TTAN - Touring with Titans; Customer Onsite Takeaways; Highlights Include COE, AI, & Pro Products; Reiterate Buy

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TTAN - Touring with Titans; Customer Onsite Takeaways; Highlights Include COE, AI, & Pro Products; Reiterate Buy

iscussed usage of several products across the

portfolio, including Fleet Pro, Dispatch Pro, Marketing Pro, Sales Pro, Pricebook Pro, and Contact Center Pro, though adoption levels

vary by operating company and geography. Notably, management expressed strong enthusiasm for Contact Center Pro, citing meaningful

improvements in automation capabilities, coaching functionality, and overall product performance. More broadly, Sila emphasized a

preference for tightly integrated workflows rather than standalone point solutions, believing that integrated systems provide better visibility,

improve operational efficiency, and simplify execution across the customer lifecycle. The discussion reinforced our view that ServiceTitan’s

expanding product portfolio represents a meaningful long-term growth lever as customers continue consolidating workflows onto a unified

platform.

Pricing and Business Model Discussion. We believe the conversation around pricing provided useful perspective on the balance

between ServiceTitan’s pricing power and customer return on investment. Sila management acknowledged that value realization can vary

across modules and use cases, and noted that pricing is often debated internally given the significant investments customers make beyond

software subscription fees. In Sila’s case, the company has invested heavily in training, organizational enablement, and the development

of its Center of Excellence to maximize platform adoption and performance. While management consistently described ServiceTitan as

the innovation leader within the trades software ecosystem, they also emphasized the importance of maintaining a fair partnership model