Back Office Automation
Record Transfer Bridge
Move customers, jobs, and estimates between Workiz and ServiceTitan.
Transfer customer, job, and estimate records between Workiz and ServiceTitan and turn unsold estimates into organized follow-up hit lists.
Who it is for
Companies running both Workiz and ServiceTitan that need record continuity and a working list of unsold estimates to chase.
What it does for you
Converts customer records, job information, and related data between both platforms.
Tracks unsold estimates across Workiz and ServiceTitan in one view.
Builds follow-up hit lists with outcome notes and calendar follow-ups.
Identifies exactly who needs another phone call and when.
Why you can trust it
- Eliminates duplicate manual entry between platforms.
- Prevents missed sales opportunities hiding in unsold estimates.
- Creates continuity between two systems that do not talk to each other.
See it in action
Real screens from Record Transfer Bridge. Click any image to view it full size.
What you need to run it
- Workiz account
- ServiceTitan account
- Windows 10 or newer, or modern browser
Questions, answered
Which direction do transfers work?
Records can be converted back and forth in both directions between Workiz and ServiceTitan.
What goes on the follow-up hit list?
Unsold estimates from both platforms, with outcome notes, callback scheduling, and flags for customers who need another call.
Be first in line
Get notified when Record Transfer Bridge opens.
One email when it launches, with everything you need to get started. Nothing else.