How to migrate from ServiceTitan to Vexor (step-by-step, ~2-4 weeks)

Total time: 2-4 weeks total: 1-2 weeks to receive ServiceTitan data export, 1-2 weeks to phase team training and pilot.

What transfers, what doesn't

ServiceTitan's data export is typically a support-ticket request rather than a self-service download. Plan 1-2 weeks lead time. Customers, jobs, invoices, and pricebook export cleanly. Commission structures, dynamic call routing, multi-location dispatch hierarchies don't map directly — those need either workflow simplification (fine for residential) or a separate tool. Commission-based pricebook becomes flat-rate pricebook in Vexor.

The plan

1. 1. Audit what you actually use in ServiceTitan

   4 hours

   Spend 2 hours screen-sharing with each ServiceTitan power user on your team. Ask: "Show me what you do every day." Write down what each person clicks on. Most residential teams discover they use 10-15% of ServiceTitan's feature surface — the other 85% is what you're paying for.

2. 2. Map kept workflows to Vexor

   2 hours

   For each kept workflow, identify its Vexor equivalent: dispatch → /vexor/schedule; time clock → /vexor/timeclock; invoicing → /vexor/invoices; JSA → /vexor/jsa; photos → /vexor/jobs. Anything that doesn't have a direct Vexor equivalent: decide if you'll drop it or use a separate tool.

3. 3. Request data export from ServiceTitan support

   5 min request + 1-2 weeks wait

   Submit a support ticket: "I need a CSV export of customers, jobs, invoices, pricebook." ServiceTitan typically delivers within 5-10 business days. Be patient — this is the migration's long-pole timing item.

4. 4. Start a Vexor free trial

   5 min

   Operations plan ($199/mo) is the right tier for a former ServiceTitan workspace — you need invoicing + profit + client portal + QuickBooks sync. No credit card, no implementation fee.

5. 5. Import the data when it arrives

   1-2 hours

   Vexor: Settings → Import. Customers, then pricebook (becomes catalog), then jobs, then invoices. ~10 min per CSV. ServiceTitan exports tend to be larger than Jobber/HCP — expect more verification overhead.

6. 6. Recreate office workflows in Vexor

   2 hours session + 1 week ramp

   Schedule a 2-hour training session for the office team. Walk through quoting, scheduling, dispatch, invoicing in Vexor. Most office staff are productive same-day; the muscle-memory part takes a week.

7. 7. Train field techs (15 min each)

   15 min × tech count

   Field techs use Vexor's mobile PWA — clock in, see jobs, take photos, sign JSA, message office. Walk each tech through it in person; the app is intentionally simple so the training is quick.

8. 8. Phase by service line if you have multiple

   1-2 weeks per line

   If you have separate HVAC, plumbing, and electrical service lines, migrate one at a time. The first line through is the proof of concept; the next two go fast.

9. 9. Negotiate ServiceTitan exit at contract renewal

   Aligned to renewal

   ServiceTitan contracts are typically annual. Don't try to break early — run Vexor parallel until your renewal date. At renewal, decline the renewal in writing 30 days before the date.

10. 10. Archive ServiceTitan historical data

    2-4 hours

    Export everything you might ever need from ServiceTitan before cancellation — invoices, customer history, GPS records. Store offline. Once cancelled, ServiceTitan retains data per their contract (usually 30-90 days) but accessing it later requires reactivation.

Common gotchas

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Frequently asked

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30-day free trial. Cancel anytime — no charge if you cancel before day 30. Run parallel with ServiceTitan for as long as you need — Vexor is month-to-month with no early-termination fee.