Onboarding
Rolling out a new software system can feel overwhelming—especially when your team is busy running day-to-day operations. At Titan Up Technologies, we make onboarding stress-free. Our implementation specialists work closely with you to design a setup strategy that reflects your unique workflows, so you don’t just install ServiceTitan—you unleash its full potential from day one.
Our Services
Overview
What Makes Our Onboarding Approach Different?
Built Around Your Business: We don’t do cookie-cutter. Every setup is customized based on your services, structure, and team dynamics.
Clean, Accurate Data Transfers: From customer records to job histories, we migrate your data carefully and completely.
Team Readiness from the Start: We provide hands-on training for office staff and field techs to make sure everyone feels confident using the system.
Workflow Optimization from Day One: We fine-tune processes while setting up the system—so it works for your team, not against them.
Dedicated Post-Launch Support: Once you go live, we’re on standby to answer questions, solve issues, and keep you moving forward.
Our Approach
1. Discovery & Goal Setting
We start by understanding how your business operates—what’s working, what’s not, and where ServiceTitan can help you level up. Together, we define clear success targets and timelines.
2. Configuration & Customization
Next, we tailor ServiceTitan to your operation. From workflows and technician roles to forms, permissions, and business units—we’ll build a structure that fits like a glove.
3. Data & System Migration
We clean and import your essential data: customer details, service history, inventory, and pricing. Accuracy here means smoother transitions later.
4. Team Training
Through tailored sessions (live or remote), your office staff and field techs will learn the specific functions they need to master—from booking jobs to completing tickets in the field.
5. Go-Live Execution
When it’s time to launch, we’re right beside you. We’ll monitor system performance, assist with troubleshooting, and ensure your team is supported during the switch.
6. Post-Launch Performance Review
A few weeks after go-live, we revisit your setup and performance. We’ll identify wins, flag friction points, and provide recommendations for further improvement.
Who It’s For?
Launch ServiceTitan the Right Way
Don’t leave your setup to chance. With Titan Up Technologies, you get a proven partner to lead your ServiceTitan implementation with precision, speed, and long-term vision.
Schedule a free consultation!
Our clients' success is our top priority
What our customers feel about our services!
