--- title: "Kinetico Dealer Playbook" slug: "kinetico-dealer-playbook" updated: 2026-10-15T00:57:57Z published: 2026-10-15T00:57:57Z canonical: "help.servicetitan.com/kinetico-dealer-playbook" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Kinetico Dealer Playbook

Dealer Playbook

Kinetico Dealer Playbook

A strategic roadmap for Kinetico dealers to transform, optimize, and maximize their businesses using ServiceTitan.

Who This Is For

Kinetico Water Systems dealers looking to set up, maintain, and grow their businesses while leveraging ServiceTitan.

What You'll Learn

Best practices, terminology, onboarding guidance, and strategies to enhance operational efficiency and streamline workflows.

The partnership between Kinetico Water Systems and ServiceTitan opens up endless possibilities for Kinetico dealers to transform, optimize, and maximize their businesses. By leveraging the resources outlined in this playbook, dealers will be equipped to thrive in the industry, deliver exceptional customer experiences, and achieve unparalleled success.

Transform Your Business

Integrate ServiceTitan through efficient onboarding, learning resources, and the ServiceTitan Community.

Optimize Your Business

Utilize data-driven insights, technician routing, Recurring services, and performance-tracking tools.

Maximize Your Business

Leverage ServiceTitan Pro Products, Inventory Module, and additional resources to boost revenue.

Section 1

Transform Your Business

Get started with ServiceTitan through onboarding, community, and learning resources.

Onboarding

During the onboarding process, ServiceTitan introduces and integrates you into the ServiceTitan platform. It typically involves a series of steps and activities designed to familiarize users with the software, its features, and how to effectively use it for their specific business needs.

Onboarding Process Coming Soon

ServiceTitan Community

The ServiceTitan Community helps customers grow professionally and expand their knowledge. The Community allows members to find the answers they need and stay up to date with the latest and most relevant content to their role.

Learning & Support

In the ServiceTitan Training Hub, you can find all the resources you need to train and empower your team to get the most out of the ServiceTitan platform.

ServiceTitan Free Learning Programs | Monthly Group Learning Sessions

ServiceTitan offers free learning programs to support customers to use more of the ServiceTitan platform.

EmberSessionsLearning Session

SparkSessionsLearning Session

Ready to get started? Contact your ServiceTitan onboarding specialist or visit the Training Hub.

Section 2

Optimize Your Business

Utilize data-driven insights and performance-tracking tools to streamline operations and drive profitability.

Recurring Services for Water Treatment | Event Automation

The water treatment user group is the ServiceTitan community group where you can participate in discussions regarding the recurring service for water treatment, share your insights and experiences, ask for feedback, and receive guidance from fellow Community members.

Optimize Technician Route for Salt Deliveries | Route Optimization

Optimize Technician Route allows you to reroute technician jobs for the day more efficiently, helping your business complete more work with fewer technicians.

Equipment Rental Memberships | Automatic Rental Billing

ServiceTitan offers powerful and customizable membership features you can use to help manage your Customer Memberships.

Point of Sale (POS) Module

POS lets you sell items to your customers from designated business locations and generate invoices without attaching a job or any job-dependent information.

Scheduled Reporting | Daily, Weekly, & Monthly Report Automation

Scheduled reports deliver up-to-date information to the employees and technicians.

Schedule reportsKnowledge Base

Schedule Assistant | Scheduling Optimization

Schedule Assistant helps you to optimize the day and time to schedule jobs based on drive time efficiency.

Need help with route optimization or recurring services? Contact your Product or Sales Retention Specialist.

Section 3

Maximize Your Business

Leverage ServiceTitan Pro Products, advanced tools, and additional resources to boost revenue and performance.

TitanAdvisor | Automated Best Practice Guide

With personalized feature recommendations and focused, step-by-step guidance, TitanAdvisor takes the guesswork out of choosing the right ServiceTitan features for your business, so you get the results you want.

ServiceTitan Pro Products

Leverage the power of ServiceTitan Pro products to revolutionize and maximize your business operations.

Pro ProductDescription
Marketing ProAn all-in-one marketing automation solution for the trades. Leverage customer data and supercharge your contracting business with more calls, booked jobs, and higher customer spending.
Phones ProA modern, cloud-based phone offering fully integrated with ServiceTitan, designed to improve your customer-facing team's performance, drive higher booking rates, grow revenue, and improve efficiency.
Pricebook ProThe only integrated, flat-rate solution that simplifies pricebook management, saves time, and provides peace of mind to owners looking to protect their margins and get the most out of every job.
Fleet ProA comprehensive, proactive fleet management solution built for the trades. Access real-time and historical fleet data to help eliminate unnecessary expenses, minimize risk, and improve performance.
Scheduling ProWeb-booking software that helps contractors exceed customer expectations. Powered by Schedule Engine's technology, Scheduling Pro meets the end consumer wherever they want to engage — online, live chat, or by phone. See also: ServiceTitan and Schedule Engine (YouTube).

Inventory Module

ServiceTitan Inventory Module is designed to manage all your business's Inventory Management needs.

Inventory moduleKnowledge Base

Purchasing moduleKnowledge Base

ServiceTitan Certified Administrator

The ServiceTitan Certified Administrator program gives you the opportunity to earn a professional, industry-recognized certification that validates your knowledge and expertise using ServiceTitan.

Partner Integrations

Titan Intelligence | Artificial Intelligence for the Trades

Titan Intelligence analyzes aggregate data from ServiceTitan and arms you with the insights you need to make decisions quickly.

Pantheon | Learn, Network, & Celebrate

Pantheon is a leading conference in the trades held by ServiceTitan. During this event, you can join global and industry thought leaders, ServiceTitan team members, and thousands of contractors for three days of learning, networking, and celebrating the trades.

Need help? Contact your Product or Sales Retention Specialist for more details.

Last updated on 06/15/23

 The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's integrated phone system that routes calls, records conversations, and connects call data to job and customer records. **What it does:** Gives businesses a CSR productivity platform with call tracking, recording, and booking analytics built into the same system as their jobs. **Also called:** ST Phones, Integrated phone system **Tags:** Phones Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's fleet management add-on providing GPS tracking, driver behavior monitoring, AI cameras, and vehicle maintenance alerts. **What it does:** Gives operations managers real-time visibility into every vehicle, reducing fuel costs, improving safety, and lowering insurance premiums. **Also called:** GPS fleet tracking, Telematics **Tags:** Fleet Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules. **What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste. **Also called:** Advanced scheduling, Smart scheduling **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Tracking of parts, materials, and equipment across warehouse locations and technician trucks. **What it does:** Reduces material costs and job delays by giving managers real-time visibility into stock levels and enabling reorder automation. **Also called:** Parts management, Stock tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)