ServiceTitan – Easy, Effective, and Excellent!
October 24, 2024

ServiceTitan – Easy, Effective, and Excellent!

James Goethe | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • Phones Pro

Overall Satisfaction with ServiceTitan

Our company uses ServiceTitan for all of our daily needs. As a service company, we deal with a large number of customers and locations on a daily basis. ServiceTitan is used by all departments as our primary software for keeping track of customer information, scheduling and assigning jobs, and managing our technicians all across the board. Personally, I work in our HVAC installation/replacement department, and I use ServiceTitan daily to complete the bulk of my work, ranging from converting estimates into new jobs to setting up return visits for previous installations.

Pros

  • Using customer profiles to store contact information and addresses.
  • Creating estimates and converting them to jobs with consistent task code usage.
  • Scheduling and managing technicians.

Cons

  • Customer and location profiles can get confusing depending on how certain addresses are managed or billed, such as property managers for condominiums billing the individual customers.
  • Smoother updating on contact information changes between the customer account and location accounts.
  • Making it easier for technicians to transfer between jobs.
  • Improved customer relations by allowing us to keep consistent information for contact and address tracking.
  • Improved technician quality of life with pre-scheduled jobs, dispatching, and timesheet management.
  • Improved overall ecosystem and efficiency by consolidating all aspects of the business into one software: customer service, dispatching, technicians, installation, revenue, purchasing, warehouse, etc.
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.

Do you think ServiceTitan delivers good value for the price?

Yes

Are you happy with ServiceTitan's feature set?

Yes

Did ServiceTitan live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of ServiceTitan go as expected?

I wasn't involved with the implementation phase

Would you buy ServiceTitan again?

Yes

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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