7 ServiceTitan Settings Most HVAC Shops Get Wrong
ServiceTitan is powerful. Most shops use maybe 30% of it.
Same configuration mistakes show up everywhere. Settings that directly impact jobs booked and tech efficiency. Here are the seven most common.
Capacity Planning Off or Misconfigured
Prevents overbooking, ensures no gaps in schedule. Most shops never turned it on, set it once and forgot it, or made it too restrictive.
Membership Priority Routing Not Set Up
Maintenance agreement customers should get priority scheduling—they're paying for it. ServiceTitan can flag member calls and route to priority slots. But only if configured.
Business Units Not Separated
Running HVAC, plumbing, electrical under same business unit makes reporting useless. Can't tell which department is profitable. Marketing attribution gets muddy.
Pricebook Not Updated
Equipment costs up 20-30% past two years. Labor rates climbed. Many shops still quoting from outdated pricebooks.
Dispatch Zones Don't Match Reality
Zones supposed to minimize drive time. Instead: ZIP codes that make no geographic sense, or zones that haven't been updated since shop expanded.
Follow-Up Tasks Not Automated
ServiceTitan can auto-create follow-ups for unsold estimates, expired memberships, aging equipment. Most shops do this manually. Which means inconsistently.
Default Reporting Dashboards
Dozens of reports available. Most shops look at defaults, ignore rest. Defaults show what ServiceTitan thinks matters. Not what matters to your business.
The Compounding Effect
None of these transform your business overnight. Together, they compound.
Shop at 70% efficiency fixing all seven might hit 85%. On $2M annual revenue: $300,000 in additional capacity. No new hires.
ServiceTitan costs $300-500/month. Make sure you're getting your money's worth.
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