Migrate from ServiceTitan to Freshsales

ServiceTitan customers map to Freshsales Contacts. Name, phone, email, and contact details transfer directly via field-level mapping. Customers without email receive a placeholder email address generated from [email protected] to satisfy Freshsales validation requirements. The generated placeholder ensures data integrity checks pass while preserving a reference back to the original ServiceTitan record for reconciliation purposes.

ServiceTitan customers flagged as commercial or business-type map to Freshsales Accounts instead of Contacts. The business name populates the Account Name field, industry defaults based on ServiceTitan trade classification, and the primary contact person becomes a linked Contact record under the Account. This preserves the business-to-person relationship hierarchy in Freshsales that mirrors the original ServiceTitan structure.

Each ServiceTitan service location becomes a Freshsales Account record. Address fields including street, city, state, zip, and country map directly to corresponding Freshsales billing address fields. Service location records without a parent customer link are preserved as standalone Accounts with location type set via custom field to distinguish them from business Accounts.

Jobs with associated revenue map to Freshsales Deals where the deal amount reflects invoice total. Job description, job type, and status transfer as deal custom fields. Job activity including technician notes, parts used, and timestamps migrates as Sales Activity records linked to the corresponding Contact or Account.

Jobs that generated no invoice such as estimates, diagnostic visits, or quote-only interactions map as standalone Sales Activity records rather than Deals. The activity captures job type, description, and technician assignment without creating a Freshsales deal record, preserving the service history without cluttering the pipeline with zero-value opportunities.

ServiceTitan invoices with line items migrate as Deal Products on the corresponding Freshsales Deal, preserving itemized detail within the deal record. Invoice number and payment status preserve as custom fields on the Deal. Fully paid invoices automatically set the Deal to Closed Won status, while outstanding balances preserve the appropriate payment status in a dedicated custom field.

ServiceTitan technicians and office staff resolve to Freshsales Users by email match on the employee email field. Unmatched employees are flagged before migration begins, requiring either an invitation to Freshsales first or assignment as inactive users with records re-assigned to a fallback owner based on territory assignment in Freshsales.

ServiceTitan custom fields on customer records create matching custom fields in Freshsales on the Contact module. Field type maps appropriately: text fields stay text, pick-list fields become dropdowns, date fields become date fields, and numeric fields preserve their type. Custom field visibility is set to match the original ServiceTitan permission scope for consistent access control across the migrated data.

ServiceTitan custom fields on service location records migrate as Freshsales custom fields on the Account module representing each location. Equipment-related custom fields such as system age, manufacturer, model number, and installation date map as text or number fields on the Account, preserving all operational equipment data associated with each service location for future reference and service scheduling.

Job-level custom fields in ServiceTitan including job priority, job source, warranty flag, warranty expiration, and service category create corresponding custom fields on the Freshsales Deal module. These fields preserve the complete operational context from the original field service record within the migrated deal record for full historical continuity and reporting accuracy.

ServiceTitan tags applied to customers and service locations transfer to Freshsales Tags associated with the corresponding Contact or Account record depending on the source object. Tags used for marketing segmentation in ServiceTitan require rebuilding in Freshsales using Smart Lists, as Freshsales handles marketing segmentation differently through its list-based approach rather than tag-based filtering.

ServiceTitan estimate forms and proposal templates have no direct Freshsales equivalent as native constructs. Estimate data including line items, pricing, and quantities migrates as deal product records within Freshsales Deals. The form layout and template structure itself must be manually rebuilt in Freshsales using custom modules or evaluated separately through a dedicated CPQ tool integration for complex pricing scenarios.

ServiceTitan dispatch rules, scheduling automations, and call booking workflows do not migrate. These are field-service-specific constructs with no Freshsales equivalent. FlitStack exports the rule definitions as a configuration reference document for your admin to rebuild in Freshsales workflows or a dedicated scheduling tool.

ServiceTitan file attachments on customer records, service locations, and jobs re-upload to Freshsales Files associated with the corresponding Contact, Account, or Deal record. File size and type limits apply based on Freshsales plan tier. Freshsales Enterprise plan supports up to 100GB per user storage capacity for file attachments and document management within the CRM.