My Servicetitan – Home Service Proffessionals

Are you looking for My Servicetitan?…Utilized by over 17,000 service companies, in a large variety industries consisting of A/c, pipes, and cleaning. If you’re currently a customer, tell us what you believe of this option in the comments below.

Let’s get started. is a field service management option suitable for little to medium size organizations. It is competitively priced to solutions with comparable functionality it Consists of tools that help businesses manage a high volume of recurring tasks And it consists of numerous nice-to-have functions: a website home builder and e-mail & postcard marketing tools. However, does not offer automated quote follow-ups, an online client portal, or an open API.

It is a competitive-priced item that uses a suite of features that are enough for many small companies. If your service business has more than 10 group members, and you are prepared to invest in a more advanced service, we advise ServiceTitan is a membership based service that costs $49 to $199 per month when billed each year.

Each strategy limits the number of users you can add per account, and adding additional users costs a month-to-month cost of $30 per user. It is organized into modules that display various reports and help keep important products like, open billings and upcoming tasks, top of mind. This solution provides a “book now” button you can position on your company website or social media channels Clicking the button will send out the customer to an online reservation kind.

HousecallPro has assisted us take our service to the next level and makes dispatching, approximating, and bookkeeping much easier. I’ve utilized other competitive products in the past, however absolutely nothing has come close to the functions of HousecallPro.

Pros
Catalog versatility, automated emails, price quote approvals and invoicing, and dispatching to make sure everyone’s on the very same page.

Cons
The automated e-mails must definitely be connected to job tags, but since they’re connected to client tags, we have to include and remove them vigilantly if we have repeat consumers with numerous residential or commercial properties or different service requirements.

I want the quote approval process was more of an eSignature procedure instead of any party simply clicking a button.

You can add line items for services & materials, and connect relevant files. You can send out quotes to your consumers by text or e-mail. The message consists of a link where your client can examine the quote, and decrease the service or accept.

You can likewise track the status of jobs and estimates, and view their invoice history includes search and filtering tools to assist you sort and find customers efficiently. You can add tags to your clients to help organize your client list. Housecall Pro consists of a map view with GPS tracking, so your office staff always understands where your field specialists are located.

If you grow from 5 to 6 employees watch out – its time to relocate to another software company in my viewpoint. The rates plan allows up to 5 staff members for 1 set rate. Keep in mind one of those 5 employees is your workplace staff so you really just get 4 field techs. , if you include the 6th worker your HCP monthly rate more than doubles the whole cost of the strategy.. There is now no longer a way to include 1 worker to their mid-tier plan – you need to relocate to the high tier plan. You can acquire 2 of the mid tier prepare for less than the rate of their high tier strategy – this is so ill-conceived! In 2015 we were able to add 1 additional employee for just a set cost per worker which was very affordable. WHen that worker quit we were pull back to 5 … so were unaware that in June 2022 they made this modification eliminating the capability to include an incremental employee without having to leap to the next tier. I am gobsmacked by how incorrect of move this was on their part. The entire point of this software is assisting you to grow your organization – but apparently as quickly as you do grow young boy do they penalize you for it!

Additionally their search function for the “pricebook” leaves a lot to be desired. If you type in a keyword like “flange” and you have numerous items with that keyword in the description you expect all of the items with that keyword to appear. It doesn’t. Just some do.

The mobile app is the primary manner in which field professionals engage with the platform. Field professionals can utilize the mobile app to: gain access to client and task information, collect payments, produce quotes and billings, acquire signatures helps you send out invoices to your customers, and collect online payments. This is how an invoice will appear in your customer’s inbox.

Billings consist of a link to an online payment portal. Here is an introduction of the transaction fees associated with: Online payment portal transactions by customer: 2.99% Deals by hand went into through app or browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% permits you to produce reports that evaluate your service’ performance information. Overall, is a reasonably priced field service management solution suitable for SMBs. My Servicetitan.

My Servicetitan

I know there is a window of time as much as 4 hours, but it would be nice to let a customer know they are scheduled for a day without giving them a time. I also don’t see visit pointers for “huge jobs” that are set for throughout the day and are possibly arranged approximately 6 months ahead. Must be Set up, a one week pointer and a one day pointer at a minimum

If your organization has less than 10 team members, ought to make your shortlist of software you should examine. If you want to compare with a similar option, take a look at our jobber videos If your company has more than 10 staff member, you ought to consider evaluating more robust options, like ServiceTitan