SECTION 14 OF 26
Skills help ensure that the right technicians are assigned to jobs that require specific skills or certifications to complete the work. Sending a technician without the right skillset to a job can be costly and creates a bad customer experience. ServiceTitan makes it easy to identify specific skills, enabling your dispatching team to send the right tech to the right job.
These skills can include items like technical ability, certifications, equipment they are qualified to use and approved job site conditions.
For instructions on how to set up and edit skills, refer to the knowledge base article:
https://help.servicetitan.com/Content/Dispatching/tech-skills.htmExample Best Practice Commercial skills include:
Security Clearance: These skills help ensure that the right technicians are assigned to jobs that require special security clearance. These are common when servicing airports, hospitals, military bases and government buildings.
Install: For technicians who have the skillset to install equipment in compliance with code.
Diagnose/Troubleshoot: Technicians who are advanced in diagnostics and troubleshooting.
Service/Maintenance: Identifies technicians who can do both service and maintenance calls proficiently.
Repair: For technicians who are skilled at making repairs.
System Design & Sizing: For technicians and sales professionals who can accurately design and size mechanical, plumbing, sewer or electrical systems.
License: To easily identify which techs hold a valid license. Some states require a certain ratio of licensed techs to apprentices on the job.
EPA: Shows that the required EPA certification has been met to handle refrigerant.
Low Voltage: Low voltage shorts and problems can be tough. This skill is for those who have proven the ability to troubleshoot those issues.
Low Temp/Refrigeration: Tech has required a skill set to work on all low temp/refrigeration products (reach-ins, walk-ins, etc.).
Chiller: Tech knows chiller systems and can service,repair,diagnose, troubleshoot or install.
Controls: Tech is familiar with system controls for large commercial work.
Sheet Metal: Tech can fabricate duct transitions or other ductwork on the job site.
Line Tracing: Tech can find and trace electrical lines.
Backflow: To designate that a technician has their backflow certification and can perform backflow tests.
Smoke Test: Tech who is trained on locating a leak in a sewer line with smoke.
Line Locate: A tech who can operate locating equipment to find sewer and or water lines.
Roof Vent: A drain tech who knows how to clear a line via the roof vent.
Trenchless: tech has proper safety training on running trenchless machines.
Jetter: To designate that a technician has the required certification/licensing/training to safely operate a jetter on a jobsite.
Backhoe: To designate that a technician has the required certification/licensing/training to safely operate a backhoe on a jobsite.
Camera: Tech has been trained on camera equipment for sewer, water or ductwork. Can record and mark issues found in lines.
Forklift: To designate that a technician has the required certification/licensing/training to safely operate a forklift.
Trencher: To designate that a technician has the required certification/licensing/training to safely operate a trencher on a jobsite.
Scissor Lift: To designate that a technician has the required certification/licensing/training to safely operate a scissor lift on a jobsite.
Bucket Truck: To designate that a technician has the required certification/licensing/training to safely operate a bucket truck on a jobsite.
Range Hood: Tech can perform the maintenance required for fire protection.
Table of Contents
2. Building a Company for Success
3. Setting Your Company Up for Success
4. Driving a Company Culture
5. Setting a Path to Maximum Profitability
6. Billing Structure: Determine Your Pricing
7. Marketing Practices
8. Call Center Practices
9. Call Center + Field Practices
10. Best Practices in the Field
11. Field + Office Best Practices
12. Keys to Success in the Office
13. Management and Office Best Practices
14. Human Resources
15. Preparing Your Company For Sale
16. Commercial Best Practices