ServiceTitan is arguably the most popular software solution for service-based businesses on the market today. But with so many features and capabilities, it can be hard to make sense of everything.
Whether you're deciding if ServiceTitan is right for you or wanting to make sure you're using it to its full potential, this post has you covered. In it, we're going to help you understand exactly what ServiceTitan is and how to get the most out of it.
ServiceTitan is a field service management system (FSM), which means It helps field service providers with all of the aspects of running their business, all in one place.
Many people refer to ServiceTitan as a CRM, but customer relationship management is actually just one of its many functionalities. These include:
ServiceTitan contracting software has a variety of products and solutions to choose from, designed to improve operational efficiency, enhance customer satisfaction and loyalty, and reduce costs.
This is achieved through automation, streamlining, reporting, and having everything in one place. Use ServiceTitan to keep up with customers, employees, projects, payments, and your performance.
ServiceTitan can be used by any business that sends technicians out into the field, but its most common verticals include:
Because of its robust features, ServiceTitan is best for businesses that are:
ServiceTitan offers a number of different features, products, and solutions, but here is an overview at some of their main buckets:
You can run email, direct mail, paid ads, and review request campaigns right within ServiceTitan. It's got ready-to-use templates as well as built-in reporting on performance so you can measure ROI and grow revenue.
ServiceTitan streamlines all of your operations onto one platform, making it easy to keep track of all of the moving parts and pieces involved in your day-to-day.
Specific functionalities include:
With ServiceTitan, you can communicate with customers via text which is convenient for both you and your customers. There is a feature for customers to track their technician, sort of like an Uber or DoorDash tracker.
ServiceTitan also includes tools to help you educate your customers, close more sales, or offer payment options.
The cost of ServiceTitan depends on which products and solutions you use. As of the time of writing this post, ServiceTitan has three main plans, each of which require an annual contract:
Now that you have a grasp on how ServiceTitan works, let's go over a few tips to help you get the highest return on your investment.
With the mobile app, technicians in the field can access all the info they need to do their job with professionalism and efficiency. Use it for customer history, estimates, invoices, payments, and forms.
ServiceTitan integrates with software solutions you may already have, such as QuickBooks, Nexstar, Reviewbuzz, and others. When you integrate your platforms, you can preserve data integrity, use real-time campaigns and reporting, and save time with workflows.
Did you know that Hatch fully integrates with ServiceTitan?
A customer success manager's job is to ensure you're using the product correctly and maximizing your return on investment. Make it a point to meet regularly with your CSM—even if you feel you don't need to. There are always new features to learn.
The ServiceTitan support community is a great resource for getting product information, asking questions, learning about upcoming events, identifying training opportunities, and connect with other users. Use it!
ServiceTitan is just one of many home improvement CRM solutions out there. It's not for everyone, but if you're a mid-to-large-sized home improvement or home service business, looking to streamline all of your processes, and able to invest in automation, it is definitely an option worth exploring.
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