A No-Nonsense Review of ServiceTitan
Is ServiceTitan the best app for your construction business? This in-depth review explores everything you need to make an informed choice!
ServiceTitan introduces itself as the “software that powers your HVAC business so you can power the world,” giving a clear indication of its target audience. It adds that it’s software built for the trades, particularly for HVAC contractors.
ServiceTitan is considered one of the major names in the construction software market. It was mentioned as one of the major players by Verified Market Reports’ Global Field Service Management Software Market report last year, alongside Jobber, FSM, and Kickserv.
In this no-nonsense review, we will critically assess ServiceTitan’s capabilities, user experience, and the feedback from real users to provide an honest evaluation of whether it lives up to the hype and meets the diverse needs of service professionals.
Must contact sales for pricing
In-app client call management
Integrated price book
Extensive knowledge base
Users report high price points
No free trial prior to commitment
Locked premium features
What Is ServiceTitan?
ServiceTitan is dispatch software for home and commercial service contractors. It offers solutions for appliance service and replacement businesses, construction, commercial and enterprise trades, and franchises.
Its main features include dispatching, scheduling, call booking, marketing, and reporting. ServiceTitan has built a name for itself in the trade software industry and has taken its share of ups and downs.
In 2023, after shopping for acquisitions the previous year, ServiceTitan announced an 8% workforce cut. The company let go of 221 people after previously acquiring FieldRoutes, a software developer for the lawn care industry, and Schedule Engine, an online booking app, in 2022. News sources said ServiceTitan admitted in a company email that it burned through $170 million in cash in 2022 alone.
This year, ServiceTitan again absorbed another company into its ecosystem. Convex, a San Francisco-based sales and marketing platform for commercial services, became part of ServiceTitan in April 2024.
Whether ServiceTitan’s purchases have inched it closer to its aim of becoming an ‘OS for the trades’ remains to be seen. Certainly, there is a noticeable emphasis on sales, follow-up, and marketing among the platform’s main features.
Contractors and business managers like you will have to decide whether ServiceTitan’s shiny new arsenal meets your company’s most important needs in field service.
ServiceTitan Overview
ServiceTitan offers three products: ServiceTitan (which will be the focus of our review), FieldRoutes, and Aspire.
FieldRoutes is specifically focused on pest control and lawn care businesses, while Aspire targets the landscaping and cleaning industries.
ServiceTitan also offers premium products as add-ons, including:
- Marketing Pro
- Phones Pro
- Pricebook Pro
- Fleet Pro
- Scheduling Pro
- Dispatch Pro
The main ServiceTitan platform focuses on commercial and residential trade businesses, offering solutions for the front office, field operations, client experience, and management insights.
Let’s take a look at ServiceTitan’s platform features, along with its signup and onboarding process.
Sign-Up and Onboarding
ServiceTitan has an eight-part onboarding process. This consists of the following stages:
- Welcome call – A ServiceTitan representative introduces themselves, gets to know you, and sets expectations for the software and your account.
- Onboarding jumpstart – The representative guides you through the basic settings of the software.
- Discovery call – This is where an in-depth discussion about business needs and software configuration takes place. ServiceTitan creates a training plan and sets a target date to go live.
- Data transfer and review – You begin to move your business data to ServiceTitan and ensure it’s displaying correctly on the platform.
- Focused calls – You and the ServiceTitan team set up specific areas, like memberships, price books, and phone numbers.
- Office and field training – ServiceTitan conducts staff onboarding for both your office and field workers through training calls.
- Final data transfer – Data is once again moved over to the software for updates. The team also irons out any wrinkles during the previous transfer.
- Go live – Finally, your account goes live and is ready to receive customer calls and dispatch jobs.
The Web App Experience
The ServiceTitan dashboard is designed for ease of use, quick navigation, and data visualization.
The dashboard features an overhead menu of the main sections, each with its dedicated page and charts, data, and set of actions.
The ServiceTitan web app has a search icon for text-based queries and a help center at the top right corner. Previous user reviews indicate a substantial knowledge center for ServiceTitan, with over 250 free courses available to customers. A live support center is also available but not always reachable through phone, based on user testimonies.
As ServiceTitan is designed to receive customer calls directly on the platform, you’ll find a dedicated ‘Calls’ page where you can see customers’ details and activity every time they call, potentially speeding up transactions. We’ll look at this in more detail below.
The Mobile Experience
ServiceTitan equips field service technicians and workers with customer service tools, sales, and invoicing tools to increase profitability.
The mobile app includes a job dashboard where they can peruse job details and client information, including memberships, previous jobs, preferred languages, and location (via Google Maps).
The history tab shows job history, including previous estimates, recurring services, existing equipment, previous invoices, and additional details such as photos and notes.
The forms tab provides service personnel with templates for checklists, agreements, and surveys. The mobile app highlights required forms for specific jobs to ensure nothing slips through the cracks on an onsite job.
Next, the estimates tab replicates the online shopping experience for your customers. Your service personnel can select options for material replacements. They can hand their tablet or mobile phone to customers so they can peruse at their leisure, reducing the pressure of a hard sell.
After clients select their desired item, ServiceTitan helps field personnel create invoices on the spot and accept payment in cash, financing options, or credit cards. This helps you secure and close transactions quickly.
The mobile app also allows field personnel to capture signatures and attach notes and photos to service jobs for more detail.
More construction companies trust Workyard for time tracking and workforce management
Discover why
ServiceTitan Key Features
Based on reviews and video walkthroughs posted by users, ServiceTitan’s platform offers the following features:
- Dashboard
- Calls
- Schedule
- Dispatch
- Accounting
- Follow Up
- Reports
- Marketing
- Pricebook
Let’s take a closer look at each feature below.
What is ServiceTitan’s ‘Dashboard’?
The platform greets you with the home dashboard, which displays an overview of jobs, as well as business metrics including total sales, revenue, opportunity job average, total conversion rate, and cancellations.
You can display metrics for specific periods of time and customize your dashboard according to your preference. The dash also displays a dedicated refresh button to facilitate synchronization with field data and other updates.
The business units tab shows your business departments and their corresponding details. The drop-down menu also allows you to access inactive business units.
The platform allows you to display metrics for specific periods of time. The dash also displays a dedicated refresh button to facilitate synchronization with field data and other updates.
What is ServiceTitan’s ‘Calls’?
ServiceTitan allows you to initiate and receive calls directly on the platform, specifically under the ‘Calls’ tab on its web app.
A widget on the left side of the platform mimics phone functionality where you can dial and receive customer calls. Next to it sits the search section, where you can look up customers by name, phone number, or location.
The overview section shows you specific job types, marketing campaigns, and priority jobs for selected periods.
What is ServiceTitan’s ‘Schedule’?
The platform’s schedule tab features a calendar for jobs and appointments. You can select specific business units or departments to view their respective schedules.
The calendar allows you to filter entries by time zone, technician, job class, job type, tag types, and projects.
The calendar also displays views by three days, the current day, week, or month.
What is ServiceTitan’s ‘Dispatch’?
ServiceTitan’s dispatch board allows you to view field alerts and job confirmations. It also keeps you updated regarding rescheduled jobs, including reasons for moving job appointments.
You can track your team’s whereabouts using the live map view. The map can be configured to display statuses, including unassigned, scheduled, dispatched, working team members, and completed jobs.
What is ServiceTitan’s ‘Accounting’?
ServiceTitan’s ‘Accounting’ tab handles your accounts receivable, invoices, customer payments, and bank deposits. It also manages accounts payable, including bills, credits, statements, and payments.
You can export transactions by batch to speed up processing. ServiceTitan also integrates with QuickBooks to prevent double entries and errors in accounting and payments.
What is ServiceTitan’s ‘Follow Up’?
The Follow Ups section handles all the clients and calls you were not able to convert previously or yet (in case of upsells and upcoming sale opportunities).
The tab organizes these into unsold estimates, sold estimates, surveys, recurring service events, expiring memberships, service agreements, and service agreement visits.
You can also add specific leads that you were not able to convert for a variety of reasons, including hung up calls, location outside the service area, or unwillingness to pay the dispatch fee.
What is ServiceTitan’s ‘Reports’?
ServiceTitan offers extensive reports, including accounting, job costing and payroll, sales, revenue, marketing, and lead generation.
You can also create reports for customer memberships, customer calls, estimates, timesheets, employees, and business trends.
What is ServiceTitan’s ‘Marketing’?
ServiceTitan’s marketing tab handles your marketing insights, goals, campaigns, audiences, and brand reputation. The dashboard displays several performance metrics, including ads performance, marketing revenue, and expense-to-income ratio.
Aside from marketing analytics, you can drill down into your campaigns from Google Ads, Pro campaigns, and email marketing.
The platform also measures brand reputation through audience monitoring, review generation, review collection, listings, location, and alerts.
ServiceTitan helps you see your marketing performance by geography. It calculates the jobs you ran, average job value, and revenue per zip code, helping you make informed decisions about where to best invest your marketing budget.
What is ServiceTitan’s ‘Pricebook’?
ServiceTitan helps you set the right prices for your service, materials, and equipment. The pricebook tab includes settings for applying discounts and fees. It also lets you customize client-specific prices and apply dynamic pricing.
The pricebook tab itemizes prices for labor hours, materials, regional average, and membership pricing for specific services and jobs.
The platform lets you mark up materials and equipment, add charges for after-hours jobs, and customize pricing rules. You can also import and export data into your pricing system, as well as integrate catalogs via Pricebook Connect.
Integrating Other Business Apps With ServiceTitan
ServiceTitan lists over a hundred integrations on its Partners page. These include catalogs and pricebooks, accounting and tax systems like QuickBooks, and fleet and GPS solutions providers like ClearPathGPS and US Fleet Tracking.
It also integrates with HR and payroll systems like HCM TradeSeal and Inova Payroll. It has partnerships with inventory systems, as well as some e-commerce, marketing, and procurement platforms.
ServiceTitan Might be a Good Fit for You If…
…you’re an HVAC contractor who’s into marketing data and automation.
That description, strange as it seems, checks all the boxes in ServiceTitan’s primary customer profile. It unabashedly admits its main focus is HVAC contractors first and everybody else second.
Its recent acquisitions and current platform features also speak for themselves. Remember, ServiceTitan’s slogan is to be the “software that powers your HVAC business so you can power the world.”
You Might Not Want to Use ServiceTitan If…
…you’re not particularly focused on marketing analytics, but want practical solutions for your field workers’ daily needs.
If you’re a small contracting business looking for tools to optimize daily field operations, then ServiceTitan might not be a good fit with its emphasis on lead acquisition, data analysis, and marketing insights. ServiceTitan also has the reputation of being one of the more expensive options on the block.
So, if you’re looking for a reliable tool for scheduling workers, simplifying time tracking, and accurately tracking jobs without breaking the bank, it’s best to look elsewhere.
More construction companies trust Workyard for time tracking and workforce management
Discover why
ServiceTitan Cost/Pricing
ServiceTitan does not publish its prices, but invites visitors to book a meeting and a demo on its website. Some sources speculate that ServiceTitan charges $398 per month for its base fee, but this has not been confirmed by the company.
Starter |
The Works |
|
Base Cost |
Must contact sales |
Must contact sales |
User Cost |
Must contact sales |
Must contact sales |
Offers? |
N/A |
N/A |
Free Trial? |
No |
No |
ServiceTitan Reviews
ServiceTitan users say the app adapts to their needs, though not all of them. Also, mentions of high prices and hikes are unanimous across the review platforms we cover.
iOS user Supertech444 warns about high prices and mobile issues:
iOS Review:
I do not recommend this software to anyone. ⭐
Having used several CSM programs. This one is over priced and over promised on capability/features. Look if all of your employees have the IQ of Cavemen and Neanderthals this might be for you. The software is slow, the company makes all these promises to sell you on a long contract, then won’t actually stand behind there program once you sign up. I have literally ran out of passwords to replace mine with because it always wants me to replace it. You can not switch between IPad and Phone without logging in and out from one to the other. It wants to constantly track to device all the time. No way to turn this off that I can find.I am actively recommending people do not use it to any one that talks about it in the industry. They try to make all the trades from Lawn Care service company’s all the way to HVAC in the same box. It is most definitely not for Commercial company’s. This software has actually made me want to quite my job it is so annoying.
ServiceTitan user Joe P. is ecstatic about the app, though he mentions price hikes:
Capterra Review:
Excellent experience. Great product and great vision by the Exec team. ⭐⭐⭐⭐⭐
Pros: I like that ST can be expanded depending on your needs. There are constantly new developments (add-ons) to an already industry leading software. My guess is that most companies aren’t even scratching the surface for what ST can do, which is a mistake. Invest in this software and use it to scale your business.Cons: Price increases but this is commonplace for tech
Our Score (and Why We Chose It)
Based on our sign-up and onboarding experience with the free trial, here’s how we scored ServiceTitan:
Alternatives to ServiceTitan
ServiceTitan wants to be the OS for trades, but there are plenty of alternatives offering similar features for contractors.
14-day free trial
Not available.
14-day free trial
Lite tier
Demo available upon request
Final Thoughts
ServiceTitan is a formidable contender in the trades software market with an even more impressive goal: to be the industry standard for how contractors manage their business in an increasingly digitized landscape.
While its recent purchases have arguably upgraded its feature set, the real barometer of ServiceTitan’s success lies in the daily outcomes of service personnel using its software. Does it make their jobs easier, or is it adding unnecessary layers of complexity to daily duties?
More importantly, is it meeting the needs of contractors and their teams in a practical way, or are its offerings targeted towards a select few? These are the questions you have to answer before committing to a full subscription you won’t get to test beforehand.
Workyard offers a two-week free trial with no credit card required. Find out why construction managers and field workers love the Workyard mobile experience.
Our iOS and Android apps are designed around the needs of team managers in the construction business. Our web platform also simplifies scheduling, team management, time tracking, and more for construction managers.
Try Workyard free for 14 days and see how we can simplify your field service management and make your business more profitable!
ServiceTitan is an all-in-one cloud-based software platform designed to help home and commercial contractors manage their businesses more efficiently.
It offers a comprehensive suite of features, including:
- Scheduling and dispatching to keep service visits and construction projects running smoothly
- Real-time job progress and cost monitoring to maximize profitability
- Integrated payroll and bonus processing to save time and money
- Robust analytics and reporting for data-driven decision making
- Marketing tools to optimize spend and generate more leads
- Financing options to help customers afford bigger jobs
Founded by the sons of tradespeople, ServiceTitan aims to serve as the “operating system for the trades” by providing the tools and support contractors need to grow their businesses. The platform is used by over 11,800 trade customers, and the company has been recognized as a top cloud software provider by Forbes.
Key features of ServiceTitan include mobile apps for field technicians and office staff, integrations with QuickBooks and Google Local Services, maintenance memberships to create recurring revenue streams, and customizable workflows and best practices to optimize operations.
By delivering a seamlessly integrated experience, ServiceTitan enables contractors to accelerate growth, drive efficiencies, and provide superior customer experiences. The company continues to invest in expanding its capabilities for commercial, construction, and other specialized trades.
The exact cost depends on the specific features and number of technicians needed. ServiceTitan requires an annual contract.
Some key points about ServiceTitan pricing:
- It is considered expensive compared to other options, but users feel the comprehensive features and industry-specific capabilities justify the cost.
- Pricing is not provided on the Capterra website, so you would need to contact ServiceTitan directly for a quote tailored to your business needs.
- The company recently partnered with Synchrony to offer home improvement financing options directly through the ServiceTitan platform, which may help contractors close more sales.
So in summary, while ServiceTitan has a higher price point than some competitors, it provides an all-in-one software solution built specifically for trades businesses. The cost can vary widely based on the size of your company and the specific features required.
ServiceTitan is an all-in-one cloud-based software platform designed to help home and commercial contractors manage their businesses more efficiently.
Key features of ServiceTitan include:
- Scheduling and Dispatching
-
- Visual calendar display and drag-and-drop scheduling
- Route optimization to create efficient technician routes
- Customer notifications by text or email about appointment updates
- Work Order Management
- Technicians can access work orders and schedules through mobile app
- Technicians document job details, photos, and customer signatures
- Generates accurate invoices with labor hours, materials used, and additional charges
- Customer Management
- Central customer database with records of past appointments and notes
- Automatically sends appointment reminders and follow-up emails to customers
- Segments customers by location, service type or other criteria
- Payroll and Accounting
- Integrated payroll and bonus processing
- Accounts payable management to enter, approve and pay vendor bills
- 1% cash back on qualified transactions, no fees
- Reporting and Analytics
- Robust reporting for data-driven decision making
- Gain insights into job trends like average completion times
- Analyze business performance based on contracts
By providing an all-in-one solution tailored to the needs of trades businesses, ServiceTitan helps contractors streamline operations, increase efficiency, and grow revenue. The platform is used by over 11,800 customers in industries like HVAC, plumbing, and electrical.
Here are some key tips for using ServiceTitan effectively:
- Set Up Scheduling and Dispatching
- Use the visual calendar to schedule appointments and drag-and-drop jobs onto technician schedules
- Enable route optimization to create efficient routes for technicians
- Send automated customer notifications by text or email about appointment updates
- Manage Work Orders
- Technicians can access work orders and schedules through the mobile app
- Have technicians document job details, photos, and customer signatures in the app
- Automatically generate accurate invoices with labor hours, materials used, and additional charges
- Leverage Customer Management Features
- Maintain a central customer database with records of past appointments and notes
- Automatically send appointment reminders and follow-up emails to customers
- Segment customers by location, service type or other criteria to target marketing
- Streamline Payroll and Accounting
- Use integrated payroll and bonus processing to save time
- Manage accounts payable by entering, approving and paying vendor bills in ServiceTitan
- Take advantage of 1% cash back on qualified transactions with no fees
- Utilize Reporting and Analytics
- Run robust reports to gain insights into job trends, average completion times, and overall business performance
- Analyze data to make data-driven decisions about staffing, pricing, and marketing
- Create custom dashboards to track KPIs that matter most to your business
- Customize Workflows and Best Practices
- Work with ServiceTitan’s Titan Advisor team to optimize your setup based on industry best practices
- Tailor the platform to your specific business needs and processes
- Provide training to technicians and office staff on how to use the system efficiently
By taking advantage of ServiceTitan’s comprehensive features and working closely with the company’s support team, contractors can streamline operations, increase efficiency, and grow their businesses. The key is to fully embrace the platform and adapt workflows to leverage its capabilities.
