Platforms / ServiceTitan
ServiceTitan setup and consulting services
Sage Kite sets up ServiceTitan around how your trade business books, sells and keeps customers. We map the path from first call to membership, then build the pricebook, dispatch, follow-up and reporting to match.
New or existing accountsPricebook cleanupFixed price, agreed up front
A customer journey in ServiceTitanExample
- Call answered and bookedCall booking
- Dispatched to the right techDispatch
- Technician presents optionsYou
- Invoiced and paid on siteInvoice
- Membership addedMembership
- Review request sentMarketing
- Maintenance visit bookedRecurring
Run in ServiceTitanKept with your team
Common starting situations
ServiceTitan can run the whole business. Most accounts use a fraction of it.
- A pricebook that fights technicians
Thousands of items and no structure, so techs skip it and quote from memory.
- Marketing nobody can measure
Campaigns are not set up, so you cannot tell which spend brings in calls.
- Unsold estimates forgotten
Options are presented on site, then nobody follows up on the ones that did not close.
- Memberships that lapse
Members are sold, but renewals and maintenance visits are not booked automatically.
- Reports nobody trusts
Job types and business units are used inconsistently, so the numbers disagree.
- Pro products bought, not used
Add-ons are paid for every month but were never properly configured.
These are rarely software problems. They come from going live quickly and never returning to set ServiceTitan up around how the business actually sells.
Three starting points
Before you go live, an account that needs fixing, or one that has outgrown its setup.
Preparing for ServiceTitan
You have bought ServiceTitan and want your data and processes ready for onboarding.
- Customers, equipment and price lists cleaned
- Job types and business units agreed first
- Pricebook structure planned before import
- Membership and follow-up rules written down
Account cleanup
You are live on ServiceTitan, but the account has drifted and the numbers do not add up.
- Audit of pricebook, job types and business units
- Campaigns and reporting fixed
- Estimate follow-up and memberships rebuilt
- Workflows documented for each role
Getting more from it
The basics work, and you want the features you are paying for to earn their keep.
- Pro products configured where they fit
- Marketing audiences for repeat work
- Dashboards for managers and owners
- Training for new and existing staff
What we implement
What ServiceTitan setup covers.
Some features depend on your ServiceTitan package and Pro add-ons. We confirm what yours includes during discovery.
Call booking and customer records
Call booking, job types and customer and location records set up consistently, so every call is booked the same way and every job has the right history.
Scheduling and dispatch
Business units, job types, arrival windows and the dispatch board set up around how your office really runs, with Scheduling Pro or Dispatch Pro where you use them.
Pricebook
A pricebook structured so technicians find the right item in seconds, with clear descriptions, images and options, and Pricebook Pro where you use it.
Estimates and field sales
Estimate templates with options your technicians present on site, and a process for following up unsold estimates before they go cold.
Memberships and recurring service
Membership types, recurring service events and renewals set up so maintenance visits are booked automatically and memberships are not left to lapse.
Marketing and campaign tracking
Campaigns that show which marketing brings in calls and revenue, and Marketing Pro audiences for unsold estimates, expiring memberships and past customers.
Invoicing and accounting sync
Invoice templates, payments and the connection to your accounting system, set up and checked so the office is not reconciling by hand.
Reporting and dashboards
Reports and dashboards by business unit, technician and campaign, built on clean job types so the numbers can be trusted.
Roles, workflows and training
Roles, permissions and written workflows for CSRs, dispatchers and technicians, with training so everyone uses ServiceTitan the same way.
ServiceTitan's own onboarding
ServiceTitan runs its own onboarding when you buy. We do not replace it. We help you prepare for it and improve the account afterwards.
Which ServiceTitan package?
The package decides what you can set up.
We help you decide which features you will actually use before you buy or upgrade. We do not earn commission on your subscription.
| What changes the setup | Starter | Essentials | The Works |
|---|---|---|---|
| Dispatch, scheduling and pricebook | Included | Included | Included |
| Mobile estimates | Not included | Included | Included |
| Payroll management | Not included | Included | Included |
| Advanced reporting | Not included | Not included | Included |
| Customizable memberships | Not included | Not included | Included |
Based on ServiceTitan's published package comparison, September 2026. Packages are priced per technician on request, and Pro products such as Pricebook Pro and Marketing Pro are add-ons. Check ServiceTitan's pricing page before you buy.
How it works
How a ServiceTitan project runs.
- 01
Discovery
Your trades, team, current account, package and who signs off.
- 02
Proposal
Deliverables, exclusions, milestones and a fixed project price.
- 03
Process map
Job types, business units, pricebook and membership rules agreed.
- 04
Build
Pricebook, dispatch, follow-up, campaigns and reports.
- 05
Test
Test calls, jobs, estimates and invoices run end to end.
- 06
Handover
Training by role, documentation and optional maintenance.
Before and after
What we need from you, and what you receive.
What we need
Confirmed during discovery
- Admin access to ServiceTitan, or your onboarding plan
- Your current pricebook or price lists
- Membership terms and a list of current members
- Your marketing channels and what you spend on each
- One person who signs off how the office and field work
At handover
Final scope set in your proposal
- A pricebook technicians can navigate
- Consistent job types and business units
- Estimate follow-up and membership renewals
- Campaigns that tie marketing to revenue
- Dashboards for managers and owners
- Training and workflows for every role
Is ServiceTitan right for you?
ServiceTitan suits trade businesses with a full office behind the field team.
Usually a good fit
Established HVAC, plumbing, electrical and other residential or commercial trade businesses with several technicians, dedicated CSRs and dispatchers, and a focus on memberships, field sales and measurable marketing.
Worth comparing first
ServiceTitan is a large platform with a price and setup to match. Owner-operators and smaller teams are often better served by Housecall Pro or Jobber, and we implement those too. Discovery is where we tell you honestly which way we would go.
Specialist experience
Previous ServiceTitan work by a Sage Kite delivery specialist
Examples are being prepared. We publish only approved, attributed work. Each example will show:
- Specialist role and what they built
- Project context and delivery period
- Screenshots with customer details removed
- Results only where there is evidence for them
Where ServiceTitan sits
The platform is one part of the growth system.
ServiceTitan runs the operation. The work around it decides what to change and keeps the phones busy. See how this fits home services.
Questions
ServiceTitan consulting FAQs
ServiceTitan consulting
What does a ServiceTitan consultant do?
A ServiceTitan consultant helps a trade business set up and run ServiceTitan around how it actually books, sells and keeps customers: call booking, dispatch, the pricebook, estimates, memberships, marketing tracking and reporting. Sage Kite starts by mapping how a call becomes a job, a sale and a member, then configures ServiceTitan to match.
Doesn't ServiceTitan include onboarding?
Yes. ServiceTitan runs its own onboarding when you buy, focused on getting you live. We help you prepare your data and processes before it, and improve the account afterwards: the pricebook, memberships, estimate follow-up, campaign tracking, reporting and team adoption.
Can you fix an existing ServiceTitan account?
Yes. Common issues are a pricebook technicians cannot navigate, job types and business units used inconsistently, campaigns that are not tracked, unsold estimates nobody follows up, memberships that lapse and Pro products that were bought but never configured. We audit the account, fix the structure and document how each role should use it.
How long does a ServiceTitan project take?
It depends on the size of your pricebook, the number of business units and technicians, and how much needs fixing. A focused pricebook or membership project is much smaller than a full account overhaul. Your proposal sets out the milestones and dates before work starts.
Scope and setup
Can you prepare our data for a move to ServiceTitan?
Yes. ServiceTitan's onboarding team usually handles the import. We clean your customers, locations, equipment, memberships and price lists beforehand so they arrive usable, and check the records afterwards.
Can you build or clean up our ServiceTitan pricebook?
Yes. We structure the pricebook into clear categories, write descriptions customers understand, add images and options, and remove duplicates, so technicians can find the right item quickly and present choices on site.
Can you set up memberships in ServiceTitan?
Yes. We set up membership types, the recurring service events attached to them and the renewal process, so maintenance visits are booked automatically and members are reminded before they lapse. Customizable memberships are part of ServiceTitan's The Works package.
Can you set up marketing tracking in ServiceTitan?
Yes. We set up campaigns so calls and jobs are tied to the marketing that produced them, and, where you use Marketing Pro, audiences for unsold estimates, expiring memberships and past customers.
Which ServiceTitan package do we need?
ServiceTitan offers Starter, Essentials and The Works, priced per technician on request, plus Pro add-ons such as Pricebook Pro, Marketing Pro and Scheduling Pro. We help you decide which features you will actually use before you buy or upgrade.
Working with Sage Kite
Where is ServiceTitan available?
ServiceTitan serves trade businesses in the United States and Canada and is also used in Australia. If you are elsewhere, check with ServiceTitan before you commit. If it is not the right fit, we can recommend and implement a field service platform that works in your country.
Is Sage Kite a ServiceTitan partner?
Sage Kite is an independent consultant. ServiceTitan is a trademark of its owner, and Sage Kite is not affiliated with, endorsed by or certified by ServiceTitan. We work on your behalf and are paid by you, not by ServiceTitan.
What happens after the project?
You own the account and can run it. Handover includes training for CSRs, dispatchers, technicians and managers, and documentation of your pricebook, job types and workflows. Where it helps, Sage Kite offers maintenance with a defined support scope, and a CRM and automation VA to keep the account tidy.
Is Sage Kite only a ServiceTitan consultant?
No. Sage Kite is a business growth consultancy. ServiceTitan is one of the platforms we implement, alongside consultancy, marketing, automation and specialist staffing. ServiceTitan runs the operation; the broader work decides what to change and keeps the phones busy.
Sage Kite is an independent consultant. ServiceTitan is a trademark of its owner. Sage Kite is not affiliated with, endorsed by or certified by ServiceTitan.
Build ServiceTitan around how you book, sell and keep customers.
A discovery call looks at your current account or onboarding plan, where work is being lost, and what a fixed-scope project would cover.