Quick answer
Migrating from FieldEdge to ServiceTitan requires a documented field map, cleaned source records, a test import, reconciled counts and relationships, role-based training, and a controlled cutover with rollback access. Inventory customers, locations, equipment, agreements, open work, Pricebook items, and accounting dependencies before moving data. Validate a representative sample first, then reconcile the full load against FieldEdge before ServiceTitan becomes the operating system of record.
Use the following playbook with the broader ServiceTitan data migration checklist so each record type, acceptance check, and owner is documented.
What data moves from FieldEdge to ServiceTitan?
Start by inventorying every record type in FieldEdge and deciding where each one lands in ServiceTitan. The core objects typically include:
- Customers and locations — in ServiceTitan, a Customer can own multiple Locations. FieldEdge's customer/site split maps here, so decide your rule before you export.
- Equipment and installed assets — model, serial, install date, warranty. These attach to the Location.
- Service agreements / memberships — FieldEdge agreements map to ServiceTitan Memberships or Service Agreements, including recurring billing terms and visit schedules.
- Open jobs, estimates, and unbilled work — anything in flight on cutover day.
- Pricebook: your services, materials, and pricing rebuilt in the ServiceTitan Pricebook or Pricebook Pro. Review the structure against the ServiceTitan Pricebook best-practices guide before importing it.
- Historical invoices and job history — usually brought in as read-only reference, not as live accounting transactions.
- Accounting — handled through the QuickBooks integration, not re-keyed by hand.
How do you map FieldEdge fields to ServiceTitan?
Build a field-mapping spreadsheet. One row per FieldEdge field, with columns for the matching ServiceTitan field, the Business Unit or Job Type it belongs to, and any transformation needed. Our guide to why data migrations fail explains why mapping, validation, and rollback decisions need to be made before the load.
Pay special attention to ServiceTitan-specific structures that have no clean FieldEdge equivalent:
- Business Units — how you segment revenue (for example, Service vs. Install, or by trade). Decide these before import.
- Job Types and Tags — used for reporting and automation; map FieldEdge job categories to these.
- Customer "Do Not Service," credit holds, and notes — make sure flags carry over, not just names.
Clean the data before it moves. A migration is the best time to merge duplicate customers, fix bad phone numbers, and retire dead equipment records. Garbage that goes in is garbage you will report on for years.
How should you sequence the cutover?
A staged cutover beats a "big bang" for most shops:
- Configuration first — set up Business Units, Job Types, Pricebook, memberships, and user roles in ServiceTitan while FieldEdge still runs live.
- Test import — load a sample of customers and equipment, then verify records, balances, and agreement terms against FieldEdge.
- Full data load — import the cleaned, mapped data and reconcile counts (customers in vs. customers out).
- Freeze and cutover — pick a low-volume day. Stop creating new work in FieldEdge, import the final delta of open jobs, and start dispatching from ServiceTitan.
- QuickBooks reconnect: point the QuickBooks integration at ServiceTitan and confirm a few test invoices sync correctly before billing real work. Resolve the mapping and reconciliation controls in the ServiceTitan QuickBooks sync guide before relying on the export.
How do you avoid losing customer history?
Bring history in as reference data even when it does not need to be live. Past invoices, equipment service notes, and membership renewal dates give your CSRs context on the first call after go-live. Keep FieldEdge accessible in read-only mode for a defined window (a billing cycle or two) as a safety net — but set a real shut-off date so the team commits to the new system.
The honest takeaway
Most FieldEdge-to-ServiceTitan migrations succeed or fail on preparation, not software. The work is in the field map, the data cleanup, and a disciplined cutover sequence — and the payoff is a single source of truth for scheduling, dispatch, invoicing, and reporting. Plan for a parallel-validation period, train before go-live, and resist the urge to "fix it later."
If you need dedicated ownership for mapping, import, validation, and cutover, review how those workstreams fit into ServiceTitan implementation.
