Overview

The process of importing data from Service Titan to ServiceBox is designed to be straightforward and efficient, ensuring that all relevant data is transferred accurately and thoroughly. Here is a step-by-step guide to help you understand and explain the process to potential clients.

Is it possible to import data into ServiceBox?

Yes, it is possible to import data into ServiceBox from Service Titan using Excel or CSV files. We can help clients transfer the following datasets into ServiceBox:

  • Customer Data: Information about the clients' customers, including contact details and account history.
  • Jobsites linked to customers: Locations where services have been or will be provided, linked to the respective customers.
  • Historical Work Orders: Records of past services provided to customers.
  • Inventory Items: A list of items kept in stock, including quantities and descriptions.
  • Non-Inventory Items: Items not kept in stock but necessary for specific jobs.
  • Unit Import: Data related to units or equipment used in services.

Is it possible to get data import from Service Titan to ServiceBox for a client?

Yes, we can import data from Service Titan into ServiceBox for clients. The specific datasets we can import include:

  • Customer Data: Comprehensive customer details.
  • Jobsites linked to customers: Detailed job site information connected to customer profiles.
  • Historical Work Orders: Detailed history of past services.
  • Items: Both inventory and non-inventory items.

What do we need from the client to proceed with the data import process?

To proceed with the data import process, we require the client to provide specific files downloaded from Service Titan. ServiceBox is capable of eliminating duplicates, and all files undergo a cleansing process before being imported. Here are the files needed:

  • Customer List: A complete list of all customers.
  • Job Sites List: A detailed list of all job sites.
  • Work Order History: A record of all past work orders.
  • Inventory Items List: A comprehensive list of all inventory items.

What if there are columns in Service Titan that are not available in ServiceBox?

If there are columns in Service Titan that are not available in ServiceBox, we can create custom columns in ServiceBox to accommodate these requirements.

Example: If a client needs a “Previous Work Order #” in ServiceBox, we can create a custom column named “Historical WO#” and import the data into this column.

Note: It is crucial to specify all custom columns before starting the data import process to ensure all necessary data is accurately transferred.

How does the data import process work?

The data import process is broken down into the following steps:

  1. File Reception:
    1. We receive the necessary files from the client. The types of files and the data they contain can vary depending on the client's business requirements, previous software, accounting software, and data management practices.
  2. Data Analysis:
    1. Our database experts analyze the received data to understand its structure and complexity. This step helps in identifying any potential issues and planning the import process effectively.
  3. Effort Estimation:
    1. Based on the data analysis, the team calculates the time and effort required for the data import. A detailed quote is then created.
  4. Client Approval:
    1. The quote is sent to the client for approval. During this stage, we address any queries or concerns the client may have about the quote or the import process.
  5. Data Import:
    1. Once the client approves the quote, the data import process begins. The data is cleaned, duplicates are eliminated, and the information is accurately transferred to ServiceBox.