ServiceTitan pricing: what to prepare before you request a quote

• Three packages: Starter, Essentials and The Works. Each one has a Request Pricing button and no dollar amount.
• One sentence on the model: "Our per-technician pricing is designed to fit your business and goals, at any size."
• A feature list on each package. The page marks what a package includes as a bullet, and shows the features it leaves out as plain lines. The table below shows the included ones.
• A route to a personalized demo through Get Demo and Contact Sales.

So the packages do differ. Mobile estimates start at Essentials, and advanced reporting, commission tracking and memberships start at The Works. If you send estimates, Starter is not enough. If you want reporting, you are looking at The Works. Use that to decide which package to ask about, rather than asking for a quote on all three.

1. Your headcount, split into field technicians, helpers or apprentices, dispatchers and office staff.
2. How many of those people you expect to add in the next 12 months.
3. The trades you work in, since packages and pricebooks may be set up per trade.
4. The features you use every week, in a short list. Ignore the ones you would use twice a year.
5. What you pay now for software, including card fees, so you can compare totals.
6. The tools you have to connect, such as QuickBooks, and where your customer list lives now.

Write the headcount down before the call, because the sales conversation will move fast and a number you decided in advance is harder to talk yourself out of. Decide too what you would do if the quote came in above your budget: drop a package, drop users or walk away.

It also helps to bring one more person from the shop, such as the dispatcher or whoever sends invoices. They will notice features you take for granted, and they will notice quickly if a demo glosses over the part of the day they do most.

Turn the quote into one number per month at your headcount, and one for the first year with setup fees included. Then price a published tool at the same headcount. For example, Jobber and Housecall Pro show their numbers by team size.

Compare the first-year total, not the monthly price. Then compare feature lists. If a quoted package has features you will never use, you are paying for them.

• Monthly price at your headcount today.
• Monthly price at your headcount in 12 months.
• One-time fees in year one, such as onboarding or implementation.
• Card processing cost on your expected volume.
• The cost of leaving: contract end date, notice period and data export.

Put the same five lines next to each tool. A quote that looks high on monthly price can come out close once a published tool's processing fees and extra-user costs are counted, and the reverse is also possible. Only the full set tells you.