Login to your ServiceTitan Account. Designed for all levelsfrom Office Managers to GMs, Bookkeepers to Customer Service Repsthe course covers everything you need to know about accomplishing necessary tasks through ServiceTitan and QuickBooks. Join us at Pantheon 2023. TIA. Meet other Dispatchers and share best practices. You can find this information by clicking your Profile icon. Scheduling is simple thanks to online platform. You can handle more clients because they can schedule their own appointments. You need reliable software application if you desire to run your home-service company effectively. From the left side menu, click the Reports icon, and select the report that you want to run. By attending this session you will learn the differences between services, materials, and types of equipment. Forgot password? Servicetitan Training Academy. This ensures that user information is the same in both systems at all times and service is not interrupted. With the ability to progressively bill, invoice for retainage, capture change orders, and more, you have everything you need in one place to manage and collect payments for your projects effectively. Each exam contains 30 randomly delivered questions on each topic. Housecall Pro consists of a map view with GPS tracking, so your office staff constantly understands where your field technicians are located. Its balance between user-friendliness and functionality has made it unique. Complete the form to get started! This workshop will explore the top 6 errors commonly experienced when exporting to Quickbooks Desktop and will explain how to rectify those issues for a smooth export. Designed for those CSRs with over one years experience, we focus on specific features and best practices to help take their customer care to the next level. Do Not Sell or Share My Personal Information. During this 1-hour training session, the trainer will cover ServiceTitan recommended workflows on Booking Jobs/Appointments and review the option and layout of the Dispatch Board in ServiceTitan. Establish automatic thank you messages and rescheduling tips. We know how important accessing helpful reference information can be during a days work. The User Enrollment screen opens showing the individual progress of an employee. In this course, you'll get a basic overview of how ServiceTitan works end to end, with guidance on how to best use the platform in your own roles. The new user is created in Academy upon visiting Academy and logging in using ServiceTitan, or upon clicking on any Academy course link, such as those in the in-app help widget within ServiceTitan. Likewise, you can include tags to your clients to assist organize your client list. Here is an overview of the deal costs associated with: Online payment portal deals by client: 2.99% Deals manually went into through app or web browser: 3.49% Card reader transactions: 2.59% Bank transfer (ACH): 1% allows you to develop reports that examine your organization performance information. ServiceTitan. The ServiceTitan Technical Support team is here to answer your questions when you need help. Obtain the information you need to establish Standard Operating Procedures to improve efficiency and streamline day-to-day operations. We also invite you to visit our paid training events page to discover even more ways we can help your team grow with ServiceTitan. Receive authorization from your company to participate in the program. Are you looking for Servicetitan Training Academy?Used by over 17,000 service businesses, in a wide variety markets consisting of heating and cooling, plumbing, and cleansing. Agree to participate as a resource in Community to help engage and raise the level of product knowledge of your peers by sharing your experience and expertise. Contact Kathy Nielsen, The Chicken Lady, to learn more. If you're looking to level up yourself or your Dispatchers, you are in the right place. To maintain your active certification status, you'll need to successfully pass incremental exams (no more than two) verifying your understanding of recent updates to the ServiceTitan platform. Meet with other CSR Managers and discuss best practices. And if youre brand-new here, hit the like and subscribe button to be alerted of our future product evaluations. The Future Of Therapy. Particularly developed to meet the needs of home-service providers, it offers numerous tools. Do you want to customize a training program specifically for your business needs? The mobile app is the primary manner in which field technicians communicate with the platform. This software uses a field management solution (FMS) to optimize service efficiency. Customers who attend this training should leave the session with an understanding of how to build/edit memberships. Published: Feb. 24, 2023 at 8:53 AM PST. May 2021 - Present1 year 10 months. Learn how to use ServiceTitan. Her knowledge of the industry practicesand ways to use ServiceTitanbrought peace of mind to our organization., - Korrect Plumbing Heating & Air Conditioning. It is a competitive-priced item that provides a suite of functions that are sufficient for many small companies. Keywords: training delivery platform, social learning, learning management system, lms, training system, online training, mobile learning, iphone, ipad, android. | New Transaction Hub + Revamped Auto-Batching! How do I switch between Learner and Admin views? Missed a session? It doesnt. Youve learned the terminology and basics of purchasing in ServiceTitan - now its time to tie it all together with the final piece of the puzzle - ServiceTitans Inventory Module! Are you looking for Servicetitan Training Academy?Utilized by over 17,000 service organizations, in a wide variety industries including heating and cooling, pipes, and cleansing. In the General section, enable the Academy company admin permission. The job you may have viewed online is no longer listed on this site. Note: For a faster response, we recommend using Live Chat. I felt empowered and armed with actionable items ready to be i, I just came back from attending Kathy Nielsen's CSR Superhero Boot Camp in Dallas Texas. Working closely with one of the experts on our Training Team, we will design an agenda and curriculum that caters to your biggest training needs. Strong background in software customer training and . An exceptional alternative for home-service professionals. Dive into our growing library of complimentary workshops to learn workflows and explore features that are most important to your company. During this Live Workshop, the trainer will demonstrate common workflows for Service/Maintenance jobs for technicians in the Plumbing, HVAC and Electrical Trades. To support the ongoing work of this site, we display non-personalized Google ads in EEA countries which are targeted using contextual information only on the page. This feature enables real time tracking of materials, parts, and equipment used on day to day jobs and provides a prompted workflow for warehouse managers to systematically restock trucks on a regular basis. Many HVAC companies use ServiceTitan Software to manage field services, booking, scheduling, invoicing, and more. Listed on 2023-02-25. (WAFB) - A large portion of a new training facility for athletes, being built near the LSU campus, has collapsed. Why are some features grayed out in my Admin view? Managing user information, like editing emails, deactivating users, adding a user, making a user an admin, or changing passwords, should all be done from your ServiceTitan account. This course can double as an effective program to train new staff on ServiceTitan as well! Experts can also upgrade clients on their location with automated messages. Then how to manage that membership throughout its lifecycle. *Please note, this position includes a 2-week training experience. Listing for: Tempe Union High School District 213. Sign up with Torch Network: torch@servicetitan.com, Questions related to ServiceTitan Community: community@servicetitan.com, Questions related to the Referral Program: referrals@servicetitan.com, ServiceTitan Academy: Full library of training videos, webinars, and self-paced learning paths, TitanAdvisor: Automated best-practice guide that helps you get the most out of ServiceTitan, no matter where you are in your business journey, ServiceTitan Marketplace: Information regarding our third-party integrations, ServiceTitan Community: Check on your open Support cases, share ideas, engage with other ServiceTitan users, and contribute to peer discussions. Click here! Kathy understands that every business is different and is here to help you figure out the best solutions for your business. An industry-recognized, verifiable credential you can share on LinkedIn or other professional/social networks and showcase on your resume. Youll be able to offer time, efficiency, and punctuality optimization. This is how you can access courses to take for yourself. You can easily get technical support through our Help feature when using ServiceTitan. ServiceTitan Academy - FAQ for Academy Company Admin, Browse and use content through TitanExchange, Additional ServiceTitan feature configuration options. ServiceTitan Community: Check on your open Support cases, share ideas, engage . This workshop will explore the Configurable Payroll feature added to the Payroll section within Settings. If the new user does not take either of these actions then they automatically appear in the Academy the following day, after the nightly data sync between ServiceTitan and Academy. This permits your workplace develop the most efficient paths. We recommend using chat or phone for urgent cases. We are going to cover the most essential things you need to consider prior to making your purchase, including cons and pros, rates, and functions. Benefits of the ServiceTitans Extreme course: This course is designed for professionals who use ServiceTitan to accomplish daily, weekly, and monthly tasks and who have the authority to institute changes and determine best business practices for the company. Once they submit the type, you will receive a notification about the new visit. We appreciate that this can be a big blocker to keeping accurate and up to date records. Project Tracking is a new set of powerful features to help you accurately track and manage your long-term projects in real-time. You can add as many courses as you need. If you take an exam and fail to achieve the required passing score, you will need to wait 24 hours to retake the exam. In this session, you'll learn everything there is to know about timesheet tracking in ServiceTitan. If your service company has more than 10 team members, and you are ready to invest in a more advanced option, we recommend ServiceTitan is a membership based service that costs $49 to $199 per month when billed every year. 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