TradeAtlas
Learn/ServiceTitan Mastery Path
intermediateHVAC service manager·10–14 hours

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.

01

Account Setup and Configuration

Configure your ServiceTitan account including company settings, service areas, job types, and user roles. Establish the foundational structure that all workflows depend on.

02

Dispatching and Scheduling Workflows

Master the dispatch board, assign technicians to jobs, and manage schedule changes in real time. Learn how to use the map view and optimize routes for daily operations.

03

Customer Management and Job Creation

Create and manage customer records, build jobs from incoming calls, and track job history across locations. Set up call booking workflows that capture every revenue opportunity.

04

Estimates, Invoicing, and Payments

Build price book items, create estimates, convert to invoices, and process payments in the field. Configure memberships and service agreements to drive recurring revenue.

05

Reporting and Business Intelligence

Use ServiceTitan's reporting suite to track revenue, technician performance, conversion rates, and marketing ROI. Build custom dashboards for daily operational visibility.

06

Automation, Integrations, and Advanced Configuration

Configure automated follow-ups, marketing campaigns, and third-party integrations including QuickBooks and review platforms. Optimize workflows to reduce manual effort across the team.