Customize ServiceTitan to
your electrical business

From estimates to panel upgrades, we help you make ServiceTitan match how your team actually works in the field.

Why generic setups don’t work well for electricians

ServiceTitan is built for the trades, but most electrical businesses get stuck with a one-size-fits-all setup that doesn’t really work for the unique demands of their business.

From panel upgrades to rewires, electrical jobs vary widely. Each requires different pricing, workflows, and skill sets. If your system is not built for how electricians actually work, then it will always hold your team back.

It’s not the system, it’s your setup.

Signs your system isn’t working for you

Inconsistent estimates between techs
Techs struggling to find the right tasks in the field
Unorganized or outdated electrical-specific pricebooks
No automation for recurring work (e.g. maintenance, inspections)
Dispatch issues when licenses or job types aren’t accounted for
Lack of visibility into job costs or profitability by project type
Missed follow-ups and poor customer communication

How we customize ServiceTitan for electrical teams

We rebuild your ServiceTitan setup to reflect how electrical service companies actually operate.

Our goal is to align your setup with how your team sells, schedules, and completes electrical work.

We make the platform work for you, not the other way around.

Here are some of the things we can help you with:

Organized Pricebook Structure

Logical categories like panels, lighting, rewires, and inspections with flat-rate pricing and clear upsell paths to help boost your profit margins.

Dispatching

Routing rules based on technician certifications to ensure qualified techs are assigned to the right jobs.

Job Templates for Common Electrical Work

Prebuilt estimates and workflows for panel upgrades, service calls, EV charger installations, and whole-home rewires.

Support for Multi-Day Jobs

Tools to manage complex projects in phases, track progress, handle milestone billing, and monitor material usage.

Recurring Service Automation

Built-in reminders and workflows for warranty visits, routine inspections, and maintenance contracts.

Custom Reporting

User-friendly dashboards that track metrics that matter to your business, like revenue by job type, cash flow, tech performance, and estimated close rates.

Here’s what you can do with a clean setup

Let’s say a customer calls because their lights keep flickering and their circuit breaker trips when they try to use multiple appliances at once.

Here’s how things would play out if you had a clean ServiceTitan setup customized for electrical service needs:

Booking the job

Your customer service representative (CSR) takes the call and immediately books the job in ServiceTitan. This takes less than 2 minutes thanks to an intuitive interface and organized workflows.

Dispatch assigns the right tech

The job is then dispatched to the most qualified technician based on both availability and skill set. With the data in front of them, your dispatch team can quickly make the best decision.

On the field

The technician arrives on-site with complete job details including customer history, and previous electrical work done. They also have access to a prebuilt estimate template for common issues, like circuit breaker replacements or panel upgrades.

Estimate, approval, and work completion

The technician uses the template on their mobile devices to generate an accurate estimate for the work needed (e.g., replacing a faulty breaker, upgrading the panel). Once approved, the work is completed, invoiced, and paid on-site in real-time – without the need for paperwork or delay.

Real-time reporting

Meanwhile, your office team receives a real-time update, including job completion status, inventory changes, and any adjustments. There are no surprises or delays because your business is always in sync.

All of this happens with no extra phone calls, paperwork, or delays.

ServiceTitan features that actually save time

ServiceTitan’s superpower lies in its automation capabilities. This business software is packed with features that help electrical contractors streamline operations and reduce the time spent on manual tasks.

These key features are designed to automate everyday processes, improve communication, and ensure everything runs smoothly, while improving customer experience. By taking advantage of these functionalities, your team can stay focused on what matters most: serving customers and growing your business.

Turn ServiceTitan into your all-in-one electrical contractor software that has:

Automated follow-up emails for unsold estimates
Maintenance agreement notifications
Real-time dispatch board updates
QuickBooks (or other accounting software) invoice syncing
SMS appointment reminders for customers
Integration with your CRM and other project management tools

How we work

We take a hands-on approach to optimize ServiceTitan for you:

Free Discovery Call

We want to understand your business, goals, and challenges.

Audit

We assess your current setup, identifying gaps and areas for improvement.

System optimization

We customize ServiceTitan to match your job management workflows.

Training

We train your team with real-world examples to ensure they’re confident using the system.

We stick around

We offer ongoing support and optimization to keep everything running smoothly.

What sets us apart from other
ServiceTitan consultants

At Home Service Engine, we are more than just generic consultants because we’ve had hands-on experience in service businesses like yours.

We understand the day-to-day challenges electrical contractors face, and we know exactly how to solve them. We know what it takes to keep jobs running smoothly, meet customer expectations, and manage a team of skilled technicians.

Because of this, we don’t just recommend solutions – we build custom setups that address your specific needs. Whether it’s creating a Pricebook that actually works for your services or designing workflows that fit your team’s strengths, we ensure that everything in ServiceTitan is tailored to how you operate.

By partnering with us, you’re gaining a team that is committed to making ServiceTitan work for you, so you can focus on what you do best: serving your customers and growing your business.

Industries we work with

Even if your trade isn’t listed, we might be able to help. Just book a call to get started today!

Book a Call

HVAC

Water Treatment

Plumbing

Pool Service

Electrical

Landscape

Roofing

Septic

Garage Door

Pest Control

Chimney Sweep

Security

Frequently Asked Questions

Can you help both residential and commercial electricians?

Yes, we can help businesses provide both commercial and residential electrical work. We understand the unique demands of both sectors and tailor the system to streamline field service management, improve communication, and enhance job tracking.

Regardless of whether you run a small family business or a large-scale electrical contracting business with a network of subcontractors, we customize ServiceTitan to fit your specific needs.

Is this service only for new ServiceTitan users?

No, this service is for all businesses that use ServiceTitan and want to get more out of their investment. If you’re just getting started, we can set everything up so your system is optimized from day one.

If you’re already using ServiceTitan but struggling with inefficiencies, we can audit and fine-tune your setup to ensure it aligns with your business operations and helps contribute to the bottom line.

How long will it take to fully set up ServiceTitan for my business?

The setup time can vary based on the complexity of your business and the specific customizations required. On average, the full setup process takes anywhere from 3 to 6 weeks. This includes discovery calls, system audits, customization, training, and testing to ensure everything is working smoothly.

Don’t worry, we’ll align on the timeline once we have the first discovery call.

Can we integrate ServiceTitan with our current systems and tools?

Yes, ServiceTitan is a cloud-based software solution that can be integrated with many of the systems you’re already using, such as QuickBooks for accounting, inventory management tools, and other essential software. During our consultation, we’ll assess your current systems and ensure a seamless integration, so your team can continue working efficiently without having to switch platforms or disrupt existing processes.

How will ServiceTitan improve efficiency for our field electricians?

It’s simple: an optimized system will provide them with everything they need right at their fingertips when they’re at a job site.

With mobile access to customer history via the ServiceTitan Mobile App, pre-built job templates, real-time updates on job status, and accurate estimates, technicians can complete jobs faster and with fewer errors. They’ll also have the ability to invoice and receive payments on-site, eliminating delays and paperwork, and keeping jobs moving smoothly from start to finish.

What happens if our team isn’t very tech-savvy?

If your team isn’t very tech-savvy, don’t worry! We provide hands-on training and real-world examples to make sure everyone – from field technicians to office staff and business owners – feels confident using ServiceTitan.

Ready to make ServiceTitan work for
your electrical business?

Book a call with Home Service Engine today.