You joined Service Titan... Now What?!
Setting up a new ServiceTitan account can be overwhelming, but the right partner can make the process seamless. Titan Advising Gurus specializes in onboarding new ServiceTitan accounts, ensuring your CRM is configured for maximum efficiency and success. From setting up workflows and pricebooks to integrating features like MarketingPro and Dispatch Pro, we handle every detail so you can focus on running your business. Whether you’re migrating from another system or starting fresh, we provide expert guidance to help you get the most out of ServiceTitan from day one.
Allow our team of seasoned experts to guide you through the onboarding of new ServiceTitan accounts with confidence. We understand the intricacies because we’ve been there. While it can seem overwhelming, remember why 100,000+ contractors trust ServiceTitan to run their business daily.
- Close more jobs, convert more estimates.
- Get real-time reports sent to you
- Make every call a five-star experience
You can trust the Titan Advising Gurus to make your onboarding experience seamless and efficient.
Maximize Your Investment: Seamless ServiceTitan Onboarding
So, what do you need to get started when Onboarding your new ServiceTitan account?
Onboarding a new ServiceTitan account is a critical process that sets the foundation for your business’s success with the platform. Titan Advising Guru’s skilled consulting business begins by understanding your company’s workflow, service offerings, and operational pain points. This initial discovery phase ensures that ServiceTitan is configured to align with your business goals. Our consulting team works closely with key stakeholders—owners, office managers, and technicians—to map out the ideal setup, including customer database migration, job types, pricing structures, and reporting needs. Proper setup helps maximize efficiency and ensures a smooth transition from your legacy systems.
Once the groundwork is laid, our hands-on team will guide your key players through hands-on training sessions. This includes setting up dispatching workflows, optimizing call booking procedures, and automating follow-ups using Marketing Pro and ServiceTitan’s customer engagement tools. Our training is often phased to prevent your team from feeling overwhelmed, starting with essential daily functions and gradually introducing more advanced features. Throughout our process, your dedicated TAG consultant provides ongoing support, troubleshooting issues and refining workflows to ensure adoption. By the time the onboarding process is complete, your business will be equipped with a fully optimized ServiceTitan system, ready to enhance efficiency, improve your customer experience, and drive revenue growth.
Why Wait? Book Your Consultation with the TAG team today!
Set yourself up for success.
Our comprehensive onboarding process ensures that each member of your team is fully equipped and expertly trained, enabling you to immediately reap the rewards of utilizing ServiceTitan’s innovative platform from the very start.