CRM & Tools~11 min

ServiceTitan for Sales Reps

Purpose

Overview of how sales reps use ServiceTitan daily — from appointment management to estimate creation and follow-up tracking.

As a reference guide for sales reps on their key ServiceTitan workflows.

Morning: Check your scheduled appointments — review customer history, prior tech notes, and job details for each.

Before each appointment: Pull up the customer record. Read notes, check existing estimates, verify address.

During the appointment: Build estimates in ServiceTitan with Good/Better/Best options. Take and attach photos. Document findings in notes.

After the appointment: Update the job outcome — sold, unsold, follow-up needed. Set follow-up tasks.

End of day: Verify all jobs are updated, payments processed, and follow-ups scheduled.

Estimate Builder: Create multi-option estimates with the flat rate book. Send via email with customer tracking.

Follow-Up Dashboard: Track unsold estimates and scheduled follow-up dates.

Financing Integration: Run GreenSky/Wisetack applications within the ServiceTitan workflow.

Customer History: View complete job history, prior estimates, membership status.

Performance Dashboard: Track your personal metrics — revenue, close rate, average ticket.

Keep notes detailed and professional — they're visible to the whole team.
Use the estimate email feature (not personal email) so ServiceTitan tracks opens.
Set follow-up tasks with specific dates, not "sometime next week."
Attach photos to every job — they support your proposals and protect Spartan.

ServiceTitan is the single source of truth for sales activity. All activity goes here.
Your performance metrics come from ServiceTitan data — inaccurate data = inaccurate metrics.
If ServiceTitan is down or having issues, note activities manually and enter them when it's back.