Source
Applied Epic

Applied Epic

Destination
ServiceTitan

ServiceTitan

CRM MigrationStarting at $500

Migrate from Applied Epic to ServiceTitan

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Applied Epic to ServiceTitan. 14 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Applied Epic to ServiceTitan migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Applied Epic vs ServiceTitan

A quick look at both platforms to help you understand your migration path

Migrating from
Applied Epic

Applied Epic

The leading insurance agency management system

Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.

Founded 1983
University Park, Illinois, USA
Best for
Mid-MarketEnterprise
Industries
insuranceproperty & casualtybenefits administration+2 more
Top Strength

Native Salesforce integration for data sync

Migrating to
ServiceTitan

ServiceTitan

The #1 field service software for the trades

ServiceTitan is a cloud-based CRM and business management platform built for home and commercial service contractors. It offers dispatching, scheduling, call booking, invoicing, and sales management with deep industry-specific features.

Founded 2012
Glendale, California
Best for
Small BusinessMid-MarketEnterprise
Industries
HVACPlumbingElectrical+4 more
Top Strength

Purpose-built for home service and trades industries

Your New CRM

Why ServiceTitan is a great choice

ServiceTitan

ServiceTitan

"The #1 field service software for the trades"

ServiceTitan is a cloud-based CRM and business management platform built for home and commercial service contractors. It offers dispatching, scheduling, call booking, invoicing, and sales management with deep industry-specific features.

Ideal for: Home service contractors and commercial trades businesses seeking comprehensive field service management with dispatching, sales, and marketing tools.

Purpose-built for home service and trades industries

AI-powered Atlas tool for operational assistance

Industries
HVACPlumbingElectrical+4
Best For
Small BusinessMid-MarketEnterprise

Dynamic pricing with real-time cost updates

Integrated client portal with technician tracking

Learn more at

servicetitan.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Applied Epic to ServiceTitan

Applied Epic
ServiceTitan
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Supported
Quotes
Supported
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Supported

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Applied Epic to ServiceTitan Migration FAQ

Common questions about migrating from Applied Epic to ServiceTitan.

Related Migration Paths

Explore other popular CRM migrations similar to Applied Epic to ServiceTitan

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