Moving from ServiceTitan.
Connect ServiceTitan once. Otto reads your customers, locations, jobs, estimates, memberships and price book, shows you the plan, moves it all in and builds the automations a shop like yours runs. Nothing in ServiceTitan changes until you say.
Otto is reading ServiceTitan Sample, read onlyWhat comes across.
Row by row.
Everything Otto reads in ServiceTitan, and where it lands here. You see this plan with your own counts before anything moves.
| In ServiceTitan | Where it lands here |
|---|---|
| Customers and locations | Customers, each with their service locations, contacts and tags. Duplicates flagged for you. |
| Jobs and appointments | Open jobs back on the calendar with their tech. Finished jobs kept as history. |
| Estimates | Open and sold estimates. Open ones keep their follow-up, with your yes. |
| Invoices and payments | Paid and unpaid, with every payment matched. Open balances carry over. |
| Memberships and service agreements | With their renewal dates and the visits still owed. |
| Price book | Your services and materials, with their prices, as your price list here. |
| Equipment history | On the location it belongs to: what is installed and when it was serviced. |
| Technicians | Your team, set up as users here. No per-user fees. |
| Automations | Built by Otto: the ones a shop like yours runs, and any you show him. Each stays off until you switch it on. |
| Your phone numbers | Do not move to us. You forward their calls to Otto's number, or get a new local number as an extra number. |
| Saved cards | Card numbers never move between payment companies. Those customers enter a card at their next payment. |
Comes acrossBuilt by OttoStays where it is
Keep your own copy
before you cancel.
Otto moves everything through the connection. ServiceTitan keeps your data for no more than 60 days after you leave, so take your own copy too. These steps come from ServiceTitan's help center and terms.
- 1Turn on exporting first
An admin turns on "Allow exporting search results" for each person who will export.
Settings, then the employee's permissions
ServiceTitan's help page (opens in a new tab) - 2Customers
Search customers and export the list to Excel.
Search, then Customers, then Export to Excel
ServiceTitan's help page (opens in a new tab) - 3Jobs
Search jobs and export the results to Excel.
Search, then Jobs, then Export to Excel
ServiceTitan's help page (opens in a new tab) - 4Invoices and payments
Ask your Customer Success Manager to set up the CSV export of invoices and payments.
Through your Customer Success Manager
ServiceTitan's help page (opens in a new tab) - 5Everything else
Ask in writing for the full export. It comes as a SQL Server backup file, fees may apply, and you have 60 days. Ask for notes, attachments and memberships by name.
In writing, to your Customer Success Manager
ServiceTitan's help page (opens in a new tab)
Before you leave ServiceTitan.
From ServiceTitan's terms of use (updated Sep 16, 2026), help center and annual report, read Oct 10, 2026. Read your own order form first: it sets your term and notice.
- Commitment
- Agreements are annual or multi-year, typically 12 to 36 months, billed monthly in advance.ServiceTitan 10-K, fiscal year ending Jan 31, 2026
- Renewal
- Agreements renew on their own unless cancelled in advance.ServiceTitan 10-K
- Leaving early
- Ending before the term is over costs a fee equal to all the remaining payments.Terms of use, updated Sep 16, 2026
- No order form
- Without an order form, the plan is month to month and needs 30 days' written notice.Terms of use
- How to cancel
- Through your Customer Success Manager.Help center: cancel your subscription
- After you leave
- On request, ServiceTitan tries to export your data as a SQL Server backup file. Fees may apply, and data is kept no more than 60 days.Terms of use §5(e)
What changes in cost.
ServiceTitan does not publish its prices. This is what its pricing page and annual report show, read Oct 10, 2026, next to ours.
ServiceTitan, as published
| PlansStarter, Essentials, The Works | Request pricing |
|---|---|
| How it is pricedPer technician | Not listed |
| Add-onsAI Virtual Agent, Marketing Pro, Contact Center Pro, Pricebook Pro, Fleet Pro and more | Not listed |
| Payments and financingSold separately | Not listed |
| SetupProfessional services fees billed at signing | Not listed |
AI Scaling, with Otto
- Phones with the AI receptionist, the inbox, quotes, invoices, campaigns, e-sign, tables and Otto
- No per-user fees and no add-ons
- Month to month, cancel online
Your price book comes across as a price list. If your shop relies on GPS dispatch, fleet tracking or truck inventory, ask us before you switch. We will tell you straight.
What Otto does
during the move.
He does the reading, the moving and the building. You check, and a person from our team is with you.
- 01Reads ServiceTitan and shows you the plan
Customers, locations, jobs, estimates, invoices, memberships and the price book, with your counts and likely duplicates flagged. Nothing moves until you say it looks right.
- 02Moves it all in
Open jobs back on the calendar, memberships with their renewal dates, unpaid invoices still open. Then he checks every count against ServiceTitan.
- 03Builds your automations
The ones a shop like yours runs, including membership reminders, and any you show him as a screenshot or pasted steps. Every one stays off until you look it over and switch it on.
ServiceTitan questions.
If yours is not here, ask through Get started and a person replies.
Can I keep ServiceTitan while I try this?
Yes. Otto only reads ServiceTitan until you say go, and nothing in it changes. Plan the move around your term end date, and cancel when the counts match.
I am in the middle of a contract. Should I wait?
Read your order form first. Leaving early can cost all the remaining payments, so many owners move before the renewal date instead. Otto can move you any time; the timing of the contract is yours.
Do my memberships come across?
Yes, with their renewal dates and the visits still owed. Otto builds the reminders that go with them, each off until you switch it on.
Will invoices post to QuickBooks twice?
Not if the old sync is off. Turn off the ServiceTitan to QuickBooks sync before you connect QuickBooks here.
What about my phone numbers?
We do not move numbers to AI Scaling. Your numbers stay where they are and you forward their calls to Otto's number, so customers reach you the whole time. Or get a new local number for Otto as an extra number. If ServiceTitan provides a number, check that before you cancel.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
