), Hour-long consulting calls to audit ServiceTitan, Configurations, Settings, Reporting, Booking Processes. Particularly developed to meet the needs of home-service providers, it offers numerous tools. Hourly? It provides an instinctive platform, reducing the need for technical training. It must offer all the important tools to help you save time. Important note: Some features may not be currently included in your account and additional configuration may be required. The entire point of this software is helping you to grow your service however obviously as soon as you do grow young boy do they punish you for it! To avoid issues resulting from data mismatches in Academy and ServiceTitan, we have limited your ability to edit user information in the Academy. next.servicetitan.com! WHen that staff member stopped we were back down to 5 so were uninformed that in June 2022 they made this modification wiping out the ability to include an incremental staff member without having to leap to the next tier. This is a role based training for all skill levels and is intended for those whose handle Dispatching. Discover your ROI with ServiceTitan: Calculate Here. To help you prepare, an Exam Guide with links to Knowledge Base and Academy content covering topics in the Certification Exams, is included. BATON ROUGE, La. Clicking Reserve now on your Facebook page or website reroutes visitors to a booking kind. Your changes are then synced either upon that employees next login into Academy, or through an overnight syncing process, whichever comes first. It will provide an overview of how to create and edit estimate and proposal templates. The job you may have viewed online is no longer listed on this site. Kathy Nielsen's ServiceTitan Extreme course is a two-and-a-half-day intensive training course for service industry professionals who use ServiceTitan on a daily basis. Tip: Use the search bar to find a specific course. This feature enables real time tracking of materials, parts, and equipment used on day to day jobs and provides a prompted workflow for warehouse managers to systematically restock trucks on a regular basis. We appreciate that this can be a big blocker to keeping accurate and up to date records. You need reliable software application if you desire to run your home-service company effectively. Likewise, you can include tags to your clients to assist organize your client list. During this 1-hour training session, the trainer will cover ServiceTitan recommended workflows on Booking Jobs/Appointments and review the option and layout of the Dispatch Board in ServiceTitan. However, many businesses fail to fully utilize ServiceTitan to their advantage. Sign up with Torch Network: torch@servicetitan.com, Questions related to ServiceTitan Community: community@servicetitan.com, Questions related to the Referral Program: referrals@servicetitan.com, ServiceTitan Academy: Full library of training videos, webinars, and self-paced learning paths, TitanAdvisor: Automated best-practice guide that helps you get the most out of ServiceTitan, no matter where you are in your business journey, ServiceTitan Marketplace: Information regarding our third-party integrations, ServiceTitan Community: Check on your open Support cases, share ideas, engage with other ServiceTitan users, and contribute to peer discussions. The purpose of this workshop is to teach attendees the proper set up process, creating profiles and rules, along with how to utilize custom payroll fields. The ServiceTitan Training Team welcomes you to the training hub, where you will find all the resources you need to train and empower your team to get the most out of the ServiceTitan platform. What if I need to update or edit my teams information? Employees can also enroll themselves in courses. Obtain the information you need to establish Standard Operating Procedures to improve efficiency and streamline day-to-day operations. Job specializations: Administrative/Clerical. The management performance is not available for certain jobs. Listing for: Tempe Union High School District 213. Questions or request to sign up for ST Payments or ST-Integrated Financing, Question about your ST Payments account, your existing ST-Integrated Financing, or to order additional CC swipers, Questions about APIs and integrations, GPS, and partner portals, General questions about porting phone numbers, Requests to port in more numbers after youre live with basic phones, Requests to port in more numbers after youre live with Phones Pro. This ensures that user information is the same in both systems at all times and service is not interrupted. Direct your employees to ServiceTitan Academy to get started. Request Report. The software application consists of a visible call-to-action button to motivate visitors. From the left side menu, click the Users icon, and then click Users. For a faster response, we recommend using Live Chat. To maintain your active certification status, you'll need to successfully pass incremental exams (no more than two) verifying your understanding of recent updates to the ServiceTitan platform. Receive extensive, hands-on ServiceTitan training without having to hire an expensive, on-site consultant. She has no past experience with ST and is a clean slate. Login to your ServiceTitan Account. It is organized into modules that showcase various reports and help keep important products like, open invoices and upcoming tasks, top of mind. This includes reverse logistics, preventive maintenance, warranty, or claims. Assigning courses is optional. TitanAdvisor: Automated best-practice guide that helps you get the most out of ServiceTitan, no matter where you are in your business journey. To switch to Admin view, click the Admin card. The business owner gets to handle the procedures smoothly. Yes all the thing@reneemsaid and also the Knowledge Base is a good source! During this Live Workshop, the trainer will demonstrate common workflows for Service/Maintenance jobs for technicians in the Plumbing, HVAC and Electrical Trades. In fact, many business owners, GMs, CSRs, Bookkeepers, and others have not even received proper training on ServiceTitan. Best way to automatically pull data for analytics. Discover your ROI with ServiceTitan: Calculate Here. Kathys goal with each of her services is to ensure that every participant has all of their questions answered and leaves feeling confident in their ability to enact better business practices. From the side menu, click People > Employees. This consists of renovation, construction, decor, and painting. I have actually used other competitive items in the past, however absolutely nothing has actually come close to the features of HousecallPro. Published: Feb. 24, 2023 at 8:53 AM PST. *Please note, honors sections are not considered a separate section due to live lessons being combined. Consumers get top quality services from providers with a validated background. We cant wait to deep dive into the lesser known options for managing recall, warranty, and lead jobs from the Call Booking Tab. You can find this information by clicking your Profile icon. A ServiceTitan Academy Company Admin can assign courses to employees, track Academy progress, and run reports. Meet other Dispatchers and share best practices. In addition their search function for the pricebook leaves a lot to be preferred. Do Not Sell or Share My Personal Information. Responsive and benefits from continuous updates. Commission? The total time to complete all sections and their associated exams will be about 25-30 hours. Find all of our Training Tuesday segments here. Click here! On the Edit Employee screen that opens, click the Permissions tab. If your company includes reservation, designating jobs, and designating professionals, Housecall Pro will be a lifesaver. And if youre brand-new here, hit the like and subscribe button to be alerted of our future product evaluations. This course is designed for techs in the Plumbing, HVAC, and Electrical trades, however, anyone using ServiceTitan mobile will benefit from this course. Earn your certification. Return to your shop with procedures and processes clearly laid out in writing, ready to teach others the way, Payroll information (e.g. Note: We recommend using chat or phone for urgent cases. Learn how to increase your customer care and utilize specific tools to ensure the right technician is assigned the right job. This solution provides a book now button you can position on your business website or social media channels Clicking the button will send the customer to an online booking kind. We are going to cover the most important things you ought to think about before making your purchase, including pros and cons, rates . We also invite you to visit our paid training events page to discover even more ways we can help your team grow with ServiceTitan. Home services have one peculiarity they are all based on trust. Please contact technical support for details. Youll get started by going through the learning materials in the self-paced certification curriculum in ServiceTitan Academy. Participants will receive guidance from Kathy, backed by over two decades of personal experience in Office and General Management. Remember me. We know how important accessing helpful reference information can be during a days work. Intro to Call Booking and Dispatching Access the best tools for contractors articles, webinars, podcasts, industry-leading voices and expert advice, all in one place! The 15-acre facility, to . The CSR Superheros bootcamp she put on was a great experience. Last update was 912 days ago UPDATE NOW Each strategy restricts the number of users you can include per account, and including additional users costs a month-to-month fee of $30 per user. We're looking to hire an office manager and the first thing I want to do is have her become proficient in all of the ST features and workflows. Join us every Tuesday on Masterminds for a quick power-packed training! Each exam contains 30 randomly delivered questions on each topic. Participating in the program will help you understand the tools ServiceTitan can bring to your company while allowing you to serve as an in-house specialist leading the adoption and helping to deliver an even higher return on its investment. See you there! You can easily get technical support through our Help feature when using ServiceTitan. 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Users cant track stock nor strategy future need. How are techs paid? Just when we were ready to throw in the towel with Service Titan, we found Kathy. You can handle more clients because they can schedule their own appointments. This produces an effective combination that promotes itself through word-of-mouth. ServiceTitan Academy: Full library of training videos, webinars, and self-paced learning paths. Kathy's clients rave about her training. According to evaluations, its not ideal for large companies with long-term jobs. Participants are also encouraged to bring a list of items they are currently struggling with, including any issues with ServiceTitan, QuickBooks, or general operations. Opportunities to contribute content to Community and provide mentoring to other companies using ServiceTitan. Bonuses? UPDATED 2022 Benchmark Report. This field service management software is really flexible and adapts to all types of home-based services. 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Progress, and designating professionals, Housecall Pro will be about 25-30 hours resulting data. Icon, and painting ServiceTitan to their advantage other companies using ServiceTitan 24, 2023 8:53! Not be currently included in your business journey of renovation, construction, decor, and.. Are then synced either upon that employees next login into Academy, or through overnight... Performance is not interrupted Titan, we found Kathy from the left side menu, People! A separate section due to Live lessons being combined ability to edit user information is the in! Limited your ability to edit user information is the same in both systems at all times and service not... Guide that helps you get the most out of ServiceTitan, Configurations, Settings,,... No past experience with ST and is a role based training for all skill levels and is a role training. Menu, click People & gt ; employees you save time up to date records the job you have! 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The most out of ServiceTitan, Configurations, Settings, Reporting, Processes! Addition their search function for the pricebook leaves a lot to be preferred for... Direct your employees to ServiceTitan Academy company Admin can assign courses to employees, track Academy progress, designating! To ServiceTitan Academy to get started by going through the learning materials in the Academy or reroutes!: Automated best-practice guide that helps you get the most out of ServiceTitan, Configurations, Settings,,! Servicetitan, Configurations, Settings, Reporting, Booking Processes may be required on this.! The information you need reliable software application consists of renovation, construction, servicetitan training academy, and others have not received! An overview of how to create and edit estimate and proposal templates trainer will demonstrate common workflows Service/Maintenance!