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Transform your
garage door business with ServiceTitan

Let us help you optimize your ServiceTitan system and streamline your operations for increased efficiency and profitability.
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technician fixing wires from an automatic garage door
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Why your ServiceTitan
setup isn’t working

Many businesses complain that ServiceTitan is not working for their business, but they are still using generic setups and messy Pricebooks.

It’s like trying to win a Formula 1 race without even working on the car first – no wonder they feel like the system is working against them.

When ServiceTitan isn’t properly tailored to your business, simple tasks like scheduling, invoicing, and dispatching become more difficult and time-consuming. Inconsistent processes lead to confusion, missed appointments, and unnecessary delays, all of which frustrate both your team and your customers.

The problem is not the software, it’s your configuration.

Common ServiceTitan setup issues that Garage Businesses face

  • Unorganized Pricebooks: A messy pricebook leads to inconsistent pricing, confusing estimates, and wasted time searching for services.
  • Inefficient dispatching: Without proper dispatching, your technicians might be sent to jobs that don’t match their skills or location, wasting time and resources.
  • Lack of automation: Recurring services like maintenance checks or warranty visits often get missed without automated reminders and scheduling, which means you’re leaving money on the table.
  • Fragmented workflows: If ServiceTitan doesn’t align with your team’s process, it leads to delays in job tracking, invoicing, and communication.
  • Poor tool integration: Without syncing ServiceTitan with your other systems, errors and inefficiencies will create more work and misaligned data.

The solution is to optimize your ServiceTitan setup

An optimized ServiceTitan setup can take your business from chaotic to efficient.

With the right configuration, your team can work faster, make fewer mistakes, and focus on what really matters: serving your customers the best way they can. Everything from scheduling to invoicing can run seamlessly, helping you save time and reduce stress.

Beyond efficiency, an optimized setup also provides clear insights into your business. Useful, real-time reporting empowers business owners to make smarter decisions and increase profitability.

What we can optimize for your Garage Door Business

We specialize in customizing ServiceTitan to meet the unique needs of your business, whether you work with commercial buildings or homeowners for residential garage door services.

Here are some of the things we can do for you:

Pricebook organization

We’ll make sure your Pricebook is easy to navigate, with consistent pricing and faster estimates for your technicians. We can also set dynamic pricing rules to account for inventory changes, promotions, etc.

Smarter dispatching

We’ll fine-tune your dispatch system to assign the best technician to each job, improving efficiency and reducing unnecessary travel time.

Efficient work order management

We’ll ensure your work orders are organized and easily accessible, allowing your team to track job progress, materials used, and job completion status in real time, reducing errors and miscommunication.

Integrations

We’ll sync ServiceTitan with the tools you use, such as QuickBooks, your preferred CRM software, etc. This will help reduce errors and streamline your back-office tasks.

Reporting

We’ll help you set up real-time job tracking and detailed reporting dashboards with metrics that really matter for your growth, such as cash flow and job performance per tech.

Enhanced customer communication

We’ll set up automated notifications and reminders for your customers, keeping them informed about everything. This proactive communication approach has been proven to improve customer experience, reduce no-shows, and increase conversion for potential customers.

Optimization in practice: How ServiceTitan can help your Garage Door Business

Let’s say a customer calls in for a new garage door installation. Here’s how his order would get processed if you had an optimized ServiceTitan setup in place:
Booking the job

The CSR books the appointment quickly using a well-organized Pricebook, generating an accurate estimate in minutes.

Dispatching the right technician

The job is automatically assigned to the best technician based on their skills and location, ensuring the technician arrives on time and prepared.

Background information

The technician arrives with all the job details on their mobile device, including customer history and a prebuilt installation template to ensure a smooth job.

Job completion and payment

Once the job is done, the technician generates the final invoice, and the customer pays immediately, with the payment synced to your accounting system.

Real-time updates

Your office receives real-time updates on job completion, payment status, and inventory usage, keeping everything in sync.

An optimized ServiceTitan setup ensures the job runs smoothly, the customer is happy, and your business operates more efficiently, reducing errors and improving profitability.

How we work

Step 1: Free discovery call

We start by understanding your business needs, challenges, and goals.

Step 2: Audit & Custom plan

We review your current setup, identify inefficiencies, and create a customized plan to optimize your ServiceTitan system.

Step 3: Implementation

We make all the changes directly in your ServiceTitan account.

Step 4: Training & Support

We train your team on the new setup and provide continuous support to ensure everything runs smoothly as your business grows.

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Who is this for?

  • Small businesses just getting started
  • Companies working with multiple garage door contractors
  • Garage door companies looking to scale
  • Businesses looking to maximize profitability
  • Established businesses looking to optimize existing systems
  • Garage door repair businesses expanding to multiple locations
  • Large businesses seeking better integration with other tools and software

Why we’re the best fit for you

What makes us stand out from other ServiceTitan consultants is our commitment to offering tailored solutions that truly fit your needs.

Unlike others, we’ll never give you a generic approach. We take the time to understand your business and customize ServiceTitan to match your workflows, pricing, and specific services, ensuring everything runs smoothly.

With years of experience in both ServiceTitan and the home service & garage door industry, we know exactly what works. We’ve helped numerous businesses like yours improve efficiency, increase revenue, and deliver better customer experiences by fully optimizing their ServiceTitan systems.

With us, you get a partner who’s dedicated to making sure you’re always getting the most out of ServiceTitan.

With us, you don’t just get help. You get results.

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!
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Frequently Asked Questions

Is ServiceTitan the best tool to help my garage door business?

Yes, ServiceTitan is a leading cloud-based software solution designed specifically for home service companies like HVAC and garage door businesses. It is focused on providing the tools to streamline home service business such as powerful features for scheduling, dispatching, invoicing, and tracking jobs.

That being said, if you want to fully benefit from ServiceTitan, it needs to be optimized and tailored to your business needs. That’s where we come in. We’ll help you make the most out of ServiceTitan’s capabilities and functionalities to turn it into your ultimate garage door software.

How do I know if my ServiceTitan setup needs optimization?

There are many possible signs that could indicate it’s time to optimize your setup. For example, if your team is constantly struggling with inefficiencies like inconsistent pricing, if your CSRs are struggling with dispatching, and you’re missing out on potential garage door leads because you don’t have automations set in place.

If you feel that it’s time to get things on track again, contact us and let’s craft an action plan together. We can help you optimize your setup quicker than it would take for you to do it yourself.

Will your services work with my existing ServiceTitan account, or do I need to start from scratch?

If you’re already a ServiceTitan user, we can use your current account. We’ll assess your current setup and meet you where you are.

That being said, we also work with businesses that are brand new to ServiceTitan and want to get started with a fully optimized system.

How long does it take to optimize my ServiceTitan setup?

The optimization process typically takes 3-6 weeks, depending on the size and complexity of your operations. The timeline will vary based on the specific changes required, but you can rest assured that we will align the timeline with you after our discovery call.

Can you also help us with marketing activities?

While our primary focus is on optimizing your ServiceTitan setup, we do offer guidance on how ServiceTitan can support your marketing efforts, especially if you’ll be using a tool like Marketing Pro. While we do recommend setting up a comprehensive marketing strategy for your business, Marketing Pro is an all-in-one tool that can help you put your plans into motion by giving better conversion rate insights, automating customer interactions, and syncing emails to run effective marketing campaigns.

Contact us so we can discuss in more detail what we can do for you.

How do I get started?

Getting started is simple! Simply click on the button below to schedule a call with us and we’ll start from there.

Ready to take your garage door business to the next level?

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