ServiceTitan Onboarding Made Easy with Titan Advising Gurus
Setting up a new ServiceTitan account can feel overwhelming—but it doesn’t have to be. At Titan Advising Gurus, we specialize in smooth, stress-free ServiceTitan onboarding for contractors and service businesses. Our expert team ensures your CRM setup is fully optimized for efficiency, growth, and long-term success.
We handle everything—from configuring workflows and building your pricebook to integrating powerful features like MarketingPro and Dispatch Pro. Whether you’re migrating from another system or launching a new business, we tailor your ServiceTitan setup to match your goals.
Let our seasoned experts guide you through every step of the process. We’ve helped countless businesses transition to ServiceTitan with confidence. There’s a reason why over 100,000 contractors trust ServiceTitan to run their operations—and with Titan Advising Gurus, you’ll be set up for success from day one.
- 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
What Do You Need to Get Started with ServiceTitan Onboarding?
Successfully onboarding a new ServiceTitan account is a crucial first step toward unlocking the full potential of the platform for your business. At Titan Advising Gurus, our expert consulting team starts by learning your company’s workflow, service offerings, and operational pain points. This discovery phase ensures that your ServiceTitan setup is strategically aligned with your business goals from day one.
We work closely with key stakeholders—owners, office managers, and technicians—to design a tailored configuration. This includes migrating your customer database, setting up job types, pricing structures, and reporting tools. A properly configured ServiceTitan account helps boost efficiency and supports a smooth transition from any legacy systems you may be using.
Once your system is built, our team provides comprehensive, hands-on training. We guide your team through essential functions such as dispatching workflows, call booking procedures, and automation tools like Marketing Pro and customer engagement features. To prevent overwhelm, training is delivered in strategic phases—starting with daily tasks and gradually advancing to more powerful features.
Throughout the onboarding journey, your dedicated Titan Advising Gurus (TAG) consultant remains by your side, offering ongoing support, troubleshooting, and workflow refinement. By the end of the process, your business will be fully equipped with an optimized ServiceTitan system designed to improve operational efficiency, enhance customer service, and drive measurable 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.