Service Titan Knowledge Base

ServiceTitan Knowledge Base OverviewLast updated on 09/09/2022


Knowledge Base Overview

The ServiceTitan Knowledge Base homepage contains the information you need to take full advantage of ServiceTitan. It is divided into sections that make it easy to find the info you need.

Categories

The Categories section shows the three most frequently read categories on display. The articles under each section are updated regularly, to ensure you have the most commonly used topics at your fingertips.

For more information on a workflow, click See all to open the landing page for that workflow, or See All Categories for a list of all workflow categories

Feature packs

The Feature packs section contains cards for specific industry or business needs, such as commercial service and replacement, construction, or our Covid product pack. Click on a card to open a list of articles related to each feature pack.

Articles

The Articles section features the most viewed articles, selected featured articles, and the current Release Notes.

  • The Most Viewed Articles list may change often, so make sure to check back on occasion to see what articles are being read by other ServiceTitan users.

  • The Featured Articles section lists articles that we want to bring to your attention. These articles may have recently been updated or may contain important information that we want to highlight.

  • The Release Notes section shows a brief description of the updates made in the most recent software release. Click Read more to read the full release notes. 


Searching the Knowledge Base

On the homepage, you can use the main Search bar to find articles. As you type a keyword, the Live Search feature will display articles that may contain the information you’re trying to find. Click on the article to open it in a new tab.

If you don’t find your article in the Live Search list, hit Enter or click the icon-search.png icon to open the search results in a new tab.

On the Search Results page, narrow down your search by selecting one of the workflows in the Filters section and then clicking Apply.

Note: The Filters are listed based on the number of articles that feature your keyword, with the workflow that contains the most articles at the top.


Article Overview

All articles in the ServiceTitan Knowledge Base have four separate sections displaying information.

  1. Related Articles (left column): Lists articles related to the one you’re reading. 

  2. Trail (top): These are links to the parent page of this article. Click on any of the keywords in the trail to go to the landing page.  Note: Because many topics cut across multiple sections, this may not reflect where you just came from.  

  3. Topics Covered (right column): Lists information covered in the article. Each topic will take you to that section directly. 

  4. Main Article (body): Below the heading, this includes the date the article was last updated. 

Click the icon-carat.png icon on the right side of the screen to return to the top.




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