Learn what ServiceTitan actually does for home service businesses
If you run a home service business, like HVAC, plumbing, or electrical, you’ve probably heard about ServiceTitan. Maybe you’ve even tried it. But what does ServiceTitan actually do?
In this guide, we’ll break down what the ServiceTitan software really does, how it works across different trades, and what you need to know to get the most out of it. Whether you’re just exploring your software options or already using it and wondering if you’re getting your money’s worth, this article is for you.
What is ServiceTitan?
ServiceTitan is a powerful, cloud-based field service management software designed to help contractors run their operations more efficiently, from the first customer call to the final invoice.
Built by a software company that understands the needs of the trades, it’s more than just scheduling and dispatch. When used properly, ServiceTitan can streamline your workflows, improve technician performance, get on top of customer relationship management, and help you track profit in real time.
Created by Ara Mahdessian and Vahe Kuzoyan in California, ServiceTitan has become the most-used home services software platform in the United States. It has helped countless small businesses, startups, and multi-location trade businesses streamline operations and boost profitability.
Core features of ServiceTitan
ServiceTitan is designed to be an all-in-one platform for field service businesses. Instead of bouncing between spreadsheets, whiteboards, and multiple apps, you get everything in one place.
Their software solution was built specifically for trades like plumbing, HVAC, electrical, pest control, and more. Here are the core features and functionalities that make ServiceTitan a go-to solution for thousands of contractors:
1. Scheduling & Dispatching
ServiceTitan gives your office staff an intuitive dispatch board, making it easy to assign jobs to the right tech based on location, skills, or availability. Real-time GPS tracking helps you monitor where your team is and adjust routes or reassign jobs on the fly.
2. Call Booking & CRM
When a customer calls in, ServiceTitan pulls up their full profile, service history, notes, warranties, and more, so CSRs can deliver fast, informed service. The built-in CRM helps you stay on top of follow-ups, reminders, notifications, and customer interactions. The system can also be integrated with platforms like QuickBooks to make things easier for you.
3. Mobile App for Technicians
Field technicians get a user-friendly mobile app where they can view job details, present estimates, capture signatures, and take payments — all from their tablet or phone. It improves professionalism and speeds up the workflow in the field.
4. Estimates & Invoicing
Techs can build estimates quickly using pre-set templates and pricing pulled straight from the Pricebook. Once a job is approved, it’s easy to convert that estimate into an invoice and accept payment on the spot or send it to the customer.
5. Pricebook Management
A clean and organized ServiceTitan Pricebook helps ensure consistent pricing, confident selling, and fewer billing mistakes. ServiceTitan allows for dynamic pricing, upsell suggestions, and seasonal adjustments — especially useful for plumbing or HVAC services.
6. Reporting & Dashboards
ServiceTitan provides customizable dashboards that track useful KPIs like revenue per tech, average ticket size, membership sales, and job costing. These data-driven insights are built to give owners and managers full visibility into the health of the business.
7. Marketing & Follow-Ups
ServiceTitan’s Marketing Pro add-on helps you create email and postcard campaigns, track ROI on your marketing efforts, and send automated service reminders. It’s a powerful way to drive repeat business without adding admin work.
8. Inventory & Equipment Tracking
Track materials, parts, and equipment across job sites, trucks, and warehouses. You can tie items directly to invoices and reduce the risk of missed charges or stockouts.
Industries that use ServiceTitan the most
ServiceTitan is a cloud-based software built for trade service companies, but every trade uses it a little differently. Whether you’re managing plumbing emergencies, scheduling HVAC tune-ups, or quoting complex electrical jobs, the platform is flexible enough to support your day-to-day operations.
Here are some of the most common use cases by industry:
HVAC
HVAC contractors rely on ServiceTitan to manage seasonal demand, schedule tune-ups, and track service agreements. The dispatch board helps route techs by zone or skill (e.g., air conditioning installs vs. repairs), while the Pricebook allows for dynamic pricing based on system type, parts, or time of year. Marketing features help generate repeat business during slower seasons.
Plumbing
Plumbing companies use ServiceTitan to simplify everything from dispatching emergency calls to managing complex re-pipe projects. Plumbers and techs can pull up customer history, use prebuilt estimates for common repairs (like water heater installs or slab leaks), and collect payment right from the field. Recurring services like maintenance agreements and follow-up reminders can also be automated, improving customer experience.
Electrical
For electrical businesses, ServiceTitan makes quoting large panel upgrades or small service calls easy with prebuilt templates. Electrician techs can create detailed estimates on the spot, document job photos, and flag follow-ups for future upsell opportunities. The reporting features help managers track productivity by tech, job type, or location.
Garage Door
ServiceTitan offers several tools that support fast-paced, on-demand jobs by streamlining booking and dispatch. Teams can see where their techs are in real time and assign emergency work based on proximity. With mobile access, techs can quote, invoice, and close jobs in one visit.
Pest Control, Chimney Sweeps, Generators, and Other Niche Trades
For more specialized trades, ServiceTitan helps standardize workflows that might otherwise be scattered across spreadsheets or paper forms. Whether it’s recurring visits, compliance documentation, or job-specific forms, everything can be automated, tracked, and tied back to the customer profile.
What ServiceTitan doesn’t do (out‑of‑the‑box)
ServiceTitan is powerful, but it’s not a plug-and-play solution. Many features require setup and customization to work effectively.
Once you get started using the ServiceTitan software, it won’t automatically match your workflows. You will need to set it up and tailor things like dispatching, invoicing, and job booking to fit your operations.
The Pricebook won’t come pre-loaded with your services either; you’ll need to build and organize it yourself.
This is a crucial part of using ServiceTitan that a lot of people overlook. If your initial setup was rushed or incomplete, you might be adding complications to your day-to-day instead of getting the results you wished for.
To get real value with ServiceTitan, you need to configure the platform to match how your business actually runs.
How can we help
If ServiceTitan feels more like a burden than a solution, you’re not alone. A lot of teams get stuck with a setup that doesn’t match how they actually work. We help fix that.
Whether you’re new to the platform or have been using it for years without seeing real results, we can help clean things up and make the system work for your business.
From organizing your Pricebook to building custom workflows, setting up automation, improving customer support, and training your team, we handle the heavy lifting so you don’t have to. We’ve worked with HVAC, plumbing, electrical, and other field service teams to help them save time, improve cash flow, and create a better customer experience — all by making ServiceTitan work the way it was meant to.
Book a call with us today and we can talk about all the ways we can help your business.
