot or print each category for reference when building Services in Helix.

15-30 minutes ⚠ Don't try to replicate exactly — use this as opportunity to simplify pricing

Step 2: Import into Helix

Import Customers to Connect

Open Helix → Connect module → Import button → Upload your customer CSV. Map columns: Name, Phone, Email, Address. Helix auto-detects most fields.

10 minutes

Create Service Packages

Open Services module. Create your core offerings first — don't recreate every ServiceTitan pricebook item. Start with your top 10 most-used services.

30 minutes

Build Your Schedule Template

Open Schedule → Settings. Set your working hours, crew assignments, and default job durations based on your ServiceTitan experience.

15 minutes

Import Job History (Reference)

For key customers, manually create historical Jobs in Helix. Focus on customers with equipment warranties or recurring service histories.

60+ minutes (ongoing)

First Week Checklist

Import top 50 active customersCreate 10 core service packagesSet up your weekly schedule templateRun 3 jobs through the full Helix workflow (Connect → Schedule → Job → Invoice)Train crew on mobile job updatesSet up Cascade auto-follow-ups for completed jobs

All checked? Cancel your ServiceTitan subscription. Download a final backup first.

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.

Common Questions

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. Cancel ServiceTitan after your first week with Helix.