Servicetitan Xoi – Home Service Proffessionals

Are you looking for Servicetitan Xoi?…Utilized by over 17,000 service organizations, in a wide variety industries including a/c, plumbing, and cleaning. Is it right for you? We are going to cover the most essential things you need to consider prior to making your purchase, including cons and pros, pricing, and features. Tell us what you believe of this option in the remarks listed below if you’re already a customer. And if you’re brand-new here, hit the like and subscribe button to be alerted of our future product evaluations.

So let’s get started. is a field service management service ideal for small to medium size organizations. It is competitively priced to services with comparable functionality it Includes tools that assist businesses handle a high volume of recurring tasks And it includes several nice-to-have features: a site builder and email & postcard marketing tools. Does not use automated quote follow-ups, an online client portal, or an open API.

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

Each plan limits the number of users you can include per account, and adding additional users costs a regular monthly fee of $30 per user. It is arranged into modules that display various reports and assist keep important items like, open invoices and upcoming jobs, top of mind. This option uses a “book now” button you can place on your company site or social media channels Clicking the button will send the client to an online reservation kind.

HousecallPro has actually helped us take our company to the next level and makes dispatching, estimating, and accounting a lot easier. I’ve used other competitive items in the past, however nothing has come close to the functions of HousecallPro.

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

Cons
The automated emails need to absolutely be connected to job tags, but because they’re connected to consumer tags, we have to add and eliminate them vigilantly if we have repeat clients with several properties or different service requirements.

I wish the estimate approval process was more of an eSignature procedure as opposed to any celebration just clicking a button.

You can add line products for services & products, and connect pertinent files. You can send quotes to your customers by text or email. The message includes a link where your consumer can examine the quote, and decrease the service or accept.

You can also track the status of tasks and estimates, and view their billing history includes search and filtering tools to help you sort and find clients efficiently. You can include tags to your customers to help arrange your customer list. Housecall Pro includes a map view with GPS tracking, so your office staff always understands where your field professionals are located.

Last year we were able to add 1 extra staff member for simply a set cost per staff member which was really affordable. WHen that worker stopped we were back down to 5 … so were unaware that in June 2022 they made this change wiping out the ability to add an incremental employee without having to jump to the next tier. The entire point of this software is assisting you to grow your service – however obviously as soon as you do grow boy do they punish you for it!

Additionally their search function for the “pricebook” leaves a lot to be desired. If you key in a keyword like “flange” and you have numerous products 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 way that field service technicians interact with the platform. Field technicians can utilize the mobile app to: gain access to customer and task details, gather payments, produce billings and quotes, acquire signatures helps you send out invoices to your clients, and collect online payments. This is how an invoice will appear in your client’s inbox.

Invoices include a link to an online payment portal. Here is an introduction of the transaction charges associated with: Online payment portal transactions by client: 2.99% Deals by hand got in through app or internet browser: 3.49% Card reader deals: 2.59% Bank transfer (ACH): 1% allows you to develop reports that analyze your service’ performance data. Overall, is a reasonably priced field service management service perfect for SMBs. Servicetitan Xoi.

Servicetitan Xoi

I know there is a window of time up to 4 hours, however it would be nice to let a consumer know they are arranged for a day without providing a time. I also don’t see appointment pointers for “huge jobs” that are set for all the time and are potentially scheduled up to six months ahead. Need to be Scheduled, a one week pointer and a one day suggestion at a minimum

Need to make your shortlist of software you need to examine if your company has less than 10 team members. If you wish to compare with a comparable solution, take a look at our jobber videos If your company has more than 10 employee, you need to think about examining more robust options, like ServiceTitan