Fourth Procurement and Inventory vs. ServiceTitan

The product is user-friendly in automating the tasks, managing the master data through central purchasing, and creating custom reports. It lacks certain basic functionalities like a record of wastages, sending automated emails confirming if the automatic tasks (scheduled tasks) have been completed or not, and the ability to automate the nutrition information, etc.

Incentivized

ServiceTitan seems to be incredibly customizable depending on what is needed, and therefore I would recommend it in any case where customers and jobs are recorded and scheduled. It can be used in a variety of ways and has multiple functions, including revenue and inventory tracking. Whether a big or small company, I feel with proper training anyone could utilize ServiceTitan very effectively to improve both productivity and record-keeping.

Incentivized

• The 'stock management' tab on the home screen is of particular use when keeping tabs on incoming deliveries into the restaurant.
• The option to open and close your stock period is great as you have the chance to edit your stock at a moment's notice.

Incentivized

• Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
• Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
• Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.

Incentivized

• It would help massively to see via Enterprise and menu items what ones are no longer active, to keep the data tidy.
• When you take purchase reports from Enterprise and select to organise them by category, show the name of the category on the actual report download.
• Quick and easy upload/download of supplier products for correcting prices, descriptions, prices in bulk.

Incentivized

• We'd like to be able to text estimates (currently, email is the only function)
• We'd like to have audit trails on Customer and Location records (currently only at the job level)
• We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.

Incentivized

I rarely run into any issues while using ServiceTitan other than the occasional scheduled maintenance. It is very intuitive and easy to learn, with many capabilities that can be suited to any job position in a business. The functions are consistent regardless of your department or use case, and can be easily customized to fit any and all of a company's needs.

Incentivized

Too long to get an answer.

Incentivized

autotask has a sales team that can work with you to understand your specific business scenario. They have offered to scope an integration project with us. We are looking forward to making progress on a tailored solution with them

• Procurement: Integrating some of the key suppliers with Trade Simple has saved labour hours.
• Integration: GL Integrations have increased the efficiency and quality of data.

Incentivized

• We can more effectively retain customers and send them offers if it's been a while since their last visit.
• Our cash flow has dramatically improved because now the technicians invoice everything.
• We can get estimates out the door within the hour, not days later.

Incentivized