Commercial service and replacement in ServiceTitan
Here you’ll find ServiceTitan features designed for commercial service and replacement (commercial S/R) jobs to help you manage your commercial business.
- Commercial service and replacement workflows
- Account setup
- Memberships and contracts
- Optimizing job forms
- Customer and location records
- Customer communications
- Commercial billing
- Property management
- Customer Portal
- Jobs and appointments
- Task management
- Payroll and timesheets
- Phones Integration
- Dashboard and scorecards
- Commercial technicians
What is commercial service and replacement
Commercial service and replacement workflows
Use these workflows to help you manage specific items in your commercial or multi-family service jobs and replacement projects and other work using ServiceTitan features.
Account setupAdd and edit business unitsSet up and use job typesAdd and manage office employee profilesAdd and manage technician profilesUse custom fieldsCreate custom reportsEdit custom reports
An organized pricebook lets your technicians work efficiently so they can quickly build estimates and focus on the customer. Building a thorough pricebook also helps ensure a consistent sales experience as your business grows.
Memberships and contracts
Memberships are service packages where, in exchange for a regularly billed or upfront fee, customers receive recurring services and discounts on services. Memberships provide a steady revenue source while building customer loyalty. They also allow you to monitor aging equipment for replacement opportunities.
Optimizing job forms
Forms can help you streamline the data collection from your commercial technicians to your customers and office staff.
Customer and location recordsMerge and unmerge duplicate customer and location recordsChange the customer on an existing location recordUse property dataAdd a new service locationManage customer and service location recordsAdd a new customerManage property management customersAdd equipment without invoicing the customerManage stored customer payment methodsSend customer statementsMark a customer as Do Not ServiceUse search in ServiceTitan
Customer communicationsUse ChatCreate Chat alertsReview customer messages, media, and callsEnable booking confirmationsEnable reminder notificationsEnable text and email dispatch notificationsTechnician two-way chat
Manage and track your jobs and projects in real time from the project record. You can view the progress of project phases, compare itemized budgeted costs with actual expenditures, and more.
Manage and track Property Management companies by leveraging ServiceTitan to ensure all business needs are met. You can create adjustment invoices and use AR Management and statements to ensure you’re billing your customers correctly and collecting payment in a timely manner.
Empower your customers by providing them with the Customer Portal web portal they need to view their invoices, service history, memberships and accept estimates. You can also set your portal up so that your customers can make online payments.
Jobs and appointments
When booking with ServiceTitan, you always book a job, and every job automatically has one appointment scheduled.
Use estimates to create proposals and present options to your commercial customers. Estimates can help your technician upsell and increase your revenue.
Task management helps you manage customer complaints, warranty claims, refunds, and other custom task types. You can track, filter, and assign tasks so you can resolve them efficiently, delivering top-notch customer service. You can also export task lists to spreadsheets where you can identify areas of improvement.
Dispatching helps your office staff properly manage your technician schedules while optimizing routing and logistics.
SchedulingUse the Schedule Board
Manage your equipment and materials with our Inventory module. You can create, send, receive purchase orders and efficiently manage vendor billing.
Payroll and timesheets
Technicians timesheets automate hourly payroll tasks so you can focus on running your business. Technicians can clock in and out in ServiceTitan Mobile. Based on technician pay settings, you can use clock details to generate accurate timesheet reports. The signoff feature ensures that payroll is approved by both managers and technicians before it’s processed.
Invoicing is an important component of your business which encapsulates nearly all functions of your business by allowing your employees to record and track work performed as well as clearly display to your customers the exceptional services you provided.
With payments you can use payment terms to add due dates to sales invoices and collect payment to apply to invoices.
With the phones integration, you can track and record every incoming call to your office, empowering you with the information you need to benefit your business.
ReportsRun job costing reportsProject Job Costing report templateCreate custom reportsEdit custom reportsBusiness Unit Performance report templateTechnician Performance report template
Dashboard and scorecards
Empower your office staff to review metrics and scorecards that can help increase revenue for your commercial business.
Empower your technicians by providing them with the tools they need to efficiently use ServiceTitan Mobile app.
Office employees can use tools to manage online booking requests from various leads sources in ServiceTitan.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.