ServiceTitan vs. UDA Construction Suite

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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If you've never used software before and have low expectations, then you might be able to make it work out.

• 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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• The beautiful user interface. It looks good.
• Their videos are professional.
• They have webinars.

• 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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• Their spell checker creates a squiggly line to tell you that you have a misspelled word, but, doesn't allow you to correct it.
• The spell checker lets you add custom words to a dictionary, but, it can only use one dictionary at a time to check spelling. So the default dictionary gets used, and your custom words still show up as being spelled wrong!
• You can't select-copy addresses, in order to paste them somewhere else.
• Using duplexing on my printer doesn't work right. It works for every other software I own, but not in UDA.
• There is a bug in the WIP date range that doesn't pull accurate data.
• "Options" in the estimate show only cost, not margin. So if you show your customer that report, you are revealing cost info, not selling price!!
• You can't import a PDF into bid notes, even though the premise of UDA is to try to make it a single repository for all your information.
• You can't use the arrow key to browse photos in UDA. You need to close, and click into the next one. No inuitive functionality.
• The estimating module separates material and labor, in ways that create a very confusing Scope of Work. You need to select the labor item from your database, then separately select the material from your database. You end up with two line items in your Scope of Work for the same thing. Instead of writing, "Supply and Install a new window" you have "Supply a new window" and then "Install a new window." It's hard for my estimator, and confusing for my client.
• UDA will WREAK HAVOC on your contacts in Outlook.
• It does a terrible job of managing husband/wife or partner/partner situations. You can't mail merge them properly, or, you get forced into combining their contact into into a single contact-- and then how do you know whether the cell phone is his or hers???
• There is no good way to credit design fees against the construction contract, if you happen to use that paradigm for your contracts.
• There is no way to filter contracts by their date created. So, how do you find your newest contacts for entering them into something such as Constant Contact?
• If you try to use integration of QuickBooks(QB) and UDA, your ITEMS list in QB will either get expanded to hundreds or even THOUSANDS of items... or, your POs in QB will get created in a summary form such that they are virtually meaningless.
• The "lead funnel" graphic may look cool, but there is not a good way to actually report on the lead status, track the activities and calls that you make, note significant emails that you write, or keep track of when you send out thank-you cards or spiffs/gifts!
• They might tell you that these things work, but, after spending MONTHS with UDA, I found out that these problems are deal breakers.
• Within their customer service department, the left hand doesn't know what the right hand is doing. They do not use a structure such as Zendesk that so many other great companies use. Even though I was paying for priority support, there were often days going by where I could not get a call or email back to assist me with a support request or provide a tutorial on how to do something. Had I not paid extra for support, this would be acceptable. But when paying for "TotalCare" priority support, there are times when the software had me stuck, and I was stuck for a day at a time waiting for an answer. Sometimes no answer ever arrived.

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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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

QuickBooks has great quality assurance and while they don't provide support, their software is nearly flawless. Co-construct provides great support and solves problems. In comparison, UDA Construction Suite is full of flaws, and their customer service department is disorganized and overworked.

• 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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• All my money was wasted. I could not get a refund.
• All my time was wasted. I spent much time on customer support, and even more time "stuck" where customer support could not be reached.
• My staff time was wasted, because it was hard for them to implement and then we ultimately abandoned it.