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All-in-one cloud-based software platform built for home and commercial contractors to keep service visits and construction projects running smoothly.

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ServiceTitan

ServiceTitan - The Complete Operating System for Trades Businesses

Tech Overview

ServiceTitan is a cloud-based software company that provides customer relationship management (CRM) software for tradespersons, with applications focused on sales, customer service, marketing automation, e-commerce and analytics. The platform delivers a seamlessly integrated experience that enables thousands of business owners to accelerate growth, drive operational efficiencies and deliver a superior customer experience across over ten trades industries.

ServiceTitan combines scheduling, dispatching, invoicing, customer management, and reporting in one comprehensive system, where technicians access job details via mobile while office staff manage operations. The platform is specifically designed for HVAC, plumbing, electrical, and other home service contractors, providing end-to-end business management from the first customer call to final invoice payment.

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Who is it built for

Local Businesses - ServiceTitan is specifically designed for home service contractors and trades businesses (HVAC, plumbing, electrical, etc.) that operate locally and need to manage field technicians, customer relationships, and service calls in their geographic area.
Franchisors - The platform scales to support multi-location franchise operations with centralized reporting, standardized pricing, and corporate oversight while allowing individual franchise units to manage their local operations.
Franchisees - Individual franchise locations benefit from the complete business management system with dispatch, CRM, invoicing, and mobile field apps tailored for service-based franchise operations.

How it works

Customer calls are captured and managed through an AI-powered contact center that routes calls and books appointments
Office staff schedules and dispatches technicians using AI-optimized dispatching based on job value predictions and technician performance
Field technicians receive job details on their mobile devices with complete customer history, equipment information, and service recommendations
Technicians generate estimates, collect payments, and capture job photos directly from the field using the mobile app
The system automatically generates invoices, sends payment reminders, and processes payments with integrated accounting
Marketing automation captures leads, sends follow-up campaigns, and manages customer reviews and reputation
AI-powered analytics provide real-time business intelligence, benchmarking, and predictive insights to optimize operations
Atlas, the AI assistant, can run reports, dispatch technicians, and handle workflows through voice or text commands

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Key Features

Feature	What You Get
Dispatch Management	AI-optimized scheduling and dispatching that maximizes profit by predicting job values and analyzing technician performance
Mobile Field App	Complete mobile solution for technicians with access to customer history, pricebooks, estimates, payment processing, and job documentation
CRM & Customer Management	Centralized customer database with detailed service history, multiple contacts, equipment tracking, and targeted marketing capabilities
Titan Intelligence AI	Purpose-built AI engine featuring automated dispatching, job value prediction, second chance leads recovery, price benchmarking, and review response generation
Marketing Automation	Integrated marketing tools including email campaigns, reputation management, Google Ads optimization, and lead generation tracking
Financial Management	Complete accounting integration with invoice generation, payment processing, payroll management, and real-time financial reporting
Contact Center Pro	AI-powered call management system that routes calls, flags unbooked opportunities, and optimizes call center performance
Atlas AI Assistant	Next-generation AI copilot that executes tasks through voice or text commands, including running reports and managing workflows
Pricebook Management	Dynamic pricing tools with regional price insights, service recommendations, and AI-powered pricing optimization
Business Intelligence	Real-time dashboards, custom reports, benchmark comparisons, and predictive analytics for data-driven decision making

Impact & Benefits

ServiceTitan delivers measurable business improvements including a 5% increase in net profits through enhanced operational efficiency, over $10 million in revenue increases by providing real-time business metrics, and the capability to manage projects exceeding $5 million from bid to completion. The platform's AI capabilities have driven significant operational improvements, including a 75% reduction in accident risk with Fleet Pro, a 2x increase in dispatcher capacity with automated dispatching using Dispatch Pro, and a 37% recapture rate of previously unconverted calls through Second Chance Leads.

By consolidating all business operations into a single platform, ServiceTitan eliminates data silos, reduces manual administrative work, and enables contractors to focus on revenue-generating activities. The integrated approach streamlines workflows from customer contact through payment collection, improving cash flow and reducing days sales outstanding.

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How AI is used

Titan Intelligence AI Engine: ServiceTitan's Titan Intelligence brings 14+ AI-powered features across its suite of products designed to increase revenue and efficiency while improving customer experience and employee experience.

Automated Dispatch Optimization: AI analyzes job value predictions and recent technician performance to automatically optimize dispatch board setup for maximum profitability

Second Chance Leads Recovery: AI automatically reviews and flags unbooked calls that can be recaptured with quick follow-up callbacks

Ads Optimizer: Feeds audience and revenue data from ServiceTitan into Google Ads and trains Google to optimize for actual sales rather than just calls or form fills

Price Insights: Calculates average prices for services and compares pricing to regional averages to optimize competitiveness

Review Response Generator: Creates personalized, authentic responses to customer reviews, improving response rates and average response time

Invoice Content Generation: Automatically generates invoice summaries and payment collection emails based on job information

Risky Driver Detection: Monitors technician driving behaviors and sends alerts for distracted driving or cell phone use

Job Value Predictor: Uses historical data to predict the value of service calls for better resource allocation

Atlas AI Copilot: Acts as an advanced AI sidekick capable of running reports, dispatching technicians, and optimizing workflows through simple voice or text commands, representing the next evolution of AI automation for the trades.

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Real-world use cases

Lovett Services experienced new levels of efficiency that led to higher profitability after implementing ServiceTitan, with leadership stating it "was the best solution, and it continues to be the best solution." Rainforest Plumbing achieved a $10 million increase in revenue, with the owner noting "With ServiceTitan I know I'm getting real-time numbers" and the company now spends less time tracking projects and more time being profitable. Jackson Services successfully manages projects exceeding $5 million, tracking every phase from bid to completion and keeping every project on budget and schedule regardless of complexity.

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Video Reviews

Testimonials

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Great product, Service Titan's service is good and helpful, also customer's love getting notifications when our technicians are on route... Overall, our technicians like it and our office staff.

Rick

President at Overhead Door Nfld. Limited

Overall, our company is happy with the functionality of ServiceTitan. We have been using it for a few years and haven't found another product that is comparable.

Khiana

Customer Service Representative

Final thoughts

ServiceTitan has established itself as the leading operating system for trades businesses, offering an unmatched combination of comprehensive functionality and cutting-edge AI automation. Users consistently praise ServiceTitan for being a truly integrated platform that manages every aspect of their business in one place, combining dispatch, CRM, quoting, and invoicing in a single interface.

The platform's investment in AI through Titan Intelligence and the new Atlas assistant demonstrates ServiceTitan's commitment to staying at the forefront of technology innovation for the trades. With Titan Intelligence, businesses can unlock the power of their own data to automate repetitive tasks, improve customer experience, predict outcomes, lower costs, and stay competitive in a data-driven world. While the platform represents a significant investment and may have a learning curve, the operational efficiency gains, revenue increases, and competitive advantages make it an essential tool for serious contractors looking to scale and modernize their operations.

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