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Track your onboarding progress in LaunchPad

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Overview

LaunchPad is your home for tracking your ServiceTitan onboarding from kickoff to go-live. As a new customer, you can see your progress, work your tasks, upload requested files, and reach your onboarding team in one place. LaunchPad keeps your launch on track by showing exactly what's done and what comes next.


Who uses this feature

  • Owners, administrators, ServiceTitan office users

  • Applies to all business types

  • Applies to all trades

Feature configuration

  • LaunchPad is currently in Private Preview and available for specific accounts. It is subject to change. Your ServiceTitan onboarding team enables LaunchPad for your account.

  • To use LaunchPad, reach out to your onboarder.

  • No additional permissions are required to use LaunchPad.

Things to know

  • LaunchPad replaces the older Prepare to Launch experience. When you log in during onboarding, you're taken to LaunchPad automatically.

  • Your overall progress bar and Go-Live date update as tasks are completed.

  • Your onboarding specialist manages the underlying task list to ensure you are being onboarded to your exact needs.

  • Some tasks complete automatically when you take the matching action in ServiceTitan or finish assigned training.

  • Availability of some views — such as upcoming calls, and the Gantt or calendar task views — depends on your onboarding release phase.

View your onboarding progress and go-live date

When you log in during onboarding, LaunchPad opens to your home view.

  1. Log in to your ServiceTitan account. During onboarding, you're taken to LaunchPad automatically.

    Note: You can also access LaunchPad by clicking the rocket icon in the navigation bar. This opens it in a new window.

  1. Check the overall progress bar to see how far along your onboarding is.

  2. Note your Go-Live date, shown alongside your progress.

    Note: Your progress bar and Go-Live date update as you and your onboarding team complete tasks.

Work through your onboarding tasks

Your task list shows everything needed to reach go-live.

  1. On your LaunchPad home, you can see your task list.

  2. Review each task's name, status, and due date. 

  3. Complete the action described in a task, then update its status.

    Tip: Some tasks complete on their own once you take the matching action in ServiceTitan.

View all tasks

The all-tasks view shows your complete onboarding journey, including tasks assigned to other members of your team.

  1. From your task list, open the View All Tasks view. 

  2. Review every task across your onboarding, including those assigned to teammates, to see your full journey.

  3. Use the assignee filter to focus on the tasks assigned to a specific person.

    Note: Some tasks may stay hidden until earlier, flow-blocking tasks are complete.

Open a task and upload files

Use the task detail drawer to see everything a task needs and to add your files.

  1. In your task list, click a task to open its detail drawer.

  1. Read the task description for what's needed.

  2. A description may include links, but the main call to action is at the bottom—click the Get Started button to jump to where the work happens in ServiceTitan.

  3. To add a file, upload it directly to the task.

  4. Find previously uploaded files in your Attachments area. 

Note: Common files to upload during onboarding include your pricebook, data files, and membership files.

Contact your onboarding team

LaunchPad shows who's helping you through onboarding.

  1. Find the onboarding team card on your LaunchPad home.

  2. Review your onboarding specialist and team members. 

  3. Use the copy-email action to quickly copy a team member's email address.

Review your Daily Brief

  1. Open the Daily Brief view.

Note: Your Daily Brief is AI-generated for your specific journey, so what you see may look different from another customer's and updates each day as you make progress.

  1. See how many tasks you've completed today and what's still open.

Want to learn more?