ServiceTitan

I represent a mechanical services company in an emerging industry. This company needed a solution to manage service visits, project scheduling, inventory, technician timekeeping, and invoicing. It seemed liked ServiceTitan would be a very good fit based on their marketing videos. The COO and I made multiple attempts to try to establish a relationship with the sales team at ServiceTitan to schedule a demo. At the end of these, 2 separate sales people told us they would not demo their solution to us because our industry does not appear in their drop down list. On the one hand, I'm thankful, because this policy could be an indicator of future problems. On the other hand, we're very frustrated because every function the software lists is a function this business is seeking a solution for. My advice: If you're having trouble with the initial sales contact or information forms at ServiceTitan, scratch them off your list quickly. You will save yourself a headache.

• Wasted a significant amount of time by considering this a viable option
• We will likely use Autotask, Jobber, orSalesforce Lightning for the operations solution for this company.

Datto Autotask PSA

QuickBooks Online, MobiWork, Datto Autotask PSA

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.

• 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.

Dialpad Ai Contact Center

As an Accounting Manager, integration with our accounting software is a must. ServiceTitan's exports for payments, invoices, and tie-in with inventory tracking is very helpful. They are always adding new features, so the product itself has a more developed feel when I started using it a year and a half ago.

• Revenue has almost doubled in the 3.5 years since we started using ServiceTitan. ServiceTitan has allowed us to scale the business well.

Sage Intacct, Sisense for Cloud Data Teams, Paylocity

• Scheduling

• Waste of Time.
• [In my experience] charged us twice for same transactions.

QuickBooks Online, Service Fusion

• Marketing module (CRM)
• Integrated payment processing
• Data stored in the cloud

• 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.