Help / Switching to Quotrr

Switching from ServiceTitan

The calm version of the move, without a month-long project.

Moving off ServiceTitan does not have to eat a month. Bring your customers over by CSV, set up the few things that matter, and run real jobs while you decide how much else to move.

What comes over

Your customer list exports to CSV from ServiceTitan's export or reporting area. Names, phones, and addresses land in Quotrr ready to quote, and job history can follow where your export carries it. You do not need every field. You need the people you serve.

What does not, and why that is fine

Deep ServiceTitan configuration, the heavy dispatch board, the layers of settings, does not port, and you will not rebuild most of it because Quotrr does not work that way. Quotrr is leaner on purpose. You are not recreating an enterprise system. You are setting up a tool that quotes, closes, finishes, and proves work without the per-seat tax.

Set up in this order

• Price book. Your five most common jobs, so the first proposals are a few taps. See Setting up your price book.
• Import customers. Map the columns, review the preview, confirm. See Importing your data.
• One real proposal. Run a live lead end to end so you feel the flow before committing the rest. See Building your first proposal.

What your crew notices

How little there is to learn. No dispatch board to master, no settings tree to climb. A tech who has never seen Quotrr can open a proposal, read the scope, and watch the customer sign without a training session. If you have been paying the cost of getting every new hire up to speed on a heavy system, that cost mostly goes away. Plain on purpose is the point, not a missing feature.

What your customers notice

Nothing, which is the goal. They get a proposal link, they open it, they sign, and they follow the job in a portal with no app and no password. Nobody on the other end has to be told you switched tools.

If your export does not map cleanly, email help@quotrr.com and we will sort the columns with you.