ServiceTitan Training Checklist

What Makes it Great

• Detailed Step-by-Step Instructions: The checklist walks users through each stage of onboarding, covering setup, configurations, and team training so no important steps are missed.
• Built-In Learning Support: Includes links to videos, courses, and articles, making it easy for users to find answers and dive deeper into the features they need to set up.
• Adaptable to Different Workflows: Offers guidance on customizing labels, business units, and preferences, helping businesses tailor the tool to their unique needs.
• Role-Specific Focus: Clearly outlines permissions and roles, so teams can assign tasks and access effectively without confusion.
• Practical and Actionable: Breaks down complex setups into clear, manageable tasks like configuring dashboards and setting up pay rate labels, so users can implement changes right away.

🎯 Takeaway Tip

When designing onboarding checklists, include role-specific tips and task checkboxes to make the guide actionable and user-friendly. For example, add “Assigned to” sections for each task to help teams track ownership and progress more effectively.