Export your data from ServiceTitan

Before you switch, pull a copy of everything out of ServiceTitan. Most of your history comes out through Reports, as Excel (XLSX) files that download straight to your computer.

#Your export checklist

Data	Where in ServiceTitan	File
Customers	Reports → Customer List, or a custom report on the Customers template	XLSX
Locations (service addresses)	Custom report on the Locations template	XLSX
Jobs (with history)	Custom report on the Jobs template	XLSX
Estimates	Custom report on the Estimates template	XLSX
Invoices and line items	Custom reports on the Invoices and Invoice Items templates	XLSX
Payments	Custom report on the All Payments template	XLSX
Pricebook	Pricebook → Import/Export → Export	XLSX
Memberships	Custom report on the Customer Memberships template	XLSX
Service agreements	Follow Up → Service Agreements → Export	XLSX, CSV or PDF
Equipment	Custom report on the Equipment template	XLSX
Notes	No report template found	Ask ServiceTitan

#Before you start: custom reports

Most rows above need a custom report. ServiceTitan only lets the Works package (and older, non-packaged accounts) create them, and you need reporting permissions. If you don't see Create Report, ask your ServiceTitan account manager, or ask Homeforce to help.

To build one:

1. Click Reports in the top menu, then Create Report.
2. Pick All to see every template, then choose the template from the checklist.
3. Under columns, select every column.
4. Click Next, type a Name, pick a Category, and click Save.

#Export any report

1. Click Reports and open the report.
2. Set the date filter as wide as it goes, so it covers all your history.
3. Click Run Report.
4. Click Export.
5. Choose Export to XLSX. Leave Export only aggregated data unticked.
6. Click Export. The file downloads.

If the export doesn't start, check that your browser isn't blocking pop-ups.

#Customers

The built-in Customer List report works on every package. Tick Show Inactive Customers before you run it, or it only includes active customers. Its address is the billing address, so also export Locations for service addresses.

You can also export from search: click the Search icon, choose Customers with no filters, click the Expand icon, and pick Export to Excel (*.xlsx).

#Pricebook

Administrators and managers can do this.

1. Click Pricebook in the top menu, then Import/Export in the side menu.
2. Open the Export tab.
3. Under Export Type, pick Pricebook (Settings, Materials and Part Link).
4. Pick a business unit. Repeat for each business unit you use.
5. Tick Include inactive.
6. Click Export.

The file has tabs for services, materials, equipment, categories and the links between them.

#Service agreements

1. Click Follow Up, then Service Agreements.
2. Clear any filters, then click Export.
3. Choose Excel (*.xlsx) and All columns.

Picking columns may need saved filter views turned on for your account. Your screens may differ; check ServiceTitan's Follow up on service agreements article.

#Notes and anything else

We didn't find a report template for notes. ServiceTitan's terms say it will try to export your account data on request after you cancel, that fees may apply, and that it only has to keep your data for 60 days after that. Run every export above while your account is still active.

Then upload the files to Homeforce. See How migration works.

#What won't come across

• Card numbers and bank details held by ServiceTitan's payment processing
• Saved payment methods (a report can list them, but the card itself stays with ServiceTitan)
• Call recordings and call history
• Photos, attachments and signed forms on jobs
• Notes, unless ServiceTitan exports them for you

Stuck on an export? Email support@tryhomeforce.com and we'll help you find it.

#Sources

• "Run, filter, and export reports," ServiceTitan Help Center. https://help.servicetitan.com/docs/run-report. Accessed 2026-11-03.
• "Create custom reports," ServiceTitan Help Center. https://help.servicetitan.com/v1/docs/create-custom-reports. Accessed 2026-11-03.
• "Custom report template guides," ServiceTitan Help Center. https://help.servicetitan.com/docs/custom-reports. Accessed 2026-11-03.
• "Customer List report," ServiceTitan Help Center. https://help.servicetitan.com/v1/docs/customer-list-report. Accessed 2026-11-03.
• "Locations report template," ServiceTitan Help Center. https://help.servicetitan.com/v1/docs/locations-report-template. Accessed 2026-11-03.
• "Jobs report template," ServiceTitan Help Center. https://help.servicetitan.com/v1/docs/jobs-report-template. Accessed 2026-11-03.
• "Equipment report template," ServiceTitan Help Center. https://help.servicetitan.com/v1/docs/equipment-report-template. Accessed 2026-11-03.
• "Import and export your pricebook," ServiceTitan Help Center. https://help.servicetitan.com/how-to/import-export-pricebook. Accessed 2026-11-03.
• "Follow up on service agreements," ServiceTitan Help Center. https://help.servicetitan.com/docs/follow-up-on-service-agreements. Accessed 2026-11-03.
• "What is the process for exporting a list of customers to Excel in ServiceTitan?," ServiceTitan Help Center. https://help.servicetitan.com/v1/docs/what-is-the-process-for-exporting-a-list-of-customers-to-exc. Accessed 2026-11-03.
• "Terms of Use," ServiceTitan. https://www.servicetitan.com/legal/terms-of-use. Accessed 2026-11-03.