Accounting

ServiceTitan

All-in-one field service management platform built for residential and commercial trades.

major★★★★4.4(656)G2★★★★4.3(336)CapterraPlumbingElectricalHVACRoofingTradeAtlas verified· Jul 2026

Product Tour

The TradeAtlas Take

ServiceTitan is the category leader for a reason: dispatch, CRM, marketing, payroll, inventory and reporting genuinely run as one system rather than a patchwork of integrations, and the vendor claims 100,000+ contractors across HVAC, plumbing, electrical, roofing and pest control. That breadth and depth is also the cost — pricing is quote-only per technician, onboarding is a real project, and the platform is built for a company that has outgrown Jobber or Housecall Pro, not one just getting started. Three published tiers (Starter, Essentials, The Works) structure the conversation but none carry a number until sales gets involved.

TradeAtlas Editorial (AI draft) · Reviewed 2026-07-29

Use Cases

  • Residential service dispatch
  • Marketing automation
  • Call booking

Pricing

Transparency
Quote only
Contract
Annual contract
ServiceTitan

Complete field service management platform

ServiceTitan does not publish pricing — request a quote via the vendor website.

Capability Matrix

FeatureStatusDepth
CRM / Customer ManagementYesAdvanced
DispatchYesAdvanced
SchedulingYesAdvanced
EstimatingYesAdvanced
InvoicingYesAdvanced
Payment ProcessingYesAdvanced
PricebookYesAdvanced
Job CostingYesAdvanced
Marketing AutomationYesAdvanced
Call TrackingYesAdvanced
Reporting DashboardYesAdvanced
QuickBooks SyncYesStandard
API AccessYesBasic
Mobile AppYesAdvanced
Photo DocumentationYesStandard
Time TrackingYesAdvanced
Third-Party IntegrationsYesAdvanced
Document StorageYesStandard
Customer PortalYesAdvanced
E-SignatureYesStandard

Strengths

  • Deep HVAC/plumbing/electrical specialization
  • Marketing and call tracking
  • Comprehensive reporting

Limitations

  • Quote-only, per-technician pricing — no number without a sales call
  • Onboarding is a real implementation project, not a self-serve signup
  • Overweight for a solo operator or very small crew
  • Depth comes with a learning curve most competitors don't have

Best Fit

Mid-to-large residential service contractors seeking a comprehensive platform

Typical clientsmid-size shops up to large contractors (100–500)
Platform weightHeavyweight — deep feature set, industry-standard footprint
Cost signalCustom quote — plan for a sales process and negotiated contract

Usually more platform than a solo or small crew needs — smaller shops tend to be better served by a lighter tool.

Mid-sizeLargeBuilt for the trades

Training & Certification

ServiceTitan Certified UserWith subscription

Three progressive certification tiers — Explorer, Navigator, Commander — across role tracks (residential/commercial admin, accounting, CSR/dispatch, inventory & purchasing), delivered through ServiceTitan Academy. 18 certification exams across 7 sections.

3–5 hrs per examExpires: annual — expires Dec 31, recertification each Nov/DecGo to program ↗
ServiceTitan Mastery Path

Build end-to-end proficiency in ServiceTitan's enterprise field service management platform, from initial setup through advanced reporting and automation. This path takes HVAC, plumbing, and electrical service managers from zero to confident daily operation.

HVAC service manager · 10–14 hours · TradeAtlas learning path →

See all platforms: Software certifications for the trades