Integration · Field Service Management (FSM)
Getting More Out of ServiceTitan Marketing Pro
You're already paying for Marketing Pro. Most contractors use a fraction of what it can do. We help you use the rest.
ServiceTitan Marketing Pro is ServiceTitan's built-in email marketing add-on for home service contractors. Send It works alongside contractors already using Marketing Pro as a done-for-you email service — handling campaign strategy, content, segmentation, and execution inside the tools the contractor is already paying for.
What ServiceTitan Marketing Pro Does
ServiceTitan is the leading field service management platform for HVAC, plumbing, and electrical contractors. Marketing Pro is its email marketing add-on — built directly into ServiceTitan, pulling from the same customer records, job history, and equipment data that powers the rest of the platform. Contractors on Marketing Pro have access to customer segmentation, automated campaigns, and email sending without leaving ServiceTitan.
What Most Marketing Pro Users Aren't Doing
- Running campaigns to the full contact list instead of targeted segments — equipment age, last service date, and membership status are all available in ServiceTitan but rarely used to filter campaigns
- Sending one-off blasts instead of sequenced campaigns — Marketing Pro supports multi-step automations, but most contractors set up a single email and stop there
- Skipping the pre-season window — the highest-ROI campaigns launch 6–8 weeks before slow season, not during it
- Letting the win-back segment go untouched — customers who haven't booked in 18+ months are sitting in ServiceTitan with full job history, ready to target
- Using Marketing Pro for transactional messages only — appointment reminders and review requests, while valuable, are not the campaigns that drive new revenue
- Not connecting campaign results back to booked jobs in ServiceTitan — without tracking, it's impossible to know which campaigns are generating ROI
How ServiceTitan Marketing Pro Works With Send It
Send It is a service company, not a competing platform. We work with contractors on whatever tools they're using — including Marketing Pro. For contractors already invested in Marketing Pro, we step in as the email marketing team: building the campaign strategy, writing the sequences, setting up the automations, and managing execution inside Marketing Pro. You keep your ServiceTitan investment. We make sure it's actually generating revenue.
The Workflow, Step by Step
- 1
Audit what's already in Marketing Pro
We start by reviewing your current Marketing Pro setup — what automations are running, what segments exist, what's been sent, and what results look like. This tells us where the gaps are and what to prioritize first.
- 2
Build the segment structure
ServiceTitan's customer data is the foundation. We set up the segments that matter for your trade: customers inactive for 18+ months, equipment approaching replacement age, non-members of your maintenance agreement, and recent repair recipients for enrollment follow-up.
- 3
Build and schedule the campaign sequences
We write the email sequences — pre-season campaigns, win-back sequences, maintenance agreement enrollment, estimate follow-up — and configure them in Marketing Pro. You review and approve before anything goes out.
- 4
Launch and manage ongoing cadence
Campaigns launch on the agreed schedule. We manage the ongoing calendar, monitor performance, and adjust based on what's converting. Results are tracked back to ServiceTitan so you can see booked jobs, not just open rates.
Want to see what a ServiceTitan Marketing Pro campaign looks like?
Book a 20-minute call. We'll show you how we export from ServiceTitan Marketing Pro, what we build, and what results look like for your trade.
Book a Free Strategy Call