Jump to:Win customers Schedule and dispatch efficiently Deliver and document the work Invoice and collect with confidence Close the books and measure performance Control scope and manage risk Run your business smoothly

Win customers

Attract leads, build proposals, and convert opportunities into install jobs.

Attract & Engage Customers

Generate demand and awareness through strategic marketing campaigns and channels.

Capture & Convert Leads

Capture, qualify, and nurture leads to convert them into install opportunities.

Build Your Online Reputation

Monitor reviews, manage your online presence, and build trust with prospective customers.

Build Estimates & Close Sales

Present Good-Better-Best proposals and close the sale with customer sign-off.

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.

Book Jobs & Schedule Appointments

Schedule install appointments and confirm booking details with customers.

Plan Your Team's Capacity

Coordinate install crew schedules and balance capacity across job types.

Communicate with Your Customers

Send install scheduling confirmations, deposit reminders, and project updates.

Dispatch & Track Your Technicians

Deploy install crews and provide customers with accurate arrival time estimates.

Arrive Prepared at Every Job

Verify site readiness, confirm measurements, and ensure materials are staged before starting.

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.

Complete the Work in the Field

Perform the approved installation safely, efficiently, and to quality standards.

Track & Manage Installed Equipment

Record newly installed equipment, serial numbers, warranties, and system details.

Inspect Work & Ensure Quality

Conduct quality assurance checks and coordinate required code inspections.

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.

Reconcile Payments & Deposits

Process and reconcile customer deposits collected to secure install commitments.

Invoice Your Customers

Generate final invoices for completed installations and process transactions.

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.

Track Time & Process Payroll

Track install crew hours and process payroll accurately and on time.

Close Your Books

Complete the accounting cycle with final reconciliation and financial reporting.

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.

Stay Compliant with Permits & Regulations

Obtain necessary permits and ensure regulatory compliance for install work.

Run your business smoothly

Configure your system, manage users, and keep operations running smoothly.

Configure & Manage Your Account

Set up and maintain your ServiceTitan account, users, permissions, and system settings.