Overview
Use this checklist to set up ServiceTitan Max and go live with the full product suite plus Atlas. ServiceTitan Max brings together every capability your business needs to capture demand, manage calls, dispatch smarter, execute work in the field, price accurately, and grow revenue — all on one platform.
This checklist is structured for admins. Sections 1–3 cover the foundation: company configuration, user creation, and role assignment. Section 4 maps the integration points between workflows so you understand how settings flow across the platform. Sections 5–11 walk through each workflow setup, organized by workflow area. Section 12 validates go-live readiness end-to-end. Work through the sections in order — configuration depends on the foundation being complete.
Who uses this feature
Administrators and office managers leading ServiceTitan Max implementation
Implementation Consultants and Customer Success Managers (CSMs) supporting setup
Feature configuration
ServiceTitan Max includes Marketing, Scheduling, Dispatch, Contact Center, Pricebook, Field, Atlas, and, if added, Fleet. All capabilities are included in your ServiceTitan Max purchase.
For pre-implementation setup, complete the Jumpstart Workstream and TitanAdvisor: Prepare to Launch before starting this checklist. See Getting Started with ServiceTitan.
For each workflow area, your CSM will confirm the feature is configured on your account before you begin admin setup.
Things to know
If you're new to ServiceTitan, complete the ServiceTitan foundation section first.
Some prerequisites (like zones, business hours, and job types) are shared across multiple workflows. Set them up once, correctly, and the rest of the setup goes faster.
This checklist covers the Core onboarding phase. Optimization and post go-live tuning are covered in separate guides.
Section 1: Company configuration
Complete these items first. Most workflows read directly from these settings, so getting them right up front saves rework later.
Verify company profile — Confirm company name, address, logo, and brand details are accurate. This populates settings across the platform.
Verify business hours — Set your operating hours. Scheduling and Marketing both depend on this.
Review business units — Confirm business units match how you segment your operations. Marketing, Pricebook, and Dispatch all use them.
Set up zones — Define geographic service areas by ZIP or postal code. Required for Scheduling and Dispatch routing.
Configure job types — Set up your job types and confirm job type mapping is complete. Required for Scheduling and Dispatch.
Configure tags — Create and standardize tags used for categorization. Marketing and Dispatch both rely on tags.
Configure arrival windows — Set up arrival windows you offer customers. Required for Scheduling and Dispatch.
Set up campaigns and tracking — Add campaign categories and tracking numbers to attribute leads correctly.
Verify the Pricebook is loaded — Confirm your Pricebook is imported with services, materials, and equipment categorized correctly.
Section 2: User creation
Add every person who will use ServiceTitan Max — office staff, field employees, and managers. A complete user list is required before assigning roles in Section 3.
Add or import office staff — Create accounts for CSRs, dispatchers, accounting users, and office managers. Include accurate contact information.
Add or import technicians — Create accounts for all field employees. Include home addresses, which Dispatch uses for routing.
Add managers and admins — Create accounts for owners, managers, and additional administrators who need elevated access.
Add marketing users — Create accounts for anyone who will run campaigns in Marketing.
Define technician skills — Create skills (such as HVAC install, plumbing repair, electrical service) and assign them to technicians. Required for Dispatch job matching.
Set technician shifts — Define regular shifts for each technician so the system knows availability. Required for Dispatch and Scheduling capacity.
Verify location addresses for technicians — Confirm every technician's home address is accurate, since Dispatch uses these for drive-time prediction.
Section 3: Role assignment
Create roles, assign permissions to those roles, and assign users to the right role. Several workflow–specific permissions must be enabled deliberately — they aren't on by default.
Review default roles — Decide whether to use built-in roles (Admin, Office, Technician, etc.) or create custom roles for your team.
Create custom roles (if needed) — Build roles that reflect your team structure (for example, "CSR Lead," "Senior Dispatcher," "Marketing Manager").
Enable Dispatch permissions — For dispatchers and admins, assign: Access settings, Edit Dispatch Pro settings, View Dispatch Board, Pause/resume Dispatch Pro for individual jobs and technicians, Edit skills, and Edit arrival window.
Enable Marketing permissions — For marketing users, assign the "Can access ServiceTitan Marketing Pro module" permission. Without it, users can't reach Marketing.
Enable Pricebook permissions — Grant Pricebook edit and Smart Recommendations access to the office users who manage pricing.
Enable Field permissions — Assign Field Pro access to technicians and sales reps who will use it in the field. For Field Pro Advanced, also grant access to recordings and performance scorecards for managers.
Note: ServiceTitan Max users receive both Field Standard and Advanced seat functionality.
Enable Contact Center permissions — Assign agent, supervisor, and admin roles in Contact Center Pro for CSRs and call center managers.
Enable Fleet permissions — If added on to your Max package, grant Fleet Pro dashboard and reporting access to dispatchers, managers, and safety leads.
Assign users to roles — Map every user created in Section 2 to the appropriate role.
Test role access — Sign in as a sample user from each role to confirm they can see what they need and nothing they shouldn't.
Section 4: Integration points specific to ServiceTitan Max
ServiceTitan Max isn't seven products bolted onto Core — it's an integrated platform where multiple worfkows feed each other. Review these integration points before configuring individual workflows so you understand which settings flow where.
Scheduling → Dispatch Board — Bookings made through Scheduling flow directly to the Dispatch Board. Zones, job types, business unit rules, and tag rules configured in Scheduling determine how jobs land on the board.
Contact Center → Scheduling (Call Center mode) — When CSRs book calls in Contact Center, they can use Scheduling's Call Center mode as the booking interface. Confirm Scheduling is set up before training CSRs.
Contact Center → Second Chance Leads (Titan Intelligence) — Unbooked calls from Contact Center feed into Second Chance Leads for automated outreach. Marketing can also pick up these leads for follow-up campaigns.
Marketing → tracking numbers → Scheduling and Contact Center — Tracking numbers assigned to Marketing campaigns route inbound calls through Contact Center and attribute online bookings through Scheduling.
Dispatch ↔ Fleet — Dispatch uses real-time GPS data from Fleet (if added) to refine drive-time predictions and technician ETAs. Confirm Fleet is active before relying on Auto Mode for time-sensitive jobs.
Pricebook → Field / Atlas — Pricebook services, Smart Recommendations, and Explainer PDFs all surface inside the Field and Atlas mobile experience. Pricebook updates appear in the field automatically.
Field → Atlas AI assistant — Atlas is the AI integration inside Field for equipment diagnostics, calculators, and voice-to-text lookups. There's no separate Atlas product to configure — enabling Field activates the Atlas experience.
Adaptive Capacity → Scheduling — If you use Adaptive Capacity in ServiceTitan Core, Scheduling can integrate with it directly for arrival window and capacity management. Confirm the Real-Time Availability option is enabled in Capacity Planning configuration.
TitanAdvisor → all workflows — TitanAdvisor scores and recommendations cover every workflow. After setup, use it to validate adoption and identify configuration gaps.
Section 5: Demand capture and online booking (Scheduling)
Scheduling powers 24/7 online booking from your website and Reserve with Google.
Confirm Scheduling prerequisites — Verify zones, job type mapping, business hours, campaigns, and a dedicated tracking phone number are all configured.
Access Scheduling Pro — Navigate to Settings > Integrations > Marketing Integrations > Scheduling.
Create your first scheduler — Add a brand, scheduler name, and select your scheduler mode (Online Booking or Call Center).
Select scheduler workflow — Choose Standard, Express, Contact Info First, Delayed Location, or Classic based on your customer experience priorities.
Configure capacity settings — Choose Adaptive Capacity, Adjustable Capacity Planning (ACP), Business Hours, or Custom Capacity.
Set up services offered — Map the trades, job types, and service questions customers see during booking.
Configure advanced rules — Set business unit rules, tag rules, technician rules, and jobs/bookings rules.
Test and preview the scheduler — Book a test job end-to-end to confirm the experience works for customers.
Install the scheduler on your website — Get the install code and add it to your site, or share the direct link.
(Optional) Connect Reserve with Google — Enable customers to book directly from Google Search results.
Section 6: Call management and lead recovery (Contact Center)
Contact Center is ServiceTitan's native contact center, replacing Phones for those who are currently active with that product.
Coordinate cutover with your CSM — Contact Center replaces Phones Pro for those who currently are active with Phones Pro. Your CSM coordinates the platform switch and number porting.
Port phone numbers — Transfer your existing business numbers to Contact Center.
Configure call flows and IVR — Set up routing rules, business hours handling, and interactive voice response menus.
Set up call queues — Define queues for sales, service, and other functions, with overflow rules.
Assign agent licenses — Provision CSRs and other agents in Contact Center.
Configure recording and compliance — Set call recording defaults and any disclaimers required for your region.
Set up Second Chance Leads — Enable automated outreach to unbooked calls using Titan Intelligence.
Train CSRs on the new agent experience — CSRs need orientation on the unified ServiceTitan + Contact Center workspace.
Section 7: Smart dispatching (Dispatch)
Dispatch Pro uses Titan Intelligence to predict job value and assign the best-matched technician automatically.
Confirm Dispatch prerequisites — Verify location addresses, technician home addresses, zones, skills, technician shifts, and arrival windows are all configured.
Train CSRs on correct job type and tag usage — Dispatch Pro accuracy depends on consistent booking practices.
Enable required permissions — Confirm permissions for Access settings, Edit Dispatch Pro settings, View Dispatch Board, Pause/resume, Edit skills, and Edit arrival window are assigned.
Choose your setup approach — Use Turnkey Setup for single-zone, multi-skilled teams; use Detailed Setup if you have multiple geographic areas or specialized technicians.
Select Dispatch Pro mode — Choose Assist Mode (dispatchers approve suggestions) or Auto Mode (automated assignment).
Turn on Dispatch Pro — Navigate to Settings > Dispatch Pro > Settings and enable. The setup check runs automatically.
Resolve setup check warnings — Address any issues flagged by the Dispatch Pro setup check before going live.
Confirm Dispatch Pro is running — When you see a check icon, Dispatch Pro is live and optimizing every 5 minutes.
Section 8: Dynamic pricing (Pricebook)
Pricebook provides a managed, trade-specific Pricebook with regional benchmarks and AI-powered Smart Recommendations.
Coordinate Pricebook Pro activation with your CSM — Your Customer Success Manager confirms the feature is provisioned.
Run Smart Start — Use Pricebook Pro's guided setup to import the managed Pricebook tailored to your trades.
Map services and categories — Confirm services are organized correctly across tasks, services, materials, and equipment.
Review regional pricing benchmarks — Use Price Insights to compare your pricing to regional averages.
Enable Smart Recommendations — Turn on upgrade and add-on suggestions for technicians powered by AI.
Set up Auto Proposals — Configure pre-built proposal templates for common job types.
Add Explainer PDFs — Attach customer-facing PDFs that help technicians communicate service value.
Schedule content updates — Confirm your account is on the regular Pricebook update cadence for prices and content.
Section 9: Marketing automation (Marketing)
Marketing automates email, SMS, direct mail, and reputation campaigns across the customer journey.
Confirm Marketing prerequisites — Verify company profile, business hours, business units, job types, tags, and custom fields are all reviewed.
Enable Marketing Pro permissions — Confirm the "Can access ServiceTitan Marketing Pro module" permission is enabled for marketing users.
Register for SMS and MMS delivery — Complete the Register for Texting form. Without this, SMS campaigns will be blocked.
Enable chat — Set up chat to support SMS marketing campaigns.
Add campaign categories — Organize campaigns by category for cleaner reporting and attribution.
Add pre-existing campaigns — Manually log any current marketing campaigns running outside Marketing to track performance side-by-side.
Validate recurring services — Confirm recurring service types are configured so renewal campaigns target the right customers.
Set up tracking numbers — Assign tracking numbers to campaigns for attribution.
Configure Marketing settings — Complete the Marketing Settings walkthrough from the Marketing module.
Launch Autopilot campaigns — Review pre-built campaigns and launch the ones that fit your business.
Train CSRs on notification preferences — CSRs need to know how to set customer marketing preferences correctly during booking.
Add Marketing Ads — Configure paid ad management.
Add Marketing Reputation — Configure review request automation.
Section 10: Field execution and mobile (Field and Atlas)
Field brings AI-powered tools to technicians; Atlas is ServiceTitan's next-generation mobile experience and AI assistant.
Confirm Field tier — Field Standard includes equipment manuals, troubleshooting, and diagnostic tools. Field Advanced adds automatic job recordings, pre-job briefs, and performance scorecards. Max customers will receive both the Standard and Advanced seat functionality.
Migrate from Sales Pro (if applicable) — If you previously used Sales Pro, complete the Field Pro migration form to move recordings and configuration.
Enable Field for technicians — Assign Field Pro access to the technicians who will use it.
Configure recording settings (Field Advanced only) — Set automatic recording defaults and review compliance requirements for your region.
Set up performance scorecards (Field Advanced only) — Configure the metrics and goals technicians and managers will see.
Enable Atlas mobile experience — Confirm technicians have access to Atlas as their primary mobile experience.
Train technicians on Atlas AI features — Atlas supports voice-to-text equipment lookups, calculators, and real-time help inside the field workflow.
Configure equipment library access — Confirm technicians can pull manuals and diagnostic tests from inside Field.
Section 11: Fleet management (Fleet Pro) (optional)
Fleet is an optional add on for ServiceTitan Max customers. Fleet integrates telematics, dashcams, geofencing, and GPS timesheets through ServiceTitan's partnership with Azuga.
Coordinate hardware installation with your PAM — Fleet requires Azuga GPS hardware (and optionally dashcams) installed in every vehicle.
Schedule vehicle installations — Work with your Azuga representative to schedule installation across your fleet.
Map vehicles to technicians — In ServiceTitan, associate each vehicle with the assigned technician.
Configure geofences — Set up geographic boundaries (office, customer sites, supplier locations) for automated time tracking and alerts.
Set up GPS timesheets — Enable automatic clock-in/clock-out based on geofence entry and exit.
Configure driver behavior alerts — Set thresholds for speeding, hard braking, idling, and other safety alerts.
Set dashcam recording preferences (if applicable) — Configure event-triggered and continuous recording settings.
Train dispatchers and managers — Orient the team on the Fleet dashboard, real-time GPS data, and reporting.
Section 12: Go-live validation
Before announcing go-live to your full team, validate the integrated workflow end-to-end.
Book a test job from your scheduler — Confirm the booking flows correctly from Scheduling into the Dispatch Board.
Confirm Contact Center routing — Place a test call and verify it routes through your call flow correctly.
Verify Dispatch Pro is assigning jobs — Watch a real or test job get assigned and confirm the technician selection makes sense.
Send a test marketing campaign — Run a low-volume test email or SMS to validate Marketing deliverability.
Run a test job in the field — Have a technician complete a test job using Atlas and Field to confirm the mobile experience.
Validate Pricebook on a test invoice — Confirm pricing, Smart Recommendations, and Auto Proposals appear correctly.
Confirm Fleet data is flowing (if added) — Check that vehicle GPS data, geofences, and (if applicable) dashcam events appear in the ServiceTitan dashboard.
Schedule team training — Make sure CSRs, dispatchers, technicians, and managers have completed their role-based ServiceTitan Academy training.
Notify your CSM you're ready to launch — Coordinate the official go-live date and post go-live support cadence.
Want to learn more?
See An introduction to ServiceTitan Max: What it is and why it matters
Visit ServiceTitan Academy for ServiceTitan Max training