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ServiceTitan

Name: ServiceTitan
Rating: 4.5 (2 reviews)

By ServiceTitan

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Highlights : About ServiceTitan

Leaderboards

Scheduling

Dispatching

Customer screen pops

Configurable alerts

Executive workflows

About ServiceTitan

ServiceTitan for HVAC, plumbing and electrical home service businesses is a cloud-based field management platform that offers scheduling, dispatch, invoicing, sales, and more. The platform offers marketing ROI and conversion tracking capabilities, which links every service request call to its eventual sale or missed opportunity. A mobile solution for field workers allows them to offer visual sales presentations in the field and process invoices and credit cards instantly. Other features include custom reporting, call recording, text messaging and dashboard. The system is deployable on multiple platforms, including Mac and Windows.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Leaderboards

Call booking performance monitoring

Scheduling

Dispatching

Customer screen pops

Configurable alerts

Executive workflows

Complete audit trail

Call recordings

Payroll

QuickBooks integration

Sales performance tracking

Two-way texting

Revenue and ROI tracking

Marketing campaign metrics

GPS integration

Invoicing

Scheduled reports

Benefits

Tracking Performance

Technicians’ sales performance is automatically tracked, and leaderboards can be used to motivate improvements in performance.

Call Monitoring

Phone call conversions can be monitored, and unbooked calls reviewed to recognize missed opportunities and to identify staff in need of training.

Call Identification

Track ROI and revenue for each campaign, with the campaign that generated each call automatically identified without needing to ask customers.

Mobile App

Mobile app enables technicians to access their assigned jobs, view driving directions, update notes on service calls, generate invoices, process payments, and collect customer signatures.

Configuration management

Set up executive workflows, schedule reports, and configure alerts for cancelled jobs or unbooked calls.

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