ServiceTitan implementation for home service companies that want results

We turn your ServiceTitan account into a high-performing system tailored to your team, your workflows, and your goals.

A “standard” implementation doesn’t cut it

Most businesses don’t fail with ServiceTitan because it’s the wrong tool. They struggle because it wasn’t set up for them.

The usual onboarding process is fast and generic: a couple of quick sessions, some default templates, and then… you’re expected to figure the rest out on your own.

There’s no deep dive into how your team actually works, no attention to your workflows, and no support when things start breaking down.

As a result, you have a system that’s technically “live” but doesn’t actually support your day-to-day operations.

That’s a missed opportunity. You’re leaving money on the table.

We’ve helped dozens of teams clean up poor implementations and finally build a system that fits their day-to-day.

Your business deserves better

What a great ServiceTitan implementation looks like

A proper implementation isn’t just about turning on features and functionalities – it’s about building a system that actually fits your business needs.

Workflows should match your current business processes, not force your team to adapt. Your Pricebook should be clean and easy to use on-site in the field. Automations should reduce busywork, and dashboards should give you real-time visibility into the numbers that matter.

And most importantly, your setup should be built to scale with your business, not hold it back.

We can help you achieve all of that and more.

How our implementation works

Since our ServiceTitan implementation is fully tailored to your business, we first need to start by getting to know how you work.

Book a Call

Free Discovery Call

Our goal here is to understand your existing systems and your struggles

Planning & Configuration

We’ll create an implementation plan to build your Pricebook, workflows, and CRM to fit your operations

Hands-on Implementation

Setup, integrations, permissions, user roles, technician routes, etc. Anything you need!

Training & Go-Live

Role-specific comprehensive training for CSRs, dispatchers, field techs, and managers

Post-Launch Support

We’ll be by your side to fix any possible issues, and continue to optimize and streamline over time

Core implementation areas

ServiceTitan Pricebook
Dispatch board
Technician routing & zones
CRM integration
Dynamic pricing
Automations, tags & alerts
Mobile app for techs
Permissions, roles & users
Reporting, dashboards & job costing
Follow-ups & call tracking
Custom owrkflows by department

Let us be your trusted ServiceTitan implementation expert

We specialize in bridging the gap between the technical setup of ServiceTitan and the specific needs of your business.

Instead of trying to piece things together with guesswork and generic walkthroughs, we will be implementing ServiceTitan into your business from the inside out – with your team, your customer relationships, and your long-term growth and profitability in mind.

We have worked for years in the home business industry, so we know exactly what to look for when optimizing and improving your ServiceTitan setup.

You don’t need more trial and error. You need a partner who knows how to get it right from the start.

HVAC

Water Treatment

Plumbing

Pool Service

Electrical

Landscape

Roofing

Septic

Garage Door

Pest Control

Chimney Sweep

Security

Who is this for

Businesses switching from pen and paper or spreadsheets
Teams that rushed implementation and are now struggling
Multi-location service businesses that need clean processes
Teams with messy operations that are affecting customer experience
Any home service business looking to scale with real-time visibility

Frequently Asked Questions

What’s included in a ServiceTitan implementation?

Our ServiceTitan implementation services can cover everything you need to get up and running smoothly. Since every business is unique, we’ll make a custom plan for you, which will include all the features and training you’d like to have.

Some of the things most of our clients ask us to optimize are: workflow setup, Pricebook configuration, dispatch board setup, permission settings, CRM structure, integrations, reporting dashboards, automation rules, mobile app configuration, and role-based team training.

How long does a typical implementation process take?

Most implementations take between 3 and 6 weeks, depending on the size of your team, the complexity of your workflows, and the current status of your configuration. We’ll give you a clear timeline after the discovery call so you know exactly what to expect.

Can you work with our existing workflows and processes?

Absolutely. We can work with a brand-new ServiceTitan setup, or we can improve your current one. We’ll meet you where you’re at.

We take the time to understand your existing workflows and build ServiceTitan around what already works for your team, while optimizing the parts that don’t. That’s the only way to harness the software’s full potential.

Do you set up integrations with QuickBooks or other software?

Yes. We handle integrations with QuickBooks, CRM platforms, accounting software, inventory management systems, marketing platforms, and any other tool you rely on.

Can you help if we’re migrating from another software?

Yes — and we’ve done it with many different software solutions. Whether you’re moving from a basic CRM, spreadsheets, or another field service platform, we’ll help you plan the migration, clean your data, and build your ServiceTitan setup to support a smooth transition for your entire team, with no downtime for your business operations.

What kind of post-implementation support do you offer?

We offer hands-on support even after your implementation is complete – as much as you need. That includes performance check-ins, system adjustments as your team starts using the tool, and training refreshers if needed.

You won’t be left on your own after go-live — we’re your long-term partner.

Ready to implement ServiceTitan the right way?

Book your free call