ServiceTitan is a cloud-based field
service management solution. The platform includes CRM, intelligent dispatch,
comprehensive reporting, marketing management tools, mobile connectivity for
field techs, and QuickBooks integration.
The platform's core product offers
advanced job booking, drag and drop dispatch board, communication with
technicians via integrated texting, email and calls, and advanced reporting.
The technician mobile solution allows for paperless invoicing, virtual…
$125
per technician/per month
Worksuite
Score 5.4 out of 10
Enterprise companies (1,001+ employees)
Worksuite (formerly Shortlist) is designed to help companies find and manage their complete external workforce (freelancers, contractors, and vendors) by providing a single platform to source, onboard, manage, review/rate and pay them.
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.
We haven't found another system that can do all that Shortlist can do (payments, tax paperwork, profile management, project management, on-boarding, etc...) but it doesn't mean we always love using Shortlist. Shortlist is cumbersome to work in and requires LOTS of redundant clicking. Something as simple as being able to right-click to open on any profile/page/account/link would save hours in a week where as now to get to two side-by-side items on some lists, you have to click back a page, re-load, and scroll down to select the next option. I appreciate that Shortlist manages all the tax paperwork and has created for us a on-boarding system that flows nicely and allows multiple team members to manage their piece of the process.
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.
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.
Shortlist only allows for minor customizations to their platform. It would be great if each company could create their own view/usage set for the system.
The help chat box needs some work for sure. It takes days for someone to respond if they ever respond and often there is nothing they can do to remedy the issue at hand.
Payments should be able to be made every day, not just on Fridays.
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.
30-40% of the time there is no response when you contact the chat/help feature. 30-40% of the time if they do respond, it is to say they can't do anything about the issue. Maybe 20% of the time the chat is actually helpful, but that seems like a high estimate when I think about my experience asking for support.
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
We've never found another platform that does exactly what Shortlist does in terms of payments, taxes, project management, and on-boarding. We use other sites to source our new vendors (like Indeed, craigslist, etc...) but ultimately we direct all those applicants to our onboarding in Shortlist. I wish some of the more "minor" platform issues we've had over the last year were fixed sooner (or fixed at all) but it does the job!
