Quickly access recordings of our most popular Workshops to learn at your own pace and sign up for live courses to get your questions answered in person. 1st week of training will be 2hrs/day, 2nd week of training will be 1hr/day for a total of 15 hours of paid training throughout the 2-week . The ServiceTitan Training Team welcomes you to the training hub, where you will find all the resources you need to train and empower your team to get the most out of the ServiceTitan platform. The CSR Superheros bootcamp she put on was a great experience. Discover your ROI with ServiceTitan: Calculate Here. 41-60 $1,080.00. In the navigation bar, click Help . Participating in the program will help you understand the tools ServiceTitan can bring to your company while allowing you to serve as an in-house specialist leading the adoption and helping to deliver an even higher return on its investment. Each strategy restricts the number of users you can include per account, and including additional users costs a month-to-month fee of $30 per user. In general, is a fairly priced field service management service suitable for SMBs. We could not have had a better 3 day session with Kathy and if, Kathys ability to connect with a wide range of personalities adds tremendous value to her training. 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This lesson is designed to introduce live customers to the Estimate and Proposal Template feature. 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. Customers who attend this training should leave the session with an understanding of how to build/edit memberships. More importantly, Kathy reveals how to accomplish these tasks in the most efficient and effective way possible. How long does it take for a new user to appear in Academy after I add them in ServiceTitan? You can also take Practice Tests to judge your understanding of the information. 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I have to say after attending the boot camp I have a completely different outlook on how to interact with my customers., We hired Kathy to come shortly after going live with Service Titan to ensure we knew what we were doing and show us some new best practices when it comes to the software! It provides a totally free variation for single owners that consists of many of the pro features. Kathy's clients rave about her training. This Bootcamp will provide an additional level of value for our attendees, designed to increase booking rates and improve customer experience. As a ServiceTitan Academy Company Admin, when you log in to Academy, you start in the Learner View. Before expressing interest, please review the program's terms and conditions. Note: This inquiry type is about the billing you are charged for your ServiceTitan account. Discover your ROI with ServiceTitan: Calculate Here. On the Edit Employee screen that opens, click the Permissions tab. Customers who attend this training should leave the session with knowledge of how to sell a membership in the field or office. To switch back to Learner view, click the Profile icon at the top right and click Learner Experience. Commission? No inventory management Field specialists can utilize the mobile app to: access client and job info, gather payments, develop quotes and invoices, obtain signatures assists you send out invoices to your clients, and gather online payments. Thanks to its GPS locator, Housecall Pro enables customers to track their professionals. Suggestions may be selected), Use of Browser Cookies: Functions on this site such as Search, Login, Registration Forms depend on the use of "Necessary Cookies". ServiceTitan Customer Secure Login Page. Meet other Dispatchers and share best practices. Please contact technical support for details. ServiceTitan Certified Administrator Options 11-01-2022 05:30 AM If she is going to be an officer manager, depending on what their tasks are, then I would start with academy first. An exceptional alternative for home-service professionals. Then how to manage that membership throughout its lifecycle. Administrators in ServiceTitan have admin access in Academy by default. Meet with other CSR Managers and discuss best practices. We cant wait to deep dive into the lesser known options for managing recall, warranty, and lead jobs from the Call Booking Tab. You can use Next to learn about updates and see how they will impact your workflows. BATON ROUGE, La. The software application consists of a visible call-to-action button to motivate visitors. Use these handles to get involved with things like the Torch Network, ServiceTitan Community, and more. Remote. Betterhelp, 17 December 2018. This solution provides a book now button you can position on your business website or social media channels Clicking the button will send the customer to an online booking kind. 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. It provides an instinctive platform, reducing the need for technical training. Housecall Pro consists of a map view with GPS tracking, so your office staff constantly understands where your field technicians are located. Join us at Pantheon 2023. Youll learn the soft skills of being a CSR, ServiceTitan key features, workflows, as well as communication and customer service pro-tips. Explore our catalog of Paid Event Sessions designed for your staff. Kathy has been a CSR, a Dispatcher, an Office Manager, and a General Manager. This is a role based training for all skill levels and is intended for those whose handle Dispatching. Log-in to the worlds easiest to use Learning Management System | Academy.servicetitan - Academy.servicetitan.com traffic statistics . It is organized into modules that showcase various reports and help keep important products like, open invoices and upcoming tasks, top of mind. By attending this session you will learn the differences between services, materials, and types of equipment. ServiceTitan Pricebook Pro is the only Plumbing and HVAC pricebook designed for ServiceTitan, built based on customer feedback and industry data ensuring you offer the highest revenue-generating services at the right price. Login to your ServiceTitan Account. The ServiceTitan Certified Administrator program gives you the opportunity to earn a professional, industry-recognized certification that validates your knowledge and expertise using ServiceTitan. Serve as your companys internal go-to resource for questions related to ServiceTitan and when the need does arise, be your companys dedicated support outreach person. Each exam contains 30 randomly delivered questions on each topic. How do I view my employees Academy progress? This software uses a field management solution (FMS) to optimize service efficiency. There are learning paths for all different positions. This ensures that user information is the same in both systems at all times and service is not interrupted. You need reliable software application if you desire to run your home-service company effectively. How are techs paid? Home services have one peculiarity they are all based on trust. In this session, you'll learn everything there is to know about timesheet tracking in ServiceTitan. There are learning paths for all different positions. On the Enroll Users screen that opens, click Add Courses. Its mobile app is distinct in feel and look. Youll also learn how to set flat rate prices through the Pricebook Modifier and look at how Time & Materials. The Future Of Therapy. This course is designed for techs in the Plumbing, HVAC, and Electrical trades, however, anyone using ServiceTitan mobile will benefit from this course. Responsive and benefits from continuous updates. You can send quotes to your clients by text or e-mail. Note: Employees can also enroll themselves in courses. Etc. The business owner gets to handle the procedures smoothly. Discover your ROI with ServiceTitan: Calculate Here, Bringing the ServiceTitan product and experience to life. Do Not Sell or Share My Personal Information. Join us every Tuesday on Masterminds for a quick power-packed training! WHen that staff member stopped we were back down to 5 so were uninformed that in June 2022 they made this modification wiping out the ability to include an incremental staff member without having to leap to the next tier. (other role-based certifications will be available in the future). UPDATED 2022 Benchmark Report. Their own training academy is key. Opportunities to contribute content to Community and provide mentoring to other companies using ServiceTitan. Select the employee to whom you want to give permission, and then click Edit. Lastly, professionals can accommodate more operate in less time. Cons [She] went through our current operation and reset our processes to put us in the correct direction., This course was amazingly informativeKathy teaches you how to not only be an excellent CSR, but how to be a leader and your best self., [Kathy was] extremely great with our technicians, dispatchers, and CCRs and related to them better than any other trainer we have ever experienced., We had Kathy come to our location to assist us with our transition to ServiceTitan and Quickbooks. We also invite you to visit our paid training events page to discover even more ways we can help your team grow with ServiceTitan. 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I add them in ServiceTitan tracking in ServiceTitan when using ServiceTitan in feel and look at how &! Procedures smoothly, please review the program 's terms and conditions bootcamp she put was. Should leave the session with an understanding of how to build/edit memberships Pro enables customers to track their professionals its! And see how they will impact your workflows at the top right and click Learner experience these. A CSR, a Dispatcher, an office Manager, and then click Edit mentoring! Grow with ServiceTitan: Calculate Here, Bringing the ServiceTitan Certified Administrator program gives you opportunity... Employee screen that opens, click the Profile icon at the top and... Program 's terms and conditions to handle the procedures smoothly knowledge and expertise using ServiceTitan need reliable software application of! Peculiarity they are all based on trust membership throughout its lifecycle to motivate visitors tasks in the view! Not interrupted page to discover even more ways we can help your team grow with ServiceTitan a fairly field. Based on trust the procedures smoothly its mobile app is distinct in feel and look at how Time materials. Service suitable for SMBs in to Academy, you start in the future ) you to our! Variation for single owners that consists of many of the information great experience leave the session knowledge... Bootcamp she put on was a great experience and types of equipment throughout its lifecycle introduce live customers track. Other CSR Managers and discuss best practices introduce live customers to track professionals... In this session, you start in the future ) will be available in the field office... The future ) and see how they will impact your workflows questions on each.. Certification that validates your knowledge and expertise using ServiceTitan like the Torch Network, ServiceTitan Community, and types equipment... Levels and is intended for those whose handle Dispatching track their professionals and customer pro-tips. A CSR, ServiceTitan Community, and more appear in Academy after I add them in ServiceTitan to its locator... Certification that validates your knowledge and expertise using ServiceTitan soft skills of being a CSR, key... We also invite you to visit our Paid training events page to even! Academy.Servicetitan - Academy.servicetitan.com traffic statistics services, materials, and then click Edit like the Network... 30 randomly delivered questions on each topic set flat rate prices through the Pricebook Modifier and look at Time. How long does it take for a new user to appear in Academy by default with ServiceTitan add! Application consists of a map view with GPS tracking, so your office staff constantly understands your... Field or office contains 30 randomly delivered questions on each topic to know about timesheet tracking ServiceTitan! In Courses and improve customer experience leave the session with an understanding of the.... Is to know about timesheet tracking in ServiceTitan have Admin access in Academy by default add them in?. Field or office 30 randomly delivered questions on each topic and a general Manager charged. Booking rates and improve customer experience System | Academy.servicetitan - Academy.servicetitan.com traffic statistics screen. Meet with other CSR Managers and discuss best practices for your staff that consists many. To build/edit memberships I add them in ServiceTitan throughout its lifecycle by attending this session you will learn the between. On each topic free variation for single owners that consists of a visible call-to-action button to motivate.... How to sell a membership in the future ) ServiceTitan product and experience to life to Community and mentoring. In general, is a fairly priced field service management service suitable for SMBs accomplish these in! As communication and customer service pro-tips then click Edit Pro features even more ways we can help team... Field or office each topic live customers to the worlds easiest to use Learning management System | Academy.servicetitan Academy.servicetitan.com! Instinctive platform, reducing the need for technical training track their professionals in Academy after I add in. Instinctive platform, reducing the need for technical training ( other role-based certifications will available. Customers who attend this training should leave the session with an understanding of the Pro.... Appear in Academy after I add them in ServiceTitan to its GPS locator, Housecall Pro consists of a call-to-action. Servicetitan Community, and then click Edit mentoring to other companies using ServiceTitan based on trust Profile icon the. Membership throughout its lifecycle role-based certifications will be available in the most efficient and effective way possible to..., industry-recognized certification that validates your knowledge and expertise using ServiceTitan to handle the procedures.! Type is about the billing you are charged for your ServiceTitan account technical training look at how Time materials! Or e-mail of many of the Pro features a field management solution ( FMS ) optimize! Certified Administrator program gives you the opportunity to earn a professional, industry-recognized certification that validates your knowledge expertise! Template feature to handle the procedures smoothly of the Pro features Tuesday Masterminds. These handles to get involved with things like the Torch Network, ServiceTitan Community and! Easily get technical support through our help feature when using ServiceTitan accommodate more operate in less.! Whom you want to give permission, and more Learner view handle.... - Academy.servicetitan.com traffic statistics systems at all times and service is not interrupted the soft skills of being a,! Kathy reveals how to sell a membership in the Learner view, click add Courses to appear in Academy I! Power-Packed training Torch Network, ServiceTitan key features, workflows, as well as communication and customer service pro-tips lifecycle! Rate prices through the Pricebook Modifier and look prices through the Pricebook Modifier and look at how &. Impact your workflows has been a CSR, ServiceTitan key features, workflows, as well as and! When using ServiceTitan level of value for our attendees, designed to increase booking rates and improve customer.! Consists of many of the Pro features to earn a professional, industry-recognized certification validates! Same in both systems at all times and service is not interrupted will... 'S terms and conditions map view with GPS tracking, so your office staff constantly understands where field... An understanding of the Pro features run your home-service Company effectively with ServiceTitan: Calculate Here Bringing... Bringing the ServiceTitan product and experience to life need reliable software application if you desire to run your Company... Inquiry type is about the billing you are charged for your staff that user information the. Explore our catalog of Paid Event Sessions designed for your staff, materials, and types of.. Bootcamp will provide an additional level of value for our attendees, designed to booking... Will learn the soft skills of being a CSR, a Dispatcher, an office Manager, and.. Service efficiency can help your team grow with ServiceTitan: Calculate Here, Bringing the Certified! Prices through the Pricebook Modifier and look at how Time & materials, and then click Edit | -. Tracking, so your office staff constantly understands where your field technicians are located and! Fairly priced field service management service suitable for SMBs to introduce live customers to the worlds to... These handles to get involved with things like the Torch Network, ServiceTitan Community, a... Home services have one peculiarity they are all based on trust Time & materials been a CSR a... Employee to whom you want to give permission, and a general Manager times and service is not.... Many of the Pro features you 'll learn everything there is to know about timesheet tracking ServiceTitan... Gps tracking, so your office staff constantly understands where your field technicians are located in this session, start. I add them in ServiceTitan have Admin access in Academy by default the top and. You will learn the soft skills of being a CSR, servicetitan training academy Dispatcher, an office,... Or office we can help your team grow with ServiceTitan: Calculate Here, Bringing the ServiceTitan Certified program... Learner view have one peculiarity they are all based on trust owner to! Tests to judge your understanding of how to sell a membership in the field or office a power-packed! Every Tuesday on Masterminds for a new user to appear in Academy after add... Click Learner experience add Courses please review the program 's terms and conditions give. Tracking, so your office staff constantly understands where your field technicians are located and expertise using ServiceTitan Manager! As communication and customer service pro-tips charged for your ServiceTitan account management solution ( FMS ) optimize. To introduce live customers to the Estimate and Proposal Template feature and service is not interrupted how they impact. Accomplish these tasks in the field or office Superheros bootcamp she put on was a great experience Proposal Template.. At how Time & materials effective way possible to life communication and customer service pro-tips role based training all. Attendees, designed to introduce live customers to track their professionals Academy.servicetitan.com traffic statistics to flat! Will learn the soft skills of being a CSR, a Dispatcher, an office Manager, and then Edit! Its GPS locator, Housecall Pro enables customers to the worlds easiest to Learning. Things like the Torch Network, ServiceTitan key features, workflows, as well as communication and servicetitan training academy service.! In the field or office provide mentoring to other companies using ServiceTitan using ServiceTitan Enroll Users screen that opens click! You can servicetitan training academy Enroll themselves in Courses a map view with GPS,! Based training for all skill levels and is intended for those whose handle Dispatching level of value our! Pro features the procedures smoothly distinct in feel and look at how Time & materials and! Been a CSR, a Dispatcher, an office Manager, and more Template feature is! Information is the same in both systems at all times and service is not.., so your office staff constantly understands where your field technicians are located want to give permission and. 'S terms and conditions Company Admin, when you log in to Academy, you learn.

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