Why Choose ServiceTitan Over Salesforce Field Service?
1. ServiceTitan Is 100% Custom Built For Serving the Trades
Even with Salesforce’s Field Service Management Software, their platform often needs a lot of customization to meet the tailored needs of trade businesses. For example, trade companies will often need to build extensions or integrate with third-party applications to fill functional gaps.
ServiceTitan, on the other hand, is dedicated to creating tools tailored specifically for the trades, offering practical solutions and features that meet the specific needs of commercial trade businesses.
For example, in 2022 alone we launched over 100 commercial trade-focused features, such as customer-specific pricing, office estimates, project tracking, job costing reports, and more.
With a deep understanding of how trade businesses such as HVAC, plumbing, electrical, and roofing/exteriors operate, ServiceTitan provides end-to-end workflows to ensure maximum efficiency and profitability for our users.
2. Shorter Time to Value: Get Up and Running Faster
ServiceTitan delivers faster time to value, enabling businesses to start seeing results in just a few months—typically two to five months for even complex implementations.
In contrast, Salesforce implementations often take over a year, as their platform often requires extensive customization to build workflows and tools that fit the business needs of an individual customer.
For trade businesses, our pre-built workflows tailored for your industry allow you to hit the ground running and maximize your investment sooner.
3. ServiceTitan Scales With You as You Grow — From Small Businesses to Enterprise-Level Operations
Support for Multiple Business Divisions, Business Units, and Properties
We offer features to support residential and commercial services, as well as construction divisions. We support multi-tech jobs, multi-location shops, and roll-up reporting to track metrics across your field service operation.
EnterpriseHub: At the Center of the Ecosystem and Tech Stack
With ServiceTitan Enterprise Hub, features such as roll-up reporting, roll-up dashboards, a centralized contact center, and Marketing Pro Enterprise promote efficiency and profitability across every branch of your business.
From our 30+ direct integrations to open APIs, we provide a seamless connection to third-party platforms to not only ensure real-time data syncing but also make ServiceTitan the source of truth for your data.
Success Stories
System Consolidation/All-in-One Functionality
We bring the functions of standalone systems into one connected software solution. No alternatives bring together field service management (FSM), customer relationship management (CRM), enterprise resource planning (ERP), and financial technology (fintech) capabilities to deliver an unmatched experience for growing trade businesses.
A Decade of Leadership and Trusted Innovation
We’ve been the leading software of the trades for over 10 years and are backed by leading investors. With quarterly releases, we’re continuously delivering new features and improvements right to your account, so you know your business is running with the latest innovation in the market. Our platform provides the reliability and support that’s needed for a business operating in a 24/7 world. With our historical uptime of 99.9%, ServiceTitan is a partner you can rely on.
Security
Protecting customer data is a top priority for ServiceTitan, so we have implemented best-in-class security practices to keep customer data safe based on best practices in the SaaS industry.
We have compliance with PCI-DSS Level 1 (the highest security standards for handling credit card payments), AICPA SOC 1 Type I (financial reporting controls), and AICPA SOC 2 Type II (ensuring data security, availability, and privacy are consistently maintained over time).
ServiceTitan’s formal security program is detailed in its independent third-party SOC-2 audit report and ServiceTitan’s Security and Privacy Documentation. ServiceTitan’s Security and Privacy Documentation and independent third-party audits demonstrate the advanced security framework that ServiceTitan uses to protect customer data.
4. Benefit From More Robust Customer Support, Training, and Trade-Specific Community Resources
With Salesforce, if you want a dedicated customer success manager instead of primarily online knowledge base resources, you need to pay for an upgraded plan.
In contrast, all ServiceTitan users get exclusive access to:
Dedicated Support Teams: A personal support team to address specific questions and concerns.
Comprehensive Training and Onboarding: Extensive training and onboarding for new users to help with understanding the software and utilizing features effectively.
Titan Exchange: A cloud-based platform for sharing assets such as contracts, templates, checklists, and other valuable information.
TitanAdvisor: With personalized feature recommendations and focused, step-by-step guidance, TitanAdvisor takes the guesswork out of choosing the right ServiceTitan features for your business, so you get the results you want.
ServiceTitan Community: A users-only message board where ideas for our software and business in general are shared.
Free Peer-Group Training: A program run by ServiceTitan employees through Ember and Spark sessions, designed to share best practices.
Certified Admin Program: Our Certified Administrator program provides a structured approach to increasing knowledge of ServiceTitan, as well as constant and continuing education on the software.
Annual User’s Conference: Our annual Pantheon conference brings together leaders from across the trades to share best practices and support each other.
Business owners and operators, particularly in the core industries that ServiceTitan was built to support, find these resources to be invaluable for getting the most out of our platform, as well as staying up-to-date with the best practices and strategies that are working for other companies.
For example, here are some testimonials from people in the ServiceTitan Community:
“ServiceTitan Community has had a massive impact on our growth as a company. We have created connections, gleaned ideas/strategies, and grown exponentially. That may have never happened without the network that Community provides.”
“The ServiceTitan Community provides a wonderful opportunity for networking. It’s a great place to have questions quickly answered. You can search by keywords to pull up resources and if these can’t answer your question, you can post your question as a discussion and have other users help. Having the community helps all ServiceTitan users to feel connected to one another! I love the ideas page where we can post our ideas about the direction we would like to see the software go. This helps us feel like valued customers when we can influence the future of the software!”
5. Greater Ease of Use
As a generic field service management solution, Salesforce Field Service Cloud can be complex and challenging to use. As a result, best practices suitable for trade businesses can feel difficult to implement.
In contrast, because ServiceTitan’s workflows are custom-built for trade businesses — each feature and user interface meticulously designed with the help of trade industry veterans who use our tools — our platform is more user-friendly for staff.
6. A Deep Focus On Developing AI Technology For the Trades
Enterprise businesses are driven by revenue and efficiency. While Salesforce Field Service has an AI system (Einstein) and basic features to support revenue growth, ServiceTitan is at the forefront of bringing AI to the trades.
With Titan Intelligence (TI), our AI engine, you get actionable insights to help automate repetitive and simple tasks, predict outcomes, lower costs, and stay competitive in a world run by data.
At the 2023 Pantheon conference, we announced 14 new AI-driven features across our Pro Products and Accounting suite. In 2024, we announced several new features that build further on what we’re already providing for trade businesses.
The key difference between ServiceTitan and other solutions when it comes to AI development for the trades is twofold:
Access to trade-specific data: AI takes an enormous amount of data inputs to develop effectively, and ServiceTitan benefits from trade-specific data across thousands of customers and locations, giving us a significant advantage compared to other providers.
Dedicated AI division: ServiceTitan has an entire division — Data, Titan Intelligence, and AI — that is dedicated to developing these advanced technologies for our customers. We’re developing an AI platform for the trades — not simply a series of chatbots within our software.
Feature Highlights: Meeting the Needs of Enterprise Trade Businesses
Customer Portal: Enable Customers to View Job Histories, Book Appointments, and Pay Invoices Online
ServiceTitan helps users get the most out of their customer relationships remotely and on-demand through our Customer Portal.
Many of our users like to encourage their clients to use the customer portal by providing a link in their invoices. Once they’ve signed up, customers can use it to view and download invoices, upload credit card information, make payments, and view work and billing history.
Through the portal, customers can also view maintenance agreement details and check on appointment times for upcoming visits. Businesses can set up their portal to allow existing customers to submit requests for new appointments as well—offering another scheduling option that suits modern customer needs and doesn’t require any time from your CSRs.
Service Agreement Features That Automate Recurring Services
ServiceTitan streamlines managing commercial service agreements with an intuitive dashboard that provides a high-level overview of scheduling, covered locations, billing details, and more. From the dashboard, users can access key information, including contract details, profitability reporting, billing schedules, service visits, equipment, and materials.
Scheduling Visits
ServiceTitan makes scheduling service contract appointments seamless. Users can view and edit past or upcoming visits and define specifics like job type, visit windows, costs, and tasks. Once scheduled, visits are easily tracked and updated, with staff notifications for overdue tasks.
Tracking Equipment
The equipment management feature eliminates the need for spreadsheets by providing a centralized, cloud-based system to log asset details, including manufacturer, model, installation date, and service needs. Each piece of equipment can be linked to specific service visits and accessed by office or field staff.
Automated Billing
Billing becomes effortless with ServiceTitan’s automated invoicing, which ensures clients receive invoices at scheduled times based on flexible preferences such as duration, frequency, and discounts. This automation saves staff time and improves cash flow.
Estimates, Proposals, and Pricebook Functionality to Maximize Efficiency and Profitability
Using our field service mobile app, technicians and salespeople can build estimates and proposals from scratch by selecting items from your pricebook, or leverage and customize estimate templates for common recurring services.
The ability to provide extensive product details and high-quality images supplies techs with everything they need to explain services, packages, and products to customers—whether they’re selling a system replacement or performing a simple repair job.
After a customer has made their selection, techs can then create work orders, offer financing, generate invoices, collect payments, and more.
On average, shops that use ServiceTitan for field management see a significant boost in sales numbers that fuel business growth. For example:
Configurable Payroll to Save You Time and Improve Flexibility
Configurable Payroll gives you flexibility on how you manage performance pay for your diverse team of technicians. It enables you to:
Assign customizable pay profiles based on the ways you award bonuses and commissions.
Set up pay rules where you can apply job filters and pay calculations based on invoice subtotal, business unit, invoice item, and more.
For example, you can set separate commission structures for the different trades you serve. Or you can increase performance bonuses for services that require specialized skills. Configurable Payroll even allows you to set sliding bonus scales to incentivize large-ticket invoices.
Key features include:
Office Timesheets: Office staff can clock in and out directly in the system, improving timesheet precision.
Payroll Adjustments: Make corrections or award performance pay, either tied to job costs or added directly to payroll.
Timesheet Codes: Track non-job activities like training or parts runs for better scheduling and activity tracking. Non-job events can be managed via the dispatch board, with flexible pay settings.
Earnings Codes: Map ServiceTitan pay types to payroll processor codes for accurate handling of wages, overtime, and bonuses during payroll exports.
Get a Live Walk-Through of ServiceTitan’s All-In-One Platform
The features we’ve discussed throughout this post are just some of the areas where ServiceTitan offers more to trade service companies than Salesforce.
We also provide comprehensive features for:
To see why our software is trusted by 100,000+ service professionals, schedule a call to get a free, live, one-on-one walk-through of how our user-friendly management platform can help you grow revenue, work smarter, and keep your business operations on track.
