ServiceTitan overview for App Marketplace partners

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Core Product

ServiceTitan Overview for App Marketplace Partners

The operating system that powers the trades — built to help contractors accelerate revenue, drive operational efficiency, and deliver a superior customer experience.

Key workflows

Our end-to-end platform is purpose-built to accelerate business performance across all roles — from owners and technicians to office staff. The platform addresses key workflows in a trades business, providing tools that accelerate growth, drive operational efficiencies, deliver superior customer and technician experiences, and monitor key business drivers.

Core Products

The foundation of the ServiceTitan platform, available to all customers.

FinTech

Integrated financial tools that help contractors close more jobs and get paid faster.

Payments — ServiceTitan provides several methods for accepting payments for jobs and projects — from technicians swiping credit cards in the field, to office employees applying customer credits to an invoice.
Integrated Financing — Enables contractors to close more jobs and increase ticket sizes by providing integrated first look and second look financing partners directly into ServiceTitan with no additional fees.

Managed Tech (MT)

Any technician generating revenue for the company.

Service / maintenance techs — Service technicians diagnose and repair systems while maintenance technicians tend to perform routine preventative maintenance.
Sales technicians / comfort advisors — A hybrid of a technician and a salesperson. Assesses a customer's needs and provides recommendations for new equipment installations.
Install technicians — Installs new systems and removes old equipment. For more, see Managed technicians and non-managed technicians in ServiceTitan Mobile.

Office Employees

Any employee not in the field, supporting operations from the office.

Customer service representative (CSR) — Answers phone calls and emails to schedule service appointments, answer customer questions, and handle administrative tasks.
Dispatcher — Coordinates and optimizes the daily schedules for all field technicians. This includes assigning jobs, managing real-time changes, and ensuring timely service.
Install coordinator — Manages the logistics for all new equipment installations, ensuring units are ordered, received, and delivered to the job site on time.
Accountant — Manages all financial records, including payroll, invoicing, accounts payable, accounts receivable, and financial reporting.
Marketing manager — Develops and executes marketing campaigns across various channels to generate new leads and job opportunities.
Warehouse manager — Oversees all warehouse operations including managing inventory, stocking materials, organizing equipment, and preparing supplies for technicians.
Field manager — Supervises all field technicians and oversees job sites, ensuring jobs are completed on time, within budget, and to the highest quality standards.