Salesforce Maps vs. ServiceTitan

This is best suited when there is territory management at the field or rep level. One can easily distribute the area/ locality, balance revenue, and optimize sales/outcome. However, this may be less appropriate for organizations that operate entirely on remote sales or for those where geographic location does not matter.

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

• Drilling down from the map point, to account/work order/opportunity.

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

• They just restructured their pricing model and we are ending our contract because of it - you have to pay for 10 users.
• The crossover with accounts and contacts are hard to map.
• The window sizes when navigating the maps are difficult to work with.

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

It aligns well with business needs. We clearly get productivity gain, and its seamless integration with Salesforce makes things easier. The ability to visualize things and performance geographically helps us to make better decisions. It also saves us lots of time and effort and increases efficiency.

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

Support was comical. It was barely available and the few times I did get help the language barrier was extraordinarily problematic

Incentivized

Allows for many more contacts to be loaded into the map.

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

• For the first time, we were able to see donors on a map which was life-changing.
• Its allowed us to target donors on trips and other email campaigns when we haven’t been able to before.

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