ServiceTitan
CRM Services.

ServiceTitan is built for home service companies at scale. HVAC, plumbing, electrical, roofing. We configure it correctly so your dispatching, booking, follow-up, and customer data actually work together the way ServiceTitan promises.

Home Service SpecialistsDispatch SetupCustomer WorkflowsReporting Built
What we do

ServiceTitan works. When it is configured for your operation.

ServiceTitan is the dominant platform for home service businesses at scale. It handles dispatching, customer records, job history, estimates, invoicing, and marketing follow-up in one place. The challenge is that it is a complex system and the default setup rarely matches how your specific operation runs.

We configure ServiceTitan around your business - your service lines, your dispatch zones, your follow-up cadence, your reporting needs. We also work with teams who have been on ServiceTitan for years but never got the setup right and are not getting the value they should be from it.

Home service is our specialty. We understand the operational difference between HVAC, plumbing, electrical, and roofing - and we build ServiceTitan setups that reflect how each business actually runs.

Not sure what you need?
Book a free call and we will assess your ServiceTitan setup at no charge.
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What's included
ServiceTitan account audit
Full review of your current setup, job types, customer records, and workflow logic
Job type and service line setup
Job types configured with the right forms, pricebooks, and technician requirements
Customer and location records
Customer database structured correctly with full location history and equipment records
Dispatch and scheduling setup
Dispatch board configured for your zone structure and technician routing
Follow-up campaign setup
Automated follow-up for estimates, completed jobs, and seasonal maintenance campaigns
Reporting and KPI dashboards
Job revenue, technician performance, booking rates, and source attribution reports built
Team training
CSR and dispatcher training specific to your ServiceTitan setup, recorded for new hires
Integration connections
ServiceTitan connected to your marketing, accounting, and review platforms where applicable
Who this is for

ServiceTitan works best for...

🔧
HVAC and plumbing companies

High job volume, recurring maintenance agreements, and seasonal demand spikes. ServiceTitan handles the operational complexity when it is set up for your specific trade.

🏗️
Roofing and electrical contractors

Project-based work with estimates, crews, and multi-visit jobs. ServiceTitan tracks it all - but only if your job types and dispatch are structured correctly.

📍
Multi-location home service businesses

Running more than one market or service area. ServiceTitan scales well across locations when the dispatch zones and reporting structure are built correctly from the start.

The process

How we work inside
ServiceTitan.

01
Operations review

We learn how your home service business runs before touching ServiceTitan. Job types, dispatch zones, team structure, and follow-up process all inform how we configure the platform.

02
Configuration design

We design the ServiceTitan structure - job types, customer record format, dispatch setup, and campaign logic - and walk you through it before building anything.

03
Build and configure

Full ServiceTitan configuration executed systematically - job types, dispatch, customer records, campaigns, and reporting all built to spec.

04
Data migration and cleanup

Existing customer records, job history, and equipment data migrated cleanly. Duplicates resolved. Records structured correctly.

05
CSR and dispatcher training

Role-specific training for your customer service and dispatch team, recorded for future hires, with SOPs covering every key workflow.

FAQ

Common questions.

What trades do you work with on ServiceTitan?
HVAC, plumbing, electrical, roofing, landscaping, pest control, and other home service verticals. The setup principles are similar but the job type configuration, pricebooks, and dispatch logic differ between trades.
Can you clean up a ServiceTitan account that is already messy?
Yes. Customer record cleanup, job type restructuring, and campaign fixes are common. We audit what is there, document what needs to change, and execute systematically.
Can you migrate our data from another system into ServiceTitan?
Yes. We migrate customer records, job history, and equipment data from other field service platforms, spreadsheets, or general CRMs into ServiceTitan with proper mapping and cleanup.
Do you help with ServiceTitan marketing campaigns?
Yes. We set up ServiceTitan's built-in marketing automation for estimate follow-up, job completion follow-up, and seasonal maintenance campaigns.
How long does a ServiceTitan setup take?
A focused cleanup or specific module setup takes 5-10 business days. A full ServiceTitan implementation from scratch is typically 3-5 weeks depending on your operation's complexity.
★★★★★

"Our ServiceTitan setup was a mess. Pear went in, rebuilt the dispatch workflow, fixed the pipeline stages, and trained the office staff. Night and day difference."

Client — Partner With Pear Client

Ready to get ServiceTitan running the way it should?

Book a free call. We will assess your current setup and tell you exactly what needs to change.

Book a Free Call