ServiceTitan

### Product Name

ServiceTitan

Billing and Invoicing automates the creation of invoices based on completed jobs or services rendered. This feature ensures accurate billing by integrating with job data to eliminate manual entry errors. It addresses cash flow challenges by enabling timely invoicing and offering customers various payment options directly from their invoices, thus improving overall financial management.

#### Payment Processing

Claims Management facilitates the submission and tracking of warranty claims or insurance requests directly within the platform. By simplifying the claims process with intuitive workflows and documentation storage, this feature reduces administrative burdens on staff. It addresses the challenge of managing claims efficiently, ensuring that businesses can recover costs promptly while maintaining strong relationships with customers.

#### Document Management

Document Management allows users to store, organize, and retrieve essential documents such as contracts, invoices, or compliance records securely within the platform. With easy access to critical information at their fingertips, employees can work more efficiently without wasting time searching for paperwork. This feature solves the problem of document disorganization and enhances collaboration across teams by centralizing important files.

#### Billing and Invoicing

Inventory Management streamlines the tracking of parts and supplies required for service jobs. This feature provides real-time visibility into stock levels, usage patterns, and reorder alerts, helping businesses avoid stockouts or excess inventory. By optimizing inventory levels based on actual demand, companies can reduce carrying costs while ensuring technicians have the necessary materials to complete jobs efficiently.

#### Claims Management

Job Scheduling simplifies the process of assigning jobs to technicians by providing a centralized interface for managing appointments. Users can quickly view technician availability, skill sets, and geographic locations to ensure optimal job assignments. This feature tackles the challenge of overbooking or misallocating jobs, leading to improved operational efficiency and enhanced customer service.

#### Inventory Management

Offline Reporting allows users to access crucial business data and performance metrics even when there is no internet connectivity. This feature enables field technicians and managers to generate reports on job performance, customer interactions, and financial outcomes in real time, regardless of their location. By providing insights into operational efficiency and productivity without relying on an internet connection, businesses can continue to make informed decisions and maintain service quality during outages or in remote areas.

#### Analytics (Workforce)

Online Scheduling allows customers to book appointments through a user-friendly online portal. This feature empowers clients with 24/7 access to schedule services at their convenience while reducing administrative workload for staff managing appointment requests. By addressing scheduling conflicts and enhancing accessibility, businesses can

Payment Processing integrates secure payment gateways that facilitate quick transactions for services rendered. With options for credit card processing and electronic payments directly through the platform, this feature enhances customer convenience while streamlining revenue collection for businesses. It solves issues related to delayed payments by offering immediate payment solutions at point-of-sale.

#### Online Scheduling

Real-time Job Tracking enables managers and customers to monitor the status of ongoing jobs through live updates. This transparency allows businesses to keep clients informed about technician arrival times and job progress. By addressing communication gaps between the field and the office, this feature enhances customer experience while enabling managers to allocate resources effectively based on real-time data.

#### Job Scheduling

Route Optimization intelligently calculates the most efficient routes for field technicians based on job locations, traffic patterns, and service windows. By minimizing travel time and fuel costs, this feature helps businesses reduce operational expenses while maximizing technician productivity. It addresses common logistical challenges faced by service companies by ensuring that technicians arrive on time for appointments, improving customer satisfaction.

#### Real-time Job Tracking

The Analytics (Workforce) feature provides comprehensive insights into workforce performance, including productivity metrics, employee utilization rates, and engagement levels. By analyzing this data, managers can identify trends, areas for improvement, and training needs among their teams. This feature addresses the challenge of optimizing workforce efficiency, allowing businesses to allocate resources effectively and enhance employee satisfaction through targeted development initiatives.

#### Reporting

The Reporting feature offers customizable templates that allow users to generate detailed reports on various aspects of their operations, such as sales, service performance, and customer satisfaction. With the ability to easily visualize key metrics and trends, this feature helps organizations identify strengths and weaknesses in their service delivery. It solves the problem of data overload by presenting actionable insights in a clear format that supports strategic decision-making.

#### Route Optimization