Migrate your Service Toolz data
All-in-one field service management for small to mid-sized trades businesses. Pairs quoting and invoicing with work order scheduling, inventory tracking, and QuickBooks integration under per-seat and add-on pricing.
In its favor
Why people choose Service Toolz
The signal that keeps Service Toolz on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Vertical breadth across small-trade industries (HVAC, plumbing, carpet & flooring, pool service, handyman, window cleaning, telecoms) means a single product covers many sub-niches without forcing each business into a generic CRM.
Bundled scope — customer management, custom quoting, work orders with checklists, scheduling, inventory, invoicing, payments, time tracking, commissions and timesheet — lets owners run the back office without bolting on QuickBooks-only or scheduling-only tools.
Native QuickBooks Online integration removes the manual double-entry that plagues small contractors using disconnected invoicing tools.
Twilio integration powers SMS notifications and Google Calendar sync supports dispatch coordination without third-party iPaaS glue.
Live reports on estimated vs actual installation time, project completion percentage, and hours remaining give job-cost visibility most QuickBooks-only contractors lack.
Pricing is not published, so teams cannot benchmark Service Toolz against Jobber, Housecall Pro, FieldPulse, or ServiceTitan without sales engagement.
Smaller public review and integration footprint than market-leading FSM tools — fewer reference deployments to draw confidence from.
No marketplace of third-party apps; integrations are limited to QuickBooks Online, Twilio, and Google Calendar advertised on the product site, so connectivity to CRMs, payroll, or BI requires custom work.
Mobile field-tech experience is functional but not as polished as the leading vertical platforms (Workiz, FieldPulse, Housecall Pro) which compete hard on UX.
Reporting is descriptive (live KPI dashboards) rather than configurable BI — teams wanting cross-business analytics or finance forecasting outgrow it quickly.
Reasons to switch
Why people leave Service Toolz
The recurring reasons buyers give for replacing Service Toolz. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Service Toolz fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Service Toolz pricing overview
Service Toolz charges per-seat at five tiers, ranging from free (single-user Sales Access) to $899/month for up to 50 users on Full Access. Feature add-ons such as Scheduler Integration ($5/month) and GPS Tracking are priced separately and layer onto the base tier.
Sales Access
Tier 1 of 5
Free (single user)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Service Toolz's schedule — see our quote-based pricing →
What gets migrated
Service Toolz object support
Object-by-object support for Service Toolz migrations. Per-pair details surface during scoping.
Customers
Mapping requiredCustomers are the top-level business entities holding name, address, and billing information. Service Toolz stores custom fields per-customer that we map to destination fields or preserve as custom properties.
Contacts
Mapping requiredContacts are individual people linked to a Customer, with phone, email, and notes. We migrate Contacts and re-link them to the corresponding destination Customer record.
Work Orders
Mapping requiredWork Orders are the core operational record — they carry checklist items, status, technician assignment, and scheduling data. The quote-to-work-order relationship is preserved as a reference ID during migration.
Quotes
Mapping requiredQuotes include line items, pricing, and acceptance status. Quotes may convert to Work Orders in Service Toolz; we preserve the source Quote ID as a custom field on the destination job record.
Technicians
Mapping requiredTechnicians are user records with scheduling and dispatch data. We map them to the destination's technician or user object and preserve assignment history on Work Orders.
Inventory Items
Mapping requiredService Toolz tracks parts and products with quantities. We migrate Inventory Items and their stock levels, though current on-hand quantities may need a post-migration reconciliation.
Invoices
Mapping requiredInvoices are tied to Work Orders and carry line items, tax amounts, and status. We preserve the invoice-to-work-order linkage and the full line-item detail during migration.
Payments
Mapping requiredPayments record amounts received against an Invoice. We migrate Payment records and re-link them to the corresponding destination Invoice so payment history is intact.
Users
Mapping requiredUsers include both admin/office staff and field technicians. We migrate User accounts and assign them roles matching the destination system, flagging any permissions that do not map 1:1.
| Object | Support | Notes |
|---|---|---|
| Customers | Mapping required | Customers are the top-level business entities holding name, address, and billing information. Service Toolz stores custom fields per-customer that we map to destination fields or preserve as custom properties. |
| Contacts | Mapping required | Contacts are individual people linked to a Customer, with phone, email, and notes. We migrate Contacts and re-link them to the corresponding destination Customer record. |
| Work Orders | Mapping required | Work Orders are the core operational record — they carry checklist items, status, technician assignment, and scheduling data. The quote-to-work-order relationship is preserved as a reference ID during migration. |
| Quotes | Mapping required | Quotes include line items, pricing, and acceptance status. Quotes may convert to Work Orders in Service Toolz; we preserve the source Quote ID as a custom field on the destination job record. |
| Technicians | Mapping required | Technicians are user records with scheduling and dispatch data. We map them to the destination's technician or user object and preserve assignment history on Work Orders. |
| Inventory Items | Mapping required | Service Toolz tracks parts and products with quantities. We migrate Inventory Items and their stock levels, though current on-hand quantities may need a post-migration reconciliation. |
| Invoices | Mapping required | Invoices are tied to Work Orders and carry line items, tax amounts, and status. We preserve the invoice-to-work-order linkage and the full line-item detail during migration. |
| Payments | Mapping required | Payments record amounts received against an Invoice. We migrate Payment records and re-link them to the corresponding destination Invoice so payment history is intact. |
| Users | Mapping required | Users include both admin/office staff and field technicians. We migrate User accounts and assign them roles matching the destination system, flagging any permissions that do not map 1:1. |
Gotchas
What to watch for in Service Toolz migrations
Issues we've hit on past Service Toolz migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API means migration relies on report exports
Quote-to-Work Order ID linkage requires manual mapping
Inventory quantities are point-in-time and may drift
Add-on modules gate feature data
| Severity | Issue |
|---|---|
| High | No public API means migration relies on report exports |
| Medium | Quote-to-Work Order ID linkage requires manual mapping |
| Low | Inventory quantities are point-in-time and may drift |
| Low | Add-on modules gate feature data |
Leaving Service Toolz?
Where Service Toolz customers move next
12 destinations Service Toolz can migrate to.
How a Service Toolz migration works
Four steps, Service Toolz-specific
Connect
Not publicly documented into Service Toolz. Scopes limited to read-only on the data we move.
Map
We translate Service Toolz-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Service Toolz quirks before production.
Migrate
Full migration with Service Toolz rate-limit handling. Rollback available throughout.
FAQ
Service Toolz migration FAQ
Answers to the questions buyers ask most during Service Toolz migration scoping. Not seeing yours? Book a call.
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Walk through your Service Toolz migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationReady when you are
Migrate Service Toolz.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Service Toolz setup and destination — written quote back within a business day.