Titan Pro Technologies
Membership Plans

Struggling to get the most ROI out of the ServiceTitan software? Enjoy the benefits of having a fully trained ServiceTitan Certified specialist that knows your business on retainer. You will have direct access to all of the member benefits. Plus, your ServiceTitan Provider will become an active asset, continuously optimizing your ServiceTitan instance and training your employees with the best practices for data implementation. Whether it is getting your workflows and processes ironed out and documented, or creating new workflows to improve productivity, as a Titan Pro member, you gain a partner dedicated to helping you grow and providing peace of mind to grow and scale your business.

Path to Private Equity

Custom Services

Optimize your exit and attract private equity investment by showcasing sustainable growth potential, efficient operations, and an irresistible value proposition. A structured and guided journey for businesses seeking to attract private equity investment and navigate the process successfully.

  • All custom services mentioned in the diamond package
  • Custom Reporting
  • Custom Dashboards
  • Custom Forms
  • Custom Automations
  • Zapier Integration Automations
  • Establishing Accounting Workflows and Best Practice with Automations
  • PDF and Video Recorded SOPs for Best Practices inside of ServiceTitan

Onboarding, Implementation and Optimization of ServiceTitan

  • Technician and Office user Coaching,Training, and Support
  • CSR / Dispatch
  • Service Technicians
  • Install Technicians
  • Install Cordinators
  • Sub Contractors
  • Accounts Payable and Accounts Receivable
  • Vendor Management
  • Permissions
  • Reporting
  • Dashboards
  • Task Management
  • Financing Set up and Configuration
  • Business Units
  • Job Types
  • Tags, Triggers and Alerts
  • Job Costing Set up and Configuration
  • ServiceTitan Customer Data Conversion and Review
  • Configurable Payroll
  • Advanced Capacity Planning
  • Phones Pro
  • Dispatch Pro
  • ServiceTitan Marketing Pro
  • Pricebook Pro
  • Inventory

Pricebook Build-out, Optimization, and Enhancements

  • Comprehensive Service & Repair Pricebook
  • Equipment Retrofit and other Installation Pricebooks
  • Dynamic or Specific Pricing Management
  • Estimate and Proposal Templates
  • Item Customer facing Images
  • Linked Materials and Equipment
  • Materials with Vendor Specific Details for Replenishment and POs management

DIAMOND Member Service

Custom Services

  • Custom Reporting
  • Custom Dashboards
  • Custom Forms
  • Custom Automations
  • Zapier Integration Automations
  • PDF and Video Recorded SOPs for Best Pract ices inside of ServiceTitan

Onboarding, Implementation and Optimization of ServiceTitan

Coaching. Training & Support

  • Dashboards
  • Calls
  • Schedule
  • Dispatch
  • Accounting
  • Purchasing
  • Inventory
  • Follow Up
  • Reports
  • Marketing
  • Pricebook
  • Settings
  • Memberships
  • Payroll
  • Phones
  • Task Management
  • Marketing Pro
  • Scheduling Pro
  • Dispatch Pro
  • Fleet Pro
  • Pricebook Pro
  • Phones Pro

Pricebook Build-out, Optimization, and Enhancements

  • Comprehensive Service & Repair Pricebook
  • Equipment Retrofit and other Pricebooks
  • Dynamic or Specific Pricing Management
  • Estimate and Proposal Templates
  • Item Customer facing Images
  • Linked Materials and Equipment
  • Materials with Vendor Specific Details for Replenishment and POs management

GOLD Member Service

Custom Services

  • Custom Reporting
  • Custom Dashboards
  • Custom Forms
  • PDF and Video Recorded SOPs for Best Practices inside of ServiceTitan

Onboarding, Implementation and Optimization of ServiceTitan

Coaching. Training & Support

    • Dashboards
    • Calls
    • Schedule
    • Dispach
    • Accounting
    • Purchasing
    • Follow Up
    • Reports
    • Pricebook
    • Settings
    • Memberships
    • Payroll
    • Phones
    • Task MAnagement

Pricebook Build-out, Optimization, and Enhancements

  • Comprehensive Service & Repair Pricebook
  • Equipment Retrofit and other Pricebooks
  • Dynamic or Specific Pricing Management
  • Estimate and Proposal Templates
  • Item Customer facing Images
  • Linked Materials and Equipment
  • Materials with Vendor Specific Details for Replenishment and POs management

SILVER Member Service

Custom Services

  • PDF and Video Recorded SOPs for Best Practices inside of ServiceTitan

Onboarding, Implementation and Optimization of ServiceTitan

Coaching. Training & Support

  • Dashboards
  • Calls
  • Schedule
  • Dispach
  • Accounting
  • Purchasing
  • Follow Up
  • Reports
  • Pricebook
  • Settings
  • Memberships
  • Payroll
  • Phones
  • Task MAnagement

Pricebook Build-out, Optimization, and Enhancements

  • Comprehensive Service & Repair Pricebook
  • Equipment Retrofit and other Pricebooks
  • Dynamic or Specific Pricing Management
  • Item Customer facing Images
  • Linked Materials and Equipment
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