Build the AI layer for jobs, workers, payments, and lead gen.
ServiceTitan is an established operations and marketing platform. Varpet's launch angle is a simpler digital-growth entry point for small service businesses.
Varpet.com and the mobile app are already available. This mockup is for the separate B2B portal layer: admin dashboard, franchise/client view, provider workflow, marketing attribution, and API syncs into Supabase. Treat “V1 Build” as the implementation target, not a claim that every API is live today.
| Feature | ServiceTitan — How They Do It | Varpet B2B — How We Do It | Status |
|---|---|---|---|
| Scheduling | Manual — office staff selects time slot, checks availability calendar | AI auto-assigns best worker based on location, availability, and rating | 🔵 V1 Build 🤖 AI |
| Dispatch | Dispatch and scheduling workflows for field service teams | Build target — assisted auto-matching with admin exception handling | 🔵 V1 Build 🤖 AI |
| Job Booking | Booking and job management workflows | Build target — digital form fill creates a job and starts matching | 🔵 V1 Build |
| Marketing | Marketing tools include campaign ROI and trackable phone numbers | Build target — Google Ads + CallRail + Social + GA4 tracked in one portal, with revenue attributed per campaign | 🔵 V1 Build 🤖 AI |
| Leads | Manual lead tracking — office enters leads from calls/forms | CallRail + web form → auto-lead → auto-job. Zero data entry once the Supabase syncs are live | 🔵 V1 Build |
| Call Tracking / Phones | Titan Intelligence — records calls, transcribes, scores agents | CallRail dedicated numbers per campaign → call → job → revenue linked through Supabase | 🔵 V1 Build |
| Automated SMS | Triggered SMS — staff configures rules and templates manually | Auto-SMS at every job stage (booked, en route, arrived, complete) via Twilio | 🔵 V1 Build |
| Estimates / Proposals | In-app estimate builder — tech creates estimate on mobile, customer signs | Tech sends estimate via SMS link → customer approves → job auto-confirmed | 🗓 V2 |
| Service Agreements / Memberships | Full membership management — recurring billing, visit tracking, plan tiers | Recurring job scheduling + Stripe subscription billing | 🗓 V2 |
| Optimized Routing | Route optimizer — groups jobs by geography to minimize drive time | AI assigns by proximity and availability — routing built into dispatch | 🗓 V2 |
| Change Orders | In-field change order — tech updates scope, customer signs digitally | Not yet — tech can add notes, full change order flow in V2 | 🗓 V2 |
| Schedule Assistant (AI) | ST's AI suggests best time slot based on job type and tech skills | Our entire dispatch is AI — this is the default, not an add-on | 🔵 V1 Build 🤖 AI |
| Feature | ServiceTitan — How They Do It | Varpet B2B — How We Do It | Status |
|---|---|---|---|
| Technician App (Mobile) | Native iOS/Android app — jobs, customer info, forms, payments | PWA — tech adds to phone home screen. Jobs, directions, sign-off, photos | 🔵 V1 Build |
| Digital Sign-Off | Customer signs on tech's tablet before job closes | Customer signs on their own phone via SMS link — required before Stripe releases payment | 🔵 V1 Build |
| Customer History | Full CRM — all past jobs, calls, payments, notes per customer | Job history per customer — all past jobs, status, revenue, re-engagement queue | 🔵 V1 Build |
| GPS Tracking | Real-time tech tracking on map — franchise ops can see entire fleet | PWA geolocation → live map view per account | 🗓 V2 |
| Field Estimates | Tech creates estimate on-site, customer signs, converts to job | SMS estimate link → customer approves → auto-job | 🗓 V2 |
| Pricebook | Standardized pricing catalog — techs select items to build estimates | Service catalog with flat prices per vertical | 🗓 V2 |
| Inventory / Equipment | Full inventory tracking — parts, truck stock, purchase orders | Not in scope for V1 or V2 — franchise ops manage own inventory | — Not planned |
| Crew Management | Multi-tech crews assigned to single job — crew leader coordination | Single-tech model V1. Multi-tech job support in V2 | 🗓 V2 |
| Timesheets | Auto-timesheets from clock-in/out — connects to payroll | Job duration tracked — payroll export in V2 | 🗓 V2 |
| Feature | ServiceTitan — How They Do It | Varpet B2B — How We Do It | Status |
|---|---|---|---|
| Two Way SMS | Office sends/receives SMS from customer — requires staff to monitor | AI handles all customer SMS automatically — no staff needed | 🔵 V1 Build 🤖 AI |
| Automated Alerts | Trigger-based alerts — staff sets up rules for each scenario | AI sends right alert at right time — booking, en route, complete, follow-up | 🔵 V1 Build 🤖 AI |
| Real-time Tech Tracking | Customer gets SMS with tech tracking link before arrival | Customer SMS with status updates at each stage | 🔵 V1 Build |
| Job History | Full customer profile with all jobs, calls, invoices | Customer job history — past jobs, status, re-booking one tap | 🔵 V1 Build |
| Customer Re-engagement | Marketing Pro supports customer marketing workflows | AI detects inactive customers → auto-sends personalized re-booking SMS. Zero setup | 🔵 V1 Build 🤖 AI |
| Online Booking (Customer-facing) | Customer self-books on franchise website — picks time, service, tech | Embeddable booking widget for franchise website | 🗓 V2 |
| Client Portal | Customer login — view job history, pay invoices, rebook | SMS-first for V1. Full customer portal in V2 | 🗓 V2 |
| Online Bill Pay | Customer pays invoice online via portal | SMS payment link → Stripe — no portal login needed | 🔵 V1 Build |
| Financing | Wisetack integration — customer applies for financing at checkout | Wisetack partnership brief already drafted — V2 integration | 🗓 V2 |
| Feature | ServiceTitan — How They Do It | Varpet B2B — How We Do It | Status |
|---|---|---|---|
| Revenue Attribution | Marketing and Marketing Pro can track campaign performance and revenue, but it is still software the client must buy, configure, and operate | Build target: Ad → CallRail call → job created → job completed → $revenue attributed to campaign | 🔵 V1 Build 🤖 AI |
| Google Ads Tracking | Marketing Pro add-on — basic spend/conversion tracking | Full campaign data: spend, impressions, clicks, CPL, ROAS per account | 🔵 V1 Build |
| CallRail Integration | Third-party integration — manual setup per client, extra cost | Varpet master CallRail account. Each B2B client gets tracking numbers under their company record | 🔵 V1 Build |
| Social Media Metrics | Not included — requires separate Hootsuite/Sprout subscription | Metricool sync — reach, engagement, link clicks per network per account | 🔵 V1 Build |
| Website Analytics (GA4) | Not included — client manages own GA4 separately | GA4 sync — sessions, conversions, source attribution per account in the portal | 🔵 V1 Build |
| Marketing Scorecard | Marketing Scorecard ranks campaigns by revenue | Campaigns ranked by revenue. AI highlights the winner and the next action | 🔵 V1 Build 🤖 AI |
| Geographic Heat Map | Marketing tools can show where revenue is coming from, but it is part of the ServiceTitan software stack | ZIP-level revenue map — shows exactly where money comes from | 🔵 V1 Build |
| AI Performance Nudges | Confirm feature scope during competitive product review | Claude AI weekly nudge per account: "Your Tuesdays fill 40% slower — run a promo" | 🔵 V1 Build 🤖 AI |
| Cross-Channel CPL | Marketing reporting capabilities should be validated against selected package | Single CPL number across Google Ads, CallRail, website, and social | 🔵 V1 Build |
| Multi-Account Admin View | Multi-location capabilities; validate agency cross-client reporting separately | Admin view shows all B2B clients side-by-side: funnel, CPL, jobs, and revenue per account | 🔵 V1 Build |
| Feature | ServiceTitan — How They Do It | Varpet B2B — How We Do It | Status |
|---|---|---|---|
| Reporting & Dashboards | Customizable reports — hundreds of templates, manual filters | Pre-built dashboard — the 5 numbers that matter. No configuration needed | 🔵 V1 Build |
| Payments / Invoicing | In-app payment processing — card, ACH, financing | Stripe Connect payment flow — payout release after completion + sign-off | 🔵 V1 Build |
| QuickBooks Integration | Native QB sync — invoices, payments, payroll all flow to QB | Stripe → QB export via Zapier in V2 | 🗓 V2 |
| Payroll | Full payroll processing — hourly, commission, flat rate | Earnings summary → manual payroll in V1. Integration in V2 | 🗓 V2 |
| Worker Management | Employee profiles, certifications, performance tracking | Provider profiles — ratings, certifications, job history, RLS-enforced isolation | 🔵 V1 Build |
| Job Costing | Budget vs actuals per job — materials, labor, overhead | Revenue per job tracked. Full job costing in V2 | 🗓 V2 |
| Compliance & Security | Role-based access — admin configures permissions per user | Supabase RLS — DB-level isolation. Account A cannot see Account B's data. Ever. | 🔵 V1 Build |
| Procure-to-Pay | Purchase orders, vendor management, materials procurement | Not in scope — franchise ops manage own procurement | — Not planned |
| Feature | ServiceTitan | Varpet B2B | Status |
|---|---|---|---|
| Lead Gen Included | ServiceTitan helps manage and measure operations/marketing, but it does not replace a managed lead-generation agency | ✅ B2B offer: Varpet manages Google Ads, tracks lead sources, and attributes revenue | 🔵 V1 Build |
| Agency Ad Management | ServiceTitan helps report marketing performance; the business still needs someone to run and optimize campaigns | ✅ Varpet runs ads under MCC. One manager account, full visibility, minimal client-side setup | 🔵 V1 Build |
| Ad → Revenue Closed Loop | ServiceTitan can show marketing ROI inside its stack; Varpet's angle is agency-run lead gen plus simpler AI actions | ✅ Build goal: Ad → CallRail call → job → payment → ROAS in one campaign view | 🔵 V1 Build |
| Data Portability | Confirm account ownership and export terms during procurement | Managed-marketing offer should document account access, tracking-number transfer, and report export terms clearly | 🔵 V1 Build |
| Assisted Dispatch | Dispatch and scheduling workflows support office teams | Build target: recommend the best available provider and surface exceptions for admin review | 🔵 V1 Build 🤖 AI |