--- title: "Contracted Services Home" slug: "contracted-service" updated: 2026-07-10T22:31:09Z published: 2026-07-10T22:31:09Z canonical: "help.servicetitan.com/contracted-service" stale: true --- > ## 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. # Contracted Services Home
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Jump to:Win customersSchedule and dispatch efficientlyDeliver and document the workInvoice and collect with confidenceClose the books and measure performanceRun your business smoothly
Run your business smoothly
Handle administrative tasks and keep operations running without friction.
1
Configure & Manage Your Account
Handle administrative tasks and operational support functions for the business.
Pre-Work
Preparation and planning before service execution
1
Attract & Engage Customers
Generate demand and awareness for your services.
2
Capture & Convert Leads
Capture, qualify, and nurture leads.
3
Grow Recurring Revenue with Memberships
Secure service agreements and contracts.
4
Build Your Online Reputation
Build and manage your online presence to attract more customers.
5
Book Jobs & Schedule Appointments
Collect service requirements, schedule appointments.
6
Plan Your Team's Capacity
Optimize resource allocation and scheduling.
7
Communicate with Your Customers
Keep customers informed with timely notifications and updates.
8
Manage Parts & Purchase Orders
Source and acquire necessary parts and materials.
9
Configure & Manage Your Account
Handle administrative tasks and operational support functions for the business.
Work in Progress
Active service execution and completion
10
Dispatch & Track Your Technicians
Coordinate technician deployment and provide accurate arrival estimates.
11
Arrive Prepared at Every Job
Verify job site conditions and ensure readiness.
12
Complete the Work in the Field
Perform the approved service work safely and efficiently.
13
Diagnose Issues & Identify Opportunities
Conduct thorough assessment to identify issues.
14
Build Estimates & Close Sales
Provide on-site pricing estimates and service options.
15
Offer Financing to Close Bigger Jobs
Present financing options to customers to help close larger jobs.
16
Track & Manage Installed Equipment
Track equipment installed at customer sites and manage service history.
17
Manage Job Documentation & Handoffs
Complete service documentation and finalize the job.
Post-Work
Financial processing and administrative closure
18
Track Time & Process Payroll
Track technician hours and process payroll accurately.
19
Invoice Your Customers
Generate and submit invoices for completed work.
20
Collect What You're Owed
Manage accounts receivable and collect outstanding payments.
21
Reconcile Payments & Deposits
Apply received payments and close out transactions.
22
Close Your Books
Complete the accounting cycle with final reconciliation.
23
Measure Performance & Make Decisions
Use reporting and analytics to track performance and make decisions.
 Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary โ†’](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more โ†’](https://help.servicetitan.com/docs/servicetitan-glossary) ยท [See the full glossary โ†’](https://help.servicetitan.com/docs/glossary-overview)