Overview
As a Workstream Lead, you’ll complete onboarding questionnaires for your assigned Workstreams. These will include the basic information about your company for the initial ServiceTitan setup. After the questionnaires are complete, you can fine-tune your setup during TitanAdvisor Prepare to Launch.
Who uses this feature
Administrators
Applies to all business types
Applies to all trades
Things to know
If you’re the implementation lead for all workstreams, you’ll complete the entire Onboarding Discovery process. If you’re only assigned one or more individual workstreams, you’ll only complete those sections.
This guide walks you through the basic setup process. There may be additional discovery questionnaires to fill out, depending on which modules and features you’ve indicated you need for your business.
Onboarding Basics
In the Onboarding Basics section, answer some core questions for setting up your ServiceTitan account, such as:
Select the trades or industries that apply to your business, such as HVAC, Plumbing, Electrical, and more
Select the different types of work you perform, such as Residential, Commercial, and more
Select the type of work engagements that apply to your business, such as Same Day Service/Repair, Short Term Projects, and Long Term Projects
When you’re finished, click Finish.
Accounting
In the Accounting section, answer which accounting software you integrate with.
When you’re finished, click Finish.
Call Center and Dispatch
In the Call Center section, answer questions about your call center and customer communications setup, such as:
How does your scheduling team know they have the capacity to book a job?
How does your company determine which groups of technicians are available for jobs?
How do you book jobs? From inbound calls? From web bookings?
Do your CSRs follow up on unbooked calls?
And more
When you’re finished with each set of questions, click Continue.
In the Dispatch section, answer questions about your dispatching setup.
When you’re finished, click Finish.
Inventory
In the Inventory section, you can answer preliminary questions about your current inventory processes to make setting up the Inventory module easier.
When you’re finished, click Finish.
Memberships and Service Agreements
In the Memberships/Service Agreements section, answer questions about your memberships and service agreements setup.
The first question asks what type of memberships or service contracts your customers can purchase or enroll in.
For Residential Memberships, you’ll answer questions about memberships
For Commercial Service Contracts, you’ll answer questions about service agreements
For Both, you’ll answer questions about service agreements
For None of the above, you can move to the next section
Memberships
In the Memberships section, answer questions about your membership setup, such as:
Do you offer any discounts?
Does your company defer revenue for any memberships?
What type of manufacturers do you use for your regular offerings?
When you’re finished, click Finish.
Service Agreements
In the Service Agreements section, answer questions about your service agreements setup, such as:
Does your service agreement program allow for templatization for quick contract creation?
Do you offer any discounts?
What type of manufacturers do you use for your regular offerings?
When you’re finished, click Finish.
Payroll
In the Payroll section, answer questions about managing your payroll or commissions in ServiceTitan, such as:
Will you use ServiceTitan to track things such as timesheets, salary, commissions, and more.
Do you use prevailing wage to pay your technicians?
What is your payroll frequency?
When you’re finished, click Continue.
In the Misc/Admin section, answer miscellaneous administrative questions, such as:
Do you track administrative tasks not directly related to performing work in ServiceTitan?
Do you sell items over the counter from physical store locations?
Do you need to send information, such as bulletins, reminders, memos, or training documents, to technicians in the field?
When you’re finished, click Finish.
Next steps
When you’ve completed all the onboarding discovery questionnaires for your initial setup, you’ll be directed to TitanAdvisor Prepare to Launch. Prepare to Launch guides you through further setup for your features and completing the required training in preparation for a successful ServiceTitan launch.
When you’re ready to continue your setup process, click Get Started.
