ServiceTitan

We are a growing Plumbing & HVAC company and we were looking for solutions to be more in line with today's digital world. We love the call booking and dispatch notifications to customers. It allows customer's to know exactly when to expect their technician. Our CSR and Dispatch love the incoming call information for existing customer's that pre-populates for them, it allows us to give a personal touch when answering the phone and gives the customer a great experience. Our Service Manager loves the Dashboard and reporting, it allows him to see exactly where the technician's are at throughout the month and allows him to provide coaching when needed to help his teams reach goals. We recently starting using the timesheets within Service Titan as well - this has allowed us to manage our technician's time with ease and the technician's no longer have to try to remember where they were and at what time. There are so many features and we love the fact that Service Titan listens to their Customers/Users and are always working to improve their existing features and adding more features to make their user experience exceptional.

Follow-Up Section and Memberships need updating, but Service Titan has listened to their users are in the process of providing updates to these features. Payroll/Timesheets needs to be more versitle and needs customization, but again Service Titan is working on this as well.

We love that this is a cloud based software that we can access from anywhere. Clients having the ability to pay online and access their past invoices is a HUGE thing for us. The flat rates have photos and descriptions and are consistently updated, as necessary. Manufacturer catalogs can be imported. The software increases accountability for each employee. Auto-reminders can be texted to clients to avoid missed appointments.

With ESC, we could scroll down and see multiple days at a time while on the phone with a customer and trying to schedule them. Now we have to click back and forth between days. The system doesn't seem fully set up for running commercial calls. We work with a handful of commercial property managers, some with dozens of tenants and some with hundreds of tenants. Every now and then, the property manager will call us and say that the tenant is responsible for a certain invoice. In ESC, we had the tenants locations listed under the property management company's account, and we could just change the "bill to" on the invoice to the tenant. In ServiceTitan, supposedly we would have to create a whole new account just for the tenant, to be able to send the bill to them. But then that poses the issue of having two different locations for one tenant, to keep up with. If some calls are run under their own account and some are run for the tenants location under the property managers account, technicians won't be able to see the full history of calls and invoices when they go. Office staff will have to switch back and forth between the two accounts to view all the history. This is a huge issue for us that we hope is remedied soon.

There are very few features of Service Titan that I can get excited about or reflect on as being something I liked. The feature I liked the most, however, would be having a customers history appear as they called the office; and yes, this ultimately is of little consequence in the end.

Of all the features I wasn't particularly fond of, I would say the best way to sum it up would be that this software is, as one of my technicians put it, "clunky" (and he came over after using it at another company). Perhaps I'm spoiled or too accustom to modern software, but I do not think this is too much to expect when being charged over $1,000 per month for small business software, that there is some consideration of the user experience.

ServiceTitan has it all. The capabilities and features within the software far exceeds anything we had on our previous software, FieldAware. Their support team is second to none. They're always available and super helpful. The automation and various features make ServiceTitan so easy to use and keep up with your customer's needs.

They make you pay extra for a lot of the really helpful stuff. And then when you get access to those extra features they aren't nearly as fleshed out as they'd lead you to believe in sales presentations. Without those features, however, you'll be less efficient. So it's a bit of a Catch-22.

Service Titan has exceptional software development, beyond features that I could have even thought of wanting, and they have truly helped us increase our revenue by almost $1M in sales in a year, but the PEOPLE of this company make ALL the difference. I don't know how to fit everything I love about my Titan Family into this box! ST integrates with everything, so if it isn't an already integration it has open API - it will work. But the core product I promise is going to change your business life.

I think the only con someone could say is that there is so much to the software that it's not going to go from - 100% use overnight. But that's not even a con to me, fully engage with each step and the next will make more sense.