ServiceTitan

Avantages

We are a growing Plumbing & HVAC company and we were looking for solutions to be more in line with today's digital world. We love the call booking and dispatch notifications to customers. It allows customer's to know exactly when to expect their technician. Our CSR and Dispatch love the incoming call information for existing customer's that pre-populates for them, it allows us to give a personal touch when answering the phone and gives the customer a great experience. Our Service Manager loves the Dashboard and reporting, it allows him to see exactly where the technician's are at throughout the month and allows him to provide coaching when needed to help his teams reach goals. We recently starting using the timesheets within Service Titan as well - this has allowed us to manage our technician's time with ease and the technician's no longer have to try to remember where they were and at what time. There are so many features and we love the fact that Service Titan listens to their Customers/Users and are always working to improve their existing features and adding more features to make their user experience exceptional.

Inconvénients

Follow-Up Section and Memberships need updating, but Service Titan has listened to their users are in the process of providing updates to these features. Payroll/Timesheets needs to be more versitle and needs customization, but again Service Titan is working on this as well.

Avantages

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.

Inconvénients

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.

Avantages

More permission control's the other software. Extensive reporting.

Inconvénients

Where do we begin? Support cannot solve challenges with any other issue other then user error. They always send an email to connect you to you " success manager" who essentially is a middle man between you and the department over what ever feature your having issues with. When the success manager reaches out to you, eventually, it is essentially a scheduled call to set another appointment with the other department. I guess they do not keep records of support calls or forward notes to the success manager so this can be in one call. Marketing pro is way over priced and we could not utilize. Attempted to get out of that when we realized service titan was alot for our small shop to handle. We could never get the inventory feature fully Launched with tracking and sync to quick books. We have not had marketing pro for nearly 6 months and service titan has yet to release our yext listing so we can utilize this. We are still having issues with our listing changing to service titan tracking numbers no longer associated with us, we are loosing leads today due to this. Have reached out multiple times to be told our success manager would reach out and still have not heard anything back. My experience with service titan was great up to the point we signed a 2 year contract believing this to be a God send and quickly turned to a nightmare consuming many late nights and many days working on my software loosing my sanity so my team could keep theirs. We left 3 months ago

Avantages

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.

Inconvénients

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.

Avantages

ServiceTitan has it all. The capabilities and features within the software far exceeds anything we had on our previous software, FieldAware. Their support team is second to none. They're always available and super helpful. The automation and various features make ServiceTitan so easy to use and keep up with your customer's needs.

Inconvénients

They make you pay extra for a lot of the really helpful stuff. And then when you get access to those extra features they aren't nearly as fleshed out as they'd lead you to believe in sales presentations. Without those features, however, you'll be less efficient. So it's a bit of a Catch-22.

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