I will configure servicetitan workflows dispatch and marketing attribution
I connect your home service business website and phone to your CRM
About this Gig
SERVICE TITAN CRM AUTOMATION INTEGRATION WORKFLOW AUTOMATION
ServiceTitan is the platform larger HVAC, plumbing, and electrical companies grow into and it's powerful precisely because it's complex. Most of that power goes unused because proper configuration takes real time most owners don't have.
I work with you to configure the parts that actually move revenue: dispatch board rules so the right tech gets the right job, automated job-status workflows so nothing sits idle, and in the full package call tracking and marketing attribution so you can finally see which marketing channel is actually producing booked revenue, not just leads.
This gig is built for companies with multiple technicians or locations already using (or about to use) ServiceTitan, not single-operator businesses if that's not you, my Jobber or Housecall Pro gigs are a better fit.
Every engagement starts with a short discovery call or written scope so I understand your current setup before touching anything.
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Software:
Other
Industry:
Construction
•
Real estate
FAQ
Is this for businesses just starting on ServiceTitan, or existing accounts too?
Both. New accounts get built from scratch; existing accounts get audited first so I don't break anything already working.
Do you handle pricebook / flat-rate pricing setup?
A pricebook structure review is included in Basic; full pricebook build-out (line items, pricing) is scoped separately based on your catalog size
What's "marketing attribution" actually going to show me?
Which marketing channel (Google Ads, organic, referral, etc.) each booked job came from, so you can see what's actually paying off, not just what's generating calls.
Why is Basic an audit instead of a full setup?
ServiceTitan is complex enough that a rushed setup causes more problems than it solves. The audit ensures Standard/Premium work is scoped correctly for your business.

