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.

ServiceTitan Max

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ServiceTitan Max

ServiceTitan Max brings together every capability you need — from the first customer touchpoint through invoicing, follow-up, and re-engagement — into one integrated experience. Campaigns run automatically, AI handles booking and recovery, dispatching is optimized, and every feature works together so nothing falls through the cracks.

What you can do with ServiceTitan Max

ServiceTitan Max connects every part of your business — from the first call to the final invoice.

Automated campaigns & reputation

Voice agents answer calls, book jobs, and recover missed opportunities automatically — 24/7.

Online scheduling & capacity planning

Dispatch Pro scores and routes every job to the right technician, maximizing revenue per appointment.

Intelligent call handling & lead recovery

Scheduling Pro and Ad Cap work together to fill your board with the right jobs at the right time.

AI-powered smart dispatching

Marketing Pro sends targeted email, SMS, and direct mail campaigns that run on autopilot.

Field recording & coaching

Let customers book directly from your website or Google — without calling your office.

Dynamic pricing & estimates

Pricebook Pro adjusts pricing based on demand, seasonality, and job type — automatically.

Next-gen mobile experience

Field Pro records every job visit for coaching, dispute resolution, and quality assurance.

Growth AI & automation

AI-powered booking requests, drip campaigns, confirmation and reschedule automations, and missed call recovery — working around the clock.

Fleet tracking & route optimization

Vehicle telematics, real-time tracking, and route optimization — fleet data feeds directly into dispatch decisions automatically.

Browse by phases

Content is organized into two phases. Select your experience — choose New Customer if you're setting up ServiceTitan for the first time, or Existing Customer if you're already on ServiceTitan and adding Max. Within each phase, articles are grouped by role so you can jump straight to what's relevant to you.

I'm a:

Phase 1

Onboarding

Get your team, tools, and platform configured before going live.

Follow this step-by-step guidance to get your team and platform set up before going live. Work through each article in order for the smoothest onboarding experience.

Admin / Office Manager / Owner
Customer Service Representative (CSR)
Dispatcher
Technician
Marketing Manager

Phase 2

Go Live

Cross the finish line. Use these checklists and guides to launch confidently.

You're almost there! Complete the steps below to launch confidently and make sure nothing is missed before going live.

Customer Service Representative (CSR)

Phase 1

Onboarding

Get your team, tools, and platform configured before going live.

Follow this step-by-step guidance to get your team and platform set up before going live. Work through each article in order for the smoothest onboarding experience.

Admin / Office Manager / Owner
Customer Service Representative (CSR)
Dispatcher
Technician
Marketing Manager

Phase 2

Go Live

Cross the finish line. Use these checklists and guides to launch confidently.

You're almost there. Complete the steps below to launch confidently and make sure nothing is missed before going live.

Customer Service Representative (CSR)