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Services | Apps | SoftwareApps & SoftwareHVAC Breaking News

ServiceTitan’s Custom Forms Feature Streamlines HVAC, Plumbing Service

Software allows service businesses to design custom forms for techs to use in the field

October 21, 2015

GLENDALE, Calif. — ServiceTitan has announced a new Custom Forms feature for its mobile home service software, designed to give service businesses the ability to easily customize, create, and implement a variety of forms that can help their businesses significantly cut down on the time associated with paper-based processing. The software package is specifically designed for residential HVAC, plumbing, and electrical contractors.

“HVAC, plumbing, and electrical businesses are typically buried in paperwork,” said Ara Mahdessian, CEO and co-founder of ServiceTitan. “Everything from work orders and inspection check lists to membership applications and legal waivers have traditionally been processed using paper forms. Our Custom Forms feature is not only changing all of that, but creating a more visual process for our clients as well. In the end, service transactions are more accurate and efficient, but it’s the clients who really benefit.”

ServiceTitan is a mobile, cloud-based software platform developed to help home service companies streamline operations, improve customer service, and grow their business. The end-to-end solution includes customer relationship management (CRM), intelligent dispatch, comprehensive reporting, marketing management tools, mobile connectivity for field technicians, and Quickbooks integration.

Using ServiceTitan’s Custom Forms, service businesses can create the forms they need in their office and transmit them digitally to their technicians in the field. Custom multipoint inspection forms allow technicians to develop a baseline status on a home’s complete HVAC, plumbing, or electrical system. Techs can record their work and take pictures while on service calls to help maintain service records. Customers can browse equipment options, sign up for service membership plans, or authorize work right on the technician’s mobile tablet. All of this contributes to an efficient process for the company and an enhanced service experience for the homeowner.

For more information, visit www.servicetitan.com.

Publication date: 10/21/2015

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KEYWORDS: field management software Mobile workforce

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