Service Titan Knowledge Base

Onboarding Guide - FAQLast updated on 09/09/2022

What do I need to get started?

What if I don’t have all that information?

What if I leave the guide before I finish?

How long will this take?

What if I want to bypass the guide to get to my ServiceTitan account?

Can more than one person work on the guide at the same time?


Company profile

What if my information is incorrect?

What if I have multiple locations?

What states should I use for my business to operate?

What if only a small part of our business is Residential or Commercial?


Employees and technicians

How can I import my employee or technician data in bulk?

What’s an office phone number?

Why are company roles important?

If a technician does not have a mobile number, should I enter an office number instead?

What if I can’t find the job title for an employee or technician?

What’s a managed technician?

What’s the difference between a managed technician and non-managed technician?

Why doesn’t the number of managed tech licenses match with the number I purchased?


Trades and business units

What if my trade isn’t listed?

What’s a business unit?


Job types and tags

What’s a job type?

Why is adding tags important, and what can I do with them?


Operations

 Why am I selecting operations? Why are they important?

My accounting software is not listed, will I still be able to get accounting information from ServiceTitan into my accounting software?

What is a pricebook?

What file formats can I use to attach my pricebook information?

What do I do if I don’t have a pricebook?


Marketing campaigns

What is a marketing campaign?


Billing

What’s ACH?

How do I know my bank information is secure?

What if I don’t want to enter my bank login credentials?

How do I pay by credit card?

How does ServiceTitan protect my data?

What accounting software do I need to use to export my data?


What's next?

How do I go live?


Data sources

What is the benefit of importing my data into ServiceTitan early in the Onboarding process instead of doing it later?

What if I don’t know what kind of software our company is using?

Can I import data into ServiceTitan from multiple sources?


Quickbooks Online (QBO)

What can I expect when importing my QuickBooks Online data into ServiceTitan?

What do I do if I have issues importing my QuickBooks Online data into ServiceTitan?

What information is pulled during the QuickBooks Online import?

What should I do if I’m not ready to import my data?


Quickbooks Desktop (QBD)

What can I expect when importing my QuickBooks Desktop data into ServiceTitan?

What information will ServiceTitan pull from QuickBooks Desktop?

How long does importing my QuickBooks Desktop data take?

Something went wrong during the import and it failed. Should I try again?

Are there any regional restrictions for using QuickBooks Desktop?



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.