--- title: "ServiceTitan Max" slug: "servicetitan-max-home" updated: 2026-07-11T15:40:40Z published: 2026-07-11T15:40:40Z canonical: "help.servicetitan.com/servicetitan-max-home" excludeFromExternalSearch: 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. # ServiceTitan Max

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.

New to ServiceTitan Max? Start here

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:
Onboarding Go Live

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)
Onboarding Go Live

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)
 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 [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns Tools for managing inbound call queues — hold music, overflow rules, priority routing, and real-time queue depth monitoring. **What it does:** Reduces customer wait times and abandoned calls by intelligently managing call flow during peak periods. **Also called:** Call queue, Hold queue **Tags:** Contact Center Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's AI-powered inbound phone agent that answers calls, gathers caller information, and books or reschedules jobs without a human CSR. **What it does:** Handles inbound calls 24/7, capturing after-hours demand and reducing hold times during peak periods — without adding headcount. **Also called:** AI receptionist, Virtual CSR, VA **Tags:** Phones Pro, AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Real-time location tracking of all vehicles in the fleet using hardware installed in each truck. **What it does:** Gives dispatchers live visibility into technician locations for accurate ETAs and same-day job additions. **Also called:** Vehicle tracking, Live location **Tags:** Fleet Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Dual-facing camera in Fleet Pro SmartView trucks with AI event detection — one outward, one inward. **What it does:** Monitors driving behavior and road events in real time, flagging unsafe actions to reduce liability and improve fleet safety. **Also called:** In-cab AI dashcam **Tags:** Fleet Pro, AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** In-Cab Camera ServiceTitan’s real-time engine that tracks available technician time based on shifts, skills, zones, business units, and capacity rules. **What it does:** Manages booking availability so CSRs only book jobs when technicians truly have capacity, cutting over-booking and missed appointments. **Where to find it:** Settings › Adaptive Capacity. **Also called:** Live booking availability, Real-time capacity **Tags:** Scheduling Pro, AI-Powered [Learn more →](https://help.servicetitan.com/docs/adaptive-capacity-overview-learn-how-it-works) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A call where the customer hung up before reaching a CSR. It cannot be attached to a customer or job and does not count toward CSR conversion metrics. **What it does:** Tracks unanswered call volume so you can spot staffing gaps and recover lost revenue opportunities. **Where to find it:** Dashboard › Agent Scorecards (Abandoned); or Search by Call type: Abandoned. **Tags:** Phones Pro [Learn more →](https://help.servicetitan.com/docs/understand-call-classifications) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Auto-creates a callback task when a customer hangs up before reaching a CSR. **What it does:** Prevents lost leads by automatically logging a follow-up so the team can call the customer back. **Tags:** Phones Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)