[ Service... Reviews ](https://www.g2.com/products/servicetitan/reviews) [ Service... Reviews ](https://www.g2.com/products/servicetitan/reviews) # ServiceTitan Features ##### ## Before the Job (4) Calendar Uses the calendar tool to determine field workers who are free for the job. Dispatch Notifies field service workers of their upcoming assignments. Roles Allows users to see tasks according to permissions and roles. Booking Allows clients to book jobs through the desktop page or within the app. Show More ##### ## On the Job (10) Location Tracks employee location to ensure timeliness. Employee Communication Enables communication within the app from manager to field service employee. Behavior Monitoring Monitors behavior in the field. Client Notifications Notifies clients, should any delays or mishaps occur. Field Sales Includes some ability to serve as a sales and ordering application. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Multi-Location Manage and support multiple locations Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Show More ##### ## After the Job (8) Reports Creates reports that reflect field performance either as a team or individually, to review productivity. Analytics Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. Billing & Invoicing Create, manage, and send invoices or bills to customers CRM Integrations Integrates with CRM software to monitor all aspects of the customer relationship. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Reports Alter the layout and content of reports Show More ##### ## Generative AI (4) AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Field Service Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (147) Work Order Management Creating, assign, and track jobs and/or tasks for work orders Checklists An itemized to do list that can be edited as tasks are completed Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Parts Management Track parts inventory levels and manage re-stocking Service History Track work performed and resources used for past customers, sites, or assets Residential Properties For residential properties Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Customizable Forms Customize contracts and forms to collect specific information Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices Dispatch Management Manage sending personnel and resources to a site as needed Task Scheduling Track and manage the scheduling of tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Technician Management Oversee technicians and track their assigned work orders Status Tracking Track the status over time for a request, process, asset, or transaction API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Job Management Manage and track all job information and associated tasks Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Reporting Active reporting of data and metrics Commercial Properties Designed to serve commercial properties Real-Time Data Receive data and information in real time Historical Reporting Information, data and reports that are being tracked over time Contract/License Management Track, store, and access client contracts or licenses Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Inventory Management Track and manage inventory levels to maintain proper supply Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Routing Plan daily routes to optimize employee scheduling and provide directions Forms Management Store, manage and track all forms in a centralized location Chatbot AI-based platform which conducts a conversation via auditory or textual methods Documentation Management Manage product specific documents in a categorized order File Storage Store and access documents, forms, and photos in one centralized place Electronic Signature Digitally sign online documents Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Resource Allocation Assign available resources to various projects and tasks GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Quotes/Estimates Generate quotes or estimates for customers Scheduling Plan availability and assign specific time slots for tasks and resources CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Online Time Clock Track/log the amount of time employees worked per job using a timer Workforce Management A set of processes to optimize the productivity of its employees Activity Tracking Track and document all activities across devices, networks, and other systems Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Price and Cost Calculations Calculate rule-based prices for a product/service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Equipment Tracking Track the location of specific equipment at all times Data Capture and Transfer Import, collect, and capture data from multiple sources Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Data Storage Securely stores data to prevent data loss or breaches Location Tracking Identify the physical location of an individual, asset, device, etc. Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Chat/Messaging Communicate using direct chat or messages within the system Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Electronic Payments Electronically collect payments for goods or services Customer History Access previous interactions or concerns to maintain customer relationships Inventory Control Monitor product stock levels Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Client Portal Private online space that lets businesses securely share documents and provide information access to clients Driver ETA Generate estimated arrival times for drivers to keep back office or customers informed Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Customer Management Store and organize information about customers and previous interactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Work Order Creation Create a new work order Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Recurring Appointments Schedule repeating appointments based on a duration of time Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Access Controls/Permissions Define levels of authorization for access to specific files or systems Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Technician Management Oversee technicians and track their assigned work orders Billing & Invoicing Create, manage, and send invoices or bills to customers Third-Party Integrations Set up connections to third-party platforms to improve business processes Scheduling Plan availability and assign specific time slots for tasks and resources Quotes/Estimates Generate quotes or estimates for customers Job Costing Calculate total itemized costs, including initial costs and any changes Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Workflow Management Create, design and manage workflows for repetitive tasks Timesheet Management Track the amount of time spent on a job or task Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Location Tracking Identify the physical location of an individual, asset, device, etc. Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Work Order Management Creating, assign, and track jobs and/or tasks for work orders Service History Track work performed and resources used for past customers, sites, or assets Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities IoT Device Management Organize, monitor, and remotely manage IoT devices Customer Portal A website or login for customers to access information Mobile Access Access software remotely via mobile devices Electronic Signature Digitally sign online documents Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Routing Plan daily routes to optimize employee scheduling and provide directions Equipment Tracking Track the location of specific equipment at all times Electronic Payments Electronically collect payments for goods or services Predictive Analytics Predict future data based on historical data sets Dispatch Management Manage sending personnel and resources to a site as needed Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Data Import/Export Import and export data to and from software applications Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns API Application programming interface that allows for integration with other systems/databases Reminders Timed notification for any upcoming task, deadline, appointment, or activity AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Forms Customize contracts and forms to collect specific information Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Inventory Management Track and manage inventory levels to maintain proper supply Accounting Integration Integrate with a third-party accounting system Cost Database Collection of data related to the costs associated with various items, products, services, or activities Commercial/Industrial For commercial and industrial purposes Job Management Manage and track all job information and associated tasks Customizable Branding Add customized logos and colors to align with company branding Labor Rates Track, manage, and standardize customer rates for services performed by technicians Real-Time Data Receive data and information in real time CAD Tools Computer aided design to create precision drawings or technical illustrations Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Visual Assemblies Displays a graphical view of a build assembly to visualize which portion of the project you're estimating Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Takeoff Measure digital plans to calculate labor and materials needed Customizable Reports Alter the layout and content of reports Cost Estimating Forecast the cost and resources required to complete a project For HVAC Companies Software designed specifically for HVAC companies Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Show More ##### ## Activity Tracking (1) Activity Tracking Track and document all activities across devices, networks, and other systems Show More ##### ## API (1) API Application programming interface that allows for integration with other systems/databases Show More ##### ## Calendar Management (1) Calendar Management Track and manage schedules and meetings via an integrated calendar Show More ##### ## Reporting & Statistics (1) Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Show More ##### ## AI Copilot (1) AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Show More ##### ## Third-Party Integrations (1) Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Workflow Management (1) Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Customer Database (1) Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Show More ##### ## Customizable Reports (1) Customizable Reports Alter the layout and content of reports Show More ##### ## Job Tracking (1) Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Show More ##### ## Inventory Management (1) Inventory Management Track and manage inventory levels to maintain proper supply Show More ##### ## CRM (1) CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Show More ##### ## Electronic Payments (1) Electronic Payments Electronically collect payments for goods or services Show More ##### ## Customizable Templates (1) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Activity Dashboard (1) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Electronic Signature (1) Electronic Signature Digitally sign online documents Show More ##### ## Scheduling (1) Scheduling Plan availability and assign specific time slots for tasks and resources Show More ##### ## Alerts/Notifications (1) Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Show More ##### ## Reminders (1) Reminders Timed notification for any upcoming task, deadline, appointment, or activity Show More ##### ## Drag & Drop (1) Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Show More ##### ## Mobile Access (1) Mobile Access Access software remotely via mobile devices Show More ##### ## Customer History (1) Customer History Access previous interactions or concerns to maintain customer relationships Show More ##### ## Real-Time Reporting (1) Real-Time Reporting Active reporting of data and metrics Show More ##### ## Employee Management (1) Employee Management Track employee schedules, availability, and performance across projects and tasks Show More ##### ## Client Portal (1) Client Portal Private online space that lets businesses securely share documents and provide information access to clients Show More ##### ## SMS Messaging (1) SMS Messaging Send messages via SMS Show More ##### ## Quotes/Estimates (1) Quotes/Estimates Generate quotes or estimates for customers Show More ##### ## Billing & Invoicing (1) Billing & Invoicing Create, manage, and send invoices or bills to customers Show More ##### ## Work Order Management (1) Work Order Management Creating, assign, and track jobs and/or tasks for work orders Show More ##### ## Email Management (1) Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Fleet Management (1) Fleet Management Management of commercial motor vehicles for work-related purposes Show More ##### ## Multi-Location (1) Multi-Location Manage and support multiple locations Show More ##### ## Dispatch Management (1) Dispatch Management Manage sending personnel and resources to a site as needed Show More ##### ## Accounting Integration (1) Accounting Integration Integrate with a third-party accounting system Show More ##### ## Job Management (1) Job Management Manage and track all job information and associated tasks Show More ##### ## Technician Management (1) Technician Management Oversee technicians and track their assigned work orders Show More ##### ## GPS (1) GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Show More ##### ## Job Scheduling (1) Job Scheduling Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments Show More ##### ## Property Layouts (1) Property Layouts Analyze floor plans to generate workflow Show More ##### ## Mobile Signature Capture (1) Mobile Signature Capture Capture signatures via mobile devices Show More ##### ## Pest Activity Tracking (1) Pest Activity Tracking Manage inventory based on different requirements of individual work orders Show More ##### ## Pesticide Usage Tracking (1) Pesticide Usage Tracking Track the amount of pesticide inventory used on jobs Show More ##### ## Routing (1) Routing Plan daily routes to optimize employee scheduling and provide directions Show More ##### ## For Pest Control Companies (1) For Pest Control Companies Intended to be used by pest control companies Show More ## Top-Rated Alternatives [ ![Jobber](https://images.g2crowd.com/uploads/product/hd_favicon/1555603070/jobber.svg "Jobber") Jobber 4.6/5(526) ](https://www.g2.com/products/jobber/reviews) [ ![Simpro](https://images.g2crowd.com/uploads/product/hd_favicon/81991d213a756595ce01d63753f1a412/simpro.svg "Simpro") Simpro 4.2/5(449) ](https://www.g2.com/products/simpro/reviews) [ ![FieldPulse](https://images.g2crowd.com/uploads/product/hd_favicon/2042d283ea3abd7febbaba3f4dbb300e/fieldpulse-fieldpulse.svg "FieldPulse") FieldPulse 4.7/5(371) ](https://www.g2.com/products/fieldpulse-fieldpulse/reviews) [ View All Alternatives ](https://www.g2.com/products/servicetitan/competitors/alternatives) ServiceTitan Comparisons ![Product Avatar 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