Product Spotlight: ServiceTitan Home Services Software

Whether HVAC, Plumbing, Electrical, Garage Door, or one of the many other home services industries, companies that offer repairs, maintenance, and improvements face high levels of competition, and one bad review could spell disaster. For those organizations, customer service is a top priority, and they need to put as much focus on providing high-quality service. This is why they not only need a complete view of the customer, they need to have a complete view of their service technicians, customer service representatives, and more.

Simplifying Service, Sales, and Operations for Home Services Professionals

Home services organizations—from those with a few techs to those with dozens or even hundreds—have the same concerns. From knowing the who, what, where, why and when to taking steps to increase bookings, measure success, and improve efficiency, the challenges are often similar. However, how the companies tackle these challenges is what separates the successful ones from the average ones. Enter ServiceTitan.

ServiceTitan was founded to help companies grow revenues, increase customer service, and integrate with leading finance and back-office applications to save time and money.

Simply put, ServiceTitan empowers your home services organization to:

• Grow revenue and increase your average ticket: Book more estimates from the office with intelligent call tracking features, then win more jobs in the field with a powerful visual sales experience.
• Connect your office to your techs with real-time data: Forget double entry, keep your team on the same page, and be more efficient with real-time updates between the field and the office.
• Create an extraordinary customer experience: Send automated “meet-the-tech” bios and let customers see their tech driving to their house on a map to reduce anxiety and prepare for the call.

Call Booking

If you’re looking to improve your conversions, build rapport with customers, and track the effectiveness of your customer service people, call booking is a can’t-miss feature that ServiceTitan has designed for its home services customers. ServiceTitan makes this easy by:

• Revealing high performing and underperforming customer service representatives by tracking conversion rates.
• Record and listen to conversations to create coaching opportunities.
• Know and identify return customers, empowering sales and customer service people and allowing for improved satisfaction and increased sales opportunities.

Customer Experience

Keep your customers up to date and well-informed. ServiceTitan allows you to create an unforgettable customer experience by doing the little things customers love:

• Send text and email reminders to customers
• Provide easy to create, information-rich bios of service technicians, reducing stress and putting a face to a service.
• Display where the technician is and when they will be there—allowing customers to prepare for the arrival.

Dispatching

ServiceTitan’s dispatching software can help you ensure there is minimal downtime for technicians, increase satisfaction by putting the right person on the job, and improve route efficiency by allowing CSRs to map out routes and schedules easily, accurately, and efficiently.

• Save time with easy to use drag-and-drop scheduling and dispatching.
• Match the technician to the job, allowing for improved service quality for customers.
• See technician capacity and availability in real-time.

Marketing

Marketing your home services business is a challenge, but ServiceTitan makes it easy, taking care of tracking, measurement, and reporting so that you can focus on providing top quality service.

• Generate custom, unique phone numbers to track exactly where each new lead came from.
• Prove the value of your marketing efforts by automatically attributing the campaign to the job.
• Know that your efforts are providing value by displaying revenue per campaign, acquisition cost, and more.

Financing

If you’re working major jobs, your customers may not always have $5,000 or more on hand. This is why ServiceTitan integrates with financing companies to provide near-immediate approvals with minimal paperwork. ServiceTitan connects customer to financer and makes the financing process simple,

• Display and offer financing options to customers with no additional paperwork.
• Let customers know whether they’ve been approved within thirty seconds.

All of this has combined to provide ServiceTitan Customers amazing growth and high ratings. With more than 1,000 customers in the home services community, ServiceTitan is growing at a torrid pace—and so are their customers: The average increase in revenue for ServiceTitan customers is 25%.

Ramp Up the Benefits: Sage Intacct Integration

ServiceTitan is designed to help home services professionals do more, grow faster, and provide better service. While the software was originally designed to integrate with QuickBooks, implementing ServiceTitan has been such a boon for companies, that many have found QuickBooks to be unable to handle their needs as they grow.

This is why an increasing number of growing home services companies are turning to Sage Intacct to handle their back-office needs. From cash flow to contract revenue, general ledger to project accounting, AP to AR, Sage Intacct is becoming a game changer for businesses in need of automation, productivity, and support for growth.

Learn more about ServiceTitan by taking a product tour, and learn about our relationship with the company by reading our blog, Why Trade Services Companies Turn Toward the Cloud.