Are you getting the most out of your ServiceTitan account and really driving revenue for your service business? You can achieve both by tapping into TitanAdvisor, following its automated best practice guidelines, and improving your Titan Score.
TitanAdvisor provides personalized recommendations for your service business, essentially functioning as your go-to consultant to help you capture more opportunities, increase your average ticket, follow up on unsold work, and generate more revenue.
ServiceTitan’s Product and Data Science teams recently made more than 200 updates to TitanAdvisor to identify and improve the checkpoints that drive the highest ROI, based on customer feedback and real-time data. In a recent webinar, TitanAdvisor experts Ally Hoehn-Saric, Senior Product Manager, and Harry Weaver, Senior Manager, Data Science, give you a behind-the-scenes view of how TitanAdvisor scoring works, what’s changing, and why these refinements matter.
In this recap, you’ll learn:
Which TitanAdvisor actions drive the most impact
How customer insights and feedback directly shape TitanAdvisor updates
What changes were made—and why most customers will see a score boost
How TitanAdvisor continues to evolve as a smarter guide for your business growth
What is TitanAdvisor?
ServiceTitan software offers so much functionality for automating and driving efficiency for your business that some customers find it overwhelming and don’t know what to focus on to really drive growth, Hoehn-Saric says.
“That's where TitanAdvisor comes in to help,” she says.
TitanAdvisor represents the core functionality of your ServiceTitan account, and every user can access TitanAdvisor through the rocket ship icon in the top right corner of your navigation bar.
“TitanAdvisor provides a clear data-packed path to success,” Hoehn-Saric says. “It’s a tailored system that filters out the noise and points you directly to which features will have the most impact on your business.”
TitanAdvisor enables users to:
Show conversion opportunities to technicians.
Identify upgrades and recommendations to increase upsells and add-ons.
Create dynamic pricing rules for accurate profit margins.
Create estimate templates to quickly offer customers multiple options.
Follow up on unsold work to maximize revenue.
Integrate payments and financing to boost sales.
Track results to improve technician performance.
How does TitanAdvisor work?
For every ServiceTitan feature, a TitanAdvisor checkpoint guides users on how to set up that specific functionality. All of these checkpoints can be found in the section titled, “What to set up.”
Under the “How to use” section, users can find additional checkpoints that guide you on how to use each feature to its full potential.
“Every night, we look at what your company's usage is of ServiceTitan, and from there we see if you're using ServiceTitan as expected,” Hoehn-Saric says. “It’s meant to be a guide to ensure you're getting the most out of this functionality.”
For every checkpoint your business completes for setup and usage, more points are added to your overall Titan Score. Businesses with a high score are maximizing ServiceTitan's capabilities, while a lower score suggests opportunities for improvement.
And lastly, TitanAdvisor is built in growth stages.
“As you adopt the fundamentals and launch, you can progress throughout each stage to finally hitting ServiceTitan Mastery,” Hoehn-Saric says. “Our research shows a clear link that the more customers use ServiceTitan features, the better business outcomes [they achieve].”
What’s New with TitanAdvisor?
As part of ServiceTitan’s Fall 2025 Release notes, the team focused on adding new features to TitanAdvisor and making improvement updates to existing features. But no retraining is required, as TitanAdvisor looks and feels the same.
Over 40% of existing checkpoints received an upgrade.
How we use data to make TitanAdvisor better
To make TitanAdvisor (also known as TAD) better, Weaver says his ServiceTitan team focuses on three buckets of data:
Noise reduction: Adds new ServiceTitan features to TitanAdvisor, if missing; also reduces the number of features that go unused and just cause noise in the system.
“If we find a feature that we can't say, ‘it’s backed by data to cause positive outcomes,’ we've taken a critical lens to that and decided to remove some features from TitanAdvisor, so you can focus on the things that are the most important,” Weaver says.
Threshold updates: Use AI and machine learning to determine the specific levels of product usage that are the most impactful to drive success.
“We want to do a very detailed validation that those numbers are correct,” he says.
Redistribute value: Give higher points to the things that are most likely to improve performance.
“We want to make sure, if you're going to try to increase your TitanAdvisor score, those things you're working on are the things that'll drive the most impact for your business,” Weaver says.
The Metrics Factory
The Data Science team uses its own internal tool called the Metrics Factory to break down the data across all features into three buckets: Similarity Scores, Matching, and Outcome Analysis.
Here’s how the Metrics Factory works:
Similarity Scores: Looks at the eligible tenant population in ServiceTitan to determine which customers are most similar to another customer.
Matching: Identifies the tenants who use a particular feature and compares those to other tenants who don't use that feature as much.
Outcome Analysis: Groups both sets of customers into a pseudo A-B testing group, then compares each at a grouplike aggregate level to understand if the particular feature is impactful overall for customers in a particular segment.
Here’s a quick example regarding an update made to the “Email estimates for open opportunities” feature:
After comparing Similarity Scores between customers who use the email estimates for open opportunities feature, the Matching phase matches customers to their closest counterpart who has significantly less usage of this feature.
“We create those match pairs, and then we group them all together to say, ‘For the group that uses this feature at a particular level, what were the outcomes?’” Weaver explains. “And for this particular feature, we actually did find it to be statistically significant in increasing outcomes.”
However, the thresholds for the email estimates for open opportunities feature needed some fine-tuning. Whereas before customers needed to meet the thresholds of 30% and 60% to earn Titan Score points, the Outcome Analysis determined the better thresholds to be 69% and 88%.
“We've found that those two thresholds actually lead to the most significant outcome for this particular feature itself,” Weaver says.
What do these changes mean?
To explain what these changes mean in simple terms, Weaver breaks it down into three main buckets:“We’re putting everything through this framework to make sure that what's going in is statistically backed and validated by the team,” he says. “And what that really means is that as your Titan Score grows, you’re likely to grow as well.”
“We know what drives success for our customers through this data and how our features better reflect this. We've passed through all these features, the team has looked carefully at the outcomes, and we've really vetted what should go in and what should maybe be removed from the system itself,” he says.
“And it's more focused. You might have more features, less features, but you'll be able to focus on the ones that are going to add value. As your Titan Score grows, you're likely to grow as well. And that's what we're trying to do with data here in TitanAdvisor.”
Here’s more information about the specific updates and improvements made to TitanAdvisor.
“These changes focus on creating a clearer path with few hurdles, letting you focus on what's critical for growth,” Hoehn-Saric says.
39 Checkpoints Received Score Increase—These checkpoints previously offered no points, but showed a clear link to business growth. We increased 14 checkpoints from zero to one point and 25 checkpoints from zero to two points for areas that have an impact on business outcomes like revenue and booking rates.
36 Checkpoints Redefined—Instead of giving points for simply turning the feature on or using it, the new logic for success of these 36 checkpoints looks for real impact.
Here’s an example:
For the “Maximize up-sales with upgrades and recommendations feature,” the previous checkpoint focused on the number of technicians who added five recommendations to estimates in the last 30 days. We’re now looking at the percentage of all managed technicians who added recommendations, by the number of managed technicians with estimates, over a 90-day timeline.
54 Checkpoints Added for Commercial Versions—We added 54 commercial versions of existing features where success of the feature better matches the usage for commercial and construction customers.
Examples include: estimates, payments, pricebook, projects, etc.
51 Checkpoints Removed—We removed any setup checkpoints that customers found confusing or offered little to no value for their business growth.
“You'll see things like ‘visiting the ServiceTitan community’ is no longer there. Enabling your arrival windows and doing default SMS numbers. Those things are fundamental to ServiceTitan, we know everybody is doing it, so we've gone ahead and removed those things,” Hoehn-Saric says.
16 Checkpoints Added—All ServiceTitan users can now earn points for completing the ServiceTitan Certified User Program, setting up Journal Entries and Touchless Accounting, and utilizing the Adjustable Capaciting Planning and Weekly Dispatch Board features.
“This demonstrates that when our users speak up and say that something isn't working or they would like something to be a little bit different, we do listen and we do like to make those changes to make it more effective,” says webinar host Natalie Koch, ServiceTitan Content Marketing Lead.
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How to get the most out of TitanAdvisor
Hoehn-Saric offers some parting thoughts for getting the most out of TitanAdvisor:
“We want you guys to focus on impact, not just completion,” she says. “These scores guide you to actions that are proven to drive results. So, use these updated, clearer checkpoints as your roadmap on what to focus on next.
“And whether you're starting out, scaling up rapidly, or optimizing for peak performance, we have programs designed to help you maximize your ServiceTitan investment. And they’re directly using TitanAdvisor to help you.”
ServiceTitan’s free programs include Ignite Sessions, Ember Sessions, and Spark Sessions.
Ignite Sessions are for beginners, and the program covers ServiceTitan utilization in a team-training environment during one-hour sessions over six weeks.
Ember Sessions explore TitanAdvisor for the intermediate user. Training sessions happen in a group-learning environment where participants learn from the facilitators and each other.
Spark Sessions are geared toward a more advanced user, with participants meeting once a month for 11 months. Contractors talk most in these sessions, learning from each other about how to run their businesses successfully with ServiceTitan.
>>Learn more about TitanAdvisor updates by watching the full webinar on demand.
