ServiceTitan

ServiceTitan Inventory

ServiceTitan is a SaaS B2B company for the trades. Providing software solutions for trade businesses to manage various facets of their operation from dispatching field workers to creating estimates. One key part of many trade businesses is to manage and supervise the inventory of their warehouses. ServiceTitan created an inventory management web interface as a software solution. A mobile application was in development and I was tasked with updating the application with new features and getting it ready for launch.

Role Team
Sr. Product Designer Mobile Design Team
Development
Systems Designer

Duration Platform
1 Year iOS & Android

The Problem

 

The primary users for the Inventory management application are warehouse workers who are tasked with receiving and tracking all items and packages that are transported to the warehouse, as well as monitoring and keeping track of the inventory that is stored. Since there are many items for a user to track at any given time, the overall process and time spent completing tasks revealed to be inefficient.

The Solution

 

I designed a barcode scanning feature that helped streamline workflows between the primary users’ day to day tasks and the inventory management application. I also redesigned the visual design of the application to integrate with a new design system that was to be introduced with the launch of the mobile applicaiton as part of a rebranding initiative.

The Approach

Discovery

The first step in my design process was conducting user interviews with warehouse managers to understand their workflows, particularly how they use barcode scanners and interact with the desktop system. I also surveyed managers from various locations for broader insights. I created a user journey to map their overall experience, and documented any pain points of the process. A key finding was that users primarily tracked inventory manually but had to switch to the desktop application to finalize their objectives, revealing an inefficiency. Furthermore, warehouse workers did not have a good way to integrate their barcode scanning processes with the ServiceTitan Inventory application. My goal was to ensure the new feature would integrate seamlessly into their workflows and improve overall efficiency.

Information Architecture

After gathering insights from surveying and interviewing warehouse managers, I reviewed the existing application to assess how the new functionality could streamline this process. This evaluation allowed me to determine if any structural adjustments were necessary to support the feature while ensuring it fit seamlessly with user workflows and system requirements. I iterated and created different flows, which I used for prototype testing.

Sitemap with Barcode Scanner feature added

Version A: User has to enter quantity

Version B: User automatically counts items with each scan and the user has the option to enter the quantity of items


Prototype Testing

I developed low- to medium-fidelity prototypes for each version of the user flow to determine the most optimal and intuitive interaction. I conducted A/B testing with both prototypes, analyzing which version allowed users to complete the task in fewer steps while evaluating overall ease of use and task success rates. Based on the feedback, users liked the flexibility of the second version of the barcode scanner. However, they all mentioned that with their current workflow, when they scan an item, they scan the package of the item and count the quantity manually instead of using a barcode scanner for each piece. As a result, we decided to go with version A with the MVP and decided to explore the use case for version B for future releases.

Screens from prototype of Version A. Main Warehouse page. Second scren is the barcode scanner. Third screen is an item detail modal after image is scanned.

Version A of userflow for Barcode Scanning

Version B of userflow for Barcode Scanning

High Fidelity Design

After testing and validating the overall user flow, I created high-fidelity designs based on the insights gathered. I collaborated closely with the mobile design and design systems teams to develop a new design system for the IMA app, the first in a series of mobile applications to be released on the App Store and Google Play Store. This process led to the creation of a design theme for the application called Anvil: Ember. We utilized a token system for the style guide to make the designs adaptable for both light and dark modes for both operating systems. The design system was built for native applications, which was informed by the Human Interface Guidelines and Material Design Guidelines respectively to each operating system. As part of the rebranding initiative, we made sure that all design elements and library components adhered to WCAG 2.0 guidelines for accessibility.

Light Mode version of high fidelity designs

Dark Mode version of high fidelity designs

Developer Handoff

When preparing the designs for developer handoff, I implemented a file organization system in Figma that separated features for both iOS and Android. Previously, all features were housed in a single file. Which was overwhelming for some developers to navigate. To improve navigation, I organized the files by feature using the naming convention: Application: Operating System: Feature. Each file was further divided into pages, with screens grouped by different flows for easier access and clarity. I created a group specific to the product and included secondary and tertiary files. Such as a file for components and an icon library, so that developers could have easy access to those specifics as well.

Metrics & Outcomes

The Inventory Mobile Application successfully launched its first iteration simultaneously to the App Store and Google Play store. It was the first native mobile application launched for the company.

Prior to the barcode scanning feature, manual entries took an average of 13 seconds for the user to find and start counting an item. With the barcode scanning feature, this time was reduced to an average of 6 seconds, marking a 53.8% in reduced time spent.

When asking users how likely they were to use the ServiceTitan application for all their work objectives now that it had the barcode scanning feature, all of them mentioned that they would primarily use the application for their inventory management needs, providing an average CSAT score of 85%.

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