Unlock the full potential of your scheduling operations with ServiceTitan’s Adjustable Capacity Planning (ACP) and Adaptive Capacity features. This Learning Lab will guide you through optimizing job bookings, managing technician workloads, and enhancing customer satisfaction by leveraging real-time data and intelligent scheduling tools.
Whether you’re aiming to reduce idle time, prevent overbooking, or adapt to fluctuating demand, this session will provide actionable insights and hands-on strategies to streamline your capacity planning processes.
👥 Who Should Attend This Capacity Planning Training Lab:
- 📞 CSRs / Dispatchers
Why: They’re on the front lines of job booking and scheduling.
Key Takeaway: Learn how to use capacity to book smarter, faster.
- 🧰 Service Managers
Why: They monitor workloads and field performance.
Key Takeaway: Discover how to balance technician workloads and increase utilization through real-time capacity adjustments.
- 💼 Operations Managers / GMs
Why: They drive business performance and resource allocation.
Key Takeaway: Learn how to implement adaptive rules that align capacity with demand trends, seasonality, and business goals.
- 👨💻 System Admins
Why: They configure platform features and maintain scheduling logic.
Key Takeaway: Gain a step-by-step understanding of how to configure ACP and Adaptive Capacity settings that scale with your business.
✅ Pre-Setup Recommended for ACP in ServiceTitan
- Business Hours & Arrival Windows
- Technician Shifts
- Verified Technician Addresses
- Job Types & Skills Set Up
🔥 Topics Covered:
A. Adjustable Capacity Planning (ACP):
- Understanding ACP: Learn how ACP provides visibility into technician capacity and helps in making informed booking decisions.
- Technician Shifts: Set up and manage shifts to ensure availability aligns with real-time booking capacity.
- Manual Adjustments: Discover how to manually adjust capacity to accommodate overbooking or underbooking scenarios.
- Skill-Based Scheduling: Implement skill to ensure technicians are assigned jobs matching their expertise.
- Scheduling Assistant: How ACP feeds the Scheduling Assistant to surface the best booking options for CSRs.
- Integration with Other Tools: Explore how ACP integrates with Web Scheduler and Google Local Services, to enhance online scheduling efficiency.
B. Adaptive Capacity: Features and Benefits
- Key Differences: Explore the enhancements Adaptive Capacity offers over ACP.
- Capacity Reporting: Utilizing reporting tools to analyze utilization trends, forecast bottlenecks, and fine-tune your scheduling rules.
- Strategic Rules: Customize capacity thresholds based on time of day, job type, or other factors to prioritize high-value jobs and manage demand effectively.
🌟 Best Practices for Smarter Capacity Management
- Keep technician shifts and addresses updated to reflect real availability.
- Use accurate job durations and skill tagging to improve dispatch logic.
- Leverage Adaptive Capacity to manage seasonal surges and forecasted workload increases.
- Use capacity data and reporting to refine your operations strategy over time.
- Train CSRs to use the Scheduling Assistant for consistency and faster bookings.
- Regularly review capacity and reports and adjust rules as needed.
Cost
This session is $199 to attend, with limited seating. Registration includes free access to our client-exclusive bonus pre-Pantheon session, Boost Your Titan Score Before Pantheon!
