Planday vs. ServiceTitan

Planday is a wonderful first step in organizing team management, such as mass communication, scheduling, time off requests, and centralized timesheets. I used it for my retail business and found it to be extremely helpful in communication with my team and keeping track of everyone scheduling needs in one place. As we grew, I noticed a need to assign tasks, which would be very helpful for larger companies or businesses with daily tasks that need to assigned to specific team members, departments, or shifts

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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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• Provides an overview of staffing levels for each team, and the department as a whole.
• The UI makes it very easy to get a snapshot view of the staffing levels for set time period.
• Managing absences and arranging for shift swaps are also efficiently handled using Planday.

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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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• Holiday functionality - currently under review, new system launching early 2017 which will improve accuracy, calculate balances and deliver a more user friendly experience
• Payroll reporting - data is not all relevant, could be more flexible
• Schedule - could be more flexible to show employees consistently working across the group on one schedule

• 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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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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Ultimately Planday is the perfect tool for simple straightforward team time management, communication and scheduling. I would like to see a task management feature added to Planday and perhaps some integration for employee rewards. Planday is leaps and bounds above Quickbooks Time, and TimeClock Plus but falls behind Deputy only slightly by having less features available. Overall I would recommend Planday to any small business owner with a team of 5-20

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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

• So much easier to manage than an Excel spreadsheet!
• The relatively low cost is completely outweighed by the time saved using Planday

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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.

Incentivized

Independently Invited by TrustRadius

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