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Jump to:Win customersSchedule and dispatch efficientlyDeliver and document the workInvoice and collect with confidenceClose the books and measure performanceControl scope and manage riskRun your business smoothly
Win customers
Attract leads, build proposals, and convert opportunities into install 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 install opportunities.
3
Build Your Online Reputation
Monitor reviews, manage your online presence, and build trust with prospective customers.
4
Build Estimates & Close Sales
Present Good-Better-Best proposals and close the sale with customer sign-off.
5
Offer Financing to Close Bigger Jobs
Present financing options to help customers afford equipment replacements and upgrades.
Schedule and dispatch efficiently
Book installs, coordinate crews, stage materials, and arrive at every job prepared.
1
Book Jobs & Schedule Appointments
Schedule install appointments and confirm booking details with customers.
2
Plan Your Team's Capacity
Coordinate install crew schedules and balance capacity across job types.
3
Communicate with Your Customers
Send install scheduling confirmations, deposit reminders, and project updates.
4
Dispatch & Track Your Technicians
Deploy install crews and provide customers with accurate arrival time estimates.
5
Arrive Prepared at Every Job
Verify site readiness, confirm measurements, and ensure materials are staged before starting.
6
Manage Parts & Purchase Orders
Order equipment, stage materials, and coordinate delivery for install jobs.
Deliver and document the work
Execute quality installations, inspect results, and complete all required documentation.
1
Complete the Work in the Field
Perform the approved installation safely, efficiently, and to quality standards.
2
Track & Manage Installed Equipment
Record newly installed equipment, serial numbers, warranties, and system details.
3
Inspect Work & Ensure Quality
Conduct quality assurance checks and coordinate required code inspections.
4
Manage Job Documentation & Handoffs
Complete install documentation, capture sign-off, and hand over to the customer.
Invoice and collect with confidence
Reconcile deposits, invoice final balances, and collect payments.
1
Reconcile Payments & Deposits
Process and reconcile customer deposits collected to secure install commitments.
2
Invoice Your Customers
Generate final invoices for completed installations and process transactions.
3
Collect What You're Owed
Manage accounts receivable and collect outstanding install payments.
Close the books and measure performance
Track time, run payroll, and close the books with accurate data.
1
Track Time & Process Payroll
Track install crew 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
Track install KPIs like job costing, close rates, and revenue per project.
Control scope and manage risk
Manage permits and compliance to keep install projects on track.
Run your business smoothly
Configure your system, manage users, and keep operations running smoothly.
Pre-Work
Sales, planning, and preparation before the install
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 install opportunities.
3
Build Estimates & Close Sales
Present Good-Better-Best proposals and close the sale with customer sign-off.
4
Offer Financing to Close Bigger Jobs
Present financing options to help customers afford equipment replacements and upgrades.
5
Reconcile Payments & Deposits
Process and reconcile customer deposits collected to secure install commitments.
6
Book Jobs & Schedule Appointments
Schedule install appointments and confirm booking details with customers.
7
Stay Compliant with Permits & Regulations
Obtain necessary permits and ensure regulatory compliance for install work.
8
Plan Your Team's Capacity
Coordinate install crew schedules and balance capacity across job types.
9
Communicate with Your Customers
Send install scheduling confirmations, deposit reminders, and project updates.
10
Manage Parts & Purchase Orders
Order equipment, stage materials, and coordinate delivery for install jobs.
Work in Progress
Active installation execution and quality assurance
11
Dispatch & Track Your Technicians
Deploy install crews and provide customers with accurate arrival time estimates.
12
Arrive Prepared at Every Job
Verify site readiness, confirm measurements, and ensure materials are staged.
13
Complete the Work in the Field
Perform the approved installation safely, efficiently, and to quality standards.
14
Track & Manage Installed Equipment
Record newly installed equipment, serial numbers, warranties, and system details.
15
Inspect Work & Ensure Quality
Conduct quality assurance checks and coordinate required code inspections.
16
Manage Job Documentation & Handoffs
Complete install documentation, capture sign-off, and hand over to the customer.
Post-Work
Financial processing and administrative closure
17
Track Time & Process Payroll
Track install crew hours and process payroll accurately and on time.
18
Invoice Your Customers
Generate final invoices for completed installations and process transactions.
19
Collect What You're Owed
Manage accounts receivable and collect outstanding install payments.
20
Close Your Books
Complete the accounting cycle with final reconciliation and financial reporting.
21
Measure Performance & Make Decisions
Track install KPIs like job costing, close rates, and revenue per project.
22
Build Your Online Reputation
Monitor reviews, manage your online presence, and build trust with prospective customers.
23
Configure & Manage Your Account
Set up and maintain your ServiceTitan account, users, permissions, and system settings.