The key ServiceTitan features that drive growth in home services
Running a home service business is complex. From scheduling jobs to managing inventory and keeping customers happy, there are a lot of moving parts to juggle.
ServiceTitan was built to bring all of those pieces together in one platform. But with so many tools available, it’s not always obvious which features matter most.
In this guide, we’ll break down the key ServiceTitan features that make the biggest impact, helping you streamline operations, improve customer experience, and grow your business with confidence.
ServiceTitan features overview: Understanding the core categories
ServiceTitan covers almost every aspect of running a home service business, but to help give a better overview of the main features available, it helps to group them into categories.
Most features and functionalities available in ServiceTitan belong to one of these four categories.
- Field Operations – These are the tools that keep jobs moving day to day. Scheduling, dispatch, the mobile app, timesheets, and digital forms help your team work faster in the field while staying connected to the office.
- Customer Experience – First impressions and ongoing customer communication matter. Features like CRM, call booking, overall customer support, online scheduling, SMS updates, and the customer portal make it easier to attract new customers and keep existing ones loyal. These tools will have a direct impact on customer satisfaction.
- Business Management – Behind the scenes, you need a solid handle on materials, projects, and finances. Inventory management, purchasing workflows, project tracking, and accounting integrations keep the business side running smoothly.
- Insights & Reporting – Knowing what’s working (and what isn’t) is key to growth. Dashboards, job costing, KPIs, and user-friendly performance reporting give you visibility so you can make data-driven decisions instead of relying on guesswork.
By viewing ServiceTitan through these four lenses, you can prioritize which features deserve your attention first, then expand into other areas as your team gets more comfortable with the system.
6 ServiceTitan features every contractor should know
ServiceTitan is packed with functionality, but some tools stand out because they solve everyday problems that service businesses face. Here are the key features that make the biggest difference:
Mobile App & Field Tools
The problem: Technicians often arrive at jobs without the full context, missing job history, unclear notes, or no way to present a professional estimate on-site.
The solution: ServiceTitan’s mobile app puts everything in their hands. Techs can access customer history, equipment records, and notes, then build estimates, capture signatures, and even collect payment directly from the field. Having all of these available in their mobile phones cut paperwork, speeds up jobs, and improves the customer experience.
Scheduling & Dispatch
The problem: Coordinating schedules across multiple techs and locations is a constant juggling act. Mistakes lead to wasted drive time and frustrated customers.
The solution: ServiceTitan’s drag-and-drop dispatch board makes scheduling easy, while GPS tracking and route optimization reduce wasted miles. The software platform can also automate customer interactions to confirm appointments or send updates to clients, updating the board based on their response.
With the Pro version, the AI-powered Schedule Assistant can recommend the right tech for each job based on availability, skills, and location, so dispatchers spend less time firefighting and more time keeping jobs on track.
CRM & Customer Management
The problem: Customer data often lives across notes, spreadsheets, and disconnected tools. That makes it hard to track interactions or follow up on opportunities, resulting in missed opportunities that affect your bottom line.
The solution: ServiceTitan’s CRM keeps all customer information in one place. Profiles include call history, job details, and notes, giving CSRs context when booking. Automated notification reminders and follow-ups ensure no lead slips through the cracks.
Inventory & Purchasing
The problem: Lost parts, over-ordering, and stockouts cost money and frustrate both techs and customers.
The solution: With ServiceTitan, inventory links directly to the Pricebook and purchasing workflows. You can track items in real time, automate purchase orders, and keep warehouses, trucks, and offices aligned, so techs always have what they need. Read more about inventory management with ServiceTitan.
Job Costing & Project Management
The problem: Without visibility into costs, it’s common for jobs to run over budget or for large projects to drift off track.
The solution: ServiceTitan lets you track labor, materials, and overhead in real time. For multi-day projects, you can monitor progress against budget and timelines, giving you a clear view of profitability before surprises hit. This helps you to keep track of every service agreement and work order easily.
Reporting & Dashboards
The problem: Many businesses operate in the dark, relying on gut feelings instead of hard data. There’s nothing that hurts a company more than blind decision-making due to a lack of accurate and useful reporting, especially for small businesses.
The solution: ServiceTitan’s dashboards make performance visible. You can track the KPIs that really matter to your business, like conversion rates, revenue per tech, technician performance, or job completion times in real time. This helps managers and business owners coach their teams, adjust workflows, and make better decisions based on facts.
ServiceTitan‘s Pro-level tools
Beyond the core features, ServiceTitan offers advanced add-ons designed to help businesses scale faster and operate more efficiently. The main advantage of using ServiceTitan‘s Pro tools is that they’re native to the system, which means they integrate seamlessly.
- Marketing Pro
Keeping track of marketing campaigns and customer outreach can be overwhelming. Marketing Pro connects directly with your CRM data, letting you automate email and text campaigns, track results, and target customers with personalized offers based on their service history. - Dispatch Pro
High call volume can overwhelm even the best dispatcher. Dispatch Pro uses AI to recommend the best technician for each job, factoring in skills, availability, location, and even potential revenue. This advanced system will ensure efficient scheduling while reducing the burden on your team. - Pricebook Pro
Maintaining an up-to-date pricebook manually is a time sink. Pricebook Pro is a software solution that automates updates, standardizes estimates, and gives techs professional, easy-to-present proposals in the field. This makes quoting faster and more consistent across your team. Read more about optimizing your Pricebook. - Scheduling Pro
Customers expect quick and convenient online booking options. Scheduling Pro enables online scheduling with real-time availability, so customers can choose appointment times that work for them without calling your office.
As one of the top field service management software in the market, ServiceTitan is always evolving. They are constantly creating new tools and features to help home service providers solve their everyday challenges.
So here’s an important recommendation: always keep an eye on the new features coming up to make sure you don’t stay behind.
How to make the most of ServiceTitan features
ServiceTitan is packed with tools, but it only delivers results if your team uses them the right way. Here are a few simple best practices to get the most out of the platform:
- Train your team carefully – Onboarding is a critical step to ensure adoption, but don’t overwhelm employees by overwhelming them with everything at once. Focus on one category at a time, like dispatch or CRM, and build confidence before moving on.
- Keep your data clean – Outdated customer records or a messy Pricebook will slow you down. Regularly update information so features like inventory, reporting, and CRM work smoothly.
- Use the dashboards – ServiceTitan gives you real-time data for a reason. Review your KPIs weekly so you can catch issues early and make better decisions.
Following these simple steps helps ensure you’re not just paying for software—you’re building a system that actually makes your business run better.
If you want to take things to the next level, we can help you out.
How we can help you optimize ServiceTitan
ServiceTitan is a powerful platform, but it can feel overwhelming without the right setup. Many companies sign on with high expectations, only to find their teams struggling to use the features day to day. As a result, they end up with missed opportunities, wasted time, and frustration on both sides of the business.
Our role at Home Service Engine is to change that. We step in to align ServiceTitan with your actual workflows so the system feels natural to use. That might mean streamlining how jobs are scheduled, cleaning up messy inventory data, or setting up dashboards that show the numbers you actually care about. Whatever you need, we’re here for you.
We focus on the long game. ServiceTitan isn’t static – new features roll out regularly, and your business will evolve too. We can help you optimize ServiceTitan to make sure it scales with you, supporting your goals instead of holding you back.
