CallSource vs. ServiceTitan

Callsource has been great to work with since it's easy for us to sort the reports by client, and hand them out accordingly. If you need tracking numbers for campaigns, and if you want the bonus feature of listening to phone calls then it's great.

Incentivized

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.

Incentivized

• Detailed call reporting
• Live alert when a call is not booked
• the overall scoring of how campaigns are doing
• Industry comparisson of how you rate on customer service

Incentivized

• Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
• Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
• Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.

Incentivized

• EXTREMELY SLOW!! Takes 10 minutes just to get logged in and set up a single number
• Phone numbers get spammed a lot and forces us to reprovision
• Reporting functionality is very weak

Incentivized

• 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.

Incentivized

It's easy to use, we've had the account for a long time

Incentivized

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.

Incentivized

We currently use DialogTech and I would say that they are behind on CallSouce. CallSource was more robust in reporting and DialogTech does not offer the missed opportunities notifications. DialogTech also has a lag in the audio when calls come in. I am less pleased with DialogTech than I was with CallSource.

Incentivized

autotask has a sales team that can work with you to understand your specific business scenario. They have offered to scope an integration project with us. We are looking forward to making progress on a tailored solution with them

• We are able to obtain and provide more detailed insight as to why our customers may be doing well/poorly with our products.
• I can't speak to this in terms of numbers or percentages, but I can say with confidence that it has assisted in saving many high risk accounts.

Incentivized

• We can more effectively retain customers and send them offers if it's been a while since their last visit.
• Our cash flow has dramatically improved because now the technicians invoice everything.
• We can get estimates out the door within the hour, not days later.

Incentivized