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Go Time Success Group
ServiceTitan Onboarding Self-Assessment

Help us streamline your success when we know who to contact for assistance. Please give us as much information about the people we will be working with as you can. 

Signer's Name
Main Point of Contact
Accounting Contact
Additional Contacts
Please provide us with the names, email addresses, and phone numbers of anyone else you think we will have contact with during your time with us. 
Before we get started, we need your self-assessment of your business. Where are you in each of our key areas? Each area has a rating of Red, Yellow, or GREEN for you to assess your CURRENT status. Don't be afraid to be completely honest. Your assessment will help us identify your biggest areas of concern so that we can create your Go Time Road Map for success. 
Import/Export, Bulk Edits, Correct costs, Presentation on Mobile, Material/Equipment links, Catalogs, Hours, Estimate/Proposal Templates, Procure-to-Pay

Batching/Posting/Exporting process, Bills, Receipts, Invoices, Payments, Export Errors, AR Management, Recurring Billing, General Ledger Accounts


Job Booking, CSR Workflow, Capacity Planning, Call Routing, Chat, Bookings, Booking Recurring Service Visits, Unsold Estimate Follow Up


Purchasing Module, Inventory Module, Replenishment, Purchase Orders, Inventory Templates, Trucks, Warehouses, Vendors, Serialized Inventory, Adjustments, Receipts, Bills

Modular Dashboard, Custom Dashboards, Technician Scorecards, Custom Reports, Company Metrics, KPIs, Scheduled Reports, Report Editing



Employees & Technician Profile, Permissions, Business Units, Job Types, Campaigns, Forms, , Skills, Tags, Tax Zones, Financing, GPS, Marketing Integrations, QuickBooks Setup


Commission rates, Clock In/Out, Configurable Payroll, Master Pay File, Approval Workflow
Marketing Pro, Phones Pro, Pricebook Pro, Fleet Pro, Scheduling Pro, Dispatch Pro


You're all set! We will use this in our first call to develop a plan together to help you reach your goals. When you take massive action on our plan, you will see your scores and your results improve dramatically. It's Go-Time!