How to switch from ServiceTitan to Trusso

ServiceTitan accounts are bigger and more customized than most, so the temptation is to assume switching means a months-long project. For a small crew it usually isn't — because most of what makes ServiceTitan heavy is exactly what you're leaving behind.

This guide covers exporting your customer data from ServiceTitan's reports, importing it into Trusso, what to rebuild by hand, and how to run the two in parallel for a clean cutover. Don't drag years of process complexity into the new system — move the customer list and the open work, and archive the rest.

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Why small crews leave ServiceTitan

ServiceTitan is genuinely powerful enterprise software — for shops with 20+ technicians, dispatchers and a back office. Pricing is quote-only and commonly reported at $245–$400+ per technician per month on annual contracts, with implementation fees from about $5,000 and onboarding measured in months.

If you're an owner-run crew paying enterprise rates for a fraction of the platform, Trusso covers the parts small crews actually use — estimates, scheduling and dispatch, job tracking, invoicing, payments — for $29–$99/month flat, working the same day you sign up, with AI lead capture ServiceTitan reserves for higher tiers.

Step 1 — Export your data from ServiceTitan

ServiceTitan exports data through its reporting system. You'll want the customer list first, plus whatever history you want to archive:

1
Run the built-in Customer List report — it includes contact information plus lifetime revenue, job and invoice details.
2
Click the Export dropdown and export to XLSX, then save the file as CSV in Excel or Google Sheets (Trusso imports CSV).
3
Run and export any job, invoice and estimate reports you want as your historical archive.
4
Save photos, forms and attachments you need from individual jobs — report exports don't include files.
5
Check your contract: ServiceTitan runs on annual agreements, so find your end date and required notice period before you cancel.

Larger accounts: export in whatever segments your reports support (by business unit or location) and import each file — Trusso's duplicate detection spans files, so overlaps are caught.

Step 2 — Import your customers into Trusso

Trusso's CSV import recognizes ServiceTitan's column names out of the box, and duplicate detection keeps re-runs safe:

1
Start a free 14-day Trusso trial — no card required — and open the web dashboard.
2
Go to Customers → Import CSV and choose the ServiceTitan export file. The first row should contain column names, which ServiceTitan exports include by default.
3
Check the column mapping. ServiceTitan column names are recognized automatically — names, email, mobile vs landline numbers, address, tags, notes and lead source. Adjust anything with the dropdowns, or set a column to "Don't import".
4
Preview the import. Trusso shows every row, flags possible duplicates by matching email or phone, and skips rows with no name. Duplicates are skipped by default.
5
Hit Import and watch the progress bar. Large lists are fine — imports run in batches of 200, and any rows that fail are listed with the reason.

Imported customers are never opted into SMS automatically — text-message consent stays off until you confirm it per customer, so you stay compliant from day one.

What moves over automatically

Customer names. First and last names, plus business/organization names — rows with a business name are tagged as business customers automatically.
Contact details. Email addresses and phone numbers, with mobile and landline recognized separately.
Addresses. Street, city, state and ZIP map to the customer's service address.
Tags and notes. Customer tags and free-form notes come across intact.
Lead source. Where each customer came from, if your export includes it.

What to handle manually

Open estimates and scheduled jobs. Re-create work in flight in Trusso. The Unlimited plan ($99/month) includes hands-on migration support from ServiceTitan — worth using if you have hundreds of open jobs.
Memberships and recurring service agreements. These don't map one-to-one. Rebuild the ones that matter as recurring jobs once customers are in.
Job and invoice history. Keep your exported reports as the archive for taxes and lookups — you don't need years of history live to run this week's schedule.
Pricebook. Rebuild your rates in Trusso's price book. Most crews find their ServiceTitan pricebook carries years of unused entries — migrate only what you quote today.
Custom forms, dispatch configuration, reporting setups. This is the complexity you're leaving. Trusso's defaults cover small-crew workflows without an implementation project.

Go-live checklist

Verify counts: customers imported into Trusso vs the Customer List report total.
Spot-check a dozen customers across both systems — names, phones, addresses, tags.
Set up your price book with the items you actually quote.
Re-create open estimates and the next two weeks of scheduled jobs.
Run both systems in parallel for at least a week before cutting over.
Connect payments (Stripe or Square — Venmo and Zelle also supported) and send yourself a test invoice.
Set up lead capture: connect the Angi, Thumbtack, Yelp or Google sources you buy leads from so new leads import and get answered automatically.
Invite your crew from Settings — every Trusso plan covers your whole team with no per-user fees.
Keep your old exports in a safe folder as your historical archive, then cancel the old subscription once everything checks out.

What switching saves: Trusso vs ServiceTitan

ServiceTitan doesn't publish pricing. Industry reports and user-cited figures put it at roughly $245–$400+ per technician per month on annual contracts, with implementation fees commonly reported from $5,000 upward.

Trusso is $29–$99/month flat, self-serve, with free onboarding, a 14-day free trial and no contract. For a 4-tech crew, that's a five-figure annual difference.

	Trusso	ServiceTitan
Starting price	$29/mo (owner + 2 crew)	Quote-only; ~$245–400+/technician/mo reported
Owner + 4 crew	$59/mo (Pro, covers up to 11)	Commonly reported $1,000+/mo
Onboarding	Free — set up in minutes	Implementation fees from ~$5,000; months-long rollout
AI lead-to-estimate	Included on every plan	AI features on higher tiers
Contract	None — cancel anytime	Annual contracts standard

Common questions

Can a small crew really replace ServiceTitan with a $59/month tool?

If you're using ServiceTitan as a small crew, you're likely using a fraction of it: scheduling, estimates, invoicing, customer records. Trusso covers that core — plus AI lead capture and estimates — without the enterprise features (capacity planning, call center integration, franchise reporting) that justify ServiceTitan's price for 20+ tech shops.

Does Trusso import my full ServiceTitan history?

The self-serve CSV import covers your customer list. Job and invoice history stays in your exported reports as an archive, and the Unlimited plan includes hands-on migration support from ServiceTitan for open work and pricebook items.

How should I time the switch against my ServiceTitan contract?

Find your contract end date and notice period first. Then use Trusso's free 14-day trial to import customers and run in parallel, so you can give notice with the new system already proven.

What about my memberships and service agreements?

They don't transfer one-to-one. Export the member list, import those customers with a tag, and rebuild the agreements that matter as recurring jobs in Trusso.

Ready to move off ServiceTitan?

14-day free trial, no card required. Import your customers in minutes, run both systems side by side, and cancel the old one only when you're sure.

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All product names are trademarks of their respective owners; Trusso is not affiliated with ServiceTitan. Export steps reflect each vendor's published help documentation and pricing reflects published or commonly reported rates as of September 2026 — check the vendor's site for current details.