Mastering ServiceTitan Moving the Needle in 2025 - Three ServiceTitan Tools to Grow Your Business
Jan 23, 2025
Angie Snow, Principal Industry Advisor at ServiceTitan, dives into the transformative tools available for businesses in 2025. She explains Adjustable Capacity Planning and its key benefits. The conversation includes insights from Juan Lopez on optimizing processes with new tech and from Alyssa Rogers on offering financing options to enhance customer satisfaction. They uncover how these innovations can streamline operations, improve customer engagement, and ultimately drive business growth.
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Adjustable Capacity Planning
- Use Adjustable Capacity Planning (ACP) in ServiceTitan to manage job capacity.
- This feature helps CSRs book jobs efficiently without needing the dispatch board.
Using Tags
- Use tags in ServiceTitan to categorize jobs and automate actions.
- Link tags to job types for things like lead conversion opportunities or special equipment needs.
Job Summary Field
- Utilize the job summary field at the bottom of the job booking screen for additional notes.
- Set up automated questions within the job summary field based on the job type.