Migrate from ServiceTitan to HighLevel

ServiceTitan Customer maps directly to HighLevel Contact. Name, email, phone, and address fields translate field-for-field. HighLevel Contact accepts custom fields for ServiceTitan custom properties that have no native equivalent. Primary Service Location address becomes the Contact address record. We also map the customer type (residential or commercial) to a custom pick-list field on the Contact, and preserve the original created date and last updated timestamp to maintain historical context.

ServiceTitan Service Location is the address where a job occurs. For B2C service businesses, Service Locations map to Contact address records. For B2B businesses with commercial accounts, Service Locations map to Companies in HighLevel with the location address as the Company address. We preserve the location's coordinates for any route-planning reference that your team documents manually.

ServiceTitan Job maps to HighLevel Opportunity. Job name, description, scheduled date, and assigned technician become Opportunity name, notes, expected close date, and assigned user. Job status (Scheduled, In Progress, Completed, Cancelled) maps to Opportunity pipeline stages that we configure to match your operational workflow in HighLevel.

Closed ServiceTitan Jobs (status Completed or Cancelled) migrate to HighLevel Opportunities with a custom field capturing the original ServiceTitan job status and completion timestamp. This preserves your historical job records for reporting continuity while keeping your HighLevel pipeline focused on open opportunities.

HighLevel has no native invoice object. ServiceTitan Invoices migrate as a Custom Object in HighLevel with fields for invoice number, amount, date, and status. If you need invoice creation inside HighLevel, your admin can rebuild this using HighLevel's document and e-signature features, but the invoice data itself is preserved as a reference record.

ServiceTitan Pricebook Items have no HighLevel equivalent. We migrate pricebook item names, unit prices, and material categories as a HighLevel Custom Object. Your admin can link these to Opportunities using custom fields if you need to track material costs on jobs in HighLevel, but native job-costing calculations require a rebuild with HighLevel's workflow and calculation tools.

ServiceTitan custom fields migrate to HighLevel custom fields on the equivalent object. HighLevel supports text, number, date, pick-list, and Boolean custom field types. We map field types by content: numeric values become Number fields, date strings become Date fields, and categorical data becomes Pick-list fields. Any field type HighLevel does not support natively is stored as a text custom field for reference.

Files attached to ServiceTitan Customer records, Service Locations, or Jobs migrate as attachments on the equivalent HighLevel Contact or Opportunity. HighLevel stores files up to the plan storage limit. We flag any files exceeding HighLevel's size threshold before migration so your team can address storage separately.

ServiceTitan users and technicians resolve by email match against HighLevel users. Unmatched users are flagged before migration — your team either creates their HighLevel account first or assigns records to an existing fallback user. Active/archived status carries over as a User custom field if your team needs to distinguish former technicians.

ServiceTitan tags and labels migrate as HighLevel Tags, which apply across Contacts, Companies, and Opportunities. Tags are preserved as-is; HighLevel's tag model is flexible and does not require pre-configuration before migration. Any tag used for segmentation in ServiceTitan's reporting becomes immediately actionable in HighLevel's filtering and workflow triggers.

ServiceTitan call logs and SMS/message history migrate as HighLevel Contact activities or Notes. Call duration, timestamp, and direction (inbound/outbound) are preserved in the activity record. HighLevel's communication logging is designed for CRM-level context, not field-dispatch records, so very high-volume call logs may require filtering by date range to manage record count.

If your ServiceTitan setup uses custom objects, those map 1:1 to HighLevel Custom Objects. Custom-object relationships (parent-child or junction) are preserved as HighLevel relationship fields. HighLevel's Custom Objects API allows your admin to configure these relationships for use in Workflow triggers after migration completes.