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.

Scheduling Pro Home

Prev Next
Pro Product

Scheduling Pro

Use ServiceTitan Scheduling Pro to streamline the online booking process, helping convert quality leads with less time, effort, and attention from you and your team.

Product overview

See Scheduling Pro in action

Watch how Scheduling Pro converts web visits into booked jobs and delivers a seamless, customizable online booking experience for your customers.

Setup

Scheduling Pro is a modern scheduling tool that provides the smoothest online booking experience for your customers — with full control over real-time availability, question logic, and mapping, all integrated directly in your ServiceTitan account.

Setup checklist

Zones

Defines the areas where jobs can be booked.

Job Type Mapping

Helps with setting up your services offered in the scheduler.

Business Hours

Ensures easier setup for your capacity settings.

Campaigns

Enables more robust reporting and attribution capabilities.

Scheduling Pro Tag

Enhances tracking for online jobs.

Phone Number

Phone number provided on the scheduler.

Required access

Scheduling Pro is a Pro add-on product. Request a demo on the Pro Products page to get started.

Once setup is complete

Scheduler requests come into ServiceTitan as booked jobs or leads dependent on your setup.

Try Scheduling Pro Before You Buy

Scheduling Pro includes a try-before-you-buy option. Explore the setup, build a scheduler, and book a test job before purchasing.

To access the demo version, click Try Now from Integrations > Marketing Integrations.

Scheduling Pro Try Now button

Any setup progress made in the demo version carries over to the paid version. To activate it in your sandbox account, reach out to your success manager or onboarder.

Quick Start & Setup Guide — Scheduling Pro

After you purchase Scheduling Pro and it's configured for your account, go to Settings > Integrations > Marketing Integrations and complete the following steps:

Step 1:Set up quick settings — Choose from four capacity options: Adaptive Capacity, Adjustable Capacity Planning (ACP), Business Hours, or Custom Capacity. Click Review to configure your business hours and availability, then use the scheduler test and preview to book a test job.

Overview of capacity management features

Step 2:Customize preconfigured settings — Specify which job types and services can be booked, customize service questions and answers, and set up your scheduler's booking zones.

Step 3:Review Reserve with Google settings — Map your existing Google business profiles to your schedules to allow customers to book directly through Google Search and Maps.

Review Reserve with Google

Step 4:Install your scheduler — Retrieve your install script instructions and select the appropriate web host (Duda, Wix, GoDaddy, WordPress, or custom). Set up business unit rules

Scheduler installation steps

Step 5:Keep your scheduler updated and view performance — Return to Scheduling Pro at any time to make changes or monitor performance.

  1. Go to Settings > Marketing Integrations, click Edit on the Scheduling Pro card, and select a scheduler to update. Any changes made take effect immediately.
  2. Use the Action menu on a Scheduler card to manage your scheduler — edit settings, retrieve your install code, duplicate, or inactivate a scheduler.
  3. Click Performance from the Action menu to view key metrics like total sessions, contacts captured, appointments booked, and completion rates for a selected date range. Click the export icon to download a full session data report.

Key workflows

Explore feature setup guides, report templates, and marketing workflows for Scheduling Pro.

Scheduling Pro, Schedule Engine, and Live Services

Understand the differences between ServiceTitan's scheduling optimization tools.

ServiceTitan now offers a variety of scheduling optimization tools. The table below summarizes each option — click the name for full details.

Integration

Fully integrated into ServiceTitan.

Primary Use Case

Extensive customization, advanced scheduling automation, and full control over the scheduling experience.

Integration

Standalone platform requiring separate credentials.

Primary Use Case

Self-diagnosis of issues and appointment booking with fewer customization options, offering a basic scheduling solution.

Integration

Operates on the Schedule Engine platform.

Primary Use Case

Real-time support by trained agents who manage overflow, after-hours, and weekend calls and chats.

Live services comparison

Scheduling Pro Marketing

Launch Scheduling Pro with a call to action, track attribution, and gain insights with Google tools.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Common questions about Scheduling Pro setup and configuration.

After reviewing the scheduler and going through the website install of my widget, why is the scheduler not showing up on my site?

1. Check your whitelisted websites in the Scheduler Details section of the self-onboarding flow, including any testing or staging site.

2. Check that you have a CTA button to launch the scheduler.

3. Check that your general embed script is installed correctly.

4. The scheduler does not appear as a static element on your site. It will only launch with a CTA or direct link and then appear as an overlay on your page.

Why is my WorkConnect tab stuck on the first tenant after I went from one tenant to another in ServiceTitan?

Check the top-right corner of your screen to ensure you're in the correct account. Click "Sign Out" in the top right dropdown in WorkConnect before attempting to log in as another tenant.

Why am I not seeing the availability I expect in my scheduler?

Check your Capacity Settings. Make sure you haven't set unintentional buffer time between jobs and blocked dates. If you're using Adjustable Capacity Planning (ACP), make sure technician shifts are populated and up to date. If you're using Custom Capacity, make sure all technicians and trades/job types you're using in your scheduler are included in the capacity calculation.

What can I do when ServiceTitan's standard job type mapping doesn't cover everything I do?

You can use the Customize Question Mode tab in the Services Offered section in the self-configuration flow to add questions and responses to go to job types that aren't included in standard job type mapping.

I have job types that are mapped to multiple Business Units. When jobs are booked, I find they are not getting assigned to the right BUs.

Using the Business Unit Rules option in Services Offered > Advanced Settings, you can build rules to assign the right business unit based on conditions. Note that what you include in your ServiceTitan job type mapping for business units will not be used.

Where can I access Scheduling Pro (SP) reports?

You can access Scheduling Pro reports directly within Enterprise Hub (EH) rollup reporting. This allows you to view Scheduling Pro data across all of your tenants in one place. The available reports in EH rollup reporting are:

Scheduling Pro Session Report, Scheduling Pro Conversion Funnel Report, and Scheduling Pro Volume and ROI Report.

Ready to boost your online booking?

Scheduling Pro converts web visits into booked jobs and attracts new customers through Reserve with Google — all directly from your ServiceTitan account.