As a business owner, you know that investing in field service management software is a big decision. You want to make sure you're getting the most out of your investment and seeing real results.
That's where ServiceTitan's TitanAdvisor comes in – your automated guide to maximizing ROI and achieving your business goals.
With so many features available in ServiceTitan, it's easy to feel a bit lost. You might be wondering where to start or which features are most important for your business right now.
And that leads to comments like these:
“Where do I even begin?”
“I’m feeling a bit overwhelmed.”
“Can anyone give advice about the best place to start?”
TitanAdvisor eliminates that confusion. It provides a customized, step-by-step process to help you implement ServiceTitan in manageable increments, so you never feel overwhelmed.
TitanAdvisor is an automated best practices guide that helps you achieve your business goals and maximize your return on investment (ROI). It simplifies onboarding and drives consistent feature adoption by providing a customized, step-by-step process to help contractors implement ServiceTitan in bite-sized increments.
Key Benefits of TitanAdvisor
Customized Guidance: TitanAdvisor is tailored to your specific business, taking into account its size, trade, goals, and other factors.
Goal Setting: Set your business goals within TitanAdvisor, and the machine-learning system will tailor recommendations to help you achieve them.
Prioritization: Receive custom recommendations and easily prioritize what to tackle now and what to table for later.
Motivation and Engagement: With points and leaderboards, TitanAdvisor motivates your teams and sustains engagement, helping you unlock the full potential of ServiceTitan.
Measurable Results: Track your progress and see the measurable results of your efforts.
Your Titan Score reflects how much of the software you're using, and how well you're utilizing ServiceTitan. A high Titan Score means you're maximizing the platform's capabilities and achieving your business goals.
“Over the past year, our focus on enhancing our TitanAdvisor score has significantly improved our overall efficiency and the quality of interactions with our team and customers,” said Phil Dodyk, CEO at Trades Holding Company LLC. “It has strengthened scalability as we have grown from roughly $50M to $80M in run rate revenue.”
Krista Landen, Marketing & IT Manager at Gulfshore Air Conditioning and Heating, emphasizes the importance of the TitanAdvisor score. "Everyone should care about their TitanAdvisor score," Landen says. "It's the pulse to which you are prioritizing features that best meet your company's goals and needs.”
To get started, set your business goals within TitanAdvisor. Then, review the custom recommendations and prioritize them based on your current needs and resources.
“My favorite thing to do is to set my business goals,” Landen says. “I go in and recategorize our goals every three to four months. Then I look at what’s recommended, which flows from our business goals, and move those into our plan.”
"TAD Tune-Up" Video Series
ServiceTitan is releasing a series of "TAD Tune-Up" videos to walk you through TitanAdvisor features that help increase call booking rates.. These videos will cover how to set up and use these 5 features:
Capture Every Call Insight
Review Call Recordings to Improve CSR Performance
Follow Up on Unbooked Leads
Track Job Holds and Cancellations
Turn Lost Leads into Booked Jobs
The first video, featuring ServiceTitan Senior Customer Advocacy Specialist Brittany Burgess, demonstrates how to effectively track calls and link them to your marketing campaigns using the incoming call bubble on your Calls screen. Also, the video shows how to create and manage marketing campaigns while uncovering the tactics that generate the highest call bookings.
Key Takeaways
Capture Every Call Insight: Learn how to track calls effectively and gain valuable insights into your business performance.
Review Call Recordings: Improve your CSR team's performance by listening to and analyzing call recordings.
Follow Up on Unbooked Leads: Don't let leads slip through the cracks – learn how to follow up and convert them into booked jobs.
Track Job Holds and Cancellations: Keep track of job holds and cancellations to identify areas for improvement.
Turn Lost Leads into Booked Jobs: Learn strategies for re-engaging lost leads and turning them into paying customers.
Clicking the green call bubble in ServiceTitan is crucial for tracking calls and accessing customer information — which helps you ensure your CSRs are equipped to properly handle calls and improve booking rates.
Angie Snow, Principal Industry Advisor at ServiceTitan, advises CSR managers to listen to recordings of abandoned calls and train their teams to classify calls accurately. "The No. 1 thing companies can do to improve their booking rates is to start listening to your calls," Snow says.
“(TitanAdvisor) is a great little tool to help us know, ‘Hey, did you know you could do this and it could save you time or help you increase your capacity there?’” Snow says. “It's right in our product and it walks us through it and teaches us how to use it better.”
TitanAdvisor is more than just a tool – it's your partner in success. By utilizing its features and following its guidance, you can unlock the full potential of ServiceTitan and achieve your business goals.
» Need more help? Consider joining EmberSessions — small groups of non-competitor ServiceTitan customers who meet over 6 sessions to better understand and implement the features in the Launch stage of TitanAdvisor. These free, one-hour sessions are run by an expert ServiceTitan facilitator.
» Check out TitanAdvisor now for insights and actions to get the most out of ServiceTitan.
