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Go Time Success Group
ServiceTitan Onboarding Self-Assessment
 
CONTACTS
 

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. 
 
 
 
 
SELF ASSESSMENT
 
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. 
 
PRICEBOOK
Import/Export, Bulk Edits, Correct costs, Presentation on Mobile, Material/Equipment links, Catalogs, Hours, Estimate/Proposal Templates, Procure-to-Pay
 
 
ACCOUNTING

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

 
PHONES & DISPATCH

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

 

 
PURCHASING & INVENTORY
Purchasing Module, Inventory Module, Replenishment, Purchase Orders, Inventory Templates, Trucks, Warehouses, Vendors, Serialized Inventory, Adjustments, Receipts, Bills
 
 
REPORTS & DASHBOARDS

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

 

 
SETTING & INTEGRATIONS

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

 

 
PAYROLL
Commission rates, Clock In/Out, Configurable Payroll, Master Pay File, Approval Workflow
 
 
 
PRO PRODUCTS
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!