WorkComing from ServiceTitan

Leaving ServiceTitan? Bring everything with you.

Your customers, jobs, quotes, invoices with what’s been paid, and your price list come over. CSV or Excel, several files at once, each linked to the right customer, and never added twice.

Apply for a founder spot How to download your files

Comes over:CustomersJobsQuotesInvoices, with what’s been paidYour price list

Customers: 12 on file, with balances and plan members marked

The import screen: 6 new customers to add, 1 already here

Where things are

ServiceTitan’s screens, and where they are in ohelloo Work

Work does the everyday part of ServiceTitan without the setup: no business units, call boards or long training. Your techs will know it from day one.

In ServiceTitan: Dispatch boardScheduleDrag and drop, with each tech’s day on the map

In ServiceTitan: Customers and locationsCustomersMore → Customers on the phone

In ServiceTitan: JobsJobsOn the Schedule

In ServiceTitan: EstimatesQuotesQuotes and invoices

In ServiceTitan: InvoicesInvoicesQuotes and invoices

In ServiceTitan: PricebookPrice listSettings → Price list

In ServiceTitan: MembershipsMaintenance plansSettings → Maintenance plans

In ServiceTitan: EquipmentEquipmentOn each customer, with the year it went in

In ServiceTitan: TimesheetsTimesheetIts own tab

In ServiceTitan: ReportsNumbersMore → Numbers

In ServiceTitan: Call bookingBooking requestsOn Home; the AI receptionist books calls you miss

Works the same

What you use in ServiceTitan works the same way here

Good, better, best quotes
Member prices on maintenance plans
Old equipment turned into replacement quotes
Card and bank payments, and paying over time
Job photos, notes and checklists

New in ohelloo Work

Included, not add-ons

Part of the one price for your whole team. No add-on menu.

Weather check-insAfter hail, a freeze or high wind where your customers live, a text is ready asking if they’re okay, with a link to book. Your trade decides which weather counts.

Storm modeOne switch puts urgent jobs first on your booking page and phone assistant when a storm hits.

The day on a mapGoogle drive times between jobs, the best order, and a warning when two jobs are too close together.

AI receptionistAnswers when you can’t, books the visit or takes a message, and texts you the urgent ones.

Who’s comingThe “on my way” text has the tech’s name and photo and a live arrival time.

Repeat visits booked aheadWeekly, monthly or yearly visits go on the schedule eight weeks out, so nothing is forgotten.

Timesheets to payrollClock in on Home, approve the hours, download the file your payroll company takes.

Profit per jobWhat each job cost you in time and parts next to what you charged.

Bring everything over

How to download your files from ServiceTitan

Download these from ServiceTitan, then pick them all at once in ohelloo Work.

CustomersSearch → Customers → Expand → Export to Excel.
JobsReports → Jobs report → Run → Export → Excel.
QuotesReports → Estimates report → Run → Export → Excel.
InvoicesReports → Invoices report → Run → Export → Excel. Paid and balance come with it.
Price list itemsPricebook → Export (Excel). Services and materials are read from their own sheets.
Then, in ohelloo WorkOpen Customers and tap Bring your data over. Pick all your files at once: each one is linked to the right customer, anyone already there is skipped, and you see what will be added before anything is.

Good to know

Excel files are read on the website, on a computer. On the phone, pick CSV files.
Menus move now and then. If you can’t find one, ask ServiceTitan’s support for a full export of your data: it’s yours. Keep ServiceTitan until everything is here.

Rather not do it yourself?Founders get it done for them. Send us your files and we move everything over, then check it with you.

Coming from somewhere else?

The price

Free to start. The whole crew from $79 a month.

The same three plans for every business. Every paid plan has the whole app for your whole crew, with no charge per person, month to month and the first 14 days free.