Need ServiceTitan Support? Here’s How Certified Consultants Deliver Better Results
ServiceTitan support comes in many forms, and the type of support you need will depend on the issue you’re having.
- Struggling with the ServiceTitan implementation and go-live process?
- Encountering a technical issue with ServiceTitan?
- Feeling like the software is working against your team, rather than making their lives easier?
- Trying to figure out how leveraging ServiceTitan will help with strategic business growth?
There is no doubt that ServiceTitan is a powerful software. There is a plethora of capabilities, but they all rely on clean data and consistent workflows. Sometimes, finding the workflow that works best for your business can be a little overwhelming, and you might need some outside help.
Finding the Right ServiceTitan Support
When looking for ServiceTitan support, it all boils down to getting a helping hand from someone with the knowledge, experience, and expertise of ServiceTitan.
The difference between ServiceTitan tech support, implementation help, and optimization support
Here’s a quick guide to each kind of ServiceTitan Support:
Technical Support – you’re likely encountering an operational issue within the software–something isn’t working like it should. You followed the instructions, but the gelatin just won’t set. Something isn’t right, so it may be time to open a support ticket.
Implementation Support – You might seek ServiceTitan implementation help when you’re new to the software, or looking at adding a Pro product to your operation. Implementation support might be crowdsourced, come from your CSM, or, perhaps you’ll consider hiring a third-party for specialized white-glove support tailored to your business goals.
Optimization Support – Strategic consulting is high-level ServiceTitan support from users who have achieved certification(s) by proving their deep knowledge and practical use of the software. They’re the ones who know the ingredients, have mastered the method, and can guide you to recreating it yourself. Certified consultants can help you connect the dots between your business operations, your growth capacity, and the power of ServiceTitan.
Official ServiceTitan Support Methods
We always recommend leveraging the fantastic resources that ServiceTitan offers free of charge to their customers. Some of the most common support resources include:
ServiceTitan Technical Support Team – ServiceTitan technical support can assist with bugs or other technical issues. ServiceTitan’s incredible support team is available through the help center in ServiceTitan. The ServiceTItan support team can diagnose, log, and repair issues you may be experiencing, as well as compare your reported issue to other users accounts for repair of any technical issues.
ServiceTitan Customer Success Manager (CSM) – You can also get hands-on support on specific questions from your ServiceTitan CSM. They are able to share advice on workflows, add or remove configurations, tell you about new features and recommended practices, and help you build a success plan with use of the core product.
ServiceTitan Pro Product Specialists – this specialty team can assist you with leveraging Pro Products for increased ROI, as well as more complex workflows.
If you need more support, that’s where a ServiceTitan coach and consultant like Powerhouse Consultant Group can come in!
When to Use ServiceTitan’s Official Support—and When It’s Not Enough
Third-party ServiceTitan coaches can offer an elevated support experience stemming from real-world experience–if you choose the right one.
The team at Powerhouse Consulting Group is different, because we’ve worked in the trades. Each consultant is individually certified in multiple areas of ServiceTitan, and they’ve been in your shoes. If your consultant hasn’t seen it, chances are, one of their teammates has, and when you choose Powerhouse as your ServiceTitan consultant, you have the collaborative support (and responsiveness) of the whole team.
Our team thrives on learning, so getting to know your business and processes fuel PCG’s operations. Our consultants are able to tailor their coaching to your needs, helping you fully utilize your software, and reach your goals.
Why one-size-fits-all doesn’t work for complex businesses
When you need help with ServiceTitan, you want to be sure the support makes sense for your business, and that may be different than the support for the shop in the next county over.
Every business is unique, with custom workflows and expectations. This means the ServiceTitan support you need should also be unique, and tailored to fit your needs. What works for a plumbing company may not work for your landscaping business, even if you are using the same ServiceTitan software modules, and that’s to be expected. Fear not, support options exist for you, too!
What you get with ServiceTitan support from Powerhouse
- Personalized troubleshooting – not generic scripts
- Get real answers from ServiceTitan consultants who’ve used the software in the field and office.
- We provide practical, experience-based support that’s custom-tailored to your business.
- No “one-size-fits-all” fixes – just smart, relevant solutions.
- Certified experts with real trades experience
- Every consultant comes from the trades.
- PCG has a deep understanding of how ServiceTitan supports your day-to-day operations.
- You’re backed by individual certifications and a team of seasoned professionals.
- Full system knowledge, across every module
- We don’t just fix what’s broken – we help you level up.
- Guidance from people who’ve seen what works (and what doesn’t).
- Support that aligns with your business goals.
4 Common ServiceTitan Support Issues
When it comes to technology, who doesn’t love a product that will make your life easier? Sometimes, though, achieving the end goal may not be as easy as one might think. Software is rarely plug-and-play, much less one-size-fits-all. Data input is critical to successful implementation, utilization, and optimization.
Implementation issues and feature misconfigurations
It’s important to take the time to really understand your data, and how it maps into ServiceTitan. ServiceTitan certified consultant Rosario Garcia said contractors shouldn’t be afraid to ask questions about terminology, or how things translate in the system.
“Clean up your legacy data before importing–review the data review sheet thoroughly, and work closely with the data team to fix any issues before going live,” she said.
Oftentimes, a contractor’s ServiceTitan journey may not immediately begin with Inventory, but instead with Purchasing.
“This is not unreasonable,” said consultant team lead Kris Smith. “It’s a LOT to learn, and you MUST master Purchasing before moving to Inventory.”
While knowledgeable, the ServiceTitan sales team may not be aware of particular workflows that exist within your company that are unique to you, such as internal financing, commercial maintenance plans, multi-day jobs, year-long contract work, etc.
Features exist to help you manage these items, but they are non-standard, and proper setup goes beyond the ability to book a job, complete a job, and collect and export invoices and payments. ServiceTitan consultants help drive beyond that.
Disconnected workflows (like Pricebook, memberships, or reporting)
ServiceTitan is a powerful platform, but it only works well when all the pieces are connected. Based on your actual workflows, define clear roles, tasks, and responsibilities for each team member. If it’s “everyone’s job,” it becomes no one’s job. Building SOPs and a video training library helps keep everyone on the same page and aligned, but can take time. ServiceTitan consultants are a great resource for these tasks.
Staff training gaps and low user adoption
ServiceTitan certified consultants can assist in identifying your key players by using a “train-the-trainer” approach. You need your team to be engaged, accountable, and open to change.
Smith recommends not skipping ServiceTitan academy courses, and not stopping with only the academy courses you may have been assigned.
“Find anything related to your role, and soak up that knowledge,” she said. “By the time you get to the training classes section of implementation, you should be treating those sessions as Q&A only.”
Those sessions cannot, and will not, replace completion of the academy. Smith said Powerhouse often encounters new contractor employees who have little knowledge of ServiceTitan operations, because they were allowed to bypass academy training.
Some of the old ways of doing things may no longer be best practices–Powerhouse can help your team see the value in adapting to the new system.
When “Good Enough” Still Costs You Time and Money
Clients often come to us because their ServiceTitan is functional, but still not profitable. One common example is a ServiceTitan Pricebook. Your pricebook may seem robust and complete, but the truth is that pricebooks are never really “done.”
Smith said a pricebook older than 90-180 days is likely inaccurate due to changes in material, equipment, labor, or other costs. Static pricing can harm margins, but investing in ServiceTitan features that help you update your Pricebook can allow you to maintain your profit margin without investing hours upon hours of work. A Pricebook project specific to your needs is a great scenario to consider hiring a ServiceTitan consultant.
Another example of this same ServiceTitan problem is when ServiceTitan Marketing Pro campaigns are live, but they aren’t properly targeted or tracked. ServiceTitan consultants can help you laser-focus your campaigns for maximum impact. Whether it’s aging equipment, membership renewals or service, IAQ upsells, or a new customer welcome, it’s critical to send the right message to the right people in your audience. Staying top of mind is also important for your company, so proper setup of drip campaigns can be another great way to maximize ROI.
Ready for Real ServiceTitan Support?
You don’t have time to teach someone how your business works before getting help. That’s why contractors turn to Powerhouse — we come in already knowing the platform, the process, and how to fix what’s slowing you down.
Powerhouse Consulting Group pairs you with an individually certified consultant who can best serve your needs. Aside from the consultant’s own earned certifications, they also have the backing of the entire Powerhouse team, with collective certifications across the board–in inventory, accounting, construction, commercial, marketing, and more.
When to engage a Certified Consultant
If you’re feeling stuck with your ServiceTitan account, whether it’s implementation, a Pricebook or membership cleanup or build, or Pro Product optimization, consider seeking third-party support from a certified consultant.
Certified consultants can offer ongoing support that grows with your business, taking you through implementation, monthly support, and special projects.
Book your free discovery call today
Ready to learn more? Book your free Discovery Call today to chat with an account executive about the challenges you’re facing, and the goals you’d like to achieve. Powerhouse can help you take your business to the next level by maximizing your software investment.
