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.