ServiceTitan Change Management Checklist

What Makes it Great

• Tailored for Teams: Each role gets specific instructions, making it easy for technicians, managers, and leadership to know what they need to do and when.
• Step-by-Step Rollout: Tasks are organized into pre-release, release, and post-release phases, so teams can focus on manageable steps instead of tackling everything at once.
• Built-In Training Support: The checklist links directly to webinars, courses, and documentation, offering instant access to training materials.
• Collaboration-Friendly: Encourages team discussions, like roundtables and huddles, to align everyone and address concerns in real-time.
• Hands-On Testing: Includes guidance for running real-life workflow scenarios, so teams can troubleshoot and refine processes before going live.

🎯 Takeaway Tip

Add workflow testing scenarios directly into your onboarding materials. For example, include templates or checklists for mock scheduling exercises to give teams a safe space to practice new processes and identify gaps before launch.