ServiceTitan setup & training
Get your office and field team working together in ServiceTitan
When a customer rings, your office needs to know who can attend. When the technician arrives, they need the equipment history, the right prices and a clear job brief. Office Shed sets up ServiceTitan around those handovers and trains both sides of your team.
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Official ServiceTitan Partner
- Set up around your office and field handovers
- Training for office and field teams
- Three-month retainers from 3 to 15 hours
Is it a fit?
Is ServiceTitan a good fit for your trade business?
ServiceTitan suits established residential and commercial trades with multiple technicians and a dedicated office team. It brings call booking, dispatch, estimating, invoicing, payments, marketing and reporting into one system.
Give customers clear options on site
A technician can use your pricebook to present good, better and best estimates while the customer is there. Plumbers can price emergency work on site. Electrical teams can use the same pricebook across service calls and projects.
Keep the next visit in sight
Dispatchers can see who is available and where each technician needs to go next. HVAC teams can plan seasonal maintenance around equipment history. Commercial teams can manage service agreements across several customer sites.
See how each part of the business performs
Review revenue and conversion rates by technician, business unit or marketing campaign. If you run several trades, separate reporting helps you see which division is winning work and which needs attention.
Our setup
What Office Shed sets up in ServiceTitan
As an official ServiceTitan Partner with more than 13 years working with tradies and their job management software, Office Shed understands what your office needs before it sends a technician out the door.
Your jobs, prices and paperwork
We configure business units, job types and campaigns, build or import your pricebook for services, materials and equipment, and set up estimate, invoice and email templates.
Your people, customers and service agreements
We migrate customer, location and equipment records, set up the dispatch board and arrival windows, and configure technicians, office users, roles and permissions. Setup includes memberships, service agreements, forms, job checklists, accounting integration and training for office and field teams.
Support
Choose the help your team needs
Want to run the account yourselves? A training retainer lets you work through the setup with us in joint sessions. Already live? Bring us the form, automation, data migration, integration or reporting workflow that’s holding you up. We can review the setup, tailor a project or train the people using it.
For ongoing support, three-month retainers are available in blocks of 3, 5, 7, 10 or 15 hours.
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Get in touch
Talk to us about ServiceTitan
Tell us how many technicians you dispatch and where you need a hand. We’ll discuss the setup, training or support that suits your team.
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