ServiceTitan Contractor Integrations
You run the trucks. We run the tech behind them.
Fixed-price integrations, reporting, and automations for HVAC, plumbing, roofing, and electrical shops — from an implementer who rescued an at-risk ServiceTitan rollout.
Case Study
Garner Roofing
Garner Roofing came to us with a ServiceTitan instance flagged at-risk by their TitanAdvisor score. Dispatchers were working around the system, field techs skipped mobile workflows, and reporting data didn't match reality.
8 weeks
At-risk to healthy status
30+
Active users onboarded
98%
Mobile adoption (field team)
What we did
- • Health Check to map every workflow gap and integration failure
- • Rebuilt dispatch board rules and job-type automations
- • Fixed Pricebook Pro sync issues with their supplier catalog
- • Three role-based training sprints (dispatch, CSR, field)
- • Weekly check-ins for 8 weeks post-implementation
Results reflect this single client engagement. Outcomes vary by team size, starting system health, and leadership buy-in.
Our Services
Fixed-price engagements designed for contractors who need results, not endless consulting hours.
Diagnostic
A focused 2-hour review of your ServiceTitan setup to identify quick wins and red flags.
- Live walkthrough of your instance
- Workflow & data quality assessment
- Priority issue list (top 5)
- 30-min follow-up call
Health Check
Deep audit across integrations, automations, reporting, and user adoption.
- Full system health report
- Integration & API review
- User permission audit
- Adoption & training gaps
- 90-day improvement roadmap
Quick Connect
Get a critical third-party integration live and validated within two weeks.
- Single integration setup
- Data mapping & sync rules
- End-to-end testing
- Team handoff documentation
- 14-day post-launch support
Integration Audit
Evaluate existing integrations for reliability, cost, and data integrity.
- Inventory of all connected apps
- Sync failure analysis
- Cost & redundancy review
- Consolidation recommendations
User Training Sprint
Role-based training sessions to drive adoption across office and field teams.
- Up to 3 role-based sessions
- Custom quick-reference guides
- Adoption tracking setup
- Manager coaching call
Ongoing Support
Monthly retainer for priority support, minor config changes, and check-ins.
- 4 hours of support per month
- Priority Slack/email access
- Monthly health snapshot
- Rollover unused hours (1 month)
Our Guarantee
Every Health Check comes with a simple promise: if we can't find at least 3 actionable improvements, you get a full refund. No hoops, no fine print.
Frequently Asked Questions
- Who is Key Holders Trade for?
- HVAC, plumbing, roofing, and other home-service contractors running ServiceTitan who need cleaner data, better integrations, and higher team adoption — without hiring a full-time admin.
- Do you replace our ServiceTitan admin?
- No. We complement your existing team. We diagnose problems, implement fixes, and train your people so the system keeps working after we leave.
- How long does a Health Check take?
- Typically 5–7 business days from kickoff to delivered report, depending on instance size and integration count.
- What if we already have a ServiceTitan partner?
- We often work alongside existing partners. Our Diagnostic is a low-risk way to get a second opinion and a prioritized action list.
- Is there a refund policy?
- Yes — see our guarantee below. For the Health Check specifically: if we can't identify at least 3 actionable improvements, you get a full refund.
- Can I start with Diagnostic and upgrade?
- Absolutely. Diagnostic fees can be credited toward a Health Check or Quick Connect if you proceed within 30 days.
Ready to get your ServiceTitan house in order?
Start with a Diagnostic or book a free 15-minute intro call.