Exit kitSW-01 · For servicetitan customers · PDF + Excel tracker
The ServiceTitan Exit Kit
A step-by-step kit for leaving ServiceTitan: find your notice window, request and run every export, map your data, run both systems side by side and cut over cleanly.
What's inside
- Contract and notice timeline worksheet
- Every ServiceTitan export to run, with where to find it
- Data map: what moves, what stays, what to rebuild
- A 4-week side-by-side cut-over plan
- Customer card and phone-number checklist
- The written-request email template for your data
Exit Kit (PDF)Export Tracker (Excel)
More free resources
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TemplateMB-01
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A plain-English membership agreement you can edit, plus a one-page plan sheet for your techs to hand over.
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