Servicetitan Pointman – Home Service Proffessionals

Are you looking for Servicetitan Pointman?…Used by over 17,000 service organizations, in a large range markets including Heating and cooling, pipes, and cleaning. If you’re currently a consumer, tell us what you believe of this service in the comments below.

Let’s get started. is a field service management option ideal for little to medium size companies. It is competitively priced to solutions with comparable performance it Consists of tools that assist companies manage a high volume of repeating jobs And it includes several nice-to-have functions: a website home builder and e-mail & postcard marketing tools. Does not offer automatic quote follow-ups, an online customer portal, or an open API.

It is a competitive-priced product that uses a suite of features that are adequate for numerous small services. If your service business has more than 10 group members, and you are ready to invest in a more advanced service, we recommend ServiceTitan is a subscription based service that costs $49 to $199 per month when billed yearly.

Each strategy restricts the number of users you can include per account, and including additional users costs a regular monthly fee of $30 per user. Offers a business level XL plan with custom-made pricing. consist of functions that automate typical tasks and optimize field operations. When you first log into, you will be directed to the control panel. It is organized into modules that display different reports and help keep crucial items like, open billings and upcoming tasks, top of mind. helps you book more jobs by enabling consumers to demand services online. This solution provides a “book now” button you can place on your company site or social media channels Clicking the button will send the customer to an online reservation type.

HousecallPro has actually helped us take our organization to the next level and makes dispatching, estimating, and bookkeeping a lot easier. I have actually utilized other competitive products in the past, however nothing has actually come close to the functions of HousecallPro.

Pros
Price list versatility, automated e-mails, quote approvals and invoicing, and dispatching to make certain everyone’s on the same page.

Cons
The automated e-mails should definitely be tied to task tags, but due to the fact that they’re tied to customer tags, we need to include and remove them vigilantly if we have repeat consumers with several residential or commercial properties or various service needs.

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

Customers will choose a service, select a favored time, and enter their contact info. When the customer completes the type, will automatically inform you of the incoming job demand. helps you produce, send out, and track job price quotes. You can include line items for services & products, and connect appropriate files. You can send quotes to your clients by text or e-mail. The message includes a link where your client can review the quote, and accept or decline the service. assists you handle client relationships. You can produce a profile for each customer, and store info like their phone number, e-mail address, and place.

You can also track the status of jobs and estimates, and view their billing history consists of search and filtering tools to help you sort and locate customers effectively. Likewise, you can include tags to your consumers to assist arrange your client list. allows workplace personnel to efficiently schedule tasks and dispatch employee. You can utilize its drag and drop calendar to appoint staff member to a given task, and set arrival windows. You can quickly set up recurring task schedules. Housecall Pro includes a map view with GPS tracking, so your workplace personnel constantly knows where your field professionals lie. This permits your office produce the most effective paths.

If you grow from 5 to 6 workers beware – its time to transfer to another software provider in my viewpoint. The prices plan permits as much as 5 workers for 1 set rate. Bear in mind among those 5 workers is your workplace personnel so you actually just get 4 field techs. If you include the sixth staff member your HCP regular monthly price more than doubles the entire cost of the plan. There is now no longer a method to add 1 employee to their mid-tier strategy – you need to transfer to the high tier plan. You can buy 2 of the mid tier plans for less than the price of their high tier strategy – this is just so ill-conceived! Last year we had the ability to add 1 extra worker for just a set fee per worker which was extremely sensible. WHen that worker quit we were pull back to 5 … so were uninformed that in June 2022 they made this change wiping out the ability to include an incremental worker without having to leap to the next tier. I am gobsmacked by how wrong of relocation this was on their part. The entire point of this software application is assisting you to grow your organization – but apparently as soon as you do grow boy do they penalize you for it!

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

The mobile app is the main manner in which field professionals communicate with the platform. Field specialists can utilize the mobile app to: gain access to consumer and job details, gather payments, develop billings and quotes, acquire signatures assists you send invoices to your clients, and collect online payments. This is how an invoice will appear in your customer’s inbox.

Billings include a link to an online payment portal. incorporates with Stripe to accept credit card payments. Here is an overview of the deal fees associated with: Online payment portal transactions by client: 2.99% Deals by hand went into through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% enables you to create reports that evaluate your organization’ performance data. Reports are personalized. You can add and remove table columns to display the fields you want. Also, there are various filtering options to drill down into info you are trying to find, and you can manage the report’s date variety. Overall, is a fairly priced field service management option ideal for SMBs. Servicetitan Pointman.

Servicetitan Pointman

I know there is a window of time approximately 4 hours, but it would be nice to let a consumer know they are scheduled for a day without providing a time. I also don’t see appointment pointers for “big tasks” that are set for throughout the day and are possibly arranged as much as 6 months ahead. Ought to be Scheduled, a one week reminder and a one day suggestion at a minimum

If your service has less than 10 staff member, ought to make your shortlist of software you should examine. If you wish to compare with a similar option, have a look at our jobber videos If your company has more than 10 employee, you must consider assessing more robust services, like ServiceTitan