Advanced Sanitation was growing fast. Owner Sebastian Czaplicki saw a need to streamline office functions and service to customers in the field.
He chose ServiceTitan, an all-in-one software built to help contracting businesses prosper and grow. It’s a fully integrated package designed to enhance operations from the office to the field.
Czaplicki and his team at the Advanced Sanitation septic system pumping and installation business, based in Camarillo, California, use the software especially to communicate with customers before, during and after jobs.
Customers can use it to submit photos of their properties so that, for example, field technicians can know the location of septic tanks and whether digging will be required. This helps the office team give accurate estimates before pumping technicians arrive.
The Advanced team also shares before- and after-service pictures to document the work that has been done. This enhances customer satisfaction and helps eliminate disputes about whether work was performed as promised.
The ServiceTitan software simplifies job scheduling, estimating, invoicing, and customer service all in one place. It integrates with accounting software programs like QuickBooks (which Advanced also uses) to create complete end-to-end visibility into business operations.
Users can monitor all transactions in real time, generate invoices and purchase orders, and manage finances without switching back and forth between software applications.
ServiceTitan helps keep team members on the same page in real time with updates that synchronize instantly from the office to the technicians’ tablets. Mobile app integrations empower technicians to take on new sales opportunities while performing service and repair work and report to the office on job progress for longer-lasting projects.
Other features include custom reminders, SMS texting, arrival tracking, and flexible payment options. A dynamic dashboard enables company management to track revenue generated by each technician, yielding insights that enable appropriate coaching to make team members more productive and effective.
The mobile app helps service people arrive at each job fully informed and prepared. It syncs with phone integration in the office so that technicians have all of the information the office representative collected during the initial customer phone call. Teams can also easily access customer profiles including job histories, previous invoices and photos, voice notes, and more.
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