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.

Marketing and lead generation

Paid advertising and attribution, email and SMS campaigns, and reputation and review management to bring in new customers and re-engage existing ones.

Call handling and booking

Inbound call routing and queue management, CSR performance tracking, an AI voice agent that can claim and book calls, an online booking widget, and tools to recover leads that didn't convert the first time.

Scheduling and capacity

AI-driven, capacity-aware scheduling that matches demand to what your team can actually handle.

Dispatching

AI-assisted matching of the right technician to the right job, with modes that let your team stay in control while the system earns their trust.

Field execution

Pre-job briefings, on-site access to equipment documentation and AI-guided diagnostics, and recordings that surface coaching moments for managers.

Pricing and estimates

Dynamic, tiered estimate presentation for the in-home visit.

Fleet management

GPS tracking, AI cameras, and driver scorecards.

A unified workspace

A single command center to monitor and manage your automations and see demand against capacity in real time.

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
Accountant / Bookkeeper

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.

Admin / Office Manager / Owner
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
Accountant / Bookkeeper

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.

Admin / Office Manager / Owner
Customer Service Representative (CSR)