ServiceTitan Services
From quick questions to full implementations—here's everything we offer to help you get more from your platform.
Full System Audits
A comprehensive health check of your ServiceTitan system designed to identify growth opportunities, verify data integrity, and increase your ROI.
Your team is in ServiceTitan every single day. But are you sure it's set up to actually help you grow? Our audits dig into the details most people overlook.
⚙️ Configuration Review
We check your settings against best practices and flag anything that’s costing you time or money
🔄 Workflow Analysis
Are your CSRs, dispatchers, and technicians all doing things the same way? We find the gaps.
📊 Reporting Check
If your reports feel “off,” they probably are. We verify accuracy and fix what’s broken.
📋 Action Plan
You'll get a detailed report with prioritized fixes—not just problems, but solutions.
A ServiceTitan Expert on Speed Dial
Stop Googling. Stop waiting on hold. Get direct access to certified coaches who actually know what they're doing.
Priority Support
Jump the line. Members always get first response.
Resource Library
SOPs, templates, and training videos—members only.
Locked-In Rates
Your pricing never goes up while you're a member.
Monthly Calls
Live training sessions to level up your whole team.
How Membership Works
Choose a tier based on how much support you need. Each plan comes with monthly credits you can use for Zoom calls, Slack questions, training videos, pricebook help, dashboard builds—whatever you need. Credits roll over (up to 20%), and your rate is locked for life. It's like having a ServiceTitan expert on retainer, without the full-time salary.
We'll Come to You
Virtual coaching is great—but sometimes you need boots on the ground. Our on-site visits let us work shoulder-to-shoulder with your entire team.
🚀 Go-Live Support
Launching ServiceTitan? We'll be on-site during your Go-Live week to train staff, troubleshoot issues in real-time, and make sure day one goes smoothly.
Ideal for new implementations
🔧 Training & Coaching
Already on ServiceTitan but not getting the results you want? We'll observe your workflows, train your team, and build SOPs that actually stick.
Ideal for existing users
What does an on-site look like?
We typically spend 2–5 days embedded with your team. That means working directly with your CSRs, dispatchers, and techs—including ride-alongs in the field. We leave you with documented processes, a trained team, and a clear path forward.
Frequently Asked Questions
💬 Do you work on an hourly basis?
Most of our clients prefer the simplicity and ongoing value of our monthly membership plans, which offer consistent support and faster response times. However, we also take on select hourly or project-based work depending on your needs. Reach out to learn which option is best for your team.
💬 How much is your monthly membership?
Membership pricing is based on the level of support your team needs and the size of your operation. We offer multiple tiers to ensure the right fit—whether you're just getting started or scaling aggressively. Schedule a call and we’ll walk you through the options and what’s included.
💬 Are you familiar with QuickBooks Desktop?
Yes! We work with both QuickBooks Desktop and QuickBooks Online and understand the challenges of syncing with ServiceTitan. We can help you streamline your accounting processes, avoid common pitfalls, and ensure cleaner books.
💬 Do you train CSRs and Dispatchers?
Absolutely. We offer live coaching sessions, roleplay scenarios, and even call flow documentation to help your office staff confidently handle calls, book jobs, and follow proper procedures in ServiceTitan.
💬 Can you provide ServiceTitan training for our technicians?
Yes! We specialize in training field technicians on how to use ServiceTitan’s mobile app effectively—from reading job notes and uploading photos to presenting options and collecting payment. We also offer feedback and workflow audits to help them improve performance.
💬 What industries do you work with?
We proudly support a wide range of home service trades, including:
HVAC
Plumbing
Electrical
Septic
Irrigation
Garage Doors
…and many more.
If your business runs on ServiceTitan (or is thinking about it), chances are we can help.
💬 Do you offer in-person training or just remote support?
While most of our consulting is delivered remotely via Zoom, we do offer on-site visits for clients who need a more hands-on approach. These are typically booked in advance and based on availability.
💬 We already have a ServiceTitan CSM. How is this different?
Think of us as an extension of your team—not just someone pointing you to help articles. We offer tactical, real-world guidance based on years of experience across dozens of companies. Our clients often pair our support with their CSM for the best of both worlds.