Move over without losing your data, or your momentum.
Leaving ServiceTitan, Jobber, or Housecall Pro? We do the heavy lifting. Free, guided migration, your old system running the whole time, and a team that is trained before you cut over.
What comes over
Everything you built stays yours. We map it in a free audit before anything goes live.
Customers & contacts
Every customer, property, and contact, with their full address and equipment history.
Job & service history
Past jobs, notes, and the service record that took you years to build.
Open jobs & estimates
Work in flight, scheduled jobs, and outstanding quotes, so nothing drops.
Invoices & payments
Invoice and payment history, plus open balances for clean accounting.
Price book & services
Your services, pricing, and packages, rebuilt in your new Margin Forge.
Team, files & reviews
Users and roles, attached photos and documents, and your review history.
How migration works
Free data audit
We pull an export from your current system and map exactly what comes over, before you commit to anything.
We do the import
Our team maps and loads your data into RevForge OS and rebuilds your price book, workflows, and website. You are not doing data entry.
Run in parallel
Your old system keeps running while you check the data and your team gets comfortable. No flipping a switch and praying.
Go live
When you are confident, you cut over. Your team is trained, your number and branding carry, and you are running on one platform.
Coming from a specific platform?
See exactly what changes, and what gets better, on a side-by-side.
Migration questions
How much does migration cost?
Migration is free from ServiceTitan, Jobber, and Housecall Pro. We do the data mapping and import for you as part of onboarding.
Will I lose my data or history?
No. Customers, job and service history, invoices, payments, files, and your price book come over. We map it with you in the audit step before anything goes live.
How long does it take?
Most shops are live within a couple of weeks, depending on data volume and how many workflows you want rebuilt. We run your old system in parallel so there is no gap.
Do I have to cancel my current software first?
No. You keep it running until you have verified your data in RevForge OS and your team is comfortable. You cut over on your schedule.
Can I keep my phone number and website?
Yes. Your business number ports over, and RevForge OS builds and hosts your website on your own domain and branding.
Is there a contract?
No contracts. Every plan starts with a 10-day free trial and you can cancel anytime.