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ServiceTitan

ServiceTitan

Overview

What is ServiceTitan?

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…

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Recent Reviews

TrustRadius Insights

ServiceTitan is a versatile software that meets the needs of various businesses in different industries. Users rely on its features for a …
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Reviewer Pros & Cons

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Pricing

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ServiceTitan

$125

Cloud
per technician/per month

ServiceTitan

$398

Cloud
per month

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://servicetitan.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is ServiceTitan?

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 sales presentation to help techs upsell with each visit, and payment processing in the field. The phone integration solution lets users monitor each call and tie lifetime value from each call to the corresponding marketing campaign, in addition to recording the entire conversation with customers to provide real time feedback for the users’ CSRs.

ServiceTitan Features

  • Supported: Contact Management
  • Supported: Scheduling & Dispatch
  • Supported: Work Order Management
  • Supported: GPS Tracking
  • Supported: Paperless Invoicing
  • Supported: Visual Sales Presentation
  • Supported: Payment Processing
  • Supported: Call Tracking with Revenue
  • Supported: Call Recording

ServiceTitan Screenshots

Screenshot of Assign and view jobsScreenshot of Advanced reports and custom reportsScreenshot of Drag and drop dispatch board

ServiceTitan Video

Visit http://fast.wistia.net/embed/medias/ac2onrn3od to watch ServiceTitan video.

ServiceTitan Competitors

ServiceTitan Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web, 8558990970
Supported CountriesUnited States, Canada
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(34)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

ServiceTitan is a versatile software that meets the needs of various businesses in different industries. Users rely on its features for a multitude of purposes, including booking customer jobs, scheduling and tracking dispatch, and generating custom reports on sales performance. The ability to automate customer notifications has led to higher job satisfaction ratings, indicating improved communication with customers. Additionally, ServiceTitan streamlines processes by managing inventory, scheduling jobs, providing estimates, and following up on them. This has resulted in increased efficiency and streamlined billing processes for companies that have transitioned from paper-based operations.

The software's robust CRM function enables businesses to effectively manage email marketing and direct mail campaigns using customer data. It also serves as an operating system that handles various aspects of a company's operations, acting as a central hub for the CRM, phone system, scheduling system, payroll system, and customer communications. In specific industries such as logistics and food distribution centers, ServiceTitan offers real-time reporting capabilities for tracking outbound and inbound freights, providing flexibility for managers on the move.

However, some users have encountered challenges with ServiceTitan. Integration issues with Quickbooks and delays in problem resolution have been reported by certain users. Some have also found long-term job tracking to be challenging due to limitations in technician assignment and availability. In these cases, users recommend exploring alternative options like Thryve for better customer service and solutions.

Overall, ServiceTitan addresses the need for reliable reporting and tracking key metrics in order to help businesses understand their performance. It has proven to be a valuable tool for improving efficiency, streamlining processes, enhancing communication with customers, and ultimately increasing sales and revenue for a wide range of industries.

Efficient Appointment Management: Several reviewers have found ServiceTitan to be particularly helpful in managing dispatch schedules and automated job notifications for customers. This feature has allowed them to efficiently track and manage upcoming appointments, ensuring timely service delivery.

Comprehensive Technician Performance Tracking: Users appreciate that ServiceTitan provides a comprehensive solution for tracking technician's sales and performance. This functionality enables businesses to effectively monitor and evaluate the productivity of their technicians, leading to improved efficiency.

Robust Client Database: Many users value the robust client database feature of ServiceTitan. They find it to be a valuable tool for maintaining detailed customer records, including job history, equipment history, and service agreements. Having access to such comprehensive information helps businesses provide personalized and efficient service to their clients.

Limited Communication Options: Some users have expressed a desire for more communication options within ServiceTitan. Specifically, they would like the ability to text estimates instead of just being able to email them. This feature would enhance customer engagement and streamline the communication process.

Challenges with Functionality and Integration: Several users have found that managing inventory, marketing, and sales funnel CRM tracking can be challenging within ServiceTitan. Additionally, they have mentioned difficulties in integrating the software with other systems such as HRIS or LMS. Enhancements in functionality and better integration capabilities would greatly benefit users' workflow efficiency.

Lack of Customer Support: Users have mentioned a need for better customer service and support from ServiceTitan. They express frustrations with the level of assistance provided when encountering issues or needing guidance on using certain features. Improved customer support would ensure a smoother experience for users and help address any concerns they may have during their interaction with the software.

Based on user reviews, it is recommended to conduct thorough research and ensure compatibility before implementing ServiceTitan. Users advise having someone on the team who is tech-savvy to implement the software properly.

Utilizing available resources and dedicating a significant amount of time for proper setup and onboarding is highly recommended. Users suggest watching the videos and utilizing the available resources before implementing ServiceTitan, as investing time in learning and setting up the software will yield long-term benefits.

During the implementation process, it is advised to ask many questions and ensure that data is mapped correctly. Taking these steps is crucial for a smooth transition and effective use of ServiceTitan.

Users also recommend ServiceTitan for commercial service contractors looking to improve their business operations. Despite potentially higher costs, they believe that ServiceTitan is worth the investment due to its comprehensive features, including job bookings, invoicing, communication, job costing, and reporting.

Additionally, users highlight the value of simplifying processes and gaining insights from ServiceTitan. However, they advise being open to adjusting current processes as needed when configuring the software.

Reviews

(1-12 of 12)
Companies can't remove reviews or game the system. Here's why
Adam VanderHeiden, CPA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As an Accounting Manager, integration with our accounting software is a must. ServiceTitan's exports for payments, invoices, and tie-in with inventory tracking is very helpful. They are always adding new features, so the product itself has a more developed feel when I started using it a year and a half ago.
  • Integration with Accounting Software
  • Dashboards
  • Reporting
  • Sales Tax Tracking and Reporting
  • Inventory Feedback with Accounting Software
  • Accounts Receivable Tracking
Well suited for larger companies, and companies that can take advantage of numerous features like dispatching, inventory, etc. Smaller shops may not find ServiceTitan as helpful or at least potentially complicated for a scaled back operation. It doesn't have accounting software, so make sure you have QuickBooks or something similar.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Service Titan is the operating system for our business. All aspects and segments of our business go through the platform. Because of its integrated approach, we're able to provide best-in-class client support and experience. It addresses the problem of scaling dispatching, work orders and client communication in our business. We're able to establish KPIs for field and office staff that wasn't able to be tracked before, so it has enhanced employee accountability as well.
  • Dispatching
  • Client Communication
  • Marketing
  • Payroll integration with Quickbooks
  • System alerts and notifications
  • Expanded API access
Service Titan is the operating system for home services business. It's incredibly powerful for that business model of day-in, day-out home services. Any contractor who does New Construction would not make as good use of this platform for that aspect of their business. Things like progress billing, contracts, change orders, submittals, RFI's are not easily addressed with the software.
Score 1 out of 10
Vetted Review
Verified User
As written in a previous review, Our company found multiple batching issues within the Quickbooks alliance as well as double charges to clients without any support immediate from Service Titan for an issue that didn’t exist prior to its implementation. Credit card hardware that we are billed monthly for has never connected even after following the email instructions for the simple activation. The only super they can offer is an email they won’t connect them for you. Many times callbacks or information seems a one size fits all Solution based on the Service Titan CSR’s experience level to solve the issue. The only real positive is that you have scheduling and customer tracking, long term job tracking is difficult as a technician originally assigned has to stay assigned to schedule the ongoing work daily by installers, thereby blocking his visual availability for other appt bookings. Definitely know there are better customer service and better solutions on the horizon, they’ve been the good standard because there was no other developer, now the race is on and Service Titan failures are [losing] my business. I’d explore other options like Thryve before you jump in.
  • Initial Scheduling
  • Price Book
  • Quickbooks integration
  • Scheduling of long term jobs w/out the Managed Tech having to Be attached to the job and blocking his availability for other calls
  • Customer service with Service Titan Add on products support
  • Emergency Customer service availability
I wouldn’t recommend Service Titan to anyone, knowing how they operate once you’ve gone live on the system and how incomplete the training is on troubleshooting issues and CSR availability when you need problems solved. Service Titan was the best available option at one time, but that time has passed now there are better more user friendly and customer service backed
Score 1 out of 10
Vetted Review
Verified User
LIES! LIES! LIES!!!!!!!!!!!!!!!!!!!!!!!!Service Titian caused us so much grief and our company thousand's of dollars. They promised us they work well with our Quickbooks program. LIES! The amount of hours we spent on the phone with them, they should be paying me! All the issues that came about, they didn't even know how to fix themselves. We had to wait days for them to come up with solutions and call us back. So many batch's we transferred over to Quickbooks the amounts were completely wrong, doubled our transactions, or put into the wrong place. As you can see with other reviews the managed tech's price is outrageous. As well as the time cards, we always had errors we had to fix with that as well. DO NOT USE SERVICE TITIAN, IT WILL MAKE YOUR JOB 1000X HARDER!!!!!!!!!!!!! WAY TOO COMPLICATED THEN IT NEEDS TO BE AND HALF THE EMPLOYEES DON'T KNOW HOW TO HELP YOU.
  • Scheduling
  • that's it
  • that's it
  • Managed Tech's fee
  • Quickbooks software
  • Time Cards
LIES! LIES! LIES!!!!!!!!!!!!!!!!!!!!!!!!Service Titian caused us so much grief and our company thousand's of dollars. They promised us they work well with our Quickbooks program. LIES! The amount of hours we spent on the phone with them, they should be paying me! All the issues that came about, they didn't even know how to fix themselves. We had to wait days for them to come up with solutions and call us back. So many batch's we transferred over to Quickbooks the amounts were completely wrong, doubled our transactions, or put into the wrong place. As you can see with other reviews the managed tech's price is outrageous. As well as the time cards, we always had errors we had to fix with that as well. DO NOT USE SERVICE TITIAN, IT WILL MAKE YOUR JOB 1000X HARDER!!!!!!!!!!!!! WAY TOO COMPLICATED THEN IT NEEDS TO BE AND HALF THE EMPLOYEES DON'T KNOW HOW TO HELP YOU.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ServiceTitan to field incoming requests for service, repair, and installation of heating and air conditioning equipment. We can record phone calls, find customer records, book jobs, process invoices, track inventory, process payments, and export this data to Quickbooks Desktop. There is also a CRM function that helps me manage our email marketing and direct mail campaigns by using data that we have gathered as a company on our current customers.
  • Call recordings for future reference
  • Dispatch board for seeing the day's work
  • Pricebook can be edited like a spreadsheet
  • Expensive
  • More functions which fire off of service location
  • Long, commercial projects are more difficult to manage
ServiceTitan is well suited for residential and commercial repair work, as well as the replacement of existing systems. The area where it is less appropriate has been in the new construction side of the business. The workflows aren't as applicable and it's harder to make ServiceTitan work for these types of projects.
Courtney Van Delden | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use ST for our service departments. We moved from paper processes and couldn't be happier. Communication with customers, efficiency, billing, and streamlining has all improved drastically. We are able to track so many metrics now from jobs, to technicians, customers, marketing...I don't know how we did without it.
  • Dispatching
  • Tracking metrics
  • Efficiency
  • 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.
Good for service companies. May not be good for companies that are heavy in long job processes (like jobs where there are multiple steps before the job is completed, permits, city inspections, etc.)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Across our organization, ServiceTitan is used to book customer jobs, schedule/track Dispatch, and report on sales performance. Personally, I use ServiceTitan on a daily basis for marketing purposes and to provide our management team with custom reports focused on Lead attribution and Sales performance. From a customer service standpoint, ServiceTitan has greatly increased our level of accurate and timely communication with our customers. After putting automated customer notifications in place, we saw a great increase in job satisfaction ratings.
  • Manage Dispatch schedules
  • Automated job notifications for customers
  • Marketing software
ServiceTitan is fantastic and matches the right members of our dispatch team with the right jobs; easy to use call-booking tool with straight-forward agent performance reporting. It allows us to keep accurate books across our org with greater ease. ServiceTitan has an excellent price for what you get.

It offers less-than-optimal marketing capabilities - I am hopeful that they will update their marketing software with more capabilities since it was just released within the last 6 months!
Lauren Morgan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use ServiceTitan across the entire company from field staff to office staff. ServiceTitan holds our CRM, our phone system, our scheduling system, our payroll system, and our customer communications, for the most part.
  • Appointment scheduling
  • Estimate and invoice building from the field
  • Account records
  • Service agreement management
  • Customer communications
  • Reputation management
  • Ease of estimate follow-up
  • Sales team interface
ServiceTitan is excellent for a medium-sized to large-sized company, but I would not recommend it for organizations with smaller field staff and customer base. ServiceTitan has a lot of strengths and is getting better in the areas that they lack. I will say that their customer service and account managers are improving, but at the beginning of the year, it was impossible to get answers to questions. ServiceTitan can easily become the lifeline of your organization because of how powerful that is. I can say that that is such a disaster when the site goes down, which doesn't happen often but does happen. It brings the entire business to a grinding halt. Additionally, their phone software still has a lot of room for growth and is where I am least satisfied as we consistently have calls dropping.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our Service Department uses ServiceTitan to schedule technicians, run reports, follow up with customs, and so much more. It is our invoice and quote hub for everything enrolling service calls. The technicians have access to all the info they need from their iPads. From the moment they get a call to when they finish up at a location, ServiceTitan is another tool in their toolbox.
  • Schedule service calls
  • Follow up with customers
  • Learning curve when coming from other software.
  • Memberships are not easy to setup.
We are not a sales-driven service company, so we do not need all the bells and whistles. We also have a large new construction department in which ServiceTitan is not built to handle the workflow. For a Service based company that likes to dial into reports, it's a perfect match.
Cherie Hudson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are using Service Titan across our organization in every department. Service Titan has allowed us to increase our sales and revenue. It has assisted us in becoming totally paperless. We have been able to manage inventory, scheduling jobs, giving estimates, and following up on estimates. It has a strong membership scheduling process that is important to contractors. It addressed the problem of getting reliable reporting for how our business was doing and tracking key metrics for the customer.
  • Manage upcoming appointments for memberships.
  • Track technician's sales and performance.
  • Good client database.
  • Campaign tracking and call recording tied to customers file.
  • Job history.
  • Equipment history.
  • Paperless invoices.
  • Integrations and API with other products.
  • Track technicians with GPS.
  • Inventory.
  • Marketing.
  • Sales funnel CRM tracking.
Service Titan is very well suited for the service industry, especially home services like HVAC, plumbing, electrical, home cleaning etc. A perfect software for companies that are large or are growing. I would recommend a team of 5 or more. If you have a smaller company or you are a one man or woman operation, you may want to wait to implement this product as it might be overkill.
John Chavez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
In this instance, it was being used by logistics in our food distribution center in Ontario California. The manager was using it on his app to track outbound and inbound freights as he was always on the move. Due to the infrastructure of the company he needed something that allowed him to see real-time reports without the need to be stuck in his office. As the company was very centralized he needed something that afforded him the flexibility of being able to get all the reports he needed without the need to be stuck in an office running excel sheets on his PC.
  • 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.
  • I only have one piece of advice per our managers. One of their biggest frustrations when it comes to logistics software is that it doesn't always speak well with other systems be it with an HRIS system or an LMS. As a training manager, I consider the LMS component huge. So really what we think would be an improvement would be an open source ideology that allows your platform to integrate with others easily.
I can only speak to the logistics part of the software and its reporting and tracking functions. Based on that where I've noticed it's best suited is for:

1. Running quick easy reports that are easy to understand
2. Using it on your phone on the fly
3. Tracking large pieces of information on different tracking avenues
September 13, 2017

Titan up your business

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Across the whole org.
  • Tracks Tech Statistics
  • Tracks lead sources (advertising)
  • Tracks Call center performance
  • Allows rapid distribution of flat rate Pricing through the use of TItanium. TitanPricer.com
  • Customized reporting
[It's] Best suited for a service oriented HVAC, plumbing, electrical or similar home service trades.
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