Nifty vs. ServiceTitan

I've found myself recommending Nifty to other business owners as well as for personal use. I've personally found it to be invaluable when it comes to:

• Daily / Weekly / Monthly / Quarterly recurring tasks
• Creating templates for company processes such as new product creation, marketing strategy, on-boarding, quarterly goals, content management
• Having forms zapped into a new task from multiple locations ensuring they're never overlooked
• Having clear milestones and timelines for projects
• Communicating on projects, tasks, and just in general
• Assigning different components of projects to different people
• Creating prior requirements that must be completed before completing the task

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

• An overview of project timelines and milestones.
• One-on-one or group conversations.
• Tracking the status of projects and tasks.

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

• Time Expense could be improved since we cannot edit the previous/past time logs entered.
• Lacks expense management and Purchase order management functionality
• Newest product updates are not always stable and I had to reach Nifty's support team a couple of times in the past to fix the issues with new updates e.g. our document management and meeting integrations had to be re-authorized

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

There's no comparison. Nifty does what all of these do all in one place (with the exception of Slack's community aspect with hashtagging - not sure if Nifty can do this, never tried) Nifty even has the ability to import directly from many other platforms - I've personally imported projects from Trello and Asana, saving tons of time in migration.

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

• Consistent communications.
• Staying on project schedule.
• Aligned projects with business strategies.

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