ServiceTitan Review 2024: Features, Pros & Cons

• Cloud-based field service management software
• User-friendly and intuitive design
• Extensive customization options and ability to scale as company grows

Pros

• Highly customizable and scalable: One of the main features that make ServiceTitan stand out in the field service management software industry is how customizable it is.
• Ease of use: ServiceTitan’s design is intuitive and easy to navigate. The dashboard overview gives you the ability to look at key information, such as scheduling from a bird’s-eye view.
• Tech updates based on user feedback: ServiceTitan continually makes software updates based on user feedback and alerts users about the changes.

Cons

• Expensive: ServiceTitan is one of the more expensive field service management software on the market because of the amount of customization, hands-on training and support it offers. Smaller companies may find simpler and more affordable software that is a better fit for their needs.
• Potential limited access to customer support: Some users reported that they had a difficult time connecting with customer support. One of the pros of ServiceTitan is that the company is always listening to its users and updating the software to better fit them. However, for some users, that can make it difficult to adjust to all the changes.
• Limited global presence: ServiceTitan is focused on the North American market. If your business is international—or could be international in the future—you’ll want to find out whether the features can meet your specific needs.

ServiceTitan is a field service management software specifically designed to help trade companies run their business more efficiently. It’s an all-in-one cloud-based software with all the features HVAC, plumbing, electrical and other field service companies require to operate their business and efficiently manage their workflow.

From schedule management to invoicing to billing, ServiceTitan is one software that can run practically every aspect of your business. Here are some of the software’s core features.

Schedule Management

ServiceTitan’s schedule management is designed to make your business run in the most efficient way possible. The visual calendar display and drag-and-drop feature make it easy to see which jobs you have in the pipeline and which technician they are assigned to. You can change assignments and technicians easily due to unexpected circumstances or cancellations. The scheduling also comes with route optimization, saving time and fuel costs by creating the most efficient routes for technicians.

Another helpful feature is the ability to send customer notifications by text or email about assignment updates, such as when their technician is on the way or about to arrive. These reminders reduce the chance of no-shows and last-minute cancellations.

The scheduling feature also integrates with the software’s other core features.

Dispatching

The visual interface helps you monitor the team and assignments and arrange them according to need and availability.

Work Order Management

Several of ServiceTitan’s features streamline work order management. Work orders integrate with scheduling, and the system is set up so you can easily assign the technician with the right expertise for each job.

Technicians also have access to their work orders and schedules through the mobile app and receive updates in real time.

Work orders are also where technicians keep notes and photos on jobs performed and any other documentation involved with the specific job as a record for future visits and invoicing. With the specifics of the job already documented easily, it’s easy to generate an accurate invoice with labor hours, materials used and any additional charges made. Customers can also sign off on performed jobs inside the work orders within the software.

Contract Management

ServiceTitan’s contract management feature enables businesses to create, manage and share professional contracts and agreements with their clients easily, including maintenance services, new client agreements and extended warranties.

A central dashboard enables you to manage all contracts in one place. You can also set contracts to renew automatically. In addition, contracts can integrate with billing to make it easy to invoice and keep track of payments.

The software’s customer portal gives clients access to their contracts as well and also means they can schedule services directly through the portal. Finally, analytics and reporting are also available based on your contracts, so you can gain more information about your clients and business as a whole.

GPS Tracking

ServiceTitan’s GPS Tracking provides real-time location updates on field service technicians. This feature helps assign jobs to technicians based on location, keep clients updated on the technicians’ estimated arrival time and provide a record of how long a technician stayed in a location, which helps with accurate billing. In addition, GPS tracking helps analyze and understand work trends over time, such as how long each job takes to complete.

Customer Management

ServiceTitan’s customer database provides a record of your business customers, their information, past appointments and any additional notes, which lets you scan a customer’s information and updates quickly on one page. The software also sends appointment reminders and follow-up emails to your customers automatically, which streamlines client communication. The software also lets you segment customers by location, service type or other specific criteria.

What sets ServiceTitan apart is the fact that it’s focused on the trade industry. For business owners in the HVAC, plumbing and electrical industries, for example, the software can be an ideal solution to manage their day-to-day operations. The capacities it provides streamline scheduling, dispatching technicians and invoicing and billing by inventory, which otherwise takes a lot of time and effort to manage. All of these functionalities can lead to increasing a company’s profit. For example, keeping track of the hours worked leads to more accurate billing and invoicing and help ensure everything gets accounted for.

With all data available in one place, you also gain unique and specific insights about your company’s performance, which can help with long-term growth.

ServiceTitan does not publish its pricing online, and plans are customized to clients by business size, the number of users and the specific features required. You can get a custom quote by filling out initial information on the company’s website or speaking with a sales associate.

ServiceTitan is well-designed software that is relatively easy and intuitive to navigate once you get the hang of it. The mobile app makes it easy for technicians to update their assignments and keep track of technicians’ locations in real time.

The calendar view also makes it easy to keep track of each job and the assigned technician.

Some users note that one of the more challenging parts of using ServiceTitan is the setup process. ServiceTitan comes with a lot of incredibly helpful features for trade businesses. Keep in mind that there will likely be a steep learning curve to get to a place where all the features are running well.

During the setup call, you can get a tour of all the features, but because there are so many, some users have noted that they were left with many questions after the onboarding session and struggled to find the answers they needed.

ServiceTitan users are assigned a personal support team to help with any specific questions. In addition, businesses also receive onboarding and training when they sign up for ServiceTitan.

The company also has an online community where users can find information about everything they might need, in addition to events, such as training and webinars. The community is also a place to ask questions and receive support from other ServiceTitan users.

Here’s a quick summary of the steps you’ll take to get set up with ServiceTitan:

• Initial consultation: You speak with the sales team about your business needs to understand whether ServiceTitan is the right fit for you, which features you’ll need and how you plan to use the software.
• Customized quote: After the consultation, you receive a customized quote based on ServiceTitan’s assessment of your needs.
• Onboarding and training: After signing on, you’ll receive onboarding and training to help you get started with the platform.
• Data migration: If you already use software to manage client data or other important data for your company, ServiceTitan helps you migrate it onto their platform.
• Customization: You then work with the company to customize the software to fit your specific business needs.
• User set-up: ServiceTitan representatives assist technicians in setting up individual accounts based on their required level of access.
• Third-party software integration: Integrate ServiceTitan with other software you use.
• Testing and quality assurance: Once the software is set up to fit your company’s needs, ServiceTitan tests it to make sure it is running correctly according to your company’s requirements.
• Launch: Finally, your company is ready to launch and be used by your team.

ServiceTitan also has some key security features worth mentioning to ensure your company’s data remains secure.

ServiceTitan Security Features

As a cloud-based software, ServiceTitan implements industry-standard security measures. It employs data encryption protocols and provides user access controls, which helps prevent unauthorized access, data backups and activity logging and monitoring to identify unauthorized activity.

-	ServiceTitan	Praxedo	mHelpDesk	ServiceFusion
Cost	Contact for quote	Starts at $39 per user per month	Contact for quote	Starts at $166 per month for unlimited users with the annual plan
Customization Options	High level of customization	Few customization options	Few customization options	Few customization options
Mobile app	Yes	Yes	Yes	Yes
GPS Tracking	Yes	Yes	Yes	Yes
Customer Service	Knowledge center, email and phone support	Knowledge center, email and phone support	Knowledge center, email and phone support	Knowledge center, email and phone support

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ServiceTitan vs. Praxedo

ServiceTitan is geared toward medium and large businesses, while Praxedo can be a good fit for smaller-sized companies. At $39 per user per month, Praxedo offers one of the most affordable options for field management software on the market. The company is also based in Europe and caters to users in North America and Europe. Given the price point, there are fewer customization options available.

ServiceTitan vs. mHelpDesk

ServiceTitan and mHelpDesk have slightly different focuses. ServiceTitan specializes in field service management businesses, while mHelpDesk specializes in route optimization and work order management. Both require a consultation for a quote.

ServiceTitan vs ServiceFusion

ServiceTitan and ServiceFusion are designed for different companies. ServiceTitan is suited better for larger businesses with more complicated needs. ServiceFusion is a better fit for smaller companies, including solopreneurs. The software is less expensive and also less customizable. ServiceTitan is more expensive for this reason, but for companies who need more features, it is a better fit.

ServiceTitan is best suited for medium to large trade businesses located in North America. As an industry-focused software solution, ServiceTitan is best suited for companies in the HVAC, plumbing, electrical services, construction and remodeling, property management and other field service management sectors.

ServiceTitan is best for companies who need extensive customization options and are looking for one software that can manage all of the capabilities of their business. Smaller businesses may find that the cost is prohibitive or that more affordable software options are a better fit.

For midsized companies looking to streamline their business operations, ServiceTitan can completely revamp the way they operate, eliminate the need for filing cabinets, enable business owners to run more efficiently and help establish better client relationships through all of the automated features the software provides. ServiceTitan is also a great option if you currently use several different apps for invoicing, scheduling, billing and other essential tasks and want to manage all of these systems in one place.

As a software with many customization options, this is the ideal choice for a medium or large trade business looking for an all-and-one solution to both the everyday management of their company and the longer-term management, such as analytics and reporting. Business owners often find that when they migrate to ServiceTitan, the increased level of organization they can maintain by having all of the information in one place leads to an increase in their bottom line.

ServiceTitan is certainly not for every business. The extensive customization puts software on the expensive end. There’s also a steep learning curve to be aware of, although once the software is set up, it’s considered easy to use. A consultation online can help determine whether ServiceTitan is a good fit for your business. The software is also limited to North America, so if you have an international company or are based elsewhere, consider an alternative.