From foundational account settings to the workflows your team uses every day, we handle the configuration work that turns ServiceTitan into a usable business system.
Here’s what your custom setup can include.
01ServiceTitan business structure & account settings
Your ServiceTitan account needs to reflect how your company is organized.
We configure the company profile, locations, business units, job types, service areas, departments, and relevant account settings around your business structure.
That can also include custom fields and other feature configuration needed to support your processes.
We look at how these settings affect scheduling, job costing, reporting, and the way work moves between departments.
The goal is to give your account a clear structure that supports the rest of your ServiceTitan setup.
02Users, roles & permissions
Not everyone in your business needs access to the same parts of ServiceTitan.
We help configure users, employee roles, permissions, and access settings based on what CSRs, dispatchers, technicians, managers, and account administrators actually need to do.
That includes reviewing administrator access, role-based permissions, and relevant security settings such as multi-factor authentication (MFA).
Your team should have access to the tools and information they need without unnecessarily exposing settings or features outside their responsibilities.
03Call booking, scheduling & dispatch
The way jobs enter ServiceTitan affects everything that happens afterward.
We configure the workflows behind call booking, job types, work orders, scheduling, and dispatch so your office and field teams have a consistent process.
Depending on your operation, that may include service areas, zones, technician availability, arrival windows, scheduling rules, and dispatch board settings.
We also consider how customer information, job notes, and service requirements move from the initial call to the technician assigned to the job.
The goal is a booking and scheduling process that supports the way your company handles work.
04ServiceTitan workflows, forms & automation
Your team shouldn't have to rely on memory for every step of a job.
We configure forms, tags, notifications, custom fields, and workflows around the information your business needs to collect and the tasks that need to happen.
That may include office procedures, technician forms, job completion requirements, follow-up tasks, and automation for repeatable processes.
We focus on building workflows that are practical for the people using them.
Not every process needs another automation. Sometimes the better solution is a simpler form, a clearer sequence of steps, or a setting that eliminates unnecessary work.
05Pricebook, memberships & service agreements
Your Pricebook and service agreement settings affect how your team presents work, builds estimates, and manages recurring services.
We can configure Pricebook categories, services, materials, equipment, and relevant pricing structures as part of your broader account setup.
We also help set up memberships and service agreements, including the workflows behind selling, recording, scheduling, and managing recurring service.
The configuration needs to support how your technicians work in the field and how your office manages the information afterward.
If you need a complete Pricebook rebuild, extensive pricing restructuring, or a dedicated pricing project, our ServiceTitan Pricebook services are a better fit.
06CRM & customer information
Your ServiceTitan CRM should be structured around how your team manages customers and locations.
We help configure the settings and workflows behind customer records, location records, customer history, tags, forms, communication preferences, and follow-up processes.
That includes thinking through what information CSRs need during call booking, what technicians should see in the field, and how customer data should be organized for future use.
A well-structured CRM can also support memberships, customer communication, and future marketing campaigns without requiring your team to manage the same information in multiple places.
07Reporting, dashboards & scorecards
Reporting becomes much more useful when the underlying account configuration supports the numbers you actually want to measure.
We help configure ServiceTitan reporting structures, dashboards and scorecards around your operational priorities.
That may include revenue, technician performance, job costing, close rates, average ticket size, memberships, and other KPIs (key performance indicators).
We look at which business units, job types, workflows, and data fields need to be configured so the information is captured consistently.
The goal is to give managers and owners a clearer view of business performance without relying on unnecessary manual reporting.
08Integrations & accounting workflows
ServiceTitan rarely operates completely on its own.
Your business may also depend on accounting software, payment tools, inventory processes, or other systems that need to work alongside it.
We help configure and coordinate supported accounting integrations, including QuickBooks-related workflows where applicable.
That can involve invoicing settings, payments, job costing, relevant inventory management processes, and how financial information moves between systems.
If your business uses purchase orders or requires specific procurement workflows, we can review how those requirements fit into the supported ServiceTitan configuration.
More complex requirements, such as a full procurement integration or custom third-party development, would need to be evaluated separately.
