Use ServiceTitan Scheduling Pro to streamline the online booking process, helping convert quality leads with less time, effort, and attention from you and your team. Work orders go straight to the ServiceTitan Dispatch board, so there's less scheduling work and less friction for customers. Boost marketing ROI by converting web visits into booked jobs and attract new customers through Reserve with Google integration for a seamless, customizable online booking experience.
Try Scheduling Pro Before You Buy!
Experience Scheduling Pro firsthand with our new try-before-you-buy feature!
Explore the set up, build a scheduler, and book a test job and see how Scheduling Pro streamlines booking before you buy.
To access the demo version, click Try Now from Integrations > Marketing Integrations.
Please note that any setup progress made in the demo version carries over to the paid version.
To activate it in your sandbox account, reach out to your success manager or onboarder.
Setup
What you need to get started
Before setting up your scheduler, ensure you have the following items configured in your ServiceTitan account:
Zones: Defines the areas where jobs can be booked.
Job Type Mapping: Helps with setting up your services offered in the scheduler.
Business Hours: Ensures easier setup for your capacity settings.
Campaigns: Enables more robust reporting and attribution capabilities.
Scheduling Pro Tag: Enhances tracking for online jobs.
Phone Number: Phone number provided on the scheduler.
To get started with Scheduling Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.
Quick start guide
After you purchase Scheduling Pro and it's configured for your account, go to Settings > Integrations > Marketing Integrations and complete the following steps:
Step 1: Set up quick settings
Scheduling Pro has four choices when setting up general capacity for your scheduler: Adaptive Capacity, Adjustable Capacity Planning (ACP), Business Hours, and Custom Capacity.
Click Review to configure your business hours settings for availability:
Adaptive Capacity: The Adaptive Capacity option in Scheduling Pro allows you to integrate your scheduler with ServiceTitan Adaptive Capacity settings. This works for all job types and business units used in the scheduler. You can choose between Arrival Windows or Business Hours modes to control capacity. This integration provides greater flexibility in managing scheduling capacity and ensures a seamless experience across Scheduling Pro and Adaptive Capacity.
Adjustable Capacity Planning: If you use Adjustable Capacity Planning (ACP) in ServiceTitan, Scheduling Pro can pull your capacity directly from your ServiceTitan account at the time a customer requests to book an appointment, returning your available capacity and appointment windows for that given job's business unit (or business unit group).
Note: ACP integration is only available if you have the Real-Time Availability option enabled in Settings > Capacity Planning > Configuration.
Business Hours: Pulls your appointment time slots into the Capacity section how they are configured in Settings > Operations > Business Hours, making these slots available for your customers to book without any capacity restrictions, as long as you are open for business.
Custom Capacity: Provides you with another way to make specific preferences for your capacity beyond the ACP integration, letting you set specific appointment counts or consider technician schedules for each trade. Time slots are pulled for your business hours configuration in Settings > Operations > Business Hours.
Use the scheduler test and preview to interact with a test version of your scheduler and book an actual job into ServiceTitan to see how the product works for customers and internal staff.
Step 2: Customize preconfigured settings
Scheduling Pro automatically sets up the following sections for your business, but you can customize these settings at any time.
Specify which types of job types and services can be booked in your scheduler, as well as the questions you ask your customers.
Note: Job Types uses ServiceTitan's job type mapping, which needs to be configured in Settings > Integrations > Job Type Mapping before launching with Scheduling Pro.
Customize the service questions and answers that you ask your customers during the booking process, including the logic that dictates follow-up questions and job types used.
Set up your scheduler's booking zones and associated messaging.
Control which ServiceTitan zones are eligible for booking with your scheduler. Any Zip or postal codes included in a zone will be available to book.
Step 3: Review Reserve with Google settings
Reserve with Google allows customers to easily book appointments with you directly through Google Search and Maps. It creates a consistent scheduling experience for your customers, no matter where they find you. Set up business unit rules
You can look at your existing Google business profiles for your different office locations and map them to your schedules you've created.
Step 4: Install your scheduler
When you complete the previous settings, you can then retrieve your install script instructions for your website. Select the appropriate web host or link and follow the installation instructions provided on the page. Set up business unit rules
Advanced setup
Get started with Scheduling Pro and build and customize your scheduler in six parts:
Part 1: Set up quick settings
Set your scheduler up with some recommended settings to help you get started faster.
Part 2: Set up advanced settings
Set up advanced settings to customize your Scheduling Pro experience.
Part 4: Review Reserve with Google
Set up Reserve with Google settings so that your customers can easily book appointments with you directly through Google Search and Google Maps.
Part 5: Install Scheduling Pro on your website
Learn how to install Scheduling Pro on your website or websites hosted by Duda, Wix, GoDaddy, or WordPress.
Part 6: Update a live scheduler and view analytics and performance data
Learn how to make additional changes to your scheduler and perform additional actions.
Detailed feature setup
Dive deeper into the details of specific Scheduling Pro features that go beyond the high-level configuration in the Advanced Set Up guide:
Migrate your scheduler between Scheduling Pro accounts
Move your scheduler from one Scheduling Pro account to another using a secure import key—saving time and ensuring consistency.Migrate your scheduler from Schedule Engine
Bring over your existing Schedule Engine setup into Scheduling Pro saving time and ensuring consistency.Custom Capacity
Adjust capacity settings to optimize scheduling availability based on your business needs.Set up business unit rules
Define business unit-based scheduling rules to ensure the right jobs are booked in the right areas.Set up tag, technician and job and booking rules
Customize appointments by applying tag, technician, and job assignment scheduling rules to streamline your scheduling process.Confirm existing contact information
Ensure customer contact details are verified and up to date for seamless scheduling.Test and preview your Scheduler
Validate your scheduler setup by testing different scenarios before going live.Understand Session Data Fields in Performance Exports
Learn session data fields in Scheduling Pro exports for deeper performance insight.Set up Scheduling Pro Webhooks
Get started with your Scheduling Pro webhooks to receive real-time notifications.Use SMS Opt-in with Scheduling Pro
Reduces manual follow-ups, saves staff time, and increases conversation to drive more revenue.
Use these step-by-step guides to fine-tune Scheduling Pro and tailor it to your workflow.
Scheduling Pro report templates
Explore Scheduling Pro report templates both on tenant level and EnterpriseHub:
Tenant level report templates
Rollup Reporting templates (EnterpriseHub)
Scheduling Pro Daily Appointments report template (Enterprise Hub)
Scheduling Pro Session Details report template (Enterprise Hub)
Key workflows
Scheduling Pro, Schedule Engine, and Live Services
ServiceTitan now offers a variety of scheduling optimization tools, including Scheduling Pro and Live Services, while also maintaining the legacy Schedule Engine to support traditional scheduling workflows.
Scheduling Pro
Scheduling Pro is a modern scheduling tool that provides the smoothest online booking experience for your customers. With Scheduling Pro, you get full control of every aspect of the booking process, from real-time availability, question logic and mapping— all integrated and directly accessible from your ServiceTitan account. Scheduling Pro is available for all ServiceTitan customers using Schedule Engine and is intended to replace that tool on your site. For more information, see Scheduling Pro.
Schedule Engine (Legacy)
Schedule Engine is a standalone booking platform that is now part of ServiceTitan. Schedule Engine lets customers self-diagnose and book appointments online. It is managed independently of the rest of your ServiceTitan account. For more information, see Schedule Engine.
Live Services
Live Services is a human-powered solution that features CSRs handling voice and chat bookings. Ideal for peak seasons or after-hours, Live Services focuses on delivering personalized customer interaction rather than automated scheduling, ensuring no opportunity is missed during busy times. For more information, see Live Services.
Feature | Integration | Primary Use Case |
|---|---|---|
Scheduling Pro | Fully integrated into ServiceTitan. | Extensive customization, advanced scheduling automation, and full control over the scheduling experience. |
Schedule Engine | Standalone platform requiring separate credentials. | Self-diagnosis of issues and appointment booking with fewer customization options, offering a basic scheduling solution. |
Live Services | Operates on the Schedule Engine platform. | Real-time support by trained agents who manage overflow, after-hours, and weekend calls and chats. |
Scheduling Pro Marketing
Launch Scheduling Pro on a website with a call to action. Your web team can style a call to action to match the design of your website, while Scheduling Pro provides the scheduler script.
You can also track lead activity and attribution in your scheduler.
Gain valuable insights into your scheduler using different Google tools.
Troubleshooting and FAQ
After reviewing the scheduler and going through the website install of my widget, why is the scheduler not showing up on my site?
Check your whitelisted websites in the Scheduler Details section of the self-onboarding flow, including any testing or staging site.
Check that you have a CTA button to launch the scheduler.
Check that your general embed script is installed correctly.
The scheduler does not appear as a static element on your site. It will only launch with a CTA or direct link and then appear as an overlay on your page.
Why is my WorkConnect tab stuck on the first tenant after I went from one tenant to another in ServiceTitan?
Check the top-right corner of your screen to ensure you’re in the correct account. Click “Sign Out” in the top right dropdown in WorkConnect before attempting to log in as another tenant.
Why am I not seeing the availability I expect in my scheduler?
Check your Capacity Settings. Make sure you haven’t set unintentional buffer time between jobs and blocked dates. If you’re using Adjustable Capacity Planning (ACP), make sure technician shifts are populated and up to date. If you’re using Custom Capacity, make sure all technicians, trades/job types you’re using in your scheduler are included in the capacity calculation.
What can I do when ServiceTitan’s standard job type mapping doesn’t cover everything I do? I don’t want to only use those options
You can use the Customize Question Mode tab in the Services Offered section in the self-configuration flow to add questions and responses to go to job types that aren’t included in standard job type mapping.
I have job types that are mapped to multiple Business Units. When jobs are booked, I find they are not getting assigned to the right BUs.
Using the Business Unit Rules option in Services Offered > Advanced Settings, you can build rules to assign the right business based on conditions. Note that what you include in your ServiceTitan job type mapping for business units will not be used.
Where can I access Scheduling Pro (SP) reports?
You can access Scheduling Pro reports directly within Enterprise Hub (EH) rollup reporting. This allows you to view Scheduling Pro data across all of your tenants in one place.
The available Scheduling Pro reports in EH rollup reporting are:
Scheduling Pro Session Report
Scheduling Pro Conversion Funnel Report
Scheduling Pro Volume and ROI Report
For more, see Scheduling Pro FAQ.
Troubleshooting
Explore our troubleshooting articles that address the most common issues and provide their solutions.