COVID Product Pack

Get the latest on how ServiceTitan is helping you track business performance and keep your team and customers safe during these challenging times.

Use this home page to access existing, new, and upcoming features and workflows for COVID. Features will include links to related content once they become available. Please check back soon.

General resources
Marketing
Booking the job
Dispatching
Customer communications

Introduction to categories

Features are listed under defined categories to help you better identify opportunities across your business. For example, if you're looking to generate opportunities during COVID, see the Generate opportunities section to view features designed specially to support this.

General resources

COVID-19 Playbook for Contractors COVID-19 Impact Custom Reports Use COVID-19 home experience checklists COVID-19 checklist of features to implement Marketing Pro, COVID Edition Sign up for special, limited time financing rates COVID Product Pack Release Webinar Part 1 COVID Product Pack Update with Vahe and Tom COVID Product Pack Release Webinar Part 2

Marketing

Marketing Pro, COVID Edition Identify replacement opportunities with recurring service events Recurring Services for Aging Equipment report

Booking the job

Set up the Web Appointment Scheduler (Legacy)Disable the Web Scheduler (Legacy)Set Web Scheduler for Office Employees Set Web Scheduler for Homeowners Use custom fields Enable booking confirmations Use Chat Enter job details Edit and enable Emergency Phones Fallback

Dispatching

Enter job details Use Optimize Technician Route Use alerts Enable text and email dispatch notifications Ask dispatchers why appointments were rescheduled

Customer communications

Enable reminder notifications Enable text and email dispatch notifications Enable native GPS on mobile devices Use Job Confirmations Enable booking confirmations Customer Portal Review customer messages, media, and calls Create Chat alerts

Running the job

Create a form in ServiceTitan Use the contactless experience Use Online Estimates Guide to Online Payments Email invoices with an online payment link from ServiceTitan Mobile Accept payments in ServiceTitan Use GreenSky® Custom Rule Financing in ServiceTitan

Verify and follow up

Overview: Send PO alerts and notifications Overview: Send shipment from vendors to technician’s address Overview: Access vendor contact details from PO Timesheet Exception: Early Clock In report Timesheet Exception: Late Clock Out report Timesheet Exception: Overtime Alert report Timesheet Exception: Excessive Idle Time report Empty Invoices report Jobs with Empty Invoices report Jobs without Payments report Unbooked and Abandoned Calls report Office Activities Report

Business administration

Accept payments in ServiceTitan Membership renewal protection Use GreenSky® Custom Rule Financing in ServiceTitan Office Timesheets Payroll Sign-off Technician Location Exception report

Other features

Office Activities Report YOY Trends reports Membership renewal protection