Skip to main content

ServiceTitan Onboarding done right from day one

Skip the tutorials and endless support tickets. We’ll set up ServiceTitan to match how your business actually runs, and train your team to use it with confidence.
Book your onboarding call
Plumber under cabinets fixing pipes
Book your onboarding call

Why ServiceTitan onboarding often falls short

If you’ve been through ServiceTitan’s typical onboarding, you probably know the drill: a few walkthroughs, some generic help docs, and then… you’re left to figure it out on your own.

No one takes the time to understand how your team actually works. There’s no real customization. And when things get messy – which they always do – you’re stuck filing support tickets or watching hours of tutorials that don’t even apply to your setup.
Your system might technically be “set up,” but it doesn’t work.
We’ve seen this story play out again and again: businesses that bought the right tool, but were never set up for success.

That’s why our approach is different. We focus on creating an onboarding process that makes ServiceTitan work for your business, not forcing your business to fit into someone else’s template.

What makes our ServiceTitan onboarding different

We’re not here to walk you through the basics and call it a day. Our onboarding is built around your actual business needs, not just a standard checklist.

From day one, we dig into how your company runs — who’s doing what, where things break down, and what success looks like for your team. Then we design and implement a ServiceTitan setup that actually supports those goals and improves the overall customer experience.

Here’s what sets us apart:

We tailor everything

No cookie-cutter workflows or default Pricebooks. Everything is built to match your team’s real processes.

We train your team the right way

Real-life examples, role-based sessions, and hands-on guidance.

We work fast

You don’t have weeks to waste, and we know that. We set up quicker than you would take to learn any of it on your own.

We stay with you after go-live

You’re not left hanging once the setup is done. We provide support and improvements as your team settles in.

It’s not just onboarding. It’s a strategic launch that sets your business up for long-term success.

What our onboarding fixes

Trying to set up ServiceTitan on your own often leads to messy setups and frustrated teams. We step in to clean up the chaos and build a system that works smoothly from day one, minimizing disruptions to your operations.
Read more about our ServiceTitan optimization services

Every onboarding is custom-made to fit your business, not the other way around.

Pricebook setup
Workflows
Dispatch & scheduling
ServiceTitan Mobile setup
Automation & alerts
Reporting & accounting software
Permissions
Efficient outreach with Marketing Pro
CRM & intergrations

How we work

Discovery call
We kick things off with a quick call to understand your business, your team, and your current setup (if you have one). We want to know what you’re struggling with and what your goals are.
Customized onboarding plan
Based on what we learn, we map out a custom onboarding strategy. This will be our game plan, and it will include everything you need to be updated on the setup process.
Setup & configuration
We build it for you. That means tailored workflows, clean dashboards, automation, and everything in between.
Hands-on training
Before anything goes live, we test everything with real cases and train your team by role so they’re confident and ready to go from the start. If you need, we can also provide follow-up sessions and support for a smooth transition.
ServiceTitan Logo

Is this for you?

  • Companies switching from pen & paper or simpler CRMs
  • Teams that rushed onboarding and now feel stuck
  • Frustrated business owners who “don’t know what they don’t know”
  • Owners who need help scaling from one to multiple business units
  • Any service business that wants to optimize and scale its operations
  • Businesses new to ServiceTitan

Industries we specialize in:

HVAC

Water Treatment

Plumbing

Pool Service

Electrical

Landscape

Roofing

Septic

Garage Door

Pest Control

Chimney Sweep

Security

Why work with a ServiceTitan onboarding expert

Getting ServiceTitan up and running isn’t just about turning on features; it’s about building a system that actually fits the way your business works.

Most companies try to handle onboarding on their own or rely on generic support or standard onboarding guides. The result? They lose precious time and money.

DIY onboarding:

  • You spend time learning instead of working
  • Takes a lot of time
  • Bad setup with bottlenecks that linger for years
Working with us:
  • No guesswork
  • You save serious time
  • You get it done right from the start

We’ll be your new ServiceTitan team

Besides being ServiceTitan pros, we’ve lived the day-to-day operations of field service businesses like yours.

We know what it’s like when techs can’t find the right job in the mobile app, when CSRs are double-entering customer info, or when reporting makes no sense because the setup was rushed and doesn’t reflect your actual service area or job types.

That’s why we don’t just teach features. We build systems.

With us, you get a team that combines deep ServiceTitan knowledge with real operational experience. We take the time to understand your business operations, then deliver a setup that supports your goals with profitability and efficiency in mind.

We’re here to make onboarding faster, smarter, and way less stressful. And when we’re done, your team won’t just use ServiceTitan… they’ll own it.

Frequently Asked Questions

How is your onboarding different from ServiceTitan’s standard process?

ServiceTitan is the best tool in the market for home services businesses, but they aren’t able to offer customized onboarding for every client. You will receive general instructions and great customer support for troubleshooting, but when it comes to really customizing the platform to your business, you’re left on your own.

At Home Service Engine, we offer onboarding that is completely tailored to your business. We take the time to understand your team, workflows, and goals, then build a setup that actually works for how you operate day to day.

Do I need to start from scratch, or can you fix what we already have?

You don’t need to throw everything out. If parts of your current setup are usable, we’ll build on them. If not, we’ll clean things up and rebuild what’s necessary.

We’ll meet you where you are, whether you just created a brand new ServiceTitan account or if you’ve been a long-time user.

Do you offer training as part of the onboarding?

Absolutely, besides setting everything up, we also offer ServiceTitan training as part of our onboarding process. We provide role-specific sessions for CSRs, dispatchers, field techs, and managers. Our goal is for your whole team to understand how to use the system with confidence from day one.

We don’t have a fixed onboarding package. Together we’ll make a game plan that includes everything you need, so you’ll pay only for the things you actually want and use.

How long does the onboarding process usually take?

It depends on the size of your team and the complexity of your workflows, but most onboarding projects take between 3 and 6 weeks. We’ll give you a clear timeline during your discovery call so you know what to expect.

How to get started?

To get started, just book a free call with us.

We’ll talk through your current setup and the things you’re struggling with. From there, we’ll set up an onboarding plan and start working.

Ready to get your setup
right from the start?

Book your onboarding call