Service Titan Implementation Consultant
Worldwide
We are a two-location residential home services company (HVAC + appliance repair) that has been on ServiceTitan since May 2026. The technician/dispatch side works well. The problem is everything the customer experiences before and after the visit — individual features have been turned on one at a time, but the system has never been connected end to end. We have sat through plenty of vendor success calls that end with another meeting instead of something finished. We are hiring one person to own completion. The goal is simple: a fully operational ServiceTitan instance. You do the work in our account yourself — we are not looking for a strategy deck, a roadmap, or training sessions. Scope — what "done" looks like: Marketing Pro fully built — email, SMS, and direct mail automations live (lifecycle campaigns, estimate follow-up, membership renewals, audience segmentation with proper suppression/exclusion tags). We have drafted campaign content; you build, connect, and activate. Book Now / web scheduler — working correctly on our website, including the pop-up behavior we've specified, with bookings flowing into ServiceTitan properly. Call handling automations live — Missed Call SMS (currently misfiring — an open support case exists), Speed to Lead, AI After Hours agent, Slack notifications, and call routing configured and verified. Dialpad + ServiceTitan integration working end to end — we run our phones on Dialpad. Call logging, routing, tracking numbers, and outbound click-to-call all need to reconcile cleanly between the two systems. Zapier bridges built and maintained — we have an active Zapier account and use it to connect ServiceTitan to email, Google Drive, and notifications. Anything ServiceTitan can't do natively should be solved with a Zap, not deferred. CRM follow-up workflows — automated estimate and opportunity follow-up sequences working, with required Lead Source fields enforced. Marketing attribution and reporting — tracking numbers, campaign attribution, and dashboards/reports connected so we can trust channel-level ROAS. Requirements: Deep, hands-on ServiceTitan admin experience, specifically Marketing Pro (email/SMS/direct mail), Scheduling Pro/Book Now, phone/call features, and reporting. Please describe instances you have personally configured, not managed from the sidelines. Dialpad experience required — admin-level: routing rules, hunt groups, integrations, and reporting. Zapier experience required — you should be comfortable building multi-step Zaps with filters, formatters, and webhooks, and debugging ones that already exist. Experience escalating and pushing ServiceTitan support/CSM teams to resolution (we have open cases and an active CSM relationship you'll help drive). Available to start immediately. Target: everything above live within 2–3 weeks. Comfortable working independently against a checklist with async check-ins. We will give you admin access, our drafted content, and fast approvals. How we'll work: Fixed milestones tied to each scope item going live and verified (test bookings, test calls, test sends — not "configured," live). Please include in your proposal: your ServiceTitan certifications/experience, 1–2 examples of instances you took from partially deployed to fully operational, your specific Dialpad and Zapier experience, your rate, and your realistic timeline for the scope above. We know exactly what we want built. We need someone to build it.
$200.00
Fixed-price- ExpertExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Last viewed by client:4 weeks ago
- Interviewing:1
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesSt. Peters11:21 AM
- $16K total spent4 hires, 3 active
- 145 hours
- Individual client
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