The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history.
What it does: Centralizes all information needed to schedule, pay, and evaluate a technician from a single record.
Also called: Tech profile, Field user record
Tags: Core
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Targeted text message campaigns sent to customer segments through Marketing Pro.
What it does: Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers.
Also called: Text marketing, SMS marketing
Tags: Marketing Pro
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a.k.a. Text Campaigns
ServiceTitan's integrated phone system that routes calls, records conversations, and connects call data to job and customer records.
What it does: Gives businesses a CSR productivity platform with call tracking, recording, and booking analytics built into the same system as their jobs.
Also called: ST Phones, Integrated phone system
Tags: Phones Pro
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The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate.
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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.
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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.
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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
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A sales tech sells an estimate.
-or-
A service, maintenance, or install tech sells an estimate.
-or-
A CSR sells an estimate over the phone.
Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).
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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
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a.k.a. Customer Financing
Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships.
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Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership.
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a.k.a. deferred income
Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking.
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The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type.
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When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services.
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