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ServiceTitan + Convex: The Technology Stack That's Revolutionizing Commercial Service Sales

ServiceTitan
July 2nd, 2025
3 Min Read

The most successful commercial contractors aren't just skilled technicians—they're intelligence operators.

While competitors rely on gut instincts and cold calling, industry leaders leverage integrated technology platforms that connect market intelligence with operational execution. The ServiceTitan + Convex integration represents the industry's most comprehensive solution for commercial growth.

The Intelligence Gap

Most contractors operate blind:

  • They don't know which buildings in their territory need their services

  • They can't identify when prospects are actively shopping

  • They have no insight into equipment replacement cycles

  • They miss opportunities before they even know they exist

This intelligence gap explains why some contractors struggle while others consistently land million-dollar maintenance contracts.

How ServiceTitan + Convex Changes Everything

When ServiceTitan acquired Convex in 2024, it created the industry's only end-to-end platform connecting prospect identification, sales engagement, and service delivery.

The integration advantage:

  • Convex identifies prospects with aging equipment and buying intent

  • ServiceTitan manages the entire sales and service process

  • Every interaction feeds back into smarter prospecting

  • Operational data enhances market intelligence

Convex: Market Intelligence That Finds Opportunities

Atlas Database: Complete property intelligence on virtually every commercial building in the U.S.

  • Building characteristics, ownership details, tenant information

  • Equipment installation dates and permit history

  • Decision-maker contact information

  • Financial and business intelligence

Signals Technology: AI-powered buying intent monitoring

  • Identifies companies researching your services online

  • Creates topic clusters indicating purchase readiness

  • Assigns relevance scores for outreach prioritization

  • Monitors competitor research and comparison shopping

Real targeting power: Instead of cold-calling random facilities, you call prospects with 15-year-old equipment who were researching "HVAC replacement" last week.

ServiceTitan: Operational Excellence That Closes Deals

Integrated CRM: Every prospect interaction tracked and optimized

  • Complete communication history

  • Proposal tracking and follow-up automation

  • Revenue pipeline management

  • Performance analytics

Field Operations: Seamless service delivery that builds relationships

  • Mobile workforce management

  • Real-time job updates and communication

  • Inventory tracking and management

  • Quality control and customer satisfaction monitoring

Financial Management: Accurate billing and profitability tracking

  • Automated invoicing and payment processing

  • Job costing and margin analysis

  • Maintenance agreement billing

  • Financial reporting and forecasting

Real Results from Industry Leaders

Perfection Group transformed their prospecting process across six states. "I've had multiple salespeople say Atlas is a game changer," says VP of Business Development Alec Blaine. "Our owner said he'd be afraid to take it away from us because we've gotten so used to it."

Business Development Representative Chris Wood adds: "It's amazing how many times I'll dial and get to the right person I need to talk to. That is invaluable."

ARCEM Entry Systems generated $18,000 in new business within months of implementation. "We really feel like we're now starting to hit our stride when it comes to prospecting," says General Manager Rich Love.

The Competitive Advantage

Contractors using integrated intelligence platforms consistently outperform traditional approaches:

Comfort Systems Southwest closed $60,000 in new business in two weeks using Signals technology.

But the real ROI comes from transformation:

  • Higher-value opportunities with qualified prospects

  • Shorter sales cycles with intelligence-backed conversations

  • Increased maintenance agreement sales and retention

  • Improved operational efficiency and profit margins

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The Future Belongs to Intelligence

The commercial service landscape is evolving rapidly. Clients demand predictive maintenance, energy efficiency, and data-driven partnerships. Contractors who embrace intelligent technology platforms will dominate while others struggle to keep up.

The choice is simple: Continue operating blind, hoping for opportunities or leverage intelligence to find prospects before competitors even know they exist.

Your next million-dollar maintenance contract might be with someone researching your services right now. The question is: Will you find them first?

Schedule your ServiceTitan + Convex demo and see the integrated platform that's revolutionizing commercial service sales. Discover prospects with aging equipment and buying intent in your territory—before your competitors even know they exist.

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