ServiceTitan Training

SKU: 3944
15 Lesson
|
30 Hours
ServiceTitan Training is designed for professionals who want to learn how to use ServiceTitan to manage and streamline field-service business operations. The training covers practical topics like scheduling and dispatching, customer management, estimates, invoicing, reporting, and other core ServiceTitan workflows. You will learn how these features work together in real-world service operations, helping you use ServiceTitan more effectively and manage day-to-day tasks with greater confidence. This course is suitable for beginners, service business professionals, dispatchers, office staff and professionals who work with ServiceTitan.

Overview

ServiceTitan Training Prerequisites

  • Basic computer skills
  • Basic understanding of field-service operations
  • Familiarity with scheduling, dispatching, and customer management
  • Beginners can take the training without prior ServiceTitan experience.

What Will You Learn?

  • Navigate ServiceTitan
  • Manage customers and locations
  • Book, schedule, and dispatch jobs
  • Create estimates and proposals
  • Use ServiceTitan Mobile
  • Manage the Pricebook
  • Handle invoices and payments
  • Manage service agreements and memberships
  • Manage purchasing and inventory
  • Understand accounting and payroll workflows
  • Generate and analyze reports
  • Manage integrations and data migration
  • Understand residential and commercial workflows

Key Features

Course Curriculum

1. ServiceTitan overview
2. Account navigation and settings
3. Company profile setup
4. Employee and technician setup
5. Business units and job types
1. Customer and location management
2. Customer information and history
3. Customer types
4. Customer communications
1. Call center setup
2. Inbound calls and web bookings
3. Customer communication workflows
4. Job booking
5. Unbooked calls
1. Scheduling setup
2. Dispatch configuration
3. Dispatch board
4. Technician availability
5. Job assignment and dispatch workflows
1. Estimates
2. Proposals
3. Selling service work
4. Job management
5. ServiceTitan field workflows
1. ServiceTitan Mobile overview
2. Technician workflows
3. Managing jobs in the field
4. Adding services, materials, and equipment
5. Job completion
1. Pricebook overview
2. Categories and subcategories
3. Services, Materials, Equipment
4. Pricebook import and export
5. Pricebook configuration
1. Invoice setup
2. Customer invoices
3. Payment collection
4. Payment terms
5. Invoice configuration
6. Invoice signatures
1. Accounting setup
2. General Ledger accounts
3. Financial transactions
4. Accounting integrations
5. Accounting exports
1. Inventory setup & management
2. Purchasing
3. Materials and equipment
4. Procurement workflows
1. Service agreement setup
2. Service agreement workflows
3. Memberships
4. Discounts and agreement management
1. Payroll setup and Timesheets
2. Commissions and Payroll workflows
3. Administrative features and permissions
1. ServiceTitan reporting
2. Business performance tracking
3. Operational reporting
4. Business units and performance analysis
1. Data preparation and migration
2. System integrations
3. Account configuration
4. Implementation workflow
5. Accounting export verification
6. Go-live process
1. Residential workflows
2. Commercial workflows
3. Trade-specific workflows
4. Service and replacement workflows
5. Construction and project workflows
Talk To Us

We are happy to help you

1-800-7430-173 (US Toll Free)
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Course Fees

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 30 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 12 Sep 2026
  • Weekday Batch 14 Sep 2026
  • Weekend Batch 12 Sep 2026

1 ON 1 Training

US $ 899.00
100% Money Back Guarantee
  • Duration : 30 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 12 Sep 2026
  • Weekday Batch 14 Sep 2026
  • Weekend Batch 12 Sep 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

Trusted By Top Companies Worldwide

MITSUBISHI
Emirates
BECHTEL
Tech Mahindra
Techmill
metacube
Fareportal
Trelleborg
Capgemini
AU Small Finance Bank
United Nations
Inter Mid
SoftFlex
align
utthunga
Rimini Street
EJADAH
Yash Technologies
suyati
Hettich
APPCINO

Want to know Today's Offer

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ServiceTitan Certification

The official certification program is the ServiceTitan Certified User Program. ServiceTitan offers role-based certifications for Residential, Commercial, and Residential & Commercial users.

Certification Levels

  • Explorer
  • Navigator
  • Commander
  • Certified User

Available Certifications

  • Residential Certified Administrator
  • Commercial Certified Administrator
  • Certified CSR/Dispatcher
  • Certified Inventory Manager
  • Residential Certified Accounting/Bookkeeper
  • Commercial Certified Accounting/Bookkeeper

Course Completion Certificate

After completing the ServiceTitan Training, you will receive an igmGuru Course Completion Certificate that validates your completion of the training and demonstrates your learning of ServiceTitan workflows and features.

ServiceTitan Certification

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