Optional module for Ingenious Control Center · In development
Record Transfer Bridge
Move customers, jobs, and estimates between Workiz and ServiceTitan.
Moves business records in either direction between ServiceTitan and Workiz, reducing duplicate entry and preserving continuity when a shop changes systems or uses both.
Who it is for
Companies running both Workiz and ServiceTitan that need record continuity and a working list of unsold estimates to chase.
From input to outcome
A clearer path through the work.
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.
Trust and control
Designed around practical results.
- 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
Product screens are kept separate from page labels for clear reading.
Product updates
Version history
Published release notes will appear here newest-first.
Product work
Features and bugs getting attention
Public planned and in-progress work will appear here.
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.
Follow the launch
Get an update when Record Transfer Bridge reaches its next milestone.
Occasional product updates and launch news. No purchase is being offered yet.