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Migration · FieldEdge to ServiceTitan
Service agreements are the most valuable data in a field service business and the most fragile thing in the migration. They encode recurring revenue, visit entitlements, billing schedules, and renewal dates — and if they arrive wrong, you find out one customer at a time over the following year.
The second complication on this pair is that your books probably do not live entirely in FieldEdge. If it is synced to QuickBooks, the truth about your finances is split across two systems, and deciding which one is authoritative for each object is a step that has to happen before anything moves.
FieldEdge is a cloud system with defined export facilities, and where it syncs to QuickBooks, part of the financial record lives there rather than in FieldEdge itself. ServiceTitan is cloud-hosted with a structured, opinionated data model and a defined conversion intake. The engagement sits in that gap: a source that spreads the truth across two systems, and a destination that expects a single coherent structure including objects — equipment at a location, membership entitlements — that the source may model only loosely.
Each of these gets its own record count in the assessment and its own line in the reconciliation report. Depth of history is a scope decision made with real numbers in front of you, not an assumption baked into a quote.
Customers and locations
Customer records and their service locations as distinct objects, which is how ServiceTitan expects them. A customer with four properties is one customer and four locations, and getting that split right is foundational to everything else.
Equipment at location
Installed equipment with make, model, serial, install date, and warranty status, attached to the correct location rather than to the customer. This drives future service, replacement opportunity, and warranty claims.
Service agreements and memberships
Agreement terms, covered equipment, visit entitlements and how many have been used, billing schedule, and renewal date. Reconciled as its own step with its own sign-off — this is the recurring revenue.
Work order and service history
Historical jobs with dates, technicians, resolution, and the equipment they were performed on, to an agreed depth.
Invoices and balances
Invoice history and open balances, reconciled against a control report — with an explicit decision about whether FieldEdge or QuickBooks is authoritative.
Price book
Services, materials, and pricing mapped to ServiceTitan's price book structure. This is usually the right moment to retire what nobody has sold in three years, decided with usage data in hand.
Technicians and users
Technician records including inactive technicians whose historical work must remain attributed, plus roles and permissions structure.
Written down before you spend anything, because the alternative is finding out in week six. This list is specific to FieldEdge to ServiceTitan; the assessment turns it into your list, with record counts attached.
— Your QuickBooks general ledger. It lives in QuickBooks and it stays there. ServiceTitan integrates with accounting rather than replacing it, so the GL question is about re-establishing the integration, not migrating the books.
— The FieldEdge–QuickBooks sync configuration itself. The new integration is set up fresh, and the mapping of items to accounts is redone deliberately rather than inherited.
— Custom forms, checklists, and dispatch board configuration. Rebuilt in ServiceTitan as separately scoped work — and worth doing properly, since this is where a lot of ServiceTitan's value actually sits.
— Technician mobile app history, offline records, and photos held only on devices. If field photos matter to you, establish where they actually live before cutover.
— Live integrations: payment processing, GPS and fleet tracking, and marketing platforms. Historical data migrates; connections are re-established.
— FieldEdge internal record IDs. ServiceTitan issues its own; anything keyed externally needs the mapping table I produce and hand to you.
None of this is in either vendor's documentation. It is the category of thing that looks fine in a test load and produces a wrong number in month two, which is why the process puts a full sandbox load and a reconciliation you sign in front of any production cutover.
01
A maintenance agreement that includes two visits a year, with one already used, is a different object from a fresh agreement. Migrating the terms without the consumption history means you either deliver visits you already delivered or bill for ones you owe. Entitlement state is reconciled separately and signed off.
02
A landlord with twelve properties has twelve sets of equipment, and a migration that attaches all of it to the customer record destroys the service history that makes each unit's next visit efficient. If FieldEdge modelled this loosely, the split has to be reconstructed — which is real work, and it appears in the assessment rather than as a surprise.
03
With a QuickBooks sync in play, invoices and balances exist in two places and they do not always agree. Deciding which is authoritative for each object is a decision the business makes during mapping. Skipping it means migrating a discrepancy and discovering it at month end.
04
ServiceTitan's price book is structured, and a loosely-maintained source list does not map into it cleanly. Budget real time for this with someone who knows your pricing — it directly determines what your technicians can sell on day one.
01 — 02
A read-only audit of your FieldEdge instance produces record counts, a risk register, and a fixed quote. Then a field-by-field mapping document you sign before any code runs.
03 — 04
The complete migration runs into a ServiceTitan sandbox — not a sample. You spot-check records you choose, and sign a written reconciliation. If the counts don't tie, we don't cut over.
05 — 06
Scheduled around your calendar with the rollback plan written in advance, followed by 30 days of included corrections for the things that only surface in real use.
A single-location contractor with a manageable agreement base lands in Standard Migration. Multi-location operations, large agreement bases, or businesses where equipment records have to be reconstructed from job history land in Complex. The assessment is what makes a fixed migration price possible, and its fee is credited toward the migration if you proceed.
Tier
Scope
Price
Migration Assessment
A read-only audit of your source system.
$1,500 – $2,500
Standard Migration
One source system to one destination.
$6,500 – $15,000
Complex / Multi-Entity Migration
Multiple locations, systems, or long history.
$18,000 – $40,000
It stays in QuickBooks. ServiceTitan integrates with accounting rather than replacing it, so the work is re-establishing that integration cleanly and deciding — deliberately, during mapping — which system is authoritative for each financial object. Your accountant should be in that conversation.
That is the object I reconcile hardest and gate on. Terms, covered equipment, visits used versus entitled, billing schedule, and renewal date all tie out against a source-side control report, and you sign that reconciliation before cutover. It is the single most valuable data in the business and it gets treated that way.
Partially, and honestly this is a common situation. Where equipment details exist in job notes or invoices rather than as records, some of it can be reconstructed — but reconstruction is inference, not migration, and it is priced and labelled as such. The assessment tells you how much of your equipment data actually exists as data before you pay for anything.
Four to eight weeks from signed mapping to cutover for a standard engagement, and the genuine constraint is usually your team's capacity to review the price book and agreement mapping rather than anything technical.
The assessment is the read-only audit — what data exists, what is extractable, what will be lost, and a fixed-price quote for the migration itself. It is priced at $1,500 – $2,500 depending on scope, fixed before anything starts, and the report is yours whether or not you go further.
Tell me what you're moving. I read every one of these personally and reply within one business day, usually with a couple of specific questions about your source system — the answers change the price, so it's worth asking early.
Nothing is committed by this form. No payment, no contract, no scheduling sequence. It starts a conversation.
If your destination vendor can handle it, I'll say so. Some conversions genuinely don't need an independent migration.
Standard
Creating structure that never existed.
Standard
Deciding what to deliberately drop.
Complex
Job costing has no destination.
Every pair
Twenty-odd pairs are written up across seven industries — and the written ones are not the limit of the work. Search the full list, or just ask.
FieldEdge and ServiceTitan are trademarks of their respective owners. This page describes independent data migration work involving those systems and does not imply any affiliation with, partnership with, or endorsement by either vendor.
Before you give notice on FieldEdge
The most expensive mistake in this category is losing source-system access before the extraction is done. The assessment is read-only, fixed-price, and yours to keep either way.
I respond personally within 1 business day. No pitch — just a real conversation.