ServiceTitan

ServiceTitan connects field-service booking, dispatch, invoicing, and technician workflows. Its pricing page presents Starter, Essentials, and The Works packages using per-technician pricing by quote.

What to test in a demo

Walk through a call booking, an urgent reassignment, an estimate approval, and a completed invoice. Ask the dispatcher and a technician to perform their own steps. Request a written definition of a billable technician, including seasonal and part-time staff, and separate setup, migration, training, and optional-product charges.

Trial status

A free demonstration is advertised. A self-service free trial was not established from the reviewed pricing page, so trial availability remains unknown.

Connect office and field operations

ServiceTitan covers call booking, scheduling, dispatch, field mobile workflows, a price book, and reporting. Its scope makes it a candidate when several office and field roles need a shared process, rather than simply a faster way to create an invoice. Demonstrate the complete handoff from the first customer call through the technician visit and financial follow-up.

Treat the price book as maintained data

The price book organizes services, materials, and equipment used in estimates and invoices. Assign an owner to keep items, descriptions, and pricing consistent. Before migration, identify duplicate customers and outdated service items, and agree on what will be imported versus retained only as historical records.

Define the package and rollout

Separate core subscription requirements from optional Pro products, such as marketing or dispatch-related enhancements. Ask which parts of the demonstration require additional products. Build a rollout plan that includes dispatcher training, technician practice, accounting reconciliation, and a support contact for the first weeks. Evaluate the reporting with your own definitions of completed, cancelled, and return-visit jobs.