Lattice vs. ServiceTitan

- Lattice is important infrastructure for orgs that are scaling quickly and need the ability to better administer talent and performance programs - Lattice saves HR teams soooo much time (from the AI agent who answers HR questions, to the automated onboarding and offboarding processes. - Lattice is not great for very small orgs that don't have growth plans. (Engagement surveys can't be anonymous if there are too few EEs, there is a minimum contract amount, and it's quite a lot of tool/system)

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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.

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• clean simple user interface. easy to navigate and i like the homepage
• Lattice has done several updates over the years. continuing to give the product more value based on customer feedback
• i get reminders in slack and email when someone submits public recognition within our company, and about my talking points/feedback from my manager

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• 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.

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• it is not intuitive how to find a past review you wrote for someone that doesn't directly report to you
• Lattice app (for phone) is very limited in scope and doesn't have face ID
• sales team can be misleading; need to really double check and push on important issues

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• 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.

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It is an expensive platform and other platforms are coming to market with similar features at a fraction of the price.

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It is very user friendly and easy to navigate. The workflows make sense and I can easy find my reviews, feedback or performance information. I haven't had any issues with being confused or needing to read instructions on how to navigate the software, it was one of the more straightforward programs that I have worked with

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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.

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Lattice Support is not that good. We have had to have calls with them in the past and their product team did not have a lot of knowledge about their product. I believe they are able to provide a much better level of service and that would increase my likelihood to work with them again.

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Lattice is more fully featured than BambooHR on the performance management functionality. It allows greater customization and more capabilities. If your company is mid-sized or large, Lattice is the way to go. However, it does require having some staff dedicated to understanding the system and committed to managing it. TINYpulse was also an interesting offering with some benefits, but also not as fully featured as Lattice for a medium to large business.

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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

• We have a workforce of 700, who largely have never had a performance review - since buying the module, it is holding the managers accountable to the process - no employee needs to be in the dark with how they're doing
• The employees value the decreased time that it takes to perform their self-assessments - world's apart from the complicated system we had before in our HRIS provider.
• The managers value the decreased time it takes to initiate/complete the employee review discussion process, as they now have a much more streamlined manner of doing so since partnering with Lattice

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• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info