A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business.
Learn more → · See the full glossary →
A Technician-Generated Lead is when a technician convinces a customer to schedule another job or request an estimate for additional services. For example, if a technician on a service call convinces a customer to get an estimate to replace aging equipment, you set a Technician-Generated Lead on the job record.
Learn more → · See the full glossary →
a.k.a. TGL, tech-generated lead
Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end.
What it does: Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project.
Also called: Milestone billing, Staged invoicing
Tags: Roofing / Exteriors
See the full glossary →
Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work.
By default 100% of the technician split will go to the first technician assigned to the job.
Learn more → · See the full glossary →
The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability.
What it does: Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue.
Also called: Job profitability, Cost tracking
Tags: Core
See the full glossary →
The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout.
What it does: Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments.
Also called: Schedule board, Dispatch view
Tags: Core
See the full glossary →
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 → · See the full glossary →