Mastering ServiceTitan

How Three People Handle Calls for a 65-Person Team With AI Voice Agent

Thu, 14 May 2026 05:00:00 +0000

Can just three people handle calls for a 65-person team? According to Liz Larson, Office Manager at ARC Electric — yes, they can! Liz shares how her team implemented ServiceTitan’s AI voice agent and why it feels like adding a fourth person to the office. From building scripts in a simple spreadsheet to deciding what the AI should and should not book, Liz walks through the setup process in detail. The lift up front is real, but Liz tells us why, once it is dialed in, it becomes a powerful extension of the team.

Join us as we discuss:

[3:53] Life before AI and the challenges of handling calls
[13:47] Adaptive capacity and defining what AI can book
[23:43] ARC’s AI experience so far and advice for implementing AI successfully

Check out these resources we mentioned during the podcast:

AI Voice Agent

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Get More Out of ServiceTitan: The Resources You Might Be Missing

Thu, 07 May 2026 05:00:00 +0000

If you’ve ever felt like you’re only scratching the surface of ServiceTitan, this episode is for you. There are more resources available than most people realize. Some are built into the software. Others are programs, communities, or events designed to help you get more out of what you already have. In this episode, Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, joins the show once again to walk through the full ecosystem. From tools like Titan Advisor and ATLAS to programs like Ignite, Ember, and Spark, they break down what’s there, how it works, and where to start.

Join us as we discuss:

[4:23] ATLAS and the future of AI in ServiceTitan
[13:13] Business best practices with Contractor Playbook and Masterminds
[24:22] Why Pantheon is the biggest event of the year you should mark

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

How Contact Center Pro Improves Booking Rates and Reduces Abandoned Calls

Thu, 30 Apr 2026 05:00:00 +0000

In this episode, Angela Kump, Pro Product Specialist at Contact Center Pro ServiceTitan, talks about Contact Center Pro implementation. Angela shares her experience as an early adopter, from testing it in a low-risk environment to rolling it out across multiple companies with a shared call center. She walks through what makes Contact Center Pro different, how centralization impacts booking and abandon rates, and why small details like headset setup and user planning can make or break your go-live. Angela also breaks down features like conversation history, Second Chance leads, and AI voice agents, and what they actually mean for day-to-day operations.

Join us as we discuss:

[2:22] How Contact Center Pro solves multi-company challenges
[11:38] What to know before implementing Contact Center Pro
[20:07] Common go-live challenges and getting buy-in from your CSRs

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Service Agreements 101: Setup, Structure, and Increased Profitability

Thu, 23 Apr 2026 05:00:00 +0000

Service agreements are often treated as operational tools. Something to manage visits, schedule work, and keep things running. But in practice, they can do much more than that. In this episode, Josh talks with David Helms, Operations Manager at Edd Helms Air Conditioning and Electric, about how service agreements evolve from a basic workflow into a system for visibility, decision making, and growth. They explore how to structure agreements in a way that reflects real work, why profitability tracking changes the conversation, and how pull-through work reveals the true value of each customer relationship.

Join us as we discuss:

[2:24] How ServiceTitan’s Service Agreements support techs in the field
[10:41] Pull-through work and why it matters
[15:34] Low-risk implementation and onboarding tips

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Navigating the New Dispatch Board: Efficiency at Your Fingertips

Thu, 16 Apr 2026 05:00:00 +0000

In this episode, Scott Burns, Senior Product Manager at ServiceTitan, joins the show to discuss the major overhaul of ServiceTitan’s Dispatch Board. Scott reveals the “why” behind the new look, including the introduction of a sleeker, more modern interface designed for speed. We dive into the Activity Center, which consolidates all customer and technician communications, and explore the revamped Non-Job Events workflow that allows dispatchers to manage breaks and meetings without leaving the board. Learn how to access these features today through the “New and Upcoming Features” setting and how these updates serve as the foundation for future innovations in dispatching.

Join us as we discuss:

[00:57] The biggest core changes and the reasons behind them
[7:48] Permission toggles, global settings, and non-job events
[17:14] The Activity Center, training on new features, and feedback

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

AI Readiness: Preparing Your Foundation for ServiceTitan AI

Thu, 09 Apr 2026 05:00:00 +0000

In this episode, we welcome back returning guest Lorenzo Plaath, Owner and CEO of Kanara Enterprises, to discuss the critical topic of AI readiness in ServiceTitan. While many contractors are eager to adopt new tools like AI Voice Agents, Lorenzo argues that most businesses aren't foundationally prepared for them. He introduces a structured 30-60-90 day AI readiness plan designed to audit data, standardize workflows, and optimize platforms for growth. From cleaning up messy Pricebooks to establishing proper governance on the dispatch board, Lorenzo breaks down how to build a return-on-investment story that moves beyond the hype and into predictable business scaling.

Join us as we discuss:

[1:30] First steps to “AI-proofing” your business before implementing new tools
[8:01] Why clean data is so critical to AI Voice Agent’s effectiveness
[14:32] Common mistakes to avoid and benchmarking AI-driven outputs
[21:51[ The mindset shift contractors should consider when adopting AI

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Spring Scheduling Tactics: Dispatching, Weather, and Gut Feelings

Thu, 02 Apr 2026 05:00:00 +0000

We welcome back Paul Belessis, Growth Marketing Manager at ServiceTitan, to dive deep into Spring scheduling and dispatching. Paul pieces together the puzzle of the spring season, explaining how to fill your board with maintenance calls now to clear the way for high-revenue demand calls during the summer heat. We explore the power of Adaptive Capacity for route optimization, new human-in-the-loop updates for Dispatch Pro, and game-changing features in Scheduling Pro like dynamic dispatch fees and automated SMS recovery for abandoned bookings. Learn why Paul views a shop owner as a “symphony conductor” who must coordinate CSRs, technicians, and AI tools to stay proactive rather than reactive.

Join us as we discuss:

[1:13] Optimizing scheduling opportunities before the summer busy season
[6:50] New Dispatch Pro AI-assisted features and consoles
[10:07] Scheduling Pro additions, like dynamic dispatch fees and SMS booking with AI agents
[17:11] Navigating the ServiceTitan Pro product tree and core features

Check out these resources we mentioned during the podcast:

Scheduling Pro
Dispatch Pro
Marketing Pro
Adaptive Capacity
Follow Paul on Instagram, TikTok, or YouTube!

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

How to Implement ServiceTitan’s New Construction Workflows

Thu, 26 Mar 2026 05:00:00 +0000

In this episode, James Beyer, Owner of Beyer Plumbing, returns to share the story behind moving his construction operations into ServiceTitan and helping test the platform’s new construction workflows. He discusses work breakdown structures, cost codes, and real time reporting, along with the challenges of implementing new workflows across an entire company. James also talks about lessons learned and how better reporting can help teams improve efficiency and profitability.

Join us as we discuss:

[6:01] How to use cost codes and cost types for financial reporting
]14:22] Why real time reporting and labor tracking impacts profitability
[26:29] Implementation challenges, lessons learned, and getting buy-in

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Spring Marketing Tactics: Ramping Up for Maintenance Season

Thu, 19 Mar 2026 05:00:00 +0000

Paul Belessis, Growth Marketing Manager at ServiceTitan, joins the show to share essential Spring marketing tactics for contractors transitioning out of shoulder season. Paul discusses the critical importance of a proactive maintenance strategy to build a solid pipeline for the summer months. He breaks down how to leverage Marketing Pro for cost-effective, multi-channel campaigns, starting with low-cost emails and layering in text messages, Meta ads, and direct mail. Learn about upcoming innovations like AI outbound agents, the power of neighborhood-specific targeting, and how to use the “rule of seven” to ensure your message resonates with customers during the spring thaw.

Join us as we discuss:

[1:28] Building up a maintenance marketing strategy for the Spring season
[7:40] Best practices for implementing omnichannel marketing with Marketing Pro
[14:59] Converting maintenance visits into future sales opportunities

Check out these resources we mentioned during the podcast:

Marketing Pro
Scheduling Pro
Follow Paul on Instagram, TikTok, or YouTube!

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Flashback Episode - Implementation, Unfiltered: A Real-World Look at ServiceTitan Onboarding

Thu, 12 Mar 2026 05:00:00 +0000

ServiceTitan implementation can be daunting.

In case you're feeling that way, this can't miss episode from 2025 is here to take that edge off.

Josh and guest Kyle Urquart go the distance to allay those fears for both new instances and existing platform users who might be adding some of the great new features we've developed.

Episode originally aired 8/7/2025.

Ever wonder what your first steps are after you sign on with ServiceTitan? In this episode, we sit down with Kyle Urquart, Enterprise Implementation Consultant at ServiceTitan, to break down the entire implementation process: what it looks like, who’s involved, what tends to go wrong, and how to make it go right. Kyle brings a unique perspective, having been both a ServiceTitan user and now a consultant guiding commercial contractors through onboarding. He walks us through each phase of implementation, from kickoff and data discovery to testing, training, go-live, and the all-important hypercare period.

Join us as we discuss:

[2:23] What to expect during the implementation process
[7:19] The “wow” moments customers experience during setup
[15:54] How training works (and why it never really ends)

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Projects in Practice: Application for Payment, Submittals, and More

Thu, 05 Mar 2026 06:00:00 +0000

In this episode, Josh sits down with returning guest Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, to break down how her team uses ServiceTitan Projects to bring structure and clarity to complex installation work. Jen walks through how Application for Payment functions as a smarter way to manage deposits, progress billing, and partial invoicing without creating AR confusion. Instead of relying on spreadsheets or manual invoice edits, her team uses Application for Payment to control when and how revenue is billed, track materials and labor, and eliminate human error.

Join us as we discuss:

[2:10] How Lowry scaled their commercial division from 2 to 15% of their business
[7:58] How to eliminate manual purchase order errors with Application for Payment
[15:57] Using Application for Payment in your commercial projects
[20:46] Where Submittals fall in your Projects workflow

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

How to Use Projects to Manage Permits and Multi-Stage Jobs

Thu, 26 Feb 2026 06:00:00 +0000

Liz Haynes, Chief Experience Officer at Streamline Services, joins the show to share how her team moved from overwhelming Google Sheets to ServiceTitan Projects. Liz breaks down how she customized the Projects tab, originally designed for large-scale commercial work, to manage residential HVAC, plumbing, and electrical jobs that require permits, inspections, and multiple stages. Learn how to set up sub-statuses for better transparency, use custom fields for permit tracking, and leverage task templates to automate internal communication. If you’re looking to increase departmental visibility and ensure no permit or rebate detail ever slips through the cracks, this episode is your blueprint for an efficient, spreadsheet-free office.

Join us as we discuss:

[1:33] How ServiceTitan Projects pulled Streamline out of spreadsheet hell
[7:00] The biggest benefit of using Task Management: transparency
[14:15] Permissions, task creation, and the importance of a project coordinator
[19:31] Advice for anyone implementing Projects for the first time

Check out these resources we mentioned during the podcast:

ServiceTitan Projects

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Accounts Payable: Ensuring Accurate Job Costing

Thu, 19 Feb 2026 06:00:00 +0000

Jessica Woodruff Smith, President and Cofounder at Boxed for the Trades, returns to discuss the ServiceTitan Accounts Payable module. Jessica explains how this core feature bridges the gap between estimated purchase order costs and actual vendor bills to provide real-time, accurate job costing. She breaks down the essential prerequisites, including a solid purchasing workflow and a clean Pricebook, while offering a step-by-step guide to mapping vendors and reconciling statements. Learn how Jessica leveraged virtual assistants to automate data entry and why she recommends a “first of the month” launch strategy to transform your accounting from a tedious daily task into a high-level decision-making tool.

Join us as we discuss:

[1:06] How Accounts Payable ensures accurate vendor billing and job costing
[9:51] Why an accurate Pricebook is essential to your Accounts Payable module
[16:47] Explaining to your team the “why” behind implementing new ServiceTitan features

Check out these resources we mentioned during the podcast:

Why Every Shop Should Turn on Touchless Accounting with Jessica Woodruff Smith
Accounts Payable Webinar

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan's Winter 2026 Release Highlights

Thu, 12 Feb 2026 06:00:00 +0000

Carla Lynn, Customer Marketing Manager at ServiceTitan, joins the show to break down the 2026 winter release highlights for ServiceTitan. This episode explores four major updates designed to streamline operations: enhancements to the Field Mobile app for better project visibility, the new Atlas-powered Rule Builder for adaptive capacity, three-way matching in accounts payable to protect the bottom line, and a centralized hub for end-to-end construction management. Carla also introduces the new Release Hub, a centralized knowledge base where users can preview walkthrough videos and test upcoming features in their “Next” environment before they go live.

Join us as we discuss:

[1:39] Field Mobile app enhancements, including technician appointment summaries
[4:19] The Atlas Rule Builder for strategic rules in adaptive capacity planning
[7:48] How new three-way matching in accounts payable protects your bottom line
[9:37] End-to-end construction management for residential and commercial builders
[13:58] Where customers can provide feedback and provide ideas for future updates

Check out these resources we mentioned during the podcast:

Winter 2026 Release Hub
ServiceTitan Masterminds Group
Pro Tips for ServiceTitan Mobile Training and Adoption with Tim Newhook
Discover the New ServiceTitan Field Mobile App: Less Screen Time, More Wrench Time with David Erickson
How to Set Up Adaptive Capacity Strategic Rules with Zack Kays

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Toolbox Takeover - De-Influence Your Tech Stack: How the Smartest Contractors Avoid Tech FOMO

Thu, 05 Feb 2026 06:00:00 +0000

Our podcast year started off with a bang, and as a result, we're sharing our sister show, Toolbox for the Trades, and their episode around Tech FOMO, because new the new year means it's likely time you're looking at new features for your tech stack. We'll be back with more Mastering ServiceTitan next week!

Episode originally Aired 1/13/2026

Contractors are drowning in tech clutter. Between AI tools and endless “must-have” software subscriptions, it’s easy to get lost chasing the next shiny object. In this episode, Powerhouse Consulting’s Jenny Benbrook and Pam Duffy join the show to share a five-step plan for cutting through the noise, eliminating redundant tools, and building a smart, scalable tech strategy that actually drives profit. From budgeting like a marketer to running a “Goldilocks check” on your tech, this conversation will help you stop chasing shiny objects and start getting ROI from the software you already own.

Join us as we discuss:

[5:24] The rise of tech FOMO and the problem with over-adoption
[19:06] A five-step plan to technology strategy success
[38:23] The importance of regularly evaluating your tech spend

Check out these resources we mentioned during the podcast:

ServiceTitan

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

What ServiceTitan’s AI Voice Agent Can Deliver for You

Thu, 29 Jan 2026 06:00:00 +0000

AI voice agents are no longer a “someday” technology. They are answering real phones and booking real jobs. In this episode, we talk with Henry Cheng, Director of Product Management at ServiceTitan, about what AI voice agents are, why they matter, and how contractors are using them right now to book more calls. We dig into real performance data, including booking rates between 70% and 90%, and how some businesses are already having voice agents handle more than 20% of their total jobs.

Join us as we discuss:

[1:06] The biggest opportunities: after-hours and overflow calls
[8:40] Measurable results and “no-brainer” use cases
[21:52] Initial setup and getting your team onboard

Check out these resources we mentioned during the podcast:

ServiceTitan’s AI Voice Agent Webinar
Sign up for your AI voice agent demo here!

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Why Conduit Tech Is a Game Changer for HVAC Design

Thu, 22 Jan 2026 06:00:00 +0000

Cameron Ferguson, HVAC Designer at Blue Valley Heating and Cooling, joins the show to discuss how Conduit Tech has revolutionized his residential sales process. By moving away from “box-for-box” replacements and embracing Lidar-powered room scanning, Cameron has stepped out of the price war and into a lane of his own. In this episode, Cameron walks through a typical design visit, explaining how to involve homeowners in the process to build trust and provide tangible data for high-ticket investments. He also details the seamless integration between Conduit Tech and ServiceTitan, highlighting how the “install handoff” feature protects company margins and improves internal relationships between sales and install teams.

Join us as we discuss:

[1:24] How Conduit Tech’s LIDAR technology provides clarity for homeowners
[10:00] Protecting your internal reputation with the “install handoff” feature
[17:35] Getting your team onboard and a real-life example of Conduit Tech’s impact

Check out these resources we mentioned during the podcast:

Conduit Tech
The Balanced Podcast (Coming soon!)

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

How to Set Up Adaptive Capacity Planning Strategic Rules

Thu, 15 Jan 2026 06:00:00 +0000

Zack Kays, ServiceTitan Software Consultant at Titan Wizards, returns in his new role to dive into the power of Adaptive Capacity Planning. As the next-generation solution for capacity management, this real-time feature replaces the more rigid Adjustable Capacity Planning with flexible, strategic rules. Zack explains how businesses can speed up their booking process by 30 seconds per call using the "Get Adaptive Availability" button and how to use advanced skill-based setups to ensure the right technician is matched to the right job. From setting up "Do Not Service" rules to managing seasonal demand through fixed and relative date ranges, Zack provides a masterclass in optimizing your schedule for both efficiency and company culture.

Join us as we discuss:

[2:12] The core benefits of ServiceTitan’s new Adaptive Capacity Planning (ACP) feature
[10:08] What users can expect in their first ACP instance and new workflows
[20:13] Customizations and recommended adjustments you can make on the go
[29:21] How ACP interacts with AI voice agents and the new capacity reporting section

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Toolbox Takeover - How ServiceTitan and AI Help Contractors Streamline, Save, and Scale

Thu, 08 Jan 2026 06:00:00 +0000

The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes.

We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.

Episode Originally Aired: 11/4/2024

How do you turn a kitchen table startup into a thriving HVAC business with five trucks? In this episode, Miranda Deschamps, Office Manager at ServicePlus Heating and Cooling (Ontario, Canada), shares how she and her team use ServiceTitan and AI to drive growth. From surviving a two-week email crash to negotiating smarter with suppliers and building AI-powered inventory systems, Miranda shows how resilience, curiosity, and the right tools can turn everyday challenges into business wins.

Join us as we discuss:

[7:22] The two-week email crash that became her best leadership lesson
[11:59] How to leverage ServiceTitan and ChatGPT to solve inventory headaches
[18:28] How using your ServiceTitan data can save you money

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Flashback Episode - ServiceTitan Next Environment: Safely Test and Prep for Future Updates

Thu, 01 Jan 2026 06:00:00 +0000

The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes.

We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.

Episode Originally Aired: 9/12/2024

Juan Lopez, Business Analyst at Franklin Electric, unpacks ServiceTitan’s Next Environment, a powerful tool that allows businesses to test and prepare for future software updates.

Juan shares how he leveraged the Next Environment to become an expert in ServiceTitan and shares the key strategies he used to master new features, optimize business processes, and train his team.

Whether you’re new to ServiceTitan or looking to enhance your usage, Juan’s insights offer valuable tips on how to maximize the Next Environment’s potential.

Join us as we discuss:

[6:18] The difference between ServiceTitan’s Next and Practice
[10:51] Advice for leveraging Next with new processes
[15:19] Leveling up through ServiceTitan Community programs

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Toolbox Takeover - Scaling with Intention: The Systems Behind $45 Million in Revenue

Thu, 25 Dec 2025 06:00:00 +0000

The holidays are here, and we're bringing you some great episodes from our other ServiceTitan Podcast Network shows.

We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.

Episode originally Aired 9/2/2025

How do you take a third-generation family business and triple its revenue without losing its soul? In this episode, Brad Barron, CEO of Barron Heating, Air Conditioning, Electrical and Plumbing, shares how he led his team through explosive growth: from $15 million to a projected $45 million, all without private equity, mergers, or compromising on culture. Brad talks about building systems that actually scale, leading with clarity and humility, and making hard decisions when growth moves faster than process.

Join us as we discuss:

[3:01] Family business succession planning that actually works
[15:32] Tripling revenue: scalable process vs tribal knowledge
[26:00] Omni-channel marketing and acquiring a media company
[34:23] The mistake Brad regrets most: waiting too long

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Toolbox Takeover - Toolbox Down Under: A Peek Into the Australian Trades Life

Thu, 18 Dec 2025 06:00:00 +0000

The holidays are here, and we're bringing you some great episodes from our other ServiceTitan Podcast Network shows.

We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.

Originally Aired 3/25/2025.

We’re heading to “the land down under” to chat with Scott and Vicky Irwin, co-owners of Network Plumbing in Sydney, Australia, about their nearly 40-year journey of building a thriving plumbing business.

They discuss how they navigated the 2008 financial crisis, the importance of hiring the right people, and the unique challenges of working as a married couple in business. Scott and Vicky bring their signature humor and optimism as they break down the lessons learned from decades in the industry.

Tune in to hear how Network Plumbing pivoted from commercial to residential work, why company culture and mindset matter, and how they keep things fun while running a successful business.

Join us as we discuss:

[2:54] Overcoming a financial crisis and the power of optimism
[9:54] Why profit is secondary to the health of your company culture
[16:29] The challenges that come with adding new residential services

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Protect Your Margins With Dynamic Pricing and Client-Specific Pricing

Thu, 11 Dec 2025 06:00:00 +0000

Returning guest Steve Cossette from Titan Wizards dives into how contractors can generate accurate, competitive, and profitable pricing using dynamic pricing and client-specific pricing (CSP). Steve demystifies dynamic pricing, explaining the prerequisites (linked materials/labor) and a safe “static price-first” setup strategy to preview dynamic rates before launch. Learn why this feature is critical for protecting margins against fluctuating material costs and how CSP provides flexibility for time and materials or commercial rates, ultimately ensuring your ServiceTitan instance is getting the data it needs.

Join us as we discuss:

[1:33] Dynamic pricing setup: where to start and first steps to setting up rules
[6:28] Tracking material costs and updating price estimates in real-time
[14:27] How client-specific pricing benefits commercial contractors and potential setup hurdles

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

TitanAdvisor Updates: Scoring for Proven ROI

Thu, 04 Dec 2025 06:00:00 +0000

Mitul Baht, Director of Product Management at ServiceTitan, dives into the latest TitanAdvisor updates designed to help customers unlock maximum growth. Mitul confirms that the user experience remains the same, but reveals significant changes behind the scenes: a re-engineered scoring mechanism that gives more weight to features with a proven ROI and a clearer path forward by removing irrelevant checkpoints. Learn how the scoring is now tailored for commercial customers, why your score is likely to increase, and how this investment in core ServiceTitan will help your business improve average ticket size, call booking rates, and overall revenue.

Join us as we discuss:

[1:05] Some of the exciting new TitanAdvisor updates for Fall 2025
[7:01] Adjustments to scoring weights and resources for those new to TitanAdvisor
[10:51] Ignite sessions and new features for commercial and roofing customers

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Turning the Repair Backlog into Opportunity: Insights From the Fall 2025 Benchmark Report

Thu, 27 Nov 2025 06:00:00 +0000

In this episode, we’re recapping the Fall 2025 Benchmark Report webinar featuring ServiceTitan’s Chris Hunter, Principal Industry Advisor, and Deanna Kawasaki, Senior Director of Titan Intelligence. They analyze the growing repair backlog opportunity caused by consumers deferring large maintenance and replacement jobs, setting the stage for a “huge burst” of high-ticket, high-urgency work. Deanna explains the market bifurcation, how the wealthy are spending more on luxury services while others focus on low-cost repairs. Chris provides actionable advice on using Marketing Pro to target both segments and highlights must-have tools like AI voice agents, the Field Mobile app, Conduit Tech, and integrated financing to ensure your business is prepared for the coming bull run.

Join us as we discuss:

[2:21] The deferred maintenance economy and the consumer bifurcation model
[8:09] How contractors can act upon insights from TitanAdvisor’s benchmarks
[25:25] AI voice agents, online bookings, and training techs with the Field Mobile app
[36:11] Why integrated financing is essential for contractors to stay competitive

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Discover the Field Mobile App: Less Screen Time, More Wrench Time

Thu, 20 Nov 2025 06:00:00 +0000

The future of field work is in your pocket. In this episode, we talk with David Erickson, who leads all things mobile at ServiceTitan, to unpack the evolution of the Field Mobile App. We talk about why the company went all in on native mobile, how technicians are transforming the way they work, and what’s next with Atlas AI. David shares how his team rebuilt the technician experience from the ground up, turning feedback and data into a faster, smarter, more reliable app that actually gets out of the way. He also breaks down real-world adoption tips, like using power users to lead change in the field, and gives a sneak peek at the AI-driven future of technician workflows.

Join us as we discuss:

[1:48] The shift to native mobile and why ServiceTitan rebuilt the app
[6:04] How to start using the Field Mobile App today
[11:25] Introducing Atlas AI, the technician’s new assistant

Check out these resources we mentioned during the podcast

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

How to Develop a Great ServiceTitan CSM Relationship

Thu, 13 Nov 2025 06:00:00 +0000

Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, discusses the secrets to a successful ServiceTitan CSM relationship. Having moved from paper to ServiceTitan and later “re-onboarded” their entire commercial construction process, Jen has unique insight into maximizing the partnership. She emphasizes the importance of going to your CSM prepared but with an open mind, trusting them to show you the “ServiceTitan way” to streamline processes. Jen shares actionable tips, including how to keep your CSM informed on support tickets and why you should always let them set the agenda and prioritize your goals for growth.

Join us as we discuss:

[2:56] Building a relationship with your ServiceTitan CSM from day one
[9:47] Healthy collaboration and when a second ServiceTitan onboarding makes sense
[18:15] AI in the trades and why your CSM is your greatest ServiceTitan advocate

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Pro Tips for ServiceTitan Mobile Training and Adoption

Thu, 06 Nov 2025 06:00:00 +0000

Tim Newhook, Training Specialist at HomeX Services Group, joins us live from Pantheon 2025 to share his expertise in mobile training for technicians. Coming from the restaurant industry, Tim learned ServiceTitan from the ground up and earned five certifications, making him an expert on effective learning. He breaks down the three styles of learning every trainer should incorporate, discusses the biggest challenges technicians face (invoicing), and shares his advice for office staff to better understand the mobile app. Plus, Tim gives his first impressions of the new Field Mobile App, highlighting its performance, seamless design, and the game-changing equipment scanning feature.

Join us as we discuss:

[4:43] Why your operations and office staff need to understand the ServiceTitan mobile app
[7:10] Tips for training technicians on the mobile features like invoicing
[15:50] Some underutilized features on the mobile app and a sneak peak at the new Field mobile app

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

The Marketing Pro and Scheduling Pro Automation Power Combo

Thu, 30 Oct 2025 05:00:00 +0000

Samantha Heger, Director of Operations and Marketing at Nixco Plumbing, joins us at Pantheon 2025 to discuss the synergy between Marketing Pro and Scheduling Pro. Samantha shares her top tips for Marketing Pro email automation, starting with a multi-drip campaign for unsold estimates to capture lost revenue. She then dives into Scheduling Pro, revealing why they made the switch to offer customers the convenience of online booking and sharing the fantastic ROI they achieved using traditional marketing (a postcard mailer) to drive digital adoption. Learn the strategic time windows, customization options, and future automations that are maximizing their sales.

Join us as we discuss:

[1:35] Marketing Pro’s most underrated features and following up on unsold estimates
[7:10] Key differences between basic online booking and Scheduling Pro
[18:22] How Marketing Pro and Scheduling Pro’s automations work together

Check out these resources we mentioned during the podcast:

ServiceTitan Marketing Pro
ServiceTitan Scheduling Pro
ServiceTitan Atlas
Scheduling Pro Automation Early Access Features:
- Abandoned booking recovery SMS:
- Smart Dispatch Fee

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Mastering the Miter-ServiceTitan Integration

Thu, 23 Oct 2025 05:00:00 +0000

Paula Kennedy, Controller at Logan Heating and Cooling, joins us to discuss the Miter integration and how it has revolutionized their payroll process. Paula shares how, before Miter, their payroll was a manual, paper-based process that took several days to complete. Now, with the ServiceTitan integration, it's a completely hands-off process that takes only a few hours. Paula shares her advice for a successful implementation, including working closely with a ServiceTitan CSM and avoiding common pitfalls. She also reveals her pro tip for deciding which software — ServiceTitan or Miter — should handle specific payroll functions.

Join us as we discuss:

[1:36] How Miter can shorten your payroll process from days to hours
[4:17] Advice for ServiceTitan-Miter integration, including one potential snare to avoid
[8:31] Tracking job activities and how Miter takes the payroll handoff from ServiceTitan

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Why Every Shop Should Turn On Touchless Accounting

Thu, 16 Oct 2025 05:00:00 +0000

What if your QuickBooks and ServiceTitan accounts finally matched down to the penny? At Pantheon 2025, we sat down with Jessica Woodruff Smith, co-owner of Boxed for the Trades, to break down Touchless Accounting, a core ServiceTitan feature that eliminates the headaches of batch posting and manual exports. Jessica explains how Touchless Accounting works, why it syncs your numbers every two minutes, and what steps you need to take before flipping the switch.

Join us as we discuss:

[1:35] What is touchless accounting integration in ServiceTitan?
[5:41] How to set up touchless accounting the right way
[9:21] QuickBooks limits and why touchless prevents “sizing out”

Check out these resources we mentioned during the podcast:

Streamline Your Accounting Workflow with the New Touchless Integration

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Pantheon 2025 Keynote Featuring ServiceTitan President Vahe Kuzoyan

Mon, 13 Oct 2025 05:00:00 +0000

In this landmark presentation from Pantheon 2025, ServiceTitan President Vahe Kuzoyan unveils Atlas, a foundational AI intelligence synthesized directly into the fabric of ServiceTitan. More than just an assistant, Atlas lives in your business, empowering both office staff and technicians by translating natural language requests into complex actions and outcomes. Learn how Atlas makes ServiceTitan speak your language, automating everything from strategically deprioritizing tune-ups during a heatwave to proactively identifying and creating new revenue opportunities from a technician’s notes. Vahe also introduces the Automations Command Center for full operational control in an increasingly automated world, and announces the launch of ServiceTitan Max, a holistic program to help elite customers realize the full value of ServiceTitan's Pro products.

Join us as we discuss:

[1:15] Atlas, your new AI companion integrated directly into ServiceTitan
[11:49] How Atlas can proactively assess your business and offer recommendations
[22:02] Monitoring your software with the Automations Command Center
[31:03] The highly anticipated upgrade to ServiceTitan’s data report, Benchmark Plus

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

The 20% Advantage: Scaling Smart with Scheduling Pro and Dispatch Pro

Thu, 09 Oct 2025 05:00:00 +0000

What if 20% of your jobs could be booked and dispatched without a single phone call? In this episode, we sit down with Jessy Karolevitz, Call Center Director at Bonfe's Plumbing, Heating & Air Service, Inc, to unpack how Scheduling Pro and Dispatch Pro transformed her team’s workflow. Jessy shares how starting small with Scheduling Pro led to intuitive setup, smarter job mapping, and smoother customer experiences. She also explains how Dispatch Pro took over the heavy lifting of assigning calls, freeing dispatchers to focus on high-value work.

Join us as we discuss:

[3:23] Start small: Jessy’s advice for setting up Scheduling Pro
[10:00] Why you need to trust the math in Dispatch Pro
[14:29] How dispatcher roles have changed for the better with automation

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Tags and Tasks: The Ultimate Operations Safety Net

Thu, 02 Oct 2025 05:00:00 +0000

Live from Pantheon 2025 in Anaheim, we talk with Karen Balko and Nakita Kometani from Vector Services, a plumbing and HVAC company that grew from a spreadsheet-based business to nearly tripling its revenue in two years. They share how tags and tasks in ServiceTitan were essential to their rapid growth. Learn how tags act as an operations "safety net" to track job progress and ensure no details are missed. They also share their creative "volleyball" system for using tasks to create cross-departmental accountability and a transparent, get-it-done culture.

Join us as we discuss:

[4:10] How ServiceTitan tags act as a safety net for your dispatch board
[10:19] Using ServiceTitan tasks to track different job types and deadlines
[20:47] Streamlining internal communication and implementing automation

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Job Costing Masterclass: From Generics, Pricing, Purchasing, to Inventory (Replay)

Thu, 25 Sep 2025 05:00:00 +0000

As Josh and the Rest of the ServiceTitan Podcast hosts gear up for Pantheon 2025 we’re revisiting a few of our most pertinent episodes for your service business - episodes you’ll want to have in your ears as you head to the big get together in Anaheim this coming September. Come see us all at the podcast booth, we’d love to see you there!

Originally Aired 7/17/2025

Job costing is essential for sustainable business growth, and no one explains it better than Tim McGuire, Owner of High Winds Success. With decades of experience across ServiceTitan and large multi-location contractors, Tim breaks down the fundamentals of job costing and how to implement it inside ServiceTitan. From the importance of burdened labor rates to starting with generic Pricebook items, Tim shares a pragmatic path to more profitable operations. He also discusses how tools like Pricebook Pro and dynamic pricing can elevate your costing accuracy over time.

Join us as we discuss:

[5:09] Job costing basics and finding opportunities for improvement
[13:19] Calculating tech labor costs beyond hourly rates
[20:49] Linked materials in dynamic pricing and inventory tracking
[26:11] Change management issues with job-related purchasing

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Revamp Your Scheduling: ServiceTitan Insights for CSRs (Replay)

Thu, 18 Sep 2025 05:00:00 +0000

Originally Aired 8/22/2024

In this episode, we're thrilled to welcome Angie Snow, Principal Industry Advisor with ServiceTitan.

Angie brings a wealth of knowledge on supercharging the efficiency of Customer Service Representatives (CSRs) and dispatchers by fully leveraging ServiceTitan’s powerful features.

We dive into dynamic strategies for training CSRs, mastering call management, and setting up the system to boost performance and bookings. Join us as we explore the ins and outs of the job booking page and the CSR manager dashboard.

Join us as we discuss:

[08:18] Optimizing CSR workflows with multiple screens
[16:45] What is Adjustable Capacity Planning (ACP)
[27:46] Tactical advice for new ServiceTitan users

Check out these resources we mentioned during the podcast:

Harnessing TitanAdvisor: Expert Tips for Advancing Your Business

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Unpacking Pantheon 2025: HackTheon, AI, and Can’t-Miss Highlights

Thu, 11 Sep 2025 05:00:00 +0000

Pantheon 2025 is right around the corner, and this episode is your backstage pass. Danielle Combs, Program Manager for Customer & Partner Relations at ServiceTitan and a 9-time Pantheon veteran, shares exactly what to expect from this year’s exciting event. From badge pick-up to the brand-new HackTheon, Danielle covers the can’t-miss highlights. She also spotlights the AI and TI (Titan Intelligence) sessions shaping the future of the trades, along with fintech and Pro product updates that can transform how your business runs.

Join us as we discuss:

[4:03] Keynote speakers, themes, and an exciting roundtable announcement
[17:46] HackTheon explained: customers and engineers building together
[28:23] Pantheon survival tips: planning, networking, and staying energized

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Pantheon: How to Get the Most out of Industry Events

Thu, 04 Sep 2025 05:00:00 +0000

In this episode, Ellen Rohr, Brand and Industry Marketing Lead at ServiceTitan and co-founder of Zoom Drain, provides a practical guide to getting the most out of Pantheon. She shares powerful advice on how to build relationships with mentors, focusing on intentionality and taking action on advice. Ellen also offers valuable tips for networking, including how to prepare beforehand by defining your "what and why," how to ditch small talk for more meaningful conversations, and the importance of following up. This is a must-listen for anyone attending Pantheon 2025 who wants to make the most of their time and turn conference conversations into life-changing opportunities.

Join us as we discuss:

[1:25] Mentorship lessons from industry titans and getting the most out of Pantheon 2025
[11:31] Finding your potential mentor at Pantheon and the impact of following-up
[27:12] Ditching small talk and pivoting your energy into making real connections

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

7 Quick TitanAdvisor Wins to Save Your Time

Thu, 28 Aug 2025 05:00:00 +0000

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, returns to share ServiceTitan efficiency wins every business can leverage. In this episode, Sena breaks down seven TitanAdvisor tips, from automating appointment reminders and adopting conditional logic in forms to going paperless and integrating online payment links. He also discusses high-impact features like dynamic pricing and membership billing protection. Learn how to implement these automations to save time, protect your margins, and eliminate common business headaches, so you can focus on what matters most.

Join us as we discuss:

[1:19] Automating appointment reminders and connecting with customers through chat
[7:39] Improving efficiency by going paperless, conditional logic, and Forms
[12:25] Dynamic pricing, preventing membership billing failures, and adding online payment links to invoices

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Swipe, Tap, Done: Optimizing Payments for Your Contracting Business

Thu, 21 Aug 2025 05:00:00 +0000

In this episode, we sit down with Ammar Ahmed, Group Project Manager at ServiceTitan, to unpack the surprisingly high-stakes world of payments in the trades. From reducing bouncebacks to getting paid faster, Ammar breaks down exactly why payment strategy is a big deal and how you can optimize yours without overcomplicating the fieldwork. You’ll hear practical tips for training techs, avoiding surcharging risks, and leveraging tools like Tap to Pay and Pay by Bank.

Join us as we discuss:

[5:12] The real value of digital payments for contractors
[11:19] Why checks are riskier (and costlier) than you think
[17:07] How to use Pricebook to recoup processing fees

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

The Future of Memberships: Smart Strategies to Boost Loyalty with SmartAC

Thu, 07 Aug 2025 05:00:00 +0000

Membership innovation is transforming the contractor-homeowner relationship, dramatically improving customer loyalty and profitability. Josh Teekell, Founder and CEO of SmartAC.com, shares how sensor technology and software integrations redefine traditional HVAC memberships. Discover how reducing physical visits from twice to once a year, leveraging real-time monitoring, and offering tiered membership plans can boost signup rates, increase retention, and significantly reduce costs.

Join us as we discuss:

[2:09] The evolution (or lack thereof) of memberships and why they’re critical for retention
[6:22] Boosting the value of memberships through real-time data collection
[17:53] ServiceTitan’s integration with SmartAC and important KPIs

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

The Growth-Ready Contractor’s Playbook: HR, Payroll, and Performance That Scale

Thu, 31 Jul 2025 05:00:00 +0000

Contractors know the pain of a chaotic back office. Between recruiting, onboarding, payroll, and compliance, it’s easy for things to spiral into a full-blown admin dumpster fire. In this episode, Miter CEO and Co-founder Connor Watumull shares how to put out those flames forever. Hear how Miter’s integration with ServiceTitan helps contractors modernize their operations, reduce manual tasks, and build stronger, more loyal teams. Connor explains why onboarding is the most important loyalty test, how to turn your hiring process into a recruiting advantage, and what the most successful contractors are doing to scale without drowning in paperwork.

Join us as we discuss:

[1:07] How platforms like Miter help growing contractors with their admin tasks
[9:38] The biggest mistakes contractors make with hiring and onboarding
[23:15] Payroll headaches and how Miter can help you fix them

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Implementation, Unfiltered: A Real-World Look at ServiceTitan Onboarding

Thu, 24 Jul 2025 05:00:00 +0000

Ever wonder what your first steps are after you sign on with ServiceTitan? In this episode, we sit down with Kyle Urquart, Enterprise Implementation Consultant at ServiceTitan, to break down the entire implementation process: what it looks like, who’s involved, what tends to go wrong, and how to make it go right. Kyle brings a unique perspective, having been both a ServiceTitan user and now a consultant guiding commercial contractors through onboarding. He walks us through each phase of implementation, from kickoff and data discovery to testing, training, go-live, and the all-important hypercare period.

Join us as we discuss:

[2:23] What to expect during the implementation process
[7:19] The “wow” moments customers experience during setup
[15:54] How training works (and why it never really ends)

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Job Costing Masterclass: From Generics, Pricing, Purchasing, to Inventory

Thu, 17 Jul 2025 05:00:00 +0000

Join us as we discuss:

[4:14] Job costing basics and finding opportunities for improvement
[12:14] Calculating tech labor costs beyond hourly rates
[19:54] Linked materials in dynamic pricing and inventory tracking
[27:06] Change management issues with job-related purchasing

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Onboarding ServiceTitan: What Roofing Exterior Contractors Need to Know

Thu, 10 Jul 2025 05:00:00 +0000

ServiceTitan onboarding for exteriors can be complex, but for Andrew Mussio, VP of Marketing and Innovation at WeatherPro Exteriors, it’s also transformative. In this episode, Andrew shares how his experience scaling A1 Garage Door with ServiceTitan shaped his approach to WeatherPro’s digital transition. From replacing paper-based processes to streamlining phones and implementing custom dashboards, Andrew walks through the key milestones and what he’d do differently if starting over. If you're exploring how to implement ServiceTitan in exterior remodeling, roofing, or siding, Andrew offers tactical advice and first-hand insights on maximizing adoption and impact.

Join us as we discuss:

[5:09] How ServiceTitan’s Phones and Reporting features elevated WeatherPro’s operations
[11:37] Why you should map out your team’s workflows before onboarding ServiceTitan
[18:13] How Scheduling Pro alleviates the customer form fill headache

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

How Scorpion’s Capacity Marketing Engine Aligns with ServiceTitan’s Power Users

Thu, 03 Jul 2025 05:00:00 +0000

The Capacity Marketing Engine (CME) from Scorpion takes the guesswork out of demand generation. Instead of dumping money into generic campaigns, businesses can now market smarter, based on team capacity, job profitability, and margin thresholds. In this episode, Will Haddad, VP of Product & Strategy at Scorpion, explains how the engine uses live data from ServiceTitan to help contractors automate their marketing strategy while improving efficiency and ROI. He also breaks down the key differences between Scorpion and Marketing Pro, and what makes the Scorpion platform such a powerful “done-for-you” solution for busy shop owners.

Join us as we discuss:

[10:50] Pain points Scorpion’s CME addresses for residential service contractors
[16:15] Why every business should have a baseline for marketing spend capacity
[22:37] How the CME integrates with ServiceTitan’s adjustable and adaptive capacity planning

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Drive Revenue With These TitanAdvisor Wins

Thu, 26 Jun 2025 05:00:00 +0000

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, returns to the show to share five high-impact Titan Advisor wins to help you drive revenue and improve efficiency without paying a dime extra. Sena covers everything from integrating Second-look Financing to building estimate templates and setting up follow-ups that convert. Along the way, he explains how Titan Advisor scores correlate directly with revenue performance and walks through practical ways to get over 100 points.

Join us as we discuss:

[1:16] How Second-look Financing can help drive additional revenue
[9:42] Getting your techs onboard with estimate and proposal templates
[15:31] Pricebook upgrades, recommendations, and replacement opportunity tags

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Tech-Forward Roofing: Build a Smarter, Faster Sales Experience

Thu, 19 Jun 2025 05:00:00 +0000

Is your roofing sales process built for today’s customer? In this episode, we chat with Sue Drummond, Solutions Delivery Manager at ServiceTitan, about how roofing contractors can modernize their sales workflows and close more deals with less effort. Sue shares how to move from manual measurements and paper quotes to streamlined, tech-powered estimates that impress customers. From real-time supplier pricing to customizable proposals sent before you leave the home, this episode is packed with insights to help roofing contractors save time, boost accuracy, and sell with confidence.

Join us as we discuss:

[3:51] The modern roofing customer’s expectations and urgency
[13:38] How to create a polished proposal before you leave the kitchen table
[21:22] ServiceTitan onboarding advice: start simple, sell faster

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Getting Unstuck: How to Break Through the $10 Million Ceiling and Beyond

Thu, 12 Jun 2025 05:00:00 +0000

In the final episode of our 3-part mini-series with Michael Katz, Owner of Trio Heating & Air, we dive into the gritty reality of scaling a trades business from $5M to $10M and beyond. Michael shares what it really took to build Trio into a $ 15M-plus operation in just a few short years, including the personal sacrifices, mindset shifts, and leadership evolution that fueled the journey. Michael gets candid about burning out, questioning his path, and ultimately transforming his own leadership style to match the company’s needs.

Join us as we discuss:

[1:07] The trade-offs of growing a business vs. staying lean and profitable
[12:01] Why you have to change your personality to match your business
[19:52] The bucket strategy: targeting the right customers at the right time
[29:25] How to boost your TitanAdvisor score and get more business

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Getting Unstuck: How to Break Through the $5 Million Ceiling

Wed, 04 Jun 2025 19:54:10 +0000

Michael Katz, Owner of Trio Heating & Air, joins us once again to share how he scaled his business to $5 million and beyond by implementing smart KPIs, creating role-specific incentives, and fostering a culture built on transparency and quality. Michael breaks down how he aligns teams – from CSRs to installers – with clear expectations, daily accountability, and thoughtful rewards that prioritize both speed and quality. If you're ready to tighten your processes and drive sustainable growth, this episode offers actionable insights and a proven playbook for success.

Join us as we discuss:

[1:13] Call center KPIs, answering speed, conversion rate, and spiffs
[15:04] Service technician KPIs, memberships, presenting options, and repair vs. replace
[21:10] Installer KPIs, revenue, speed vs. quality, and incentive structures
[25:37] Why giving away the playbook helps the entire industry grow

Check out these resources we mentioned during the podcast:

ChatGPT

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Getting Unstuck: How to Break Through $1 Million

Thu, 29 May 2025 05:00:00 +0000

Growing a home service business past $1 million requires more than just hard work — it takes focus, consistency, and the right systems. In this episode, Michael Katz, Co-owner of Trio Heating & Air, shares how he and his brother scaled from $300K to nearly $10 million in under two years. Michael breaks down the biggest mistakes that keep businesses stuck, why customer service and reviews are your lifeline early on, and how to avoid the trap of reinventing the wheel. Plus, he reveals the key ServiceTitan features that every growing business should master first.

Join us as we discuss:

[6:01] Why focus and picking one lane is crucial early on
[12:10] The power of reviews and how to get them consistently
[21:10] ServiceTitan foundations — what to prioritize

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Projects in ServiceTitan: Keeping Multi-Trade Jobs on Track

Thu, 22 May 2025 05:00:00 +0000

ServiceTitan Projects is crucial for organizing complex, multi-trade operations, and Channing Morrison, Residential HVAC Project Manager at Barron HVAC, Plumbing, Electrical & Solar, has become a big proponent of the tool. In this episode, Channing explains how Projects keep large installations on track by coordinating multiple trades, simplifying customer communications, and creating visibility for all team members. He also shares how new features like project templates and Gantt charts are transforming their workflow and speeding up job completion.

Join us as we discuss:

[1:08] How ServiceTitan Projects helps track jobs in multi-trade operations
[6:50] Coordinating tasks between different departments and customization
[13:40] A sneak peek at early access features — Projects Templates and Groups

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Sales Pro: Scaling Virtual Ride Alongs with AI, Coaching, and Feedback

Thu, 15 May 2025 05:00:00 +0000

Sales Pro adoption doesn’t have to be a battle. Just ask Rebekah Hatcher, Operations Manager at Aire Serv of Aggieland in College Station, Texas. In this episode, Rebekah shares how her team went from resistance to full buy-in on Sales Pro by emphasizing coaching over surveillance. She explains how Sales Pro lets them scale technician development without overloading the service manager and reveals how even the loudest skeptics turned into Sales Pro champions. You’ll hear how her team uses call recordings for coaching, what they learned from implementing FleetPro first, and how to frame new tools as opportunities, not punishments.

Join us as we discuss:

[4:49] How Sales Pro helps techs overcome customer objections
[8:36] Getting buy-in from your team when adopting Sales Pro
[15:11] Balancing the wins with coaching opportunities and early challenges
[26:08] Aire Serv’s “10 step” process for addressing relevant issues using Sales Pro

Check out these resources we mentioned during the podcast:

Sales Pro

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

From Chaos to Clarity: Streamlining Your ServiceTitan Data

Thu, 08 May 2025 05:00:00 +0000

Keeping your ServiceTitan data clean is the foundation of efficient business operations, yet many contractors unknowingly sabotage their success with poor data management.

Pam Duffy, Founder and COO of Powerhouse Consulting Group, joins us to talk about the critical role of clean data in reporting, workflows, and business efficiency. Pam shares real-world horror stories of contractors losing millions due to bad data practices and provides actionable strategies for ensuring ServiceTitan remains a reliable source of truth.

Learn how to set up your account properly from the start, prevent duplicate jobs, and maintain long-term data accuracy.

Join us as we discuss:

[1:06] How poor data management in ServiceTitan can cost your business
[10:28] Maintaining clean data when implementing new processes into your workflow
[24:16] First steps you should take to clean up your ServiceTitan data

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Configurable Payroll: Streamlining Tech Compensation with ServiceTitan

Thu, 01 May 2025 05:00:00 +0000

Managing payroll in the trades can be a nightmare — especially when handling commissions, bonuses, and multi-department structures.

In this episode, Chelsea Myers, HVAC Service Manager at Above & Beyond in Oklahoma City, shares how they transitioned from manually tracking payroll on printed timesheets to leveraging ServiceTitan’s Configurable Payroll for efficiency, transparency, and trust-building.

Join us as we discuss:

[00:59] Getting the most out of the core ServiceTitan payroll features
[8:21] The key benefits of Configurable Payroll and getting started
[18:40] Shifting tech incentivization to include forward-thinking KPIs

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Boosting Field Productivity with ServiceTitan’s Mobile Features

Thu, 24 Apr 2025 05:00:00 +0000

If you’re not fully leveraging ServiceTitan’s mobile features, you may be leaving efficiency on the table.

Jeremy Lewis, President at Gleason Heating, Plumbing, Air and Electric in the Greater Chicago area, shares how his team uses the Content Portal to streamline communications, ensure technicians always have the latest documents at their fingertips, and keep promotions organized.

Jeremy also breaks down how to structure estimates effectively, why copying estimates is a game-changer, and how to train techs on presenting financing to customers with ease.

If you’re looking to optimize your team’s mobile workflow and improve customer presentations, this episode is packed with actionable insights.

Join us as we discuss:

[1:02] The benefits of using the Content Portal in the ServiceTitan mobile app
[6:34] Strategies for techs presenting payment options to customers
[11:28] Shifting your techs from a “sales” mindset to one of “offering solutions”
[20:23] Building estimates using Pricebook Pro’s Smart Recommendations

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan’s Benchmark Report: Challenges and Opportunities in 2025 — AI and More

Thu, 17 Apr 2025 05:00:00 +0000

What’s coming for the trades in 2025? In this forward-looking episode, two leaders from ServiceTitan — Chris Hunter, Principal Industry Advisor, and Deanna Kawasaki, Senior Director of Titan Intelligence — break down the major trends shaping the industry and how the trades can not only survive but thrive.

From the intensifying skilled labor shortage to the fast-moving rise of AI, they share insider perspectives on how Titan Intelligence is being embedded across the platform to help businesses scale efficiently, even when hiring slows. You’ll hear what sets top-performing shops apart, why trade-specific AI makes all the difference, and how to future-proof your operations with the right tech, leadership, and strategy.

Join us as we discuss:

[1:08] Two major industry trends to look out for in 2025
[11:45] How AI will streamline office work and empower technicians
[22:55] What you need to grow without being the expert in everything

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

From Sales to Install: Maximize Efficiency with Tags, Alerts, Zaps, and Forms

Thu, 10 Apr 2025 05:00:00 +0000

In this episode, we sit down with Joseph Gee, Owner at Gee Heating & Air, to uncover the strategies behind his company’s rapid growth.

Joseph shares how he streamlines HVAC sales and installations with ServiceTitan, highlighting the power of speed, efficiency, and automation in a competitive market. From using tags, alerts, forms, and Zapier (Zaps) for real-time visibility to optimizing communication and inventory management, Joseph breaks down the systems that keep his team ahead.

Tune in for actionable strategies to elevate your service company and boost efficiency.

Join us as we discuss:

[4:51] How to use tags for better sales management
[14:46] Setting up alerts to keep everyone informed
[28:24] The BASIC system for efficiency and simplicity

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Contact Center Pro: A Sneak Peek at Revolutionizing Call Centers for the Trades

Thu, 03 Apr 2025 05:00:00 +0000

The trades industry is evolving, and so is the way businesses handle customer interactions. Contact Center Pro is the latest innovation from ServiceTitan, designed to help businesses streamline communication, consolidate multiple instances, and integrate AI-driven call management.

David Hoffman, Senior Director of Product Management at ServiceTitan, walks us through how Contact Center Pro simplifies operations by merging phone calls, SMS, chat, and AI-driven virtual agents into one seamless platform. From multi-tenant support to AI-powered customer service, David shares how this new tool is transforming call centers for businesses of all sizes.

Join us as we discuss:

[3:10] How Contact Center Pro will help call centers consolidate their comm flows
[8:48] An exciting new Virtual Agent tool to help free up your CSRs
[14:31] What KPIs businesses can expect to improve with Contact Center Pro

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Boost Your Call Booking Rate with These TitanAdvisor Wins

Thu, 27 Mar 2025 05:00:00 +0000

Call booking rates are a critical KPI for any service business, and ServiceTitan’s TitanAdvisor can help you optimize them. In this episode, Brittany Burgess, Senior Customer Advocacy Specialist at ServiceTitan, shares five key TitanAdvisor wins that can help increase your call booking rate.

We’ll break down the importance of clicking the green call bubble, reviewing call recordings, following up on unbooked leads, and other actionable insights to help CSRs perform at their best.

If you’re looking for practical, easy-to-implement strategies to improve your call center operations, you won’t want to miss this episode!

Join us as we discuss:

[2:00] Why your CSRs should utilize the “call bubble” when booking jobs
[13:19] Following up on opportunities in TitanAdvisor
[23:18] Scheduling follow up reports and unpacking Second Chance Leads

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Pricebook Pro and More: The Impact of Getting Your Pricebook Right

Thu, 20 Mar 2025 05:00:00 +0000

A well-managed price book is the backbone of any successful service business.

James Beyer, Owner of Beyer Plumbing in San Antonio, Texas, shares how switching to Pricebook Pro streamlined his company’s operations and enhanced profitability. He discusses common pitfalls businesses face when managing pricing manually and highlights how Pricebook Pro automates client-specific pricing, improves accuracy, and saves valuable time.

Whether you're struggling with outdated spreadsheets or looking to maximize ServiceTitan’s full potential, this episode is packed with actionable insights on pricing strategy.

Join us as we discuss:

[00:25] Early implementation challenges and the transfer process
[10:01] Smart Start, Dynamic Pricing, and maintenance recommendations
[18:55] Estimate and proposal templates and handling special promotions

Check out these resources we mentioned during the podcast:

ServiceTitan Pricebook Pro

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Mastering Roofing Success with ServiceTitan

Thu, 13 Mar 2025 05:00:00 +0000

Kelly Mesaris, VP of Special Operations at LB Capital, reveals the secrets behind scaling roofing companies with ServiceTitan.

Discover how LB Capital leveraged ServiceTitan to build a model tenant system, driving growth in one roofing company from $7M to $30M in just two years. From centralized call centers to tailored CRM setups, Kelly shares how ServiceTitan enables operational efficiency, rapid scaling, and private equity success.

Tune in to hear the game-changing strategies behind their approach, including innovative use of Projects, Dispatch Pro, and good-better-best pricing models, all tailored for roofing businesses.

Join us as we discuss:

[4:12] Roofing and private equity strategies and integrations with ServiceTitan
[12:33] ServiceTitan Projects, workflow efficiencies, and tips for new users
[24:35] Why private equity firms want companies using ServiceTitan

Check out these resources we mentioned during the podcast:

ServiceTitan Projects
LFG Mastermind with Lance Bachmann
7th Annual Roofing Process Conference
LB Capital's Podcast -Built to Sell Radio
Shop Tours
Reach out to Kelly at 410-215-7978 or kelly@lbcap.com

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Smarter Processes: AI and Automation for the Trades

Thu, 06 Mar 2025 06:00:00 +0000

AI is reshaping the trades, and forward-thinking businesses are using tools like ChatGPT to automate processes and improve efficiency.

Dan Lizette, Director of Process Improvement at Mattioni Plumbing, Heating & Cooling in Downington, PA, shares how he leverages AI to enhance capacity planning, optimize inventory, and refine business workflows.

Dan breaks down real-world examples of how ServiceTitan users can integrate AI into their daily operations — whether it’s cross-referencing price books with vendor data or automating scheduling calculations.

Tune in to discover how AI-powered process improvement is helping service businesses stay ahead in a competitive market.

Join us as we discuss:

[3:12] Basic AI use cases, capacity planning calculations, and scheduling
[10:34] How to properly talk to ChatGPT and custom GPT models
[19:34] Using AI to help clean up your Pricebook and inventory
[25:35] Condensing ideas into consumable talking points for meetings

Check out these resources we mentioned during the podcast:

ChatGPT

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Reporting: The Key to Operational Efficiency

Thu, 27 Feb 2025 06:00:00 +0000

ServiceTitan’s reporting capabilities can transform the way service businesses operate when used correctly.

In this episode, we explore how reporting can drive efficiency, save time, and streamline operations. Adam Cronenberg, Partner at Besser Garage Doors in Orange County, California, and Element Mist in Phoenix, AZ — and an experienced ServiceTitan user — shares his best practices for setting up reports that matter, automating workflows, and getting the most out of your data.

If you’re looking to optimize your service business’ workflows, this is the episode for you.

Join us as we discuss:

[00:33] ServiceTitan’s reporting feature and where new users should start
[16:29] Addressing workflow discrepancies with custom reports
[25:25] Adopting an efficiency mindset and handling your team’s FAQs

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Richard Kohberger: The Story Behind the Blue Collar Nerd — Tools, Tips, and Insights

Thu, 13 Feb 2025 06:00:00 +0000

Richard Kohberger, Industry Advisor, Content Specialist at ServiceTitan — perhaps better known as the host of the Blue Collar Nerd channel on YouTube — brings authenticity and tech expertise to the ServiceTitan platform.

From assisting in his family’s HVAC business to becoming a trusted digital content specialist, Richard shares his unconventional journey into tech. He discusses the challenges and opportunities in aligning contractors with cutting-edge technology and how his authentic content creation turned heads in the industry.

Tune in to explore his strategies for leveraging ServiceTitan tools, his content philosophy, and his unique ability to bridge the gap between two traditionally separate worlds.

Join us as we discuss:

[1:58] Fusing authentic content creation with the trades
[16:17] ServiceTitan release notes and Pricebook features
[26:31] An exciting update to ServiceTitan capacity planning

Check out these resources we mentioned during the podcast:

Blue Collar Nerd on YouTube
Blue Collar Nerd on Facebook
ServiceTitan on YouTube

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Forms: Unlocking Efficiency Beyond the Basics

Thu, 06 Feb 2025 06:00:00 +0000

ServiceTitan Forms is more than just a catalog of digital checklists — it’s the backbone of efficient operations.

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, unpacks this powerful feature, from streamlining processes with conditional logic to leveraging auto-tagging and advanced reporting. Sena shares actionable insights to help technicians and office teams transition from pen and paper to a unified digital workflow.

Whether you're new to ServiceTitan or a seasoned user, this episode offers practical tips to elevate your business operations with the advanced ServiceTitan Forms feature.

Join us as we discuss:

[3:45] The four core advanced features within ServiceTitan Forms
[15:30] Customer data set reporting and Form Submissions
[19:38] Common ServiceTitan Forms user errors to avoid

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Revisiting TitanAdvisor for 2025

Thu, 30 Jan 2025 06:00:00 +0000

As 2025 continues to be a revolutionary year for so many of ServiceTitan’s features, we want to take a moment to draw attention to the power of TitanAdvisor.

Episode originally aired 8/8/2024:

Revisiting one of our earliest episodes, Josh Lu hosts The “Queen of TitanAdvisor,” Krista Landon, and Marketing and IT Manager at Gulfshore Air Conditioning and Heating, shares her journey and expert tips for getting the most out of the TitanAdvisor score in ServiceTitan.

Krista walks us through how TitanAdvisor can help guide your workflows and reveal her seasonal approach to making profitable changes.

Tune in to hear practical advice on setting business goals, figuring out what to prioritize, and getting your team on board to boost growth and efficiency.

Join us as we discuss:

[01:30] Understanding your TitanAdvisor score
[13:23] Driving change and getting team buy-in
[22:26] Tackling the low-hanging fruit first

Check out these resources we mentioned during the podcast:

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or our website, or search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Moving the Needle in 2025 - Three ServiceTitan Tools to Grow Your Business

Thu, 23 Jan 2025 06:00:00 +0000

Even if your New Year’s Resolution has faltered by the time you read this, we’ve still got the one for your business covered.

Revisiting our conversations with Angie Snow, Principal Industry Advisor with ServiceTitan, Juan Lopez, Business Analyst at Franklin Electric, and Alyssa Rogers, Vice President at Rogers Heating and Cooling, we hand selected 3 key pieces of tech and tactics to grow your business with ServiceTitan in 2025.

These three segments highlight the importance of making sure that our platform is working as hard as possible for you and your customers.

Join us as we discuss:

[1:11] What is Adjustable Capacity Planning (ACP) with Angie Snow
[6:02] Juan’s Advice for leveraging Next with new processes
[18:07] Alyssa’s Rundown on how ServiceTitan can help you offer your customers financing options

Check out these resources we mentioned during the podcast:

Getting Started with ServiceTitan Integrated Financing
Need training for Integrated Financing? Register here!

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Take Control: Expert Tips on Inventory Management

Thu, 09 Jan 2025 06:00:00 +0000

Inventory doesn’t have to be scary.

In this episode, we chat with Kristy Druding, Director of IT Services and Operations at Ace Hardware Home Services and a ServiceTitan expert.

Kristy shares her top strategies for mastering inventory management — covering multi-location setups, job costing, and inventory replenishment.

Get actionable tips on organizing price books, streamlining purchase orders, and training your team. Plus, learn about ServiceTitan’s mobile counts, barcode scanning features, and the power of integrating accounting software to avoid inventory headaches.

Join us as we discuss:

[02:22] The benefits of tracking inventory with ServiceTitan
[09:08] Completing your price book organization
[13:19] Common mistakes and lessons learned

Check out these resources we mentioned during the podcast:

ServiceTitan Inventory Management

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Network Takeover -- Toolbox for the Trades -- An American Dream: How the Trades Has The Power to Change Lives

Thu, 02 Jan 2025 06:00:00 +0000

Welcome to 2025! We're at that stage where plans are being made to have the best year possible for you and your business.

To kick off the new year right, we're bringing you an episode of Toolbox for the Trades, featuring the incredible Alan O'Neill, who will not only inspire you with his journey to the American Dream, one we all can aspire to.

We'll be back with Josh next week with a brand new episode of Mastering ServiceTitan.

Happy New Year!

Originally Aired 11/12/2024

Alan O'Neill truly has what many would say is “the luck of the Irish.”

Alan started his career in Dublin as an apprentice plumber and worked his way up in the trades. He then moved to America with his family and founded a plumbing service company with his mentor, which he later sold to private equity.

He truly believes in building solid relationships and taking care of his team and that the trades have the power to positively impact lives.

The consultant with The Wrench Group stops by to discuss his professional and entrepreneurial journey, the importance of loyalty, and some practical advice for business owners thinking of selling or partnering with private equity firms.

Join us as we discuss:

[7:13] Alan’s incredible testament to the American Dream
[20:41] The importance of loyalty in a business
[26:57] Why you should take control of your own destiny
[38:05] Advice for business owners planning to sell or partner with private equity firms

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Network Takeover -- Toolbox for the Trades -- Continuous Learning: Building a Robust Training Culture in the Trades

Thu, 26 Dec 2024 06:00:00 +0000

It's the brightest time of the year, and we're giving Josh a few days off to spend with family and friends.

We hope you're doing the same at this great time of the year, with people you care about and treasure as well.

However, if the holidays get to be too much, we've got your escape hatch right here.

An episode crossposted from our sister show, Toolbox for the Trades that is sure to help you in 2025.

Have a spectacular rest of your holiday season.

Originally Aired 4/2/2024

Ken Midgett is extremely passionate about continuous learning and believes that training is a critical component to the long-term growth of businesses in the trades.

As a professional plumbing service entrepreneur, Ken successfully ran two businesses and helped make the plumbing program at a high school in eastern Pennsylvania one of the most sought-after for students joining the workforce.

As the Plumbing Market Director at Interplay Learning, Ken is on a mission to help service-based businesses build a robust training culture. He stops by to share his entrepreneurial journey with us. He also talks about the importance of investing in training so that it not only turns businesses into profit generators but also helps to build employee confidence and reduce turnover.

Join us as we discuss:

05:26: How Ken got students interested in the plumbing program
19:16: The importance of implementing a training culture
22:09: Why leadership needs to be involved in training
28:00: How organizations can incentivize employees with training

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Sales and Estimates: Driving Revenue from CSRs to Technicians

Thu, 19 Dec 2024 06:00:00 +0000

In this episode, we sit down with Josh Moree, Operations & Accounting Manager at Richards Plumbing & Electric, to uncover his team’s winning formula for turning estimates into sales.

Josh shares how they leverage ServiceTitan's features, strategic follow-ups, and customer financing options to close more deals and build trust with clients.

Ideal for service business leaders aiming to boost conversions, this episode offers practical tips on handling estimates with precision and keeping potential sales on track through a client-first approach.

Join us as we discuss:

[00:58] Training your techs and CSRs for success
[9:32] A mindset shift from selling to providing benefits
[16:33] How to build a revenue-driven culture

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Hosted on Ausha. See ausha.co/privacy-policy for more information.

From Chaos to Control: How Schedule Assistant Transforms Dispatching

Thu, 05 Dec 2024 06:00:00 +0000

We're diving deep into dispatching efficiency with Vanessa Gonzalez from Albuquerque Plumbing, Heating & Cooling.

Vanessa reveals how they’ve completely revamped their call booking and dispatch processes with ServiceTitan’s Schedule Assistant. She also explains how their team harnessed this tool to boost operational performance, streamline dispatching, and optimize schedules in real time.

Whether you're looking to improve your dispatching operations or elevate overall productivity, this episode offers actionable insights for maximizing your team’s time.

Join us as we discuss:

[03:03] What is the Schedule Assistant?
[06:09] How to set up shifts and skills
[14:03] Advice for implementing Schedule Assistant

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Network Takeover -- Toolbox for the Trades -- From Prospecting to Closing: Tips to Improve Your Sales Performance

Thu, 28 Nov 2024 06:00:00 +0000

It's Thanksgiving which means we're letting host Josh spend time with his family.

While he's off carving turkey, he thought that a little takeover from Mastering Service Titan's Sister show, Toolbox for the Trades would be a great listen for you as you enjoy your holiday weekend while you spend time with the most important people in your life.

We're so thankful for all of you, our listeners and customers who enjoy all of our podcasts from the ServiceTitan Podcast Network, and hope that your holiday season is the brightest it has ever been as we kick it off this year.

Episode originally aired: 10/15/2024

Phillip Filaski believes leading by example is the key to being successful in sales. You need to be good at listening to prospects, ask the right questions, provide a consultative approach, and know how to handle objections professionally.

He also believes in working hard, having a disciplined lifestyle, and having the right mindset that prepares you for success and enables you to bounce back from adversities.

The Sales Supervisor at Lee’s Air stops by to talk about how he supports and coaches his team, his winning sales methodology, how he handles objections, and how he stays motivated when facing rejections.

Join us as we discuss:

[05:00] Phil’s secret to success in closing sales
[13:13] How Phil trains his team and his sales methodology
[23:16] The most common sales objections and how to handle them

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Commercial Success with ServiceTitan: Account Managers, Service Agreements, and the Field Mobile App

Thu, 21 Nov 2024 06:00:00 +0000

In this episode of Mastering ServiceTitan, we’re joined by Kyle Urquhart, Director of Account Management at Pierce Property Services.

Kyle explains how they've leveraged ServiceTitan to fuel success in the building envelope maintenance industry. He also reveals how his company transformed its operations by creating a dedicated account management department, restructuring service agreements for maximum efficiency, and empowering technicians with the ServiceTitan mobile app.

Whether you're looking to streamline your processes or get inspired by cutting-edge strategies, this conversation is packed with actionable insights to help you elevate your service business with ServiceTitan.

Join us as we discuss:

[3:44] How to structure ServiceTitan for account management
[19:57] Using ServiceTitan to stand out among competitors
[26:17] Getting into ServiceTitanBetas for early access to new features

Check out these resources we mentioned during the podcast:

ServiceTitan Beta Waitlist

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Embrace the Change: Steering Your Team with ServiceTitan's Release Notes

Thu, 14 Nov 2024 06:00:00 +0000

Live from Pantheon, we chat with Renee Lennox, Operations Manager at Service Specialties Inc., who shares her insider expertise on mastering release notes for ServiceTitan.

Renee breaks down why staying on top of release notes is critical for keeping your organization ahead of the curve and how a well-organized approach can prevent chaos during major updates.

From tackling major transitions to staying nimble during frequent changes, Renee offers valuable insights on how to keep your team ready for anything. This episode is packed with actionable tips on how to turn release notes into a powerful tool for success.

Join us as we discuss:

[1:57] The importance of keeping ServiceTitan updated
[6:48] Handling major changes in ServiceTitan
[14:33] How to make change more comfortable for your team

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Network Takeover -- Toolbox for the Trades -- Happy Calls: Let Your Customers Hear Your Smile

Thu, 07 Nov 2024 06:00:00 +0000

Did you know the ServiceTitan Podcast network has other shows that can really help you not only grow your business but learn more about and use ServiceTitan even better?

We've come out with additional shows to help folks all over your organization get the most out of your time working with us and our platforms.

Today we have a guest episode from our sister show "Toolbox for the Trades", with a great concept to help keep your customers in your circle and coach your techs on the little things that matter most.

Originally Aired 8/20/2024

Customer satisfaction is typically a top priority for inbound service calls, but what about after the technician has left the premises?

Chelle Allen, the owner of iconnectu, joins us to discuss the concept of “happy calls” — customer experience follow-ups made after a service is performed. Chelle explains how these calls not only offer gratitude but also collect valuable feedback to improve services.

Tune in to hear how happy calls help identify minor issues like technician behavior, create opportunities for additional sales, and strengthen customer loyalty.

Join us as we discuss:

[3:33] The importance of following up on the little things
[10:50] Following miscommunication crumbs
[19:17] Eliminating in-house bias by outsourcing calls
[29:21] Using “happy calls” for cross-promotional sales

Check out these resources we mentioned during the podcast:

ServiceTitan Thank You Report Guide

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Dispatch Pro: How to Implement to Maximize Profit with AI

Thu, 31 Oct 2024 05:00:00 +0000

Ashley Leege, Customer Service Manager at Althoff Home Services, unpacks ServiceTitan’s Dispatch Pro, an AI-powered, fully automated, and revenue-generating dispatch solution for the trades.

Ashley shares the challenges her team faced before Dispatch Pro, how they made the switch, and highlights the importance of getting everyone involved in the implementation process.

Whether you’re new to ServiceTitan or looking to improve how you use the platform, Ashley’s experience provides incredible insights on how to leverage the potential of Dispatch Pro.

Join us as we discuss:

[02:42]: Benefits of using ServiceTitan Dispatch Pro
[04:49]: Making the switch from a previous system to Dispatch Pro
[16:09]: The implementation timeline and some actionable advice

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Implementation: Owning the Platform From Day One

Thu, 24 Oct 2024 05:00:00 +0000

ServiceTitan is a powerful tool, but just like any major piece of equipment in your shop, you have to know how to use it to get the most out of it.

Lorenzo Plaath, a Certified ServiceTitan Coach with Go Time Success Group, brings his experience to the table to help new users who are implementing ServiceTitan.

Lorenzo shares his top tips on how to take it from a new and unfamiliar system to something that changes the very fabric of your business year after year.

Join us as we discuss:

[6:39] Setting up a mock “go live” in ServiceTitan for your team
[19:00] The benefits of using both an implementation manager and a coach
[31:10] Keeping your team happy during major transitions

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Memberships and Service Agreements: Navigating Setup and Management

Thu, 17 Oct 2024 05:00:00 +0000

Live from Pantheon 2024, Kathy Nielsen, Owner of Operations Excellence, LLC (aka Chicken Lady Speaks), joins us to discuss the ins and outs of membership management through ServiceTitan.

With nearly a decade of ServiceTitan experience, Kathy shares her insights on the differences between memberships and service agreements, the importance of clear processes, and how to avoid common pitfalls when setting up and managing memberships.

Learn Kathy’s strategies for keeping clients engaged, minimizing admin headaches, and maintaining profitability.

Join us as we discuss:

[2:09] The benefits of memberships and service agreements
[7:59] Do’s and don’ts when setting up memberships
[19:26] The evolution and application of service agreements

Check out these resources we mentioned during the podcast:

ServiceTitan Extreme

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Empower Your Team with STCU: The ServiceTitan Certified User Advantage

Thu, 26 Sep 2024 05:00:00 +0000

In this episode, we’re joined by Randi Thompson from Bill Joplin's Air Conditioning and Heating and Danielle Combs, Program Manager for Customer & Partner Relations at ServiceTitan.

Together, they dive into the exciting launch of the ServiceTitan Certified User (STCU) program — a next-level initiative designed to elevate expertise across different roles in an organization.

Randi and Danielle offer firsthand insights into how this program is driving tangible improvements, from cutting down on support cases to boosting overall operational efficiency. Tune in to learn how to put more money in your pocket!

Join us as we discuss:

[00:24] What is the ServiceTitan Certified User Program?
[8:53] How to roll STCU out to your team
[17:21] STCU and Academy integration

Check out these resources we mentioned during the podcast:

ServiceTitan Certified User Program

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Pricebook Fundamentals: 10 Tips to Drive Maximum Revenue

Thu, 19 Sep 2024 05:00:00 +0000

In this episode, Jeremy Wickenhauser, a certified ServiceTitan coach from Go Time Success Group, guides us on a deep dive into ServiceTitan’s Pricebook.

Jeremy shares expert insights on why he considers Pricebook to be the "heart of ServiceTitan,” impacting everything from KPIs to revenue tracking. He gives us ten essential rules for setting up and maintaining your Pricebook, including the importance of categories, codes, and dynamic pricing.

If you’re looking to optimize your existing Pricebook setup, this episode is loaded with practical advice to streamline your operations and boost profitability.

Join us as we discuss:

[2:06] How category management can help you track your Pricebook KPIs
[11:30] Equipment types and tagging replacement opportunities
[25:40] Dynamic and client-specific pricing features
[34:58] Task workflows, permissions, and generic tasks

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Next Environment: Safely Test and Prep for Future Updates

Thu, 12 Sep 2024 05:00:00 +0000

Juan Lopez, Business Analyst at Franklin Electric, unpacks ServiceTitan’s Next Environment, a powerful tool that allows businesses to test and prepare for future software updates.

Juan shares how he leveraged the Next Environment to become an expert in ServiceTitan and shares the key strategies he used to master new features, optimize business processes, and train his team.

Whether you’re new to ServiceTitan or looking to enhance your usage, Juan’s insights offer valuable tips on how to maximize the Next Environment’s potential.

Join us as we discuss:

[6:18] The difference between ServiceTitan’s Next and Practice
[10:51] Advice for leveraging Next with new processes
[15:19] Leveling up through ServiceTitan Community programs

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan Dashboards: Get Your Data in Order

Thu, 05 Sep 2024 05:00:00 +0000

ServiceTitan dashboards are intuitive modules that can help business owners track their biggest KPIs, like sales, booking rates, and conversions.

Matt Kosloski, Vice President at Friend's Plumbing in Oldsmar, FL, shares how dashboards helped his family’s business accelerate its growth and put them on track to reach $10 million in 2024.

Tune in to hear how dashboards can help you ensure that your company’s most important metrics are up to snuff!

Join us as we discuss:

[2:02] How dashboards can help you refine your workflows
[12:19] Using dashboard stories to coach technicians
[16:13] Advice on cleaning up chaotic dashboards

Check out these resources we mentioned during the podcast:

ServiceTitan Dashboards

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Revenue Opportunities: Leveraging Memberships with ServiceTitan

Thu, 29 Aug 2024 05:00:00 +0000

In this episode, we’re talking with Zack Kays, Software Administrator at Intelligent Design Air Conditioning, Plumbing, Solar & Electric. He’s an expert when it comes to using ServiceTitan, and he’s providing us with some actionable tips on how to set up memberships using ServiceTitan to unlock new revenue opportunities.

Zacks not only shares his experience on how to leverage ServiceTitan, but also highlights which mistakes to avoid and what to do instead. He talks about the pros and cons of using a tiering system versus one flat membership and how to set up memberships correctly on the platform.

Learn how to set up memberships on ServiceTitan, understand how to set up the discounts and categories on the back end, and help create new revenue streams for your business.

Join us as we discuss:

[08:13] What the offer for first-time memberships should look like
[23:12] Training technicians on membership opportunities
[35:00] Zack’s advice for those who want to implement memberships

Check out these resources we mentioned during the podcast:

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Revamp Your Scheduling: ServiceTitan Insights for CSRs

Thu, 22 Aug 2024 05:00:00 +0000

In this episode, we're thrilled to welcome Angie Snow, Principal Industry Advisor with ServiceTitan.

Angie brings a wealth of knowledge on supercharging the efficiency of Customer Service Representatives (CSRs) and dispatchers by fully leveraging ServiceTitan’s powerful features.

Join us as we discuss:

[07:36] Optimizing CSR workflows with multiple screens
[15:30] What is Adjustable Capacity Planning (ACP)
[27:01] Tactical advice for new ServiceTitan users

Check out these resources we mentioned during the podcast:

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Zapier in Action: Automation Tips for ServiceTitan

Thu, 15 Aug 2024 05:00:00 +0000

In this episode, we’re talking with Jessica Woodruff Smith, Process Manager at AirWorks Solutions. She’s an expert ServiceTitan user, and she’s teaching us about the benefits of linking your ServiceTitan account with Zapier.

Jessica shares her experience with Zapier to make work smoother and more efficient at her HVAC organization. She talks about how Zapier's integrations help prevent tasks from getting overlooked by automating alerts, managing tasks, and keeping the team informed through Google Chat.

Have a listen, and you’ll learn how to integrate Zapier, create your first Zap, and get comfortable with making your life easier and your business more profitable.

Join us as we discuss:

[2:44] Why Jessica’s team lives and dies by Google Chat
[14:46] How to make your first Zap without fear
[17:17] The profit justification for using Zapier

Check out these resources we mentioned during the podcast:

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Harnessing TitanAdvisor: Expert Tips for Advancing Your Business

Thu, 08 Aug 2024 05:00:00 +0000

The “Queen of TitanAdvisor,” Krista Landon, and Marketing and IT Manager at Gulfshore Air Conditioning and Heating, shares her journey and expert tips for getting the most out of the TitanAdvisor score in ServiceTitan.

Krista walks us through how TitanAdvisor can help guide your workflows and reveal her seasonal approach to making profitable changes.

Tune in to hear practical advice on setting business goals, figuring out what to prioritize, and getting your team on board to boost growth and efficiency.

Join us as we discuss:

[00:40] Understanding your TitanAdvisor score
[13:23] Driving change and getting team buy-in
[22:26] Tackling the low-hanging fruit first

Check out these resources we mentioned during the podcast:

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Maximizing Revenue: ServiceTitan's Integrated Financing

Thu, 01 Aug 2024 05:00:00 +0000

In this episode, we sit down with Alyssa Rogers, Vice President at Rogers Heating and Cooling, to chat about the amazing benefits of offering financing options in the HVAC industry. Thirty percent of their revenue comes from financing, with a 41% close rate on installs.

Alyssa takes us through their journey, from not offering financing at all to partnering with multiple companies to meet different customer needs.

Tune in as Alyssa shares valuable tips on pricing correctly and offers practical advice for businesses new to financing or looking to add more partners.

Join us as we discuss:

[07:11] Creating a customer-focused financing strategy
[18:07] How ServiceTitan can help you with financing
[25:43] The best time to introduce financing to your team

Check out these resources we mentioned during the podcast:

Getting Started with ServiceTitan Integrated Financing
The Rogers Radio Podcast
Need training for Integrated Financing? Register here!

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

From Chaos to Clarity: Getting Started with ServiceTitan Inventory

Thu, 25 Jul 2024 05:00:00 +0000

In this episode of Mastering Service Titan, we talk with Steve Cossette, the head of IT at NICE Home Services and a prominent figure in the ServiceTitan Masterminds Facebook group.

Dive into the nitty-gritty of inventory management as Steve explains why he’s passionate about the topic and the critical role it plays in business operations. Learn how proper inventory management can lead to a better knowledge of your business and, ultimately, a more profitable one.

Steve provides practical tips for both small and large companies, emphasizing the importance of tracking materials and the human factor in inventory management.

Whether you’re a seasoned ServiceTitan user or just getting started, this episode offers valuable insights into enhancing your business efficiency.

Join us as we discuss:

[1:48] What exactly is inventory management?
[10:22] Why inventory counts are like haircuts
[23:34] If it’s not 100% accurate, what’s the point?

Check out these resources we mentioned during the podcast:

My HVAC Tools

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Welcome to Mastering ServiceTitan

Wed, 03 Jul 2024 17:26:23 +0000

Mastering ServiceTitan is your guide to getting the most out of ServiceTitan. Each episode, ServiceTitan power users share their strategies and success stories to give you real, actionable advice on how to leverage ServiceTitan for your business. Whether you’re new to ServiceTitan, or have been on the platform for years, you'll hear how businesses just like yours have transformed their operations, improved efficiencies, and accelerated their growth. If you need to master ServiceTitan, you're in the right place.

Hosted on Ausha. See ausha.co/privacy-policy for more information.