ServiceTitan is a cloud-based software designed to help trade companies to manage their work flows and run their business more efficiently. They’re especially helpful for HVAC, plumbing, electrical and other field service companies looking for a tool to help boost efficiency and productivity.
If you’re looking into using this tool for your business or looking for ways to make the most of it, we’ve curated a list of some of its key features that’s worth taking note of.
- Security Features
This powerful tool implements industry-standard security measures to ensure your company’s data is secure. From data encryption protocols to user access controls, it guarantees data backups and monitoring of unauthorized log ins or activities. - Scheduling and Dispatching
ServiceTitan has a visual calendar with a drag-and-drop feature to optimize field operations with schedule adjustments and real-time management. You can view all active jobs and which technicians they are assigned to, ensuring that the right technician is sent to the right job. This feature also allows you to send your customer notifications on updates. - Call Booking
The software allows you to immediately see a customer’s information once a call is made. This helps with booking appointments through detailed customer profiles, service history logs so you can provide personalize services to your clients. - Marketing Tools
ServiceTitan has a feature called Marketing Scorecard to help monitor and create marketing campaigns to help with sales. This feature has performance tracking so you can determine a campaign’s ROI and a breakdown of revenues generated by ads to adjust campaigns as necessary. - GPS Tracking
One of the most useful features of ServiceTitan is the real-time location updates on technicians. This helps assign jobs based on location, provide data for how long each assignment takes to complete and accurate record for billing. Plus, it also provide clients updates on their technician’s arrival.
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