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Acquisition Integration
ServiceTitan Acquisition Onboarding
ServiceTitan acquisition onboarding is the work of bringing a newly acquired company onto the group's standard while it keeps trading. An acquired business usually arrives on different software, or on its own ServiceTitan account configured to its own conventions, with customer history, open work, memberships, and agreements that have to survive the move. TradeWeave scopes what transfers, what is rebuilt to the group standard, and what is deliberately left behind, then runs the migration against a checklist with named owners. What carries over and what is retired are decisions the group approves before work begins.
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These girls have been awesome — truly incredible — in helping us get to where we want to go. If you're moving to this platform, I don't know how you'd do it without them.
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Why TradeWeave
Why contractors choose TradeWeave
Hands-on, certified ServiceTitan help that turns the platform into a working asset for your business.
The risk in an acquisition migration is not the configuration, it is the data and the people. Customer records, service history, open jobs, active memberships, warranty obligations, and accounting balances all have to land somewhere defensible, and the acquired team has to keep working while it happens. TradeWeave produces a transfer register covering every data class, its destination under the group standard, its validation rule, and its owner, so nothing moves on assumption. Where the acquired business runs a practice the group does not, that is surfaced as a decision rather than silently dropped.
Scoped work can include discovery of the acquired system, a data transfer and validation plan, membership and agreement continuity, configuration to the group standard, accounting mapping into the group's chart of accounts, role-based training for the acquired team, and a defined stabilization period after cutover. Where the group has an agreed standard already, onboarding runs against it; where it does not, standardization is the prerequisite. Results depend on source data quality, the acquired team's engagement, and what the group chooses to preserve.
Operational Benefits
What this work unlocks in the platform and in the business
1
Per-data-class transfer register
2
Membership and agreement continuity
3
Configuration to the group standard
4
Accounting mapping into the group chart
5
Role-based training for the acquired team
6
Defined post-cutover stabilization
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FAQ
Common Questions
Direct answers to the questions home-service contractors ask most about this topic.
What happens to the acquired company's customer history?
It is scoped explicitly rather than assumed. TradeWeave builds a transfer register naming every data class, where it lands under the group standard, how it is validated, and who owns that decision. History that cannot transfer cleanly is identified before cutover so the group decides what to do about it rather than discovering the gap afterwards.
Can an acquired business keep operating during the move?
That is the constraint the plan is built around. Migration steps, validation checkpoints, and any freeze window are sequenced so the acquired team keeps dispatching and invoicing, with support through cutover and a defined stabilization period after it.
Do we need standardization before onboarding acquisitions?
It makes each onboarding cheaper. Without an agreed group standard, every acquisition is negotiated from scratch and the group accumulates variation. With one, onboarding runs against a known target. For acquisitive groups, standardization is usually the prerequisite rather than a later cleanup.
Get StartedEmail
info@tradeweave.io
Ready to Transform Your Business?
ServiceTitan acquisition onboarding is the work of bringing a newly acquired company onto the group's standard while it keeps trading. An acquired business usually arrives on different software, or on its own ServiceTitan account configured to its own conventions, with customer history, open work, memberships, and agreements that have to survive the move. TradeWeave scopes what transfers, what is rebuilt to the group standard, and what is deliberately left behind, then runs the migration against a checklist with named owners. What carries over and what is retired are decisions the group approves before work begins.
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Sources & References
Where this guidance comes from
TradeWeave is a ServiceTitan Certified Provider; the platform details on this page trace to ServiceTitan's own first-party documentation.
ServiceTitan Knowledge Base (official help center)https://help.servicetitan.comServiceTitan Getting Started — official onboarding guidehttps://help.servicetitan.com/residential-s-r/docs/getting-started-with-servicetitan-homeServiceTitan Certified Provider directoryhttps://www.servicetitan.com/certified-providers