Leave your old system in an afternoon.

Export your job list

Open your reports and export a job list that covers every job you want to keep, all statuses, all years. Save it as a CSV. Include whichever of these columns you have; the importer reads AccuLynx, JobNimbus and Roofr exports under their own column names, so there is nothing to rename. It is a one-time import, not a live sync with your old system:

Extra columns are fine. Anything we do not recognize is named in the preview, never silently dropped.

Preview, then import

In Cedar House Stack, go to Settings → Data → Bring your jobs over, choose where the file came from and drop the CSV. Before a single row is written you see exactly what would be created: how many jobs, worth how much, at which stages, and any row we were not sure about, called out in plain English.

• Their statuses map onto our lifecycle. A status we do not recognize comes in as a lead with the original wording kept on the job, never guessed into "sold".
• Imported jobs are history: they raise no invoices, pay no commission and text nobody.
• The whole import can be undone afterwards, as one batch.

Bring the photos and the paperwork

Zip your job folders, one folder per job, named by the customer or the address, which is exactly what CompanyCam's own export produces. Drop the zip on Settings → Data → Bring your photos and paperwork over. Photos, signed contracts, adjuster scopes and old estimate PDFs all ride in the same zip.

• Each folder is matched to a job by its name, and you approve every match before anything is filed. Nothing is guessed into the wrong job's evidence.
• Documents keep their original file names; photos land exactly like phone uploads.
• Up to 2,000 files and 512 MB per run. Bigger archives just go in parts.

The equipment, and the membership book

The two things a service company cannot afford to lose in a switch are exactly the two things most switchers lose. Both walk over as CSVs out of your old platform's own reports and into Settings → Data. ServiceTitan's equipment and membership exports are read as they come:

• Equipment. Export your location equipment list with type, manufacturer, model, serial, install date and filter size. Every home's units land on your book, anchored to the address. The next visit arrives knowing the furnace, its age and its filter.
• Service agreements. Export your memberships and the LIVE book walks over: each member keeps their price and their renewal date, plans are recreated by name, and the promised visits start being tracked the day they land. Nobody is billed at import. Their past periods were paid where they were sold, and the next renewal bills only when the calendar actually reaches it. Cancelled and suspended agreements are named and left behind, never imported as live.

Both are previewed first and undoable as a batch afterwards, like everything else on this page.

Add your people and hand out the field app

Invite the office and the reps, and put Knock on every canvasser's phone. From that first afternoon, every knock, photo, signature and payment lands on the same record your five years of history just moved into.