07-10-2023 12:23 PM
Has anyone used onboarding software in conjunction with ServiceTitan? Primarily we want to speed up adoption for admin staff. Currently we are looking at:
Anyone have any great success or failure?
07-26-2023 09:57 AM
@TicketMonkey I am right there with @jeremy_wick . We have only onboarded the "old fashioned way".
07-26-2023 09:00 AM
@TicketMonkey Unfortunately I have not used any onboarding software with ServiceTitan, although I find assigning new users academy lessons is a great way to get a foundational understanding of how ServiceTitan works. Also having SOP's and a training guide have helped me out. The SOP's show how to accomplish a certain task, the training guide I use for the Sandbox and have the new user run through a series of tasks to check their knowledge. I can then review what they have done and can tell if they need additional training.
07-26-2023 07:10 AM
Hi @TicketMonkey,
ServiceTitan doesn't integrate with onboarding software at this time but let's see if our experts @dorobcp, and @Jeremy_Wick are familiar with or maybe have used any of these third-party onboarding software programs.