Switch from ServiceTrade
Switching from ServiceTrade to JobStack: a step-by-step guide.
You've decided to move off ServiceTrade. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.
Why operators leave ServiceTrade
- Work mix shifted residential. ServiceTrade's commercial features stopped matching your daily work as residential service became the majority.
- Cost outgrew commercial revenue. ServiceTrade is priced for commercial margins; residential operators feel the cost more sharply.
- Onboarding overhead didn't pencil. ServiceTrade is a real implementation. Smaller operators bear the full weight personally.
- Wanted simpler service workflows. Residential one-off jobs don't need inspection programs and deficiency pipelines.
What carries over, what changes
Carries over
- Customer list
- Service location data
- Open and historical service invoices
- Payment records
- Equipment records (with manual mapping)
Needs setup or rethinking
- Inspection programs and recurring PM schedules (recreate as recurring jobs)
- Service Link customer reports
- Deficiency tracking and deficiency-to-quote workflows
- Customer portals for property managers
- Multi-site commercial reporting
- Custom inspection forms
The migration, step by step
- 1
Confirm contract end date
ServiceTrade contracts are annual. Find renewal date and cancellation notice requirements.
- 2
Decide on commercial vs. residential split
If you're keeping commercial customers, decide whether they need ServiceTrade workflows (Service Link, portals) or can move to JobStack's lighter approach. Often the answer varies by customer.
- 3
Export customer and invoice data
Pull CSVs for Customers, Service Locations, Invoices, Payments. Inspection program data doesn't migrate cleanly.
- 4
Import into JobStack
Upload service-CRM data. Skip inspection-specific records that don't apply to JobStack's model.
- 5
Rebuild residential maintenance schedules
If you still have residential maintenance work (HVAC tune-ups, etc.), recreate as JobStack recurring jobs. Skip the inspection-program complexity unless it applies.
- 6
Reconnect QuickBooks and payments
Standard integrations.
- 7
Notify commercial customers of changes if applicable
If you're moving any commercial customers off ServiceTrade workflows, give them reasonable notice. Don't let it surface as a surprise.
- 8
Parallel run for 2 weeks
Longer parallel given workflow differences.
- 9
Cancel and archive
Submit cancellation; final data export.
Common gotchas
-
Service Link reports don't have a JobStack equivalent. If commercial customers expect them, plan accordingly.
-
Deficiency programs need to be wound down or moved to a different tool if you're keeping the workflow.
-
Inspection program scheduling doesn't have a clean equivalent at ServiceTrade's depth.
-
Commercial customer portals are a real loss if you're keeping commercial customers who depend on them.
-
Annual contract early-termination fees may apply.
Realistic timeline
- Week 1 Decide on scope, export data, audit contract.
- Week 2 Import to JobStack, rebuild residential and light-commercial workflows, reconnect QB.
- Week 3–4 Parallel run; ServiceTrade for commercial inspections (if keeping any), JobStack for new service work.
- Pre-renewal Cancel ServiceTrade, archive exports.
Ready to start?
Get migration help, free at launch.
JobStack launches soon. Sign up to get early access plus white-glove migration from ServiceTrade — we'll get on a screen-share and do most of the work with you.
Get notified + migration helpFrequently asked questions
Can JobStack handle commercial fire protection or mechanical inspections?
What if I want to keep commercial customers but use JobStack?
Will my deficiency records migrate?
How long does migration take?
Is migration support available?
Guide verified as of May 2026. ServiceTrade feature names and export workflows may change; if a step doesn't match what you see, check ServiceTrade's current help documentation. ServiceTrade is a trademark of its owner.