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Jump to:Win customersSchedule and dispatch efficientlyDeliver and document the workInvoice and collect with confidenceClose the books and measure performanceRun your business smoothly
Win customers
Attract leads, build your brand, and convert opportunities into booked jobs.
1
Attract & Engage Customers
Generate demand and awareness through strategic marketing campaigns and channels.
2
Capture & Convert Leads
Capture, qualify, and nurture leads to convert them into service opportunities.
3
Build Your Online Reputation
Monitor reviews, manage your online presence, and build trust with prospective customers.
Schedule and dispatch efficiently
Book efficiently, dispatch the right tech, and arrive at every job prepared.
1
Book Jobs & Schedule Appointments
Collect service requirements, schedule appointments, and confirm booking details with customers.
2
Communicate with Your Customers
Set up automated notifications, appointment confirmations, and follow-up communications.
3
Dispatch & Track Your Technicians
Coordinate technician deployment and provide customers with accurate arrival time estimates.
4
Manage Parts & Purchase Orders
Keep trucks stocked and source necessary parts and materials to complete service work.
Deliver and document the work
Diagnose accurately, present options confidently, and complete quality work.
1
Diagnose Issues & Identify Opportunities
Conduct thorough on-site assessment to identify issues and determine appropriate solutions.
2
Build Estimates & Close Sales
Communicate findings and provide customers with clear service options and pricing.
3
Offer Financing to Close Bigger Jobs
Present financing options to help customers afford larger repairs and replacements.
4
Complete the Work in the Field
Perform the approved service work safely, efficiently, and to quality standards.
5
Track & Manage Installed Equipment
Record installed equipment, track warranties, and surface replacement opportunities.
6
Manage Job Documentation & Handoffs
Finalize the service job with proper documentation and customer sign-off.
Invoice and collect with confidence
Invoice promptly, collect payments, and close out your financials.
1
Invoice Your Customers
Generate and submit invoices for completed work and process batch transactions.
2
Collect What You're Owed
Manage accounts receivable and collect outstanding payments from customers.
3
Reconcile Payments & Deposits
Apply received payments to invoices and close out financial transactions.
Close the books and measure performance
Track time, run payroll, and close the books with accurate data.
1
Track Time & Process Payroll
Track technician hours and process payroll accurately and on time.
2
Close Your Books
Complete the accounting cycle with final reconciliation and financial reporting.
3
Measure Performance & Make Decisions
Access reports and dashboards to track KPIs and make data-driven business decisions.
Run your business smoothly
Configure your system, manage users, and keep operations running smoothly.
Pre-Work
Preparation and planning before service execution
1
Attract & Engage Customers
Generate demand and awareness through strategic marketing campaigns and channels.
2
Capture & Convert Leads
Capture, qualify, and nurture leads to convert them into service opportunities.
3
Book Jobs & Schedule Appointments
Collect service requirements, schedule appointments, and confirm booking details with customers.
4
Communicate with Your Customers
Set up automated notifications, appointment confirmations, and follow-up communications.
5
Dispatch & Track Your Technicians
Coordinate technician deployment and provide customers with accurate arrival time estimates.
Work in Progress
Active service execution and completion
6
Diagnose Issues & Identify Opportunities
Conduct thorough on-site assessment to identify issues and determine appropriate solutions.
7
Build Estimates & Close Sales
Communicate findings and provide customers with clear service options and pricing.
8
Offer Financing to Close Bigger Jobs
Present financing options to help customers afford larger repairs and replacements.
9
Manage Parts & Purchase Orders
Keep trucks stocked and source necessary parts and materials to complete service work.
10
Complete the Work in the Field
Perform the approved service work safely, efficiently, and to quality standards.
11
Track & Manage Installed Equipment
Record installed equipment, track warranties, and surface replacement opportunities.
12
Manage Job Documentation & Handoffs
Finalize the service job with proper documentation and customer sign-off.
Post-Work
Financial processing and administrative closure
13
Track Time & Process Payroll
Track technician hours and process payroll accurately and on time.
14
Invoice Your Customers
Generate and submit invoices for completed work and process batch transactions.
15
Collect What You're Owed
Manage accounts receivable and collect outstanding payments from customers.
16
Reconcile Payments & Deposits
Apply received payments to invoices and close out financial transactions.
17
Close Your Books
Complete the accounting cycle with final reconciliation and financial reporting.
18
Measure Performance & Make Decisions
Access reports and dashboards to track KPIs and make data-driven business decisions.
19
Build Your Online Reputation
Monitor reviews, manage your online presence, and build trust with prospective customers.
20
Configure & Manage Your Account
Set up and maintain your ServiceTitan account, users, permissions, and system settings.