Core Product

Getting Started with ServiceTitan

Everything you need to onboard, configure, and launch ServiceTitan for your business — from initial setup through go-live and beyond.

New to ServiceTitan? Start here Jump to key workflows

Getting Started with ServiceTitan overview

Product overview

See the full onboarding journey

A visual overview of the three-stage ServiceTitan onboarding process: Pre-Implementation, Implementation, and Go Live, and where you fit in at each stage.

Setup

ServiceTitan onboarding begins with Jumpstart Workstream — a guided setup covering your company profile, employees, operations, and accounting. From there, TitanAdvisor walks you through everything you need before launch.

New to ServiceTitan?

It's important to start your onboarding journey by building the right framework. This way, ServiceTitan helps you meet your business needs and solve your problems.

What to do first:

Check your email sent from your account representative by clicking the link and creating a new password.

Start assigning workstream leads and completing Jumpstart Workstream.

When you're done with the initial setup, continue your onboarding journey with ServiceTitan. Check resources and features, and migrate data to make the most of ServiceTitan.

The three onboarding stages — what to expect

Stage 1 — Pre-Implementation: Assign workstream leads, complete Jumpstart Workstream, and prepare your pricebook, data, and accounting setup before the Kick-Off Call.

Stage 2 — Implementation: Work with your Implementation Consultant and Data Quality Analysts to import data, complete integrations, and finalize your account configuration.

Stage 3 — Go Live: Complete an Export Call to verify accounting export, then begin booking jobs, building estimates, and collecting payments. Continue with your Customer Success Manager and TitanAdvisor post-launch.

Key workflows

Follow the three onboarding stages to get your ServiceTitan account up and running.

Pre-Implementation Implementation Go Live

Pre-Implementation

Get Started Today

In this stage, here are the things you need and can do to support a smoother transition before the Kick-Off Call with the onboarding team.

Need to have

This is essential to begin the implementation.

Completion of Jumpstart. It is the first step in your implementation that guides you through the basic company setup, asking a series of questions to help you get started with building the right framework. Assign Workstream leads to help you delegate setup to the experts at your company to ensure setup tasks are completed correctly. This involves answering basic questions about the specific feature area, such as Accounting, Dispatch, Call Center, and so on.

Note: Enterprise customers have the option to skip this step.

Nice to have

These are not required, but completing them early helps speed up and streamline your account setup, helping your onboarding team work more efficiently.

Prepare your pricebook to provide to your Implementation Consultant. Note: The pricebook can be in PDF format. Ensure there's a clear distinction between tasks, services, materials, and equipment, and what categories those items should be sorted into.

Review our Journal Entry Export Path and the Touchless Integration one-pager to see if this works for your accounting workflows.

Complete the Fintech survey to get ready for your merchant account setup.

Prepare information about your current phone provider.

Prepare your data for import into ServiceTitan. Make sure it's free of duplicates and doesn't include any information you don't want to import. You can also review our export guides for the software you may currently be using:

Web Connector Setup Step 1: Download and install ServiceTitan Web Connector

Export your Housecall Pro data

Export your FieldEdge data

Export your mHelpDesk data

Export your Successware® data

Export your Wintac data

Export your ServiceFusion data

See the System requirements and mobile app information for mobile devices that technicians can use to run ServiceTitan in the field.

Get Ahead

These are not required, but working on them ahead of time gives you a strong start toward success.

Security

Set up Multi-Factor Authentication (MFA) to add an extra layer of security and reduce the risk of breaches.

Prepare to Launch

Use TitanAdvisor to set up and learn more about the additional features ServiceTitan offers.

TitanAdvisor administrator overview

TitanAdvisor Training View for office employees

TitanAdvisor FAQs

Academy

Visit ServiceTitan Academy to learn more about new or existing features and how to better utilize ServiceTitan for your business.

Enroll in Academy courses

ServiceTitan Academy - FAQ for Academy Company Admin

Implementation

The implementation phase officially begins after you have a Kick-Off Call with the Implementation Consultant. During this stage, you work with Data Quality Analysts (DQAs) and your Implementation Consultant to begin your initial data import and configuration and setup of your ServiceTitan account.

Additionally, you can request activation of all Suppliers' Full Procurement Integrations by visiting the Marketplace, filtering for Procurement, and completing the form to gain access.

Go Live

After you're live, you'll work with your Customer Success Manager (CSM) to continue your journey. It's important to continue completing the necessary training and tasks in TitanAdvisor while working with your CSM in preparation for a successful launch.

During this stage, you have an Export Call with the Implementation Consultant to ensure you can successfully export from ServiceTitan to your accounting software.

By this time, you'll be able to do the main activities in your account, including booking jobs, building estimates, and collecting payments.

Sandbox environments

Use ServiceTitan sandbox environments to get familiar with new or existing features.

Using ServiceTitan Next

Using ServiceTitan Practice

ServiceTitan resources

Technical Support and Help Center

Check the most frequently asked questions for the Technical Support and Help Center.

What is Help Center?

The Help Center is a centralized hub where you can find answers and support resources. It lets you get assistance through Atlas, browse Knowledge Base articles, watch Academy videos, contact Support, and track your cases — all in one convenient place.

For more, see Use the Help Center.

Where is Help Center?

Visit the ServiceTitan Help Center or click Help on the top toolbar to get technical support.

For more, see Contact ServiceTitan Technical Support.

When should I contact Technical Support, Customer Success Managers, or Pro Product Managers?

Technical support is available on demand to diagnose, troubleshoot, and resolve technical issues.

Customer Success Managers (CSMs) are advisors who help you maximize your ROI by guiding best practices, sharing new features, building success plans, and ensuring the ongoing health of your account.

Pro Product Specialists (PPS) are your single point of contact for Pro Product Success. They help you get the most from your Pro Products and adopt key features you might need to leverage to maximize your ROI.

For more, see Technical Support, Customer Success, and Pro Product Specialists.

How can I view my open cases of Technical Support, CSM, Billing, and Fintech?

Go to the top toolbar and click Help > My Cases, and then click the Status dropdown to filter cases by their Open or Closed status.

For more, see View my cases in the Help Center.

How can I request a new feature or feature update?

You can request a new feature or an update to an existing feature by posting an idea in the Ideas platform. In the Ideas platform, click +Add a New Idea > Fill out the required fields, and then click Add Idea.