--- title: "TitanAdvisor scoring and stages" slug: "titanadvisor-scoring-and-stages-1" updated: 2026-03-27T18:30:27Z published: 2026-03-27T18:30:27Z --- > ## 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. # TitanAdvisor scoring and stages ## ## Overview As you set up and use more features, you earn TitanScore points that can help you advance to the next TitanAdvisor stage. --- ### ****Who uses this feature**** - Administrators - Applies to all business types - Applies to all trades Things to know - TitanAdvisor is optional. Access to ServiceTitan features is not dependent on your TitanAdvisor stage or your TitanScore. - Each TitanAdvisor feature is assigned to a TitanAdvisor stage: *Launch*, *Acceleration*, *Optimization*, or *Mastery*. Points earned from completing a feature are added to your total TitanScore, but only count towards advancement past its assigned stage. ## Increase your TitanScore Each TitanAdvisor feature is worth one to five TitanScore points. You can earn points for a feature by completing setup and usage checkpoints. > [!NOTE] > **Note:** Not all TitanAdvisor features have setup or usage checkpoints. #### Setup checkpoints While most setup checkpoints do not award points, the ones that do indicate how many points you can earn by completing the success criteria. For example, if a checkpoint’s success criteria is to have at least one active financing rule, when you create a financing rule, you earn TitanScore points. **![Setup checkpoints](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-zq2cfbqe.png)** #### Usage checkpoints After you complete the setup checkpoints for a feature, you can focus on the usage checkpoints. You earn points by using the feature based on What we’re measuring. For example, if we measure the number of times you click a specific button, you might earn: - One point if you click it at least once in the past 30 days - Three points if you click it at last 30 times in the past 30 days > [!NOTE] > **Note:**Many usage checkpoints are time-dependent. In the previous example, if you click the button 40 times in 30 days, you earn three points. If your usage changes and you only click the button 20 times within a 30-day period, you earn one point for the checkpoint. Your total TitanScore decreases by two points. **![ Usage checkpoints](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-qko115rf.png)** ## Advance through TitanAdvisor stages Your success in TitanAdvisor is tracked through stages: *Launch*, *Acceleration*, *Optimization*, and *Mastery*. You advance through a stage by both: - Earning the minimum number of TitanScore points from features assigned to that stage - Achieving *OK*, *Great*, or *Completed* status for features tagged as*Required* for that stage > [!NOTE] > **Note:** If one or more checkpoints for a required feature has a *Poor* status, the entire feature has a *Poor* status. Make sure all a feature’s checkpoints have a status of *OK* or *Great* to count towards your TitanAdvisor progress. To find out what you need to do to advance to the next stage: 1. Go to the top toolbar and click **TitanAdvisor**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-titan-advisor-inactive.png)****to open the TitanAdvisor *Overview* screen. 2. View your scoring details in the section on the right. ![ Advance through TitanAdvisor stages](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-7ffgxznz.jpg) #### **Earn TitanScore points to advance** Below your TitanScore, you can see how many points you earned from features at your current stage, as well as the number of points needed to advance to the next one. ![Earn TitanScore points to advance](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-p0qekxnp.jpg) Complete features assigned to that stage to earn additional points: 1. From the side menu, click a business section. ![From the side menu, click a business section](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-1n2pqg5e.jpg) 2. Click the tab that corresponds to your current stage. 3. Click a feature you have not yet completed. ![lead generation](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-zl4lh1iz.jpg) 4. Complete the feature checkpoints. #### **Complete required features for a stage** Below the scoring section are the number of required features you need to complete to advance to the next TitanAdvisor stage. To complete a required feature: 1. In the *Required Features Remaining* section, click **Expand**. ![expand stage](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-mgd8hh0e.jpg) 2. Click a business section to view the features you need to set up or use more. ![Click a business section to view the features](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/titanadvisor-scoring-and-stages-image-537r62jj.jpg) 3. Click the required feature you want to complete. 4. Complete any setup checkpoints. > [!NOTE] > **Note:**You cannot earn points for a usage checkpoint until all setup checkpoints are complete. 5. For all usage checkpoints, based on *What we’re measuring*, use the feature so that your status is one of the following: - *Great*: Indicated by a green dot - *OK*: Indicated by a yellow dot > [!NOTE] > **Note:** You can only earn points for a usage checkpoint after all setup checkpoints for a feature are complete. ## Want to learn more? - See [Office Basics](/v1/docs/office-basics-1) - See [Mobile Handbook](/v1/docs/mobile-handbook)