On-Screen Takeoff® vs. ServiceTitan

I think most of the reasoning was just provided on the previous pros and cons questions. On-Screen Takeoff (OST) is well suited for doing either quick takeoffs or getting into an elaborate, detailed takeoff. All though the viewing tools are quick and easy, I would still very much prefer using BlueBeam for looking through an overall set of drawings. With all of the hyperlink and bookmark functions of BlueBeam, OST doesn't compare and I rarely use OST unless I'm actually doing a takeoff.

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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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• The biggest thing for me is that it is so easy to use, which allows it to be used widely throughout our organization without a lot of intense training.
• Another great thing is that it does not matter how big or little the scope of the take off may be, it works just as well for a whole 12 story building take off as it does for a stretch of sidewalk.

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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 would be nice if you could select an object that occurs on multiple sheets, copy, and paste it into change orders or alternates.
• If you could search for where a certain condition is being used (which sheet) and go directly to that page or pages, that would be cool.

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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 provides invaluable communication, organization, and flexibility to generate a project overview both visually and by the numbers. In addition to the overview it makes getting into the project details easy and quick, so our takeoff is accurate and correct every time

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On Screen Takeoff is a valuable tool for what it does. Across the board it can keep track of the critical data and corresponding values without extra legwork. While powerful, it is prone to user error, and the problem can compound quickly if not realized up front. Overall a great project tool, but not without limitations

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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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I have had very few issues with the software which is probably the first sign that there is a good customer support team, since I am sure they are working and fixing problems for everyone when they get a report from somewhere. The few times I have had to reach out to support they have been knowledgeable and on top of helping me quickly get my issues resolved.

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Implementation was as simple as setting up the program and creating databases. Everything else was already in use and this was a supplement to the final organization of the system

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Being able to train individuals in a single afternoon on the program and trusting them to get you something usable as soon as possible is quite invaluable. It is also something that I feel is unique to this program. It is just easier.

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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

• The software has more than paid for itself because the company has been able to save lots of money when awarding to subs since it is easy to verify quantities to qualify their bids.
• Less of a chance of under-ordering products since the visible audit trail improves accuracy. Also you spend less since you aren't ordering more than you should be.

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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