TRADEWEAVE
How each role on a ServiceTitan dealer team actually works the platform, day to day — sourced from ServiceTitan's own documentation, organized by role instead of by feature.
Core Roles
The roles that touch the platform daily across any demand-service, contracted-service, or install business.
Turns every call into a booked job, a tracked lead, or a correctly logged reason why not.
View workflow 2Owns the gap between a booked job and a technician at the door — capacity planning plus live dispatch.
View workflow 3Where the platform earns or loses its value in the field — every mobile app tap feeds costing, equipment, and payroll.
View workflow 4Turns a diagnosis into revenue through Good-Better-Best estimates, financing, and closing.
View workflow 5Makes every dollar spent attributable and every satisfied customer visible — campaigns plus reputation.
View workflow 6Configures the structural skeleton every other role operates inside — users, business units, notifications.
View workflow 7Closes the loop between work performed and revenue recognized — invoicing, collections, payroll, close.
View workflow 8Sees the business as a six-stage lifecycle and finds where the real bottleneck sits.
View workflowProject-Based Roles
Roles that exist specifically where work is too large for the single-visit job model.
System Guides
Setup and configuration guides for systems that don't belong to a single role — owned by whichever role touches them, consumed by several.
GPS vehicle tracking — only trustworthy once hardware, records, and the serial match are all wired together correctly.
View guide SBuilt-in vs. Custom reports — two tiers that get confused constantly, plus template joins and scheduled delivery.
View guide SThree sub-systems in one: commission rules, time-tracking setup, and the sign-off chain before anything pays.
View guide SA separate login layer above individual tenants, for multi-location operators — its own credentials, its own setup.
View guide SQuickBooks, Intacct, Xero, or CSV — which platform an account uses changes what syncs and what doesn't.
View guide SDriven entirely by a trigger system — most "form didn't show up" complaints trace back to trigger config, not a bug.
View guide SPhones Pro for single-tenant call handling, Contact Center Pro for multi-tenant — the second requires Enterprise Hub first.
View guide SCommercial pipeline and opportunity management — a distinct product from the residential Estimates flow. Private Preview.
View guide SThe online-booking widget — only trustworthy once the underlying capacity model is configured correctly first.
View guide SThe B2B commercial-contract system — runs on one rule that trips people up: a Visit isn't a Job until it's booked.
View guideTrade-Specific Addenda
Focused delta docs for trades with genuinely distinct workflows — not a full parallel rebuild of the 10 roles.