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We’ll help you set up ServiceTitan right from the start

Skip the trial and error – our experts configure ServiceTitan so it runs smoothly, supports your team, and helps your business grow.
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The frustration of doing it alone

Setting up ServiceTitan isn’t as simple as flipping a switch. The platform is packed with features, menus, and settings – and while that power is great, it leaves most business owners feeling stuck.

Following standard tutorials and the onboarding process will only take you so far because it will not answer the question that matters most: “How do I make this actually work for my business?”

What usually follows are weeks of trial and error. Jobs get mis-scheduled, the Pricebook stays half-finished, reports don’t make sense, and your staff starts avoiding the system altogether.

Instead of saving time, ServiceTitan becomes one more thing on your plate.

What you really need from your ServiceTitan setup

The truth is, you’re not alone. Most businesses struggle with setup because ServiceTitan isn’t designed to be “plug and play.” Without customization, it rarely fits the way you actually work.

To make it valuable, the system has to reflect your business needs: the way your team schedules, the services you provide, and the data you need to make decisions.

A proper setup means your staff can actually rely on ServiceTitan every day instead of working around it. Jobs are scheduled with confidence, pricing is consistent, and reporting gives you clear insights instead of noise.

With the right setup, ServiceTitan stops being a source of frustration and becomes the central hub that keeps your business running smoothly.

We can set up ServiceTitan for your business

We take care of customizing your entire ServiceTitan account setup so that every tool and functionality is used at its best to reflect how you operate.
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Pricebook

We’ll build and organize your Pricebook items so your team quotes consistently, jobs are profitable, and updates are easy. We can also set up customizations for equipment or typical jobs specific to your business type.

Templates & Automations

We’ll set up job types, forms, and follow-up workflows so nothing slips through the cracks. We can also set automations for recurring service so you stop leaving money on the table for missing appointments.

Dispatching

Organize your dispatch board for faster scheduling by your CSRs, better overall visibility, and improved technician efficiency.

User Permissions & Roles

Define clear access levels so your team has what they need without unnecessary complexity. This is an underrated but important step to make sure only specific people can change pricing or set up promotions, etc.

Customer Communication

Configure reminders, notifications, status updates, and follow-ups to keep customers in the loop automatically. This will have a direct impact on customer experience and retention.

Integrations

We’ll connect ServiceTitan with all the tools you use, such as QuickBooks or a CRM, so your systems stay in sync without the extra paperwork.

Industries we work with

The difference between outsourcing vs. DIY your ServiceTitan Setup

DIY Setup

  • Lots of time invested in learning all the new features
  • Hours spent in the customer call center troubleshooting issues
  • Weeks of trial and error
  • Lost time you could’ve spent running your business

Outsourced Setup

  • A system built right the first time, tailored to your workflows
  • Faster adoption from your team because it actually makes their jobs easier
  • You can focus again on your customer instead of technical menus
  • Confidence that your foundation is solid and able to scale with you

Why we’re the right partners to help with your ServiceTitan setup

Let’s be honest, there are a lot of companies offering advice on ServiceTitan. Some give you generic onboarding, others point you to support articles. But none of that addresses the real issue: customizing the system to match your business.

That’s where we come in. At Home Service Engine, we don’t just tell you what to do – we get inside your ServiceTitan account and build it the way it should be.

Our team has years of hands-on experience with field service businesses across industries, so we know how to align the platform with real-world operations.

When you work with us, you’re investing in a partner who makes sure ServiceTitan becomes the backbone of your business, and who’s here to support you long after the setup is done.

How we’re different from
ServiceTitan’s support

The ServiceTitan customer portal is great for offering technical support. For example, if you’re having issues with a specific new feature or a bug on the dropdown menu, they can fix it for you or at least point you in the right direction.

But they are not the right place to go to if you need a complete optimization of the system.

They simply don’t have the capacity to deal with individualized cases on the scale that we can. As ServiceTitan Certified Providers, we have the technical knowledge required to make the system truly work for you.

Ready to optimize your
ServiceTitan setup?

Book a call with Home Service Engine today.

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