How do I migrate from ServiceTitan?

Migrating from ServiceTitan usually happens because the cost does not match the value for your business size. If you are paying $300+/mo for features you barely use, switching to a focused CRM can save thousands per year.

Start by identifying which ServiceTitan features you actually use. Most small businesses use lead tracking, customer communication, and maybe dispatching. A CRM like Long Drive Leads covers lead tracking and communication. Dispatching can be handled by lighter tools if needed.

Export your customer data from ServiceTitan, import active leads into your new CRM, and update your website forms to point to the new system. The transition can happen in a single day. Schedule the switch for a slow period to minimize disruption.