ServiceTitan call tracking review

What is ServiceTitan?

Field service management software in the cloud is called ServiceTitan. CRM, intelligent dispatch, thorough reporting, marketing management capabilities, mobile connectivity for field technicians, and QuickBooks integration are all included in the platform.

The platform’s main offering includes advanced task scheduling, a drag-and-drop dispatch board, integrated text, email, and call functionality for communicating with technicians, as well as advanced reporting. The mobile technician system enables paperless billing, mobile payment processing, and virtual sales presentations to assist technicians in upselling with each visit. The phone integration solution enables users to record the whole customer discussion to provide real-time feedback for the users’ CSRs, monitor each call, and link lifetime value from each call to the associated marketing campaign.

ServiceTitan Features

  • Contact Management
  • Work Order Management
  • Paperless Invoicing
  • Payment Processing
  • Call Recording
  • Scheduling & Dispatch
  • GPS Tracking
  • Visual Sales Presentation
  • Call Tracking with Revenue

What is the new integration environment?

It is similar to the sandbox environment and is a new offering called the integration environment. We advise that you initially carry out your development and pre-production testing tasks in this environment before moving on to production (Go-Live).

When are V2 APIs launching in production? When can I Go Live?

In Q4, V2 APIs will be made available in two stages. By mid-November 2021, the first release, which will include 80% of the APIs, will be available. By the end of December 2021, the second release, which will include the remaining APIs, will be made available. We’ll let you know when the release occurs.

Will I have access to both the integration and production environments?

You will have access to both the integration and production environments as a ServiceTitan customer. Access to the integration environment is restricted to developers.

We will be happy to hear your thoughts

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