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Guide to ServiceTitan: Features, Costs & Tips – Felin Insurance Brokers Limited

Guide to ServiceTitan: Features, Costs & Tips

what is servicetitan

It’s a bit on the pricey side and may offer more features than some small businesses need, but it definitely has the potential to take your company to the next level. There are a lot of field service management platforms out there, but many are fairly basic. That’s fine if you’re a small business with a tiny operation, but as your company grows to include more customers and consequently, more technicians and other staff, you need software that can grow with you.

what is servicetitan

The pricebook is a digital catalog of the services and materials that your company offers. Staff members can use the pricebook to find desired services & materials, and add the items to the quote. Items in the pricebook contain pricing, marketing descriptions and images.

Schedule and Track Jobs

Utilize tools that optimize your office team and provide them with seamless communication to your field team and customers. It has good dashboard and reporting functions so you can see where technicians are going to be in the coming weeks, and it keeps track of what has been accomplished on each job. You can also sort customers and jobs, making them easy to organize. ServiceTitan helps you efficiently schedule jobs and dispatch your technicians. A calendar provides an overview of all jobs that are scheduled for your business. You can drag and drop calendar items to quickly adjust your schedule.

  1. ServiceTitan integrates with software solutions you may already have, such as QuickBooks, Nexstar, Reviewbuzz, and others.
  2. Quotes can be generated through both the mobile app and browser.
  3. Assign jobs quickly and address scheduling curveballs with ease.
  4. Gain valuable insights into company performance along with the solutions you need to execute changes and improvements.
  5. ServiceTitan’s product is the preferred software for the world’s most successful plumbing, HVAC, garage door, electrical companies and other field service businesses.

These features include online & call booking, a dispatch board, a mobile application, online payment processing, and reporting. ServiceTitan’s product is the preferred software for the world’s most successful plumbing, HVAC, garage door, electrical companies and other field service businesses. Our end-to-end solution includes CRM, intelligent dispatching, custom https://www.investorynews.com/ reporting, marketing automation, a mobile solution for field techs, and accounting integrations with Sage Intacct and QuickBooks. ServiceTitan is a highly-rated, cloud-based field service software designed to make running your business easier. You can schedule and dispatch technicians, automate payments, manage, inventory, and even improve marketing.

The first thing that attracted me to join ServiceTitan was our founders’ vision, which managed to unite about 1000 people. All of us have ideas which we think are worth implementation, but not everyone is capable of taking this path with a strict determination to succeed. Ara and Vahe did it, and that fact is truly fascinating and inspiring. With 10 years of experience in Customer Service, I feel that all my skills and abilities are being utilized to the maximum at ServiceTitan. What I enjoy about working in Customer Support is finding solutions to the challenges our customers are facing and seeing the satisfaction they show after the solution is provided. Teamwork and dedication to achieve the extraordinary are what makes you a true Titan moving forward irrespective of the obstacles in your path.

Industry Specializations

With ServiceTitan’s Phone Integration, you’ll be able to make sure these potential customers can seamlessly go from leads to sales without any complicated processes. The feature houses customer profiles as well, so every repeat caller will be met with an improved customer service experience designed to make people feel welcomed. ServiceTitan’s call booking feature helps your office staff https://www.dowjonesanalysis.com/ accurately identify your customer’s needs, and quickly book jobs. When you receive a call, a pop up will appear containing the caller’s name and contact information. Additionally, you can quickly access the customer’s profile containing critical information such as location, notes, forms, and attachments. ServiceTitan helps you generate revenue by streamlining the job booking process.

ServiceTitan prides itself on having a dedicated team of experts that will make sure any problem you encounter is solved quickly and effectively. Data is the key to any successful business, and ServiceTitan Reporting provides all the information you’ll need to make the right decisions for your business. With missed revenue trackers, booking rate statistics, and customer satisfaction ratings, you’ll know exactly where you business stands and how you can improve it, making your money at every turn. We could think of no better way to repay that gift than to build a business to serve field services contractors.

ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors. This solution is used in several different industries including HVAC, electrical, plumbing, chimney sweep, and garage door. ServiceTitan helps businesses generate revenue and optimize operations with features including online & call booking, a dispatch board, a mobile application, online payment processing, and reporting. ServiceTitan is a popular field service management solution used by over 4,400 service businesses and over 100,000 contractors. This solution includes all major FSM features including online & call booking, a dispatch board, a mobile application, online payment processing, and reporting. ServiceTitan includes a variety of features that help service businesses generate revenue and optimize operations.

what is servicetitan

With ServiceTitan, you can receive electronic payments from your customers. When in the field, you can collect payments by https://www.topforexnews.org/ credit card and check using your mobile application. You can also send your customers a link to an online payment portal.

ServiceTitan customer service offers a phone number to call, and after navigating a short menu, we got placed on a brief hold that only lasted a couple of minutes. As a result, this product may be better suited for larger enterprises that can afford the price and need all of the robust features that ServiceTitan offers. The software breaks down just how much revenue is being generated by ads so you can determine return on investment of a particular marketing effort, allowing you to tweak to improve efficiency. The software also ensures that whoever is taking the call can see what fields need to be filled in, and drop-down menus prevent the need for a lot of manual typing that can drag out appointment scheduling.

Proud to serve 100,000+ contractors

This will increase accuracy, saving your business from baring the brunt of mistakes. As one of the most popular field service softwares out there, ServiceTitan comes with an impressive selection of features that will turn your business into a well-oiled machine. From scheduling to marketing, this software will completely transform your pool service or HVAC company for the better. It also makes things easy on the customer, because they can track the technician directly from their phone.

Delight customers

Overall, ServiceTitan is one of the most robust solutions on the market, and offers a wide array of features not found in many of its competitors. If you are a large organization with 30 to 35 contractors willing to pay a premium for an advanced solution, then we highly recommend ServiceTitan. If you are a small-to-midsize business searching for a more lightweight solution, consider testing Housecall Pro or Jobber.

Customers can select from available dates and times, and enter their contact information. Information obtained will automatically flow into the database where your office staff can assign the job to a technician. The developers at ServiceTitan understand that, and have created a feature-rich software platform that aims to help large and growing operations with their field service management needs. They accomplish this with software that is easy for all parties involved to use and can automate tasks to simplify your operation. You have customers to please, technicians to monitor, and dispatchers to keep everyone on schedule, not to mention all the administrative tasks that come from running such a business. Keeping repeat customers is important, but so is attracting new ones.

There’s no email or support form to fill out, although you can fill out a form for a demo and they will reach out to you via both email and phone. “We’re not satisfied with this result and are working diligently to optimize our product for as many service companies as we can.” ServiceTitan scores solid marks on ease of use thanks to an easy-to-understand interface and features that simplify things.

Lloyd also has experience managing the development of software platforms and is an expert in content production & media software. You can present different quote options to your customers with varying prices and materials. This is a useful revenue-generating feature that allows you to attract customers with different budgets. You can use Google Local Services to help customers find your business. Once your company is Google Verified, customers can schedule jobs directly from Google’s search results page without having to visit your company’s website.

ServiceTitan integrates with software solutions you may already have, such as QuickBooks, Nexstar, Reviewbuzz, and others. When you integrate your platforms, you can preserve data integrity, use real-time campaigns and reporting, and save time with workflows. ServiceTitan contracting software has a variety of products and solutions to choose from, designed to improve operational efficiency, enhance customer satisfaction and loyalty, and reduce costs. Keep your business on track with powerful reporting and real-time data. Identify areas for improvement and spot risks in time to course correct.

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