Property Management
What is the ideal way to manage multi-level customer sub-locations in ServiceTitan?
Set the property management company as the parent company and any tenant location as the child asset underneath. This can create a one stop location for any property management company to see all their locations and any job, invoice, recurring service, or equipment in the customer record.
Note: Multiple jobs at the same location require manually clocking technicians in and out of each job.
How can I manage multiple bill to's and other unique billing scenarios?
Property management companies can establish who is going to be billed for the work that is performed. If it's the property management company who handles all the billing, you can mark them as the Bill To. If the property management company passes billing onto the tenants, you can set up multiple Bill To's for the tenant locations.
Note: If the tenant leaves the property and moves somewhere else, you need to update the Bill To with the new tenant information, but all service history stays on that specific location.
What third party integrations are available?
Flowpath and Zapier integrations. If you use the Zapier integration for leads, set expectations with the contractor that not all of the required information may come over or it may not come over in the desired area of the platform. For example, Zapier works with Dispatch.me and creates a booking in the Bookings screen of your Dispatch Board, but doesn't automatically create the job in ST for the contractor.
If you use other third party portals such as ServiceChannel or Vixxo, we recommend the office employee enter the data on behalf of the technicians to ensure accuracy in ServiceTitan and in the portal.
Note: If there is an integration that the property management company uses and we don't, you'll need to manually copy and paste lead details into ServiceTitan.
How can I manage leads from property management customers?
If leads are through chat, the chat system can be paired with a phone number of choice to collect lead details. For more on chat, see Set up and enable chat.
If the leads are from the Web Appointment Scheduler, customer service representatives (CSRs) can book jobs from the widget. For more on Web Appointment Schedule, see Set up the Web Appointment Scheduler.
If leads are from a call, you add job details in the call booking screen and all the calls will be recorded.
If the leads are from a third party, the details can be added manually if there is no integration set up with the third party system. You can set up integrations with Zapier to help you automate this process.
Can I set up recurring services with property management customers?
Use recurring services and the recurring services reminder on the job booking screen to help eliminate the double backs and ensure that you're staying on top of all of your different preventative maintenance agreements with property management companies. You can also use customer specific maintenance contracts, which can be tailored to each property management company that you work with.