Streamline your pool and spa operations by integrating job management and routing for efficient maintenance and project management. With a platform designed for your trade, you can simplify workflows and ensure jobs are completed on time. ServiceTitan supports your business now and in the future, providing the tools to deliver exceptional service and optimize operations.
Things to know
For Routing customers, new customer addresses are automatically verified in ServiceTitan to generate GPS coordinates, ensuring locations display correctly on maps.
Setup
What you need to get started
Before starting your pool and spa business, ensure you have the following basics configured for your account:
Customer and Location Records: Ensure customer information is properly set up to schedule jobs for the correct addresses.
Set up and use zones: Defines the areas where jobs can be booked.
Create and edit recurring service types: Configure recurring service types to generate appointments.
Manage tags: Use proper tags to filter out jobs on the Route map.
Add and edit business units: Set up business units to use Routing properly.
Required permissions
The View Dispatch board permission is required for office employees to access the Route Management. To have this permission enabled, please contact the account administrator on your team.
Key workflows
Routing
Use routing to benefit your business needs by reducing drive time, improving technician efficiency, and ensuring on-time job completion: