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Turn ServiceTitan into your Water Treatment Business’s
secret weapon

Tailor ServiceTitan to your specific processes and watch your water treatment business become more efficient and profitable.
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Feeling stuck with ServiceTitan?

Many water treatment businesses struggle with ServiceTitan because their setup doesn’t match how they actually work. If you’re feeling like ServiceTitan is holding you back:

It’s not the software; it’s the setup.

A generic ServiceTitan setup may cover the basics, but it doesn’t address the unique needs of your water treatment business. Issues like inconsistent pricing, missed maintenance appointments, or a lack of reporting indicate that it’s time to optimize your setup.

These issues may seem small individually, but they add up and get in the way of your growth.

The solution is to customize ServiceTitan according to how you run your business operations. An optimized system can be a game-changer, putting you miles ahead of your competition.

How a custom setup can help your Water Treatment Business

When ServiceTitan is customized for your water treatment business, it simplifies everything:

  • An optimized Pricebook ensures accurate, consistent pricing for every job. We can set everything up for the specific materials and equipment you use for every different job, such as water filtration, water purification, water quality testing, etc.
  • Streamline dispatching with a system that automatically assigns the right technician based on their skills and location, reducing delays, improving efficiency of your CSRs, and reducing human error.
  • Automating recurring services such as maintenance reminders and service notifications means you will never miss an appointment again, helping you scale up with customers that come back every year.

And this is just the start. We can help you optimize every single aspect of your daily operations.

Real-world example using an optimized version of
ServiceTitan’s water treatment software

Imagine a customer calls in because they’re concerned about rising levels of contaminants in their drinking water. The request comes in for a full water quality assessment and filtration system installation.

If you had a fully optimized setup, this request would be processed like this:

  • Since the customer’s past service records, water tests, and equipment history are readily available to the CSR, it eliminates the need for follow-up calls and makes the job estimate quicker and more accurate.

  • Using a pre-built job template, the technician can quickly generate a detailed estimate for the filtration system installation based on the customer’s specific needs (e.g., type of contaminants and filtration requirements). No more guessing or errors in pricing.

  • The assigned field tech arrives on-site, completes the installation, and processes the payment on the spot. The system is updated in real-time, eliminating the need for your office staff to process everything manually.
  • Once the installation is complete, ServiceTitan automatically sets a follow-up reminder for a system check-up in six months, ensuring the customer’s filtration system is working as it should and the service agreement is renewed on time. Over time, this helps you build long-term recurrent income.

Sounds good, right? We can help you implement all of this and much more!

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Areas we can help you optimize ServiceTitan

Pricebook

We’ll organize your services and materials in a way that makes sense for your business, ensuring your technicians can quickly generate accurate and consistent estimates for every job on-site.

Sync client information across systems

With a synchronized system, your team always has up-to-date information about customer history, requests, and everything they need at their fingertips – whether in the office or out in the field. This makes it easier to give price estimates and significantly improves the quality of the service.

Real-time reporting

We’ll set up dashboards and reporting systems so you can track job progress, average ticket duration, technician performance, and financial metrics in real time. This will allow you to track the metrics that really matter to you and have a direct impact on customer satisfaction.

Integration with existing tools

We’ll integrate ServiceTitan with the tools you’re already using, such as accounting software, CRM, or inventory management systems. This will reduce manual data entry and create a smooth workflow.

Customer experience

We’ll help automate customer follow-ups, job status updates, and service reminders so you can keep customers in the loop and improve long-term relationships.

How we work

Discovery call
We start with a free call to understand your business’s unique needs, challenges, and goals.
Customization plan
Based on what we learn, we’ll make an action plan to tailor ServiceTitan to match your workflows, optimize processes, and streamline your operations.
Implementation
This is when we get our hands dirty and implement everything we agreed on. We’ll do it all for you, so you won’t have to lift a finger.
Training & testing
We’ll test everything with real requests you get and train your team on how to use the system, ensuring everyone is comfortable and confident.

Why choose us as
your ServiceTitan experts

At Home Service Engine, we’re more than just consultants – we’re your partners in making ServiceTitan work for your water treatment company. With deep expertise in both the trades and technology, we understand the unique challenges you face, so we can customize ServiceTitan to fit your needs.

We don’t just implement a system; we optimize all features and functionalities to improve every aspect of your job. Our goal is to help you streamline operations and boost your profitability. We’ve worked with several field service business owners like yourself, so we truly understand what it takes to take your business to the next level.

With our proven experience and commitment to your success, we’ll make sure ServiceTitan becomes the tool that will help your business thrive.

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

What makes ServiceTitan a good fit for water treatment businesses?

ServiceTitan is an excellent fit for businesses within the water treatment industry because it centralizes all your operations into one platform.

ServiceTitan is a cloud-based software created by Ara Mahdessian and Vahe Kuzoyan, specifically designed to help home service businesses. The software solution they developed covers every aspect of trade business management, automating processes and streamlining operations easily.

However, the system is very complex and it requires the right customization to turn it into an asset, instead of just a tool. That’s exactly where we come in.

Can ServiceTitan handle all different types of water treatment jobs?

Yes, ServiceTitan can handle a wide variety of water treatment services and jobs, from installations and maintenance to repairs and filtration services.

Whether you’re dealing with individual homeowners or large-scale commercial water treatment tasks, ServiceTitan‘s flexible setup allows you to create customized workflows for each type of job.

How can you customize my Pricebook?

We’ll customize your Pricebook by organizing it to reflect the different water treatment services you offer, whether it’s water filtration, softeners, maintenance checks, or installation services. We can categorize services based on materials, types of work (installation, repair, maintenance), and even by customer type (residential or commercial).

We can also set up pricing rules to ensure upsell opportunities are easily accessible, helping you boost revenue with services like system upgrades and recurring maintenance. Read more about our Pricebook optimization services.

How long does the optimization take?

The optimization process typically takes between 3 to 6 weeks, depending on the complexity of your current setup and the specific customizations needed.

Once you schedule a call with us, we’ll go over your setup and diagnose the issues you’re facing. From there, we’ll make an optimization plan and implement everything according to our agreed timeline.

Ready to optimize ServiceTitan
for your business?

Book a call with Home Service Engine today.

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