Migrate from ServiceTitan to Zoho CRM

ServiceTitan stores customer name, phone, email, and billing address on the Customer record. We map the contact fields to a Zoho CRM Contact record and use the billing address to create or link an Account. If the customer has no separate service location, the Account holds the address data; if locations exist, the Account becomes the parent container for multiple Contacts.

Each ServiceTitan Location record holds an address, coordinates for dispatch routing, and location-specific notes. We create one Zoho CRM Account per unique ServiceTitan Location, linking it to the primary Customer-Contact record. Address coordinates from ServiceTitan are stored as custom latitude and longitude fields in Zoho for reference, though Zoho's native map integration requires manual configuration.

ServiceTitan Jobs contain the work performed — job type, status, line items, technician assignment, and timestamps. We map Jobs to Zoho CRM Deals as the parent record, capturing total amount, description, and stage (based on ServiceTitan status: Scheduled, In Progress, Completed). Individual line items become Zoho Tasks or Subtasks linked to the Deal. Completed Jobs with invoice data preserve the billed amount on the Deal record.

ServiceTitan uses statuses like Scheduled, En Route, On Site, Completed, and Cancelled. We map each status to a corresponding Zoho CRM Deal stage defined during Zoho setup: Scheduled maps to 'Qualification', In Progress maps to 'Needs Analysis', On Site maps to 'Proposal/Price Quote', Completed maps to 'Closed Won', and Cancelled maps to 'Closed Lost'. Stage probabilities are applied per Zoho's stage configuration.

ServiceTitan generates invoices linked to Jobs. Zoho CRM does not include a native invoicing module on all plans. We store the invoice total and payment status as custom fields on the Deal record (Invoice_Total__c, Invoice_Status__c, Payment_Date__c). If your Zoho plan includes the Invoice module, we create Zoho Invoice records linked to the Deal for accounts on Professional tier or above.

ServiceTitan Estimates map directly to Zoho CRM Quotes linked to the corresponding Deal. Line items transfer as Quote Line Items. Estimate status (Accepted, Declined, Expired) is preserved as a custom field or mapped to Zoho Quote status values if available in your Zoho edition.

ServiceTitan Employees (technicians and CSRs) own Jobs and Locations. We resolve each ServiceTitan employee by email address against Zoho CRM Users. Unmatched employees are flagged before migration — your Zoho admin either creates the user first or assigns records to a fallback owner. Active technician status maps to Zoho User active flag.

ServiceTitan allows custom fields on Customer records. We create matching custom fields in Zoho CRM on the Contact module, using the same field label and data type. Pick-list custom fields require value-by-value mapping if ServiceTitan pick-list values differ from Zoho's allowed values. Multi-select pick-lists in ServiceTitan are stored as comma-separated strings in Zoho custom fields.

Job-level custom fields (equipment type, warranty flag, service agreement ID) transfer to Zoho CRM Deal custom fields. We create each field via Zoho's field API before migration. Very long text fields in ServiceTitan may be truncated if Zoho field length is shorter — we flag length mismatches before loading.

ServiceTitan job attachments and customer photos download and re-upload to Zoho CRM as file attachments on the corresponding Deal or Contact record. Files are re-hosted on Zoho's storage. We preserve the original filename and attach date. Large photo libraries may exceed Zoho storage limits on lower plans — we flag storage consumption before migration.

ServiceTitan communication logs linked to customers or jobs migrate as Zoho CRM Tasks (for calls and emails) or Events (for scheduled follow-ups). Original timestamps and the logged employee are preserved. Subject lines are constructed from ServiceTitan communication type and timestamp for traceability.

ServiceTitan maintenance agreements are contract records with recurring billing and coverage scope. Zoho CRM has no native contract module on all plans. We store the agreement ID, coverage start/end dates, and billing frequency as custom fields on the linked Deal or Contact. For complex recurring agreements, we recommend Zoho CRM's Contracts module on Enterprise tier or Zoho Books integration for full agreement management.