ServiceTitan (From an Accountant's Perspective)
As an Accounting Manager, integration with our accounting software is a must. ServiceTitan's exports for payments, invoices, and tie-in …
Starting at $125 per technician/per month
View PricingOverview
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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Reviewer Pros & Cons
Accounting Manager
Barron Heating AC Electrical & Plumbing (Construction, 201-500 employees)
Pricing
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
Product Details
- About
- Integrations
- Competitors
- Tech 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
ServiceTitan Video
Visit http://fast.wistia.net/embed/medias/ac2onrn3od to watch ServiceTitan video.
ServiceTitan Integrations
ServiceTitan Competitors
- Wintac
- Successware
- ESC
ServiceTitan Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web, 8558990970 |
| Supported Countries | United States, Canada |
| Supported Languages | English |
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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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
January 03, 2024
ServiceTitan (From an Accountant's Perspective)
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
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
November 21, 2021
Service Titan has presented allot of Service Trouble
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
September 21, 2021
Expensive, but Definitely Worth the Investment!
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
August 24, 2021
Can't Imagine Going Back After Using ServiceTitan
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.
February 13, 2019
Service Titan for Titans of Service!
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.