ServiceTitan

The BEST Service software out there for companies!

Comentarios: Very good is the best way I can sum it up. We would not want to be with another company.

Puntos a favor:

The abilities are rich and continue to be added to over time with the system. They are continually improving based on feedback from their customers.

Contras:

Because it is such a big and complete system there is a LOT to learn. They work to make it easy to understand but it can still be difficult. You need to make sure you have a good success manager. in the service titan network your guide and helper is called a success manager. Demand one that will work with you to be successful.

Its Because of ServiceTitan

Puntos a favor:

Success Manager is absolutely amazing! Her name is Ari and she goes above and beyond for our company when it comes to adding additional features that aren't a part of the default software. Love ServiceTitan and all that it has to offer.

Contras:

You do have to put time into the software. However, if you do take the time, learn the features, build out the process, and implement it, then you can take your business to the next level.

The best move we've made!

Comentarios: Overall, the experience has been wonderful, even with some features missing that we feel are necessary for our workflow. Customer support has been outstanding. I think I've bugged our onboarder [SENSITIVE CONTENT HIDDEN] endlessly, and he has remained extremely patient with me. Emails are answered fairly quickly and zoom appointments are so easy to schedule.

Puntos a favor:

We love that this is a cloud based software that we can access from anywhere. Clients having the ability to pay online and access their past invoices is a HUGE thing for us. The flat rates have photos and descriptions and are consistently updated, as necessary. Manufacturer catalogs can be imported. The software increases accountability for each employee. Auto-reminders can be texted to clients to avoid missed appointments.

Contras:

With ESC, we could scroll down and see multiple days at a time while on the phone with a customer and trying to schedule them. Now we have to click back and forth between days. The system doesn't seem fully set up for running commercial calls. We work with a handful of commercial property managers, some with dozens of tenants and some with hundreds of tenants. Every now and then, the property manager will call us and say that the tenant is responsible for a certain invoice. In ESC, we had the tenants locations listed under the property management company's account, and we could just change the "bill to" on the invoice to the tenant. In ServiceTitan, supposedly we would have to create a whole new account just for the tenant, to be able to send the bill to them. But then that poses the issue of having two different locations for one tenant, to keep up with. If some calls are run under their own account and some are run for the tenants location under the property managers account, technicians won't be able to see the full history of calls and invoices when they go. Office staff will have to switch back and forth between the two accounts to view all the history. This is a huge issue for us that we hope is remedied soon.

Service TItan - Windows to Mac for the HVAC world!

Comentarios: EXCELLENT customer service depending on your CSM. We have had several. Current is based out of ATL and they are amazing! Easy to use software, visual and self explanatory. Implementation was smooth but had its share of concerns. I would not import Memberships if I had the chance to do over. It would have been easier for manual import due to revenue recognition issues and membership reporting numbers being inaccurate due to inactive membership types (the imports). Overall great experience tho with the implementation team.

Puntos a favor:

Customer notifications that allowed our clients to see when a tech was in route and location of route. Customer service features, clean, easy to view board and job details can be as detailed or minimal as desired. Ease of function.

Contras:

Reporting software is slightly lacking. Mobile version is limited for techs on the field. Notifications for reminders are limited to one paragraph/set of content, not different based on business unit. Hardest part - we cannot sell equipment through the system due to the inability for AHRI Matchups.

Current Service Titan User / Admin

Comentarios: Service Titan is very technician driven and focused and needs to be a 50/50 balance between admin and techs. Their customer service has gone WAY DOWN in the past year or more. It is very hard to get ahold of support and we are not getting timely assistance and / or call backs. They system also seems to go down A LOT and have issues, when they state that they are proud of their "lack of down time". We feel as though that they are constantly focused on introducing new products all of the time without mastering / fine tuning the ones that they have now. There are too many bugs and trouble areas with current basic software and they want to introduce more and more. We feel as though they grew too fast. We like the direction that they are going but need to master their initial products first.

Puntos a favor:

The scheduling and dispatching board and screens are easy to navigate and very helpful. Easy to follow schedules and changes that need to be made to the jobs can be done easily in one area with minimal screen movement. The search area is also very inclusive and there are many different ways to do multiple searches for items, clients etc that we are looking for.

Contras:

This software is more technician driven than it is administrative driven. In this time and age, there should be much easier screen flows, easier ways to track items and reporting. There also should be better short cuts for the admin team inside. The price book is not very easy to use as well and needs work done on it as well.