Moving the Needle in 2025 - Three ServiceTitan Tools to Grow Your Business
Jan 23, 2025
auto_awesome
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.
Implementing Adjustable Capacity Planning (ACP) streamlines scheduling for CSRs, enhancing efficiency and customer satisfaction by reducing wait times.
Integrating financing options into ServiceTitan significantly boosts sales, leading to higher average ticket sizes and improved customer engagement.
Deep dives
Adjustable Capacity Planning Enhancements
Adjustable Capacity Planning (ACP) is a free feature within Service Titan that optimizes job allocation for technicians. By implementing ACP, businesses can streamline their customer service representatives’ (CSRs) scheduling process, allowing them to easily understand job availability without needing constant access to the dispatch board. This feature enhances efficiency, as CSRs can simply click a button to view open slots tailored to specific job types, enabling quicker and more informed booking decisions. Leveraging this tool not only simplifies operations but also improves overall customer satisfaction by reducing wait times.
Utilizing Tags and Custom Fields
The effective use of tags and custom fields within job booking can significantly enhance service operations and reporting capabilities. Tags allow CSRs to identify specific job types and opportunities, such as lead conversions, which results in better assignment of skilled technicians to high-potential jobs. Additionally, custom fields enable businesses to gather critical information, such as the age of equipment or special customer requests, streamlining communication and maximizing the potential for targeted marketing campaigns. These optimizations facilitate better data-driven decisions and ensure that CSRs are equipped with all necessary information during the booking process.
Integrating Financing Solutions
Integrating financing options into Service Titan can boost sales and improve customer engagement significantly. Statistics show that businesses using this integration experience a 16% higher average ticket size and an 8% higher close rate compared to those that do not. The seamless integration allows technicians to present financing options during estimates, fostering discussions about monthly payment plans that can make services more accessible to customers. Establishing a relationship with financing partners and understanding their offerings is essential; it enables businesses to tailor options that best meet customer needs while enhancing revenue opportunities.