Are you using ServiceTitan? If so, you’re not alone. It’s one of the hottest field service management (FSM) platforms out there.
It owes some of its popularity to its wide array of features. ServiceTitan can help with everything from marketing and customer service to scheduling and dispatch to accounting and finances.
If you know the basics and want to take your use of the platform to the next level, we’ve rounded up eight tips to help HVAC companies supercharge their ServiceTitan experience.
1. Take advantage of ServiceTitan’s marketing features
2. Streamline dispatching
3. Improve the call booking process with ServiceTitan’s phone integration
4. Provide your techs with additional support via mobile app
5. Create polished estimates on the go
6. Decrease friction around payments
7. Connect with customers on their terms
8. Develop a comprehensive picture of your finances
Here are our top tips for HVAC businesses that want to get the most out of their ServiceTitan subscription. Note that if you’re new to the platform or considering whether to use it, you can always check out our Complete Guide to ServiceTitan.
Ready to understand precisely how your marketing efforts are performing? ServiceTitan’s marketing tools can help.
Track your ROI and make adjustments to maximize your online ads with these features:
As a side note, we have a post on the average costs of Google Ads for home services verticals to help you gauge your performance.
Finding efficiencies in your dispatching processes can help your techs serve more clients in the same amount of time and grow your revenue. ServiceTitan’s various dispatching features allow you to match the right tech with the right job and make quick adjustments when urgent requests come in.
Its time-saving dispatching tools include:
Your customer service reps may not have firsthand experience in the field, but they need to sound like knowledgeable pros on the phone from the start.
ServiceTitan’s phone integration can help even your newest reps hit all the right marks on each incoming call.
You never want your technicians to walk into a service call blind. With ServiceTitan Mobile, your technicians have all the information they need at their fingertips.
The mobile app for tablets ensures each tech can easily do everything they need in the field. Whether that’s preparing for a service call, creating an estimate, or gathering payment, ServiceTitan Mobile can help.
Estimating an HVAC job isn’t always straightforward. You want to create a fast, accurate quote that considers your costs for time and materials while maximizing your profit margins.
The cloud-based estimate tool from ServiceTitan empowers your team to do just that—whether in the office or out on site. Ensure your team is leveraging these estimate features:
Want to see even more pricing and estimate-related updates? Check out our guide on 14 New ServiceTitan AI Features, which include enhancements to Pricebook Pro.
The faster you get paid, the easier it is to manage your finances and grow your business. To speed up payments in today’s day and age, you want to provide your customers with options.
ServiceTitan allows you to collect payments in the field or online in various forms. Your customers can pay you via:
Payments hit your account quickly—ServiceTitan promises next-day deposits for checks and card payments, and online payments clearing two to three times faster. The tool even manages reconciliation, so you always have accurate financial data for your accounting.
It doesn’t matter who your customer base is, everyone is digitally savvy today (95% of all US adults report using the internet). Providing your customers with a modern service experience is a great way to impress them and complement your exemplary service in the field.
Here are some ways ServiceTitan enables you to do just that:
If you do take the texting route (and we highly encourage that), you can save yourself time and increase response rates with these 55 Text and Email Templates.
ServiceTitan’s accounting software is designed to help field service businesses, including HVAC companies, keep a better eye on their financials, accelerate invoice payments, and manage vendor relationships.
The platform helps you accept and send payments, automatically manages reconciliation, and can even integrate with bookkeeping software, including:
Its in-depth, visual reporting helps you to quickly grasp your financial situation, spot outstanding invoices, and keep track of bank deposits.
For more tips and features like this, download our free guide: 6 ServiceTitan Features to Better Manage Your Cash Flow
ServiceTitan is designed to help HVAC companies like yours find efficiencies across all areas of their business. If you want to explore even more features and tips to maximize your technology investment, check out our Complete Guide to ServiceTitan.