ServiceTitan Consulting for Home Services Businesses

Who this is for

This page is for home services businesses — HVAC, plumbing, electrical, or multi-trade — running ServiceTitan or FieldEdge, doing $1M to $15M in annual revenue. It's built for owners who have had the platform running for a while, have techs and dispatchers using it daily, and suspect they're not getting full value out of the licence fee. The support is delivered by IronMargin's team of operators who have run $20M+ multi-trade home-services companies on these same platforms — not a certified reseller or a software vendor's implementation partner.

The operating problems it solves

Most trades companies running ServiceTitan or FieldEdge are using approximately 30% of available features — primarily the dispatch board and basic job tracking. The rest is paid for and unused. In practice, that looks like:

• The memberships module isn't activated, so maintenance agreements are tracked in a spreadsheet or not tracked at all
• The flat-rate pricebook was built once, at launch, and hasn't been revisited as labour and material costs have moved
• Job type configuration and dispatch capacity rules were set up on day one and never reviewed as the shop grew
• Reporting dashboards were never configured, so tech performance and margin by job type aren't visible without pulling raw data manually

As an illustrative example from the same source material behind this page: a company with 200 active maintenance agreements at $180/year each, moving from 65% manual renewal to 85% automated renewal by activating the memberships module, recovers roughly $7,200/year in renewal revenue from that single configuration change. That figure is an example of the kind of recovery a memberships module activation can produce — actual results depend on agreement count, price, and current renewal rate.

What IronMargin provides

Elite members receive a full workflow audit of their current CRM setup, followed by direct support on:

• Job type configuration
• Dispatch logic and capacity rules
• Flat-rate pricebook build or rebuild
• Membership module activation and configuration
• Reporting dashboard setup

This is specifically an Elite-tier deliverable. Core and Pro members get ServiceTitan and FieldEdge setup guides as part of the SOP library — useful reference documents for a self-directed setup — but the full workflow audit and hands-on implementation support described above is only included at the Elite tier. See /pricing for the complete tier breakdown.

A short process

1. Run the free calculator. Get a baseline estimate of where your shop is leaking margin before you talk to anyone.
2. Book a fit call. A short call to confirm IronMargin is the right fit for your revenue stage and current tech stack.
3. Join Elite. Lock in founding-member pricing while spots remain.
4. Full workflow audit during onboarding. The CRM audit and implementation support begins as part of your Elite onboarding sequence.