ServiceTitan

Pre-Implementation Planning

• Assess business needs and define goals

• Identify operational inefficiencies and desired outcomes

System Setup & Configuration

• Configure workflows, customer profiles, job types, pricing structures, and service agreements

Data Migration

• Transfer historical data such as customer records, job history, and financials

Training & Onboarding

• Conduct team training sessions and webinars

• Assign a project manager and build a cross-functional tea

Go-Live Support & Post-Implementation Review

• Monitor performance and troubleshoot issues

• Measure success against defined metrics

Implementation Duration

• Varies by business complexity and customization leve

• Typically ranges from a few weeks to several months

Workflow Configuration

• Tailor job types, dispatching rules, and technician workflows

Pricing & Memberships

• Set custom pricing structures and service agreements

• Create customizable memberships with recurring billing

Reporting & Analytics

• Build advanced reports with custom KPIs and dashboards

Integrations

• Connect with accounting software, CRM tools, and inventory systems

Mobile Features

• Enable mobile estimates, commission tracking, and payroll management (available in higher-tier plans)

Implementation Path

• Choose from self-guided, cohort-guided, partner-led, or advisory services implementation—each offering varying levels of customization

Setup Fees:

- ServiceTitan offers a customized quote based on the specific needs of the business, which suggests that setup fees may vary depending on the complexity of the setup required. The setup process includes initial consultation, data migration, customization, and user setup, which are typically resource-intensive activities and could potentially incur costs.

Maintenance and Upgrades:

- The information does not specify maintenance fees for ServiceTitan. However, as a cloud-based software, ServiceTitan likely includes maintenance within its subscription fee, covering regular updates and technical support to ensure the software runs smoothly.

Support Charges:

- ServiceTitan provides users with a personal support team and includes onboarding and training as part of the service. This suggests that basic support and training are included in the cost of the software. However, there might be charges for additional or advanced support services, though these are not explicitly mentioned.

Third-Party Integration Costs:

- If a business requires integration with other software systems, there might be additional costs involved. ServiceTitan supports integration with various third-party applications, and while the integration capability is a feature of the software, actual integration work might incur additional fees depending on the complexity and the third-party software involved.

Onboarding Training

• Personalized setup guidance and workflow configuration

• Dedicated onboarding specialists for initial implementation

Online Training Resources

• On-demand video tutorials, webinars, and help articles

• Accessible for both new and experienced users

Live Training Sessions

• Remote or in-person sessions led by certified trainers

• Interactive Q&A and hands-on demonstrations

Certification Programs

• Advanced training courses with official certification

• Ideal for power users and managers seeking deeper platform mastery

1:1 Virtual Training

• 60-minute personalized sessions for targeted learning

• Micro-learning format for quick skill enhancement

Ongoing Technical Support

• Round-the-clock assistance for troubleshooting and updates

• Support via chat, email, and phone

Data Encryption

• End-to-end encryption for data in transit and at rest

Role-Based Access Control

• Granular permissions to restrict access based on user roles

Audit Logs & Monitoring

• Activity tracking to detect unauthorized access or anomalies

Secure Cloud Hosting

• Hosted on trusted cloud platforms with enterprise-grade security

Compliance Standards

• Adheres to industry best practices for data protection and privacy

Regular Feature Releases

• Updates are rolled out frequently to enhance functionality and fix bugs

• Includes new tools, UI improvements, and performance upgrade

Managed Rollouts

• Updates are tested and deployed in phases to minimize disruption

• Users are notified in advance with release notes and training resources

User Feedback Integration

• Many updates are based on customer feedback and usage data

• Beta testing available for select features

Customer Data Ownership

• Customers retain full ownership of their data stored in ServiceTitan.

Data Export Access

• Users can export customer data before account cancellation.

• After cancellation, limited access is granted for up to 60 days to retrieve data.

Privacy Agreement

• ServiceTitan uses a standardized Data Processing Agreement (DPA) incorporated into its Terms of Use.

Audit Restrictions

• Customers cannot perform independent audits, but ServiceTitan provides third-party audit certifications upon request.

User-Based Licensing

• Pricing is typically per user per month, allowing businesses to add or remove users as needed.

Feature Tiering

• Advanced features (e.g., payroll, reporting) are available in higher-tier plans, enabling scalable functionality.

Implementation Paths

• Businesses can choose from self-guided to advisory-led onboarding, depending on size and complexity.

No Termination for Convenience

• ServiceTitan does not allow mid-contract cancellation without penalty, limiting flexibility for downsizing.

Subscription Commitment

• Contracts are typically annual or multi-year; pricing is locked for the duration.

Cancellation Process

• Requires contacting [email protected]

• Month-to-month plans need 30-day notice

• Early termination fees may apply for long-term contracts.

Post-Cancellation Access

• Limited access for 60 days to export data

• All access and stored data are terminated afterward.

Service Agreement Cancellation

• Canceled agreements dismiss unscheduled visits and adjust deferred revenue

• Cannot be undone or edited once canceled.

SOC 2 Type II & SOC 1 Type II

• Independent audits validate data security and operational controls.

PCI DSS Level 1 Certification

• Ensures secure handling of payment data.

CCPA Compliance

• Implements privacy practices aligned with California Consumer Privacy Act.

Shared Responsibility Model

• ServiceTitan secures infrastructure and application; customers manage user-level security