Welcome to the Pioneering Trades community group! This is a space dedicated for our customers in new markets to learn, thrive, and meet other folks in their industry. We'd love to get your wheels turning with a few intro questions to get to know you better.
1. What industry are you coming from?
2. How long have you been working in the trades?
3. What is your favorite ServiceTitan feature?
4. What is one area of the ServiceTitan product you would want to change?
3. My favorite would probably reports and customer support
4. My biggest frustration is the minimal options for communicating with the client through the software regarding their appointments 1) inability to have clients confirm appointments via email or text more than 24 hours in advance 2) inability to send client an automated follow up email detailing what was done at their appointment.
We created a form that the techs fill out what was completed at the job. This form then emails to the customer as soon as the tech completes the job. It has before and after photos, chemical readings (pool biz) etc. I'd be happy to help you with this if you want to try it.
Thank you for sharing! I just had a thought on your commission question. I'm wondering if you could use configurable payroll and make the deferred revenue income item a commissionable item. Meaning that techs either get a set percentage or a set dollar amount every time that recurring service is booked with the DR income item.
3. The ability for the techs out in the field to see the chats that the office sees.
4. The ability to see one route on the map at a time and it shows the total possible income that can be achieved if the route is ran as is for that day, week and month.
