TitanAdvisor - FAQLast updated on 06/07/2022

Our research shows that the more our customers use ServiceTitan’s diverse suite of features, the better their business outcomes are. TitanAdvisor guides you step-by-step through setting up and using features that we think can help you grow your business, streamline workflows, and improve customer satisfaction.

When you complete a TitanAdvisor feature’s checkpoints, you can see how using the feature helps achieve your business goals.

There’s no universal maximum TitanScore. TitanAdvisor only recommends features that are best practices for your business, and only those features are included in your maximum TitanScore. Recommendations are based on your ServiceTitan package, number of managed technicians, your trades, whether your customers are residential or commercial, and other account configurations. For example, what is a best practice for the plumbing trade might not apply for the electrical trade. Features that focus on enterprise workflows will not be recommended to a 10-truck operation.

As new TitanAdvisor features are introduced, your maximum potential TitanScore increases, giving you more opportunities to build up your score. You can view your total possible TitanScore points by hovering over the Mastery stage of the TitanAdvisor progress bar on the Overview screen.

TitanAdvisor looks at your account setup and the features you use. Then, based on your trades, organization size, ServiceTitan package, and prioritized business goals, TitanAdvisor recommends features that can make the biggest positive impact on your business. Your business goals, which you can edit, are listed on the TitanAdvisor Overview screen.

By default, employees have access to their assigned TitanAdvisor courses. If you are an administrator and require access to the TitanAdvisor admin view, make sure you have the following permissions enabled:

• TitanAdvisor Admin—Allows employee access to the TitanAdvisor Admin view

• TitanAdvisor - Update Goals—Allows employee to edit business goals

Many usage checkpoints are time-dependent. For example, if you earn a TitanScore point based on running a report at least once in the past 60 days, you lose that point if you do not run that report for a 60-day period.

You can view all changes to your TitanScore in your Score History.

Your progress in TitanAdvisor is tracked in stages. You advance to the next stage by both:

• Earning enough TitanScore points from features assigned to that stage

• Completing features tagged as Required for that stage

You can see how many points are required to complete a stage and which required features you need to set up or use more on the right side of the TitanAdvisor Overview screen.

Absolutely not. TitanAdvisor recommends features determined to be most beneficial to your business goals and workflows. Some features are part of ServiceTitan pro products: Pricebook Pro, Marketing Pro, and Phones Pro. These features are listed in TitanAdvisor with a purple pro icon.

If you don’t subscribe to the Pro Product, the feature is greyed out and does not affect the minimum points requirement to advance to the next stage. Click the feature to learn more about it.

If one or more checkpoints for a TitanAdvisor feature has a Poor status, the entire feature has a Poor status.

Click a feature to review its checkpoints. Some checkpoints are required to complete a feature but do not award TitanScore points. If the feature is tagged as Required, make sure all the checkpoints have a status of OK or Great to count towards your progress for that feature’s TitanAdvisor stage.

In addition to earning the minimum number of points to clear a stage, you must also complete the checkpoints for the required features for that stage before you can advance.

To see which features you need to set up or use more, go to the TitanAdvisor Overview screen. On the right side, in the Required Features Remaining section, click Expand .

Also, only the TitanScore points for features assigned to your current stage apply to your advancement. For example, if you’re at the Acceleration stage and you earn 10 points for completing features assigned to the Launch stage, those points increase your TitanScore but do not apply to your advancement to the Optimization stage.

In addition to completing all the required features for a stage, you must also earn a minimum number of points from features assigned to that stage before you can advance.

Keep in mind that only the TitanScore points for features assigned to your current stage apply to your advancement. For example, if you’re at the Acceleration stage and you earn 10 points for completing features assigned to the Launch stage, those points increase your TitanScore but do not apply to your advancement to the Optimization stage.

When new features are added to a stage that you’ve already completed, the points you need to earn to advance to the next stage are not impacted. The points threshold can increase when a new feature is added to your current stage.

For example, if you’re at the Acceleration stage, a feature added to the Launch stage doesn’t affect your advancement. But a new Acceleration stage feature can increase the number of points needed to reach the Optimization stage.

There’s no penalty for not completing a TitanAdvisor feature. You can even hide a feature from view by hovering over it and clicking the Hide icon. You can unhide it later if you change your mind.

Note: Hiding a feature does not change the minimum point requirement to advance to the next stage. Features tagged as Required cannot be hidden.

TitanAdvisor updates once daily. If you completed a checkpoint, any earned points are added to your TitanScore at the next update. You can see when your account was last updated on the right side of the TitanAdvisor Overview screen.