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Software profile
ServiceTitan for HVAC
Business management software for residential and commercial trades.
The buying decision
Best fit / Think twice if
Best fit
Strongest verified reasons to choose it.
Think twice if
Caveats to resolve before choosing it.
- Route optimizationOptimization quality depends on technician location, skills, capacity, and configured rules.
- Public APIAPI use is account-gated rather than anonymous: an administrator must generate an application key, grant application access, and request an integration environment.
- Commission trackingConfigurable Payroll is package and configuration dependent, applies to technicians, and does not itself calculate timesheet pay.
Explore the research
Capabilities
Scheduling & dispatch
Dispatching and schedulingYes
ServiceTitan provides core dispatching and scheduling through daily and weekly dispatch boards, job trays, schedule boards, technician status, skills, and appointment management.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceRoute optimizationYes
ServiceTitan provides optimized routing capabilities for dispatch operations.
Setup required: Optimization quality depends on technician location, skills, capacity, and configured rules.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceRecurring jobsYes
ServiceTitan creates and manages recurring service events for memberships and planned maintenance.
Workflow constraint: Recurring events may still require booking into concrete appointments.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceEmployee GPS trackingYes
ServiceTitan uses technician device location for dispatch and customer arrival communication.
Platform requirement: Technician devices must provide usable GPS location.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceOnline bookingYes
ServiceTitan supports customer online booking through Scheduling Pro. Core booking is available in documented Free and paid variants, while advanced controls vary by tier and edition. Businesses can embed a scheduler on their website and send requests into ServiceTitan as booked jobs or leads.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceService agreements
Maintenance agreementsYes
ServiceTitan separates residential memberships from commercial service agreements. Commercial agreements can span selected customer locations and equipment, schedule recurring services, price from labor and material costs, create renewal opportunities, and compare budgeted with actual agreement and pull-through profitability.
Plan required: The commercial service-agreement workflow is distinct from residential memberships and requires the relevant commercial configuration; buyers should not assume every membership account includes the same controls.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceRecurring billingYes
ServiceTitan supports recurring billing as part of membership workflows.
Setup required: Successful recurring billing depends on configured memberships and stored payment methods.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceEstimates & sales
Price book managementYes
ServiceTitan has a centralized pricebook for services, materials, equipment, and pricing.
Setup required: Pricebook setup and maintenance remain operational responsibilities.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceMulti-option estimatesYes
ServiceTitan supports multiple estimate options for good-better-best selling.
Setup required: Teams must configure estimate templates and pricebook content.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceFlat-rate pricingYes
ServiceTitan Pricebook supports standardized service and material pricing for field estimates and invoices.
Setup required: Pricebook content and pricing require ongoing company maintenance.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceEstimate e-signaturesYes
ServiceTitan supports customer review and approval of estimates in sales workflows.
Setup required: The exact approval flow varies by estimate delivery channel and account setup.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceConsumer financingYes
ServiceTitan supports presenting financing options in residential sales workflows.
Availability: Financing availability depends on configured financing providers and customer qualification.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceInvoicing & payments
Progress invoicingYes
ServiceTitan supports progress billing for active projects.
Plan required: Progress billing requires account configuration and applies to active projects.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceMobile payment collectionYes
Technicians can collect configured payment methods in ServiceTitan Mobile.
Workflow constraint: Customer credits cannot be applied from the mobile payment workflow.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceCustomer depositsYes
ServiceTitan can collect payments against sold estimates and jobs, including deposits.
Plan required: Payment collection requires ServiceTitan Payments configuration.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceEquipment & customer history
Equipment and service historyYes
Each unit exposes completed jobs and invoices, preserving equipment-specific service history.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceMultiple customer locationsYes
ServiceTitan customer accounts can contain service locations with their own equipment and history.
Setup required: Installed equipment is tied to a location record, so location data must be maintained.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceCustomer portalYes
ServiceTitan Customer Portal gives customers online access to account and service information.
Plan required: Portal capabilities depend on the features enabled for the account.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceAutomated customer notificationsYes
ServiceTitan automates booking confirmations, appointment reminders, dispatch notifications, and technician-arrival messages.
Availability: Texting setup and carrier registration can affect availability.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceProjects & operational controls
Change order managementYes
ServiceTitan supports project-level change orders and change-order requests with scope, attachments, statuses, external communication, budget impact, contract-value updates, and progress-billing linkage.
Workflow constraint: Change orders apply at the project level and require an original sold estimate.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceMulti-location business managementYes
ServiceTitan Enterprise Hub consolidates reporting and oversight across multiple ServiceTitan tenants. Multi-template configuration can support differing business-unit structures across tenants, but the reviewed documentation labels that capability Early Access for Enterprise Plus as of April 2026.
Availability: Cross-tenant rollups require Enterprise Hub; multi-template support was Early Access and Enterprise Plus only in the reviewed April 2026 documentation.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceInventory managementYes
ServiceTitan provides native purchasing and inventory management across trucks and warehouses. It supports real-time quantities by location, transfers, counts, vendor returns, replenishment, purchase orders, barcode scanning, and an Inventory Mobile App.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceCommercial project managementYes
ServiceTitan supports project workflows including project tracking and progress billing.
Plan required: Some project functions require account configuration and active project records.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceTask managementYes
ServiceTitan supports internal tasks and subtasks connected to operational records.
Plan required: Task management requires account configuration and user permissions.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceJob checklistsYes
ServiceTitan forms support technician checklists, required fields, and job documentation.
Workflow constraint: Mobile form availability can depend on job status and configured triggers.
High confidence · Verified August 16, 2026
Review claim, sources, and evidencePurchasing & project financials
Purchasing and purchase ordersYes
ServiceTitan provides a native multi-vendor purchasing workflow with job and replenishment purchase orders, statuses, sending, receiving, bills, returns, and inventory-location effects.
Plan required: Purchasing, inventory, Payables, and some accounting behaviors require account configuration or separately enabled modules.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceChange orders to contract value, budget, and billingYes
Approved ServiceTitan change orders update contract value, project budget, SOV groupings, and the next progress-billing continuation sheet.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceCommitted cost trackingYes
ServiceTitan can include created purchase orders and bills in project actuals and budget-versus-actual controls, providing visibility before final payment.
High confidence · Verified August 16, 2026
Review claim, sources, and evidencePurchasing and POs to project actual costsYes
ServiceTitan project actuals can be calculated from created or received purchase orders and generated bills.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceRetainage and SOV billingYes
ServiceTitan Application for Payment supports SOV billing, change-order lines, retainage setup, dedicated retainage accounting, and final release.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceConstruction workflows
Estimate to construction projectYes
ServiceTitan construction projects use sold estimates as the project budget foundation and require an original sold estimate for later change orders.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceRFI managementYes
ServiceTitan supports project RFIs with status, priority, due date, schedule and cost impact, attachments, email, drawing links, and field creation.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceSubmittal managementYes
ServiceTitan supports project submittals with type, documents, due dates, approval statuses, external email, and internal collaboration.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceService handoff & lifecycle
Construction customer and site to service recordsYes
ServiceTitan projects, service locations, equipment, jobs, and agreements use shared customer and location records, preserving the operating site across workflows.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceInstalled assets to ongoing service historyYes
ServiceTitan equipment records retain installed-unit details and provide drill-down to completed service jobs and invoices.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceInstalled assets to maintenance agreementYes
Equipment can be attached to memberships and recurring services, including covered-equipment views in mobile.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceProject to warranty or service callPartial
ServiceTitan equipment records can retain warranty information and later service history, but the reviewed evidence does not establish a dedicated project-warranty-to-service-call handoff.
Workflow constraint: Adjacent workflows are documented, but the complete record-level handoff or construction control is not established.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceConstruction closeout to recurring service opportunityNot confirmed
The reviewed ServiceTitan sources document projects and service agreements but do not establish automatic creation of a recurring-service opportunity at construction closeout.
Evidence: This status reflects an evidence gap in reviewed first-party public documentation, not proof that the workflow is unavailable.
Moderate confidence · Verified August 16, 2026
Review claim, sources, and evidenceProject to installed equipment or assetsNot confirmed
ServiceTitan supports both project equipment and installed-equipment records, but the reviewed documentation does not establish automatic conversion from project items into installed equipment.
Evidence: This status reflects an evidence gap in reviewed first-party public documentation, not proof that the workflow is unavailable.
Moderate confidence · Verified August 16, 2026
Review claim, sources, and evidenceAccounting & payroll
QuickBooks OnlineYes
ServiceTitan integrates directly with QuickBooks Online. Its documented workflow exports invoices, payments, expenses, and sales tax from ServiceTitan to QuickBooks Online, with optional Touchless Integration exporting financial journal entries within minutes.
High confidence · Verified August 16, 2026
Review claim, sources, and evidencePayrollYes
ServiceTitan provides payroll reporting and configurable payroll workflows.
Plan required: Configurable Payroll is available with the Works package and is technician-focused.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceReporting & profitability
Commission trackingYes
ServiceTitan Configurable Payroll applies technician performance-pay profiles and filtered rules to posted invoices, supporting percentage, flat, tiered, sliding-scale, and custom-field calculations rather than only a single job commission rate.
Plan required: Configurable Payroll is package and configuration dependent, applies to technicians, and does not itself calculate timesheet pay.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceJob costingYes
ServiceTitan supports operational job costs from labor, inventory consumption, purchase orders, receipts, bills, and other configured costs. Its optional GL-based workflow aligns project costs to exported journal entries and accounting periods for budget-versus-actual reporting by general-ledger account.
Workflow constraint: Non-inventory materials enter GL-based cost reporting only when tied to documented purchase-order receipt or bill workflows; accurate results depend on configuration and transaction discipline.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceReporting dashboardsYes
ServiceTitan provides a report builder that starts from report templates and lets authorized users select fields from the reporting dictionary, filter, group, share, and save reports. Enterprise Hub adds consolidated reporting across multiple ServiceTitan tenants.
Plan required: Report Builder availability depends on package or legacy account access, and the reviewed documentation does not establish unrestricted arbitrary joins outside the fields exposed by each template and reporting dataset.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceIntegrations & API
Public APIYes
ServiceTitan exposes APIs for operational domains including jobs, projects, invoices, payroll, and pricebook data, using OAuth 2.0 client credentials for approved applications.
Access required: API use is account-gated rather than anonymous: an administrator must generate an application key, grant application access, and request an integration environment.
High confidence · Verified August 16, 2026
Review claim, sources, and evidenceOther verified capabilities
Asset-specific preventive maintenance schedulesYes
Recurring services can be tied to covered equipment and converted into scheduled maintenance visits.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceCustomer and site equipment hierarchyYes
Customer records contain service locations, and each location can contain installed equipment.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceEquipment model, serial, and install dataYes
Installed-equipment records include manufacturer, model, serial number, installation date, and age.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceEquipment replacement historyYes
The mobile replacement workflow records replacement equipment and preserves replacement history.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceEquipment warranty trackingYes
Equipment records support manufacturer and service warranty dates and warranty-related details.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceMobile equipment managementYes
Technicians can add, edit, scan, and replace equipment in ServiceTitan Mobile.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceMulti-site equipment managementYes
Customer accounts can span service locations, each with its own equipment and service history.
High confidence · Verified August 17, 2026
Review claim, sources, and evidenceSide by side
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52 verified claims, source-backed and dated. Latest verification: August 17, 2026.