Choosing the right platform can streamline workflows, improve proposal quality, and drive profitability, especially for AV, IT/MSP, and security system integrators. Here’s an objective comparison between Portal.io, a product catalog and proposal tool, and ServiceTitan, a field-service tool.
About Portal.io
Portal.io is a cloud-based platform designed specifically for A/V, Security and IT integrators. It combines an extensive, structured product catalog with sales and procurement automation tools.
Fast Proposal Building: Quickly generate professional quotes for AV, IT, and security jobs using pre-set scopes and workflows.
Structured Product Catalog: Continuously updated with over 2 million SKUs, including dealer pricing and product metadata.
Change Order Management: Client-facing change orders with approval tracking and integrated e-signatures.
AI Proposal Builder: Just type or say what the project involves. Portal instantly builds a detailed proposal with areas, items, descriptions, and labor included.
Ideal For
Portal.io was built for AV, IT/MSP, and security integrators, especially small to mid-sized teams or sales organizations within larger firms, who need to quote and close deals quickly without the burden of complicated software.
About ServiceTitan
ServiceTitan is a cloud-based field service management platform designed for residential and commercial trade contractors. It is used extensively by HVAC, plumbing, electrical, and other home and commercial service providers.
Scheduling and Dispatch: Visual drag-and-drop calendar and route optimization
Inventory and Contracts: Centralized inventory and contract billing management
Reporting and Analytics: Real-time dashboards for technician performance, revenue, and operations
Ideal For
ServiceTitan is best suited for medium to large field-service businesses that rely heavily on technician dispatching, recurring service contracts, and operational analytics.
Feature Comparison Chart
Feature | Portal.io | ServiceTitan |
Platform Type | Cloud-based product catalog and sales platform | Cloud-based field-service ERP suite |
Product Catalog | Pre-built integrator catalog with live pricing | Users build and maintain their own catalog |
AI Capabilities | AI-driven proposal builder | — |
CRM | Lite CRM with Salesforce and Zoho integrations | Full customer and marketing management |
Change Orders | Client-facing change orders with e-signature approvals | Work order amendments, manual approval |
Document Handling | Attach drawings and specs to proposals | Attach drawings and specs to proposals |
Scheduling and Task Mgmt | — | Drag-and-drop dispatch with routing |
Reporting and Analytics | Basic proposal metrics | Advanced operational and financial dashboards |
Mobile Access | Native iOS app with full functionality. | ServiceTitan Mobile - Technician app for iOS and Android |
Pricing | Starts at $29 per month | Starts at $398 per month |
Conclusion
Portal.io is built for integrators who prioritize fast, structured proposals and customer approvals with minimal software complexity. It serves teams focused on quoting, product data, and payment workflows.
ServiceTitan caters to trade businesses that need robust field operations especially dispatch, inventory, and service contract management with deeper analytics and mobile technician tools.