If you're like most ServiceTitan users, you're barely scratching the surface of what the platform can do. While the essentials like job booking, dispatching, and invoicing are built to be user-friendly, there’s a whole world of features buried in the platform that can boost your team’s efficiency, improve the customer experience, and help you squeeze more value from your subscription.

Here are 10 underrated or underutilized ServiceTitan features you should absolutely be using — and how to make them work for your business.

1. Adaptive Capacity: Smarter Scheduling in Real Time

ServiceTitan’s Adaptive Capacity feature takes job booking to the next level by giving you a live, unified view of availability. It looks at things like technician capacity, job durations, and travel time to help your CSRs book jobs in the most efficient way possible.
Why it matters: Adaptive Capacity helps you book more jobs faster and with fewer scheduling errors, which translates directly into more revenue.

2. Dynamic Pricing: Real-Time Price Adjustments

Instead of relying on a static pricebook, Dynamic Pricing lets you create rules that automatically adjust service pricing based on job factors like after-hours service, add-ons, memberships, or even materials and labor time.
Why it matters: You can protect your margins, offer real-time pricing transparency, and simplify pricing for CSRs and techs — all without touching a calculator.

3. Document Templates: Brand Consistency Made Easy

Tired of formatting invoices or service agreements every time? Document Templates allow you to build consistent, on-brand documents that your entire team can use.
Why it matters: Save time, reduce errors, and present a professional image across all customer-facing documents — no more rogue formatting or outdated templates.

4. Service Agreements: Guide Technicians and Improve Estimates

When you build a Service Agreement in ServiceTitan, you can create detailed checklists of what materials and services should be performed during a visit.
Why it matters: This keeps your techs on track, makes estimating easier, and ensures customers get the full value of their maintenance plan.

5. Default Services (Job Types): Automation You Didn’t Know You Needed

With default services, you can automatically attach specific tasks — like dispatch fees or basic inspections — to jobs as soon as they’re booked.
Why it matters: Your CSRs won’t forget to add billable items, and your techs won’t miss them on the invoice. That’s more money captured with less effort.

6. Web Scheduler (Free!): Let Customers Book Themselves

The Web Scheduler widget is a free tool that you can embed on your website. It allows customers to view available time slots and book their own appointments directly.
Why it matters: It reduces phone calls, books jobs after hours, and improves customer satisfaction — all without needing a Pro Product upgrade.

7. Weekly Dispatch Board: The View You’ve Been Waiting For

Instead of clicking through day-by-day, the Weekly Dispatch Board gives you a clear, 7-day outlook of your techs' schedules. It’s especially powerful for long jobs or install teams.
Why it matters: You’ll spot scheduling gaps and overlaps more easily, plan smarter, and increase technician utilization with fewer headaches.

8. Custom HTML Customer Notifications: Fully Branded Messaging

Most companies stick with the default notifications. But here’s a pro tip: the email templates can be fully customized with HTML. That means you can insert branded headers, links to your website, promotions, and more.
Bonus tip: Even SMS messages can be customized to include promotions like,
"Ask your technician how to save $100 on equipment replacements today!"

9. Auto-Email Invoices: One Less Thing to Forget

Set it and forget it — you can configure invoices to automatically send to customers when a job is completed. You can also choose which types of jobs or customers get this treatment.
Why it matters: No more chasing down missed invoices. This helps ensure customers get billed immediately and you stay cash-flow positive.

10. Capture Leads from Unbooked Calls

Instead of letting unbooked calls fade into oblivion, ServiceTitan allows CSRs to turn these into actionable leads for your Follow-Up tab.
Why it matters: A missed booking isn’t a lost customer — it’s a future sale. You can assign follow-up tasks and have someone call back later to say:
"Hi Mrs. Jones, I saw you called about a clogged toilet. Can we still help you with that today?"

Final Thoughts: Don’t Let Powerful Tools Go Unused

If you’re paying for ServiceTitan, you should get everything you can out of it. Most teams aren’t using half the tools available to them — not because they’re lazy, but because they simply don’t know what’s possible.

If you want help implementing any of these features — or if you're wondering what else might be hiding in your account — schedule a free discovery call with us. I specialize in optimizing ServiceTitan accounts to make your business more efficient, profitable, and less chaotic.

10 Hidden ServiceTitan Features You Probably Aren’t Using (But Should Be)