Shows
Mastering ServiceTitanWhat ServiceTitan’s AI Voice Agent Can Deliver for YouAI 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...
2026-01-2936 minMastering ServiceTitanWhy Conduit Tech Is a Game Changer for HVAC DesignCameron 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...
2026-01-2232 minMastering ServiceTitanHow to Set Up Adaptive Capacity Planning Strategic RulesZack 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...
2026-01-1538 minMastering ServiceTitanToolbox Takeover - How ServiceTitan and AI Help Contractors Streamline, Save, and ScaleThe 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: 11/4/2024How 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...
2026-01-0824 minMastering ServiceTitanFlashback Episode - ServiceTitan Next Environment: Safely Test and Prep for Future UpdatesThe 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: 9/12/2024Juan 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 sha...
2026-01-0125 minMastering ServiceTitanToolbox Takeover - Scaling with Intention: The Systems Behind $45 Million in RevenueThe 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 9/2/2025How 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...
2025-12-2550 minMastering ServiceTitanToolbox Takeover - Toolbox Down Under: A Peek Into the Australian Trades LifeThe 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 ri...
2025-12-1823 minMastering ServiceTitanProtect Your Margins With Dynamic Pricing and Client-Specific PricingReturning 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 st...
2025-12-1125 minMastering ServiceTitanTitanAdvisor Updates: Scoring for Proven ROIMitul 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.
2025-12-0417 minMastering ServiceTitanTurning the Repair Backlog into Opportunity: Insights From the Fall 2025 Benchmark ReportIn 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, an...
2025-11-2741 minMastering ServiceTitanDiscover the Field Mobile App: Less Screen Time, More Wrench TimeThe 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 us...
2025-11-2016 minMastering ServiceTitanHow to Develop a Great ServiceTitan CSM RelationshipJen 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 u...
2025-11-1327 minMastering ServiceTitanPro Tips for ServiceTitan Mobile Training and AdoptionTim 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...
2025-11-0618 min
Toolbox for the TradesHow ServiceTitan and AI Help Contractors Streamline, Save, and ScaleHow 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 l...
2025-11-0424 minMastering ServiceTitanThe Marketing Pro and Scheduling Pro Automation Power ComboSamantha 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.
2025-10-3025 minMastering ServiceTitanMastering the Miter-ServiceTitan IntegrationPaula 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 w...
2025-10-2315 minMastering ServiceTitanWhy Every Shop Should Turn On Touchless AccountingWhat 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 u...
2025-10-1616 minToolbox for the TradesPantheon 2025 Opening Presentation Featuring ServiceTitan CEO Ara MahdessianIn this special bonus episode, ServiceTitan Co-founder and CEO Ara Mahdessian celebrates the monumental success of the trades in his presentation at Pantheon 2025, highlighted by customer stories of multi-million dollar revenue and major acquisitions. Ara reflects on ServiceTitan's journey, declaring the company's commitment to its customers is the bedrock of its business. He then details a critical vision for the industry's future: the necessity of embracing AI and automation to ensure continued prosperity. Ara explains that while the core work of the trades is safe from automation, the surrounding cognitive workflows are not. He outlines how new ServiceTitan products...
2025-10-1338 minMastering ServiceTitanPantheon 2025 Keynote Featuring ServiceTitan President Vahe KuzoyanIn 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...
2025-10-1337 minMastering ServiceTitanThe 20% Advantage: Scaling Smart with Scheduling Pro and Dispatch ProWhat 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: ...
2025-10-0921 minMastering ServiceTitanServiceTitan Tags and Tasks: The Ultimate Operations Safety NetLive 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 S...
2025-10-0232 minMastering ServiceTitanJob Costing Masterclass: From Generics, Pricing, Purchasing, to Inventory (Replay)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 7/17/2025Job costing is essential for sustainable business growth, and no one explains it better than Tim McGuire, Owner of High Winds Success...
2025-09-2543 minMastering ServiceTitanRevamp Your Scheduling: ServiceTitan Insights for CSRs (Replay)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 8/22/2024In this episode, we're thrilled to welcome Angie Snow, Principal Industry Advisor with ServiceTitan. Angie brings a wealth...
2025-09-1837 minMastering ServiceTitanUnpacking Pantheon 2025: HackTheon, AI, and Can’t-Miss HighlightsPantheon 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, theme...
2025-09-1139 minMastering ServiceTitanServiceTitan Pantheon: How to Get the Most out of Industry EventsIn 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...
2025-09-0434 minMastering ServiceTitan7 Quick TitanAdvisor Wins to Save Your TimeSena 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 w...
2025-08-2823 minMastering ServiceTitanSwipe, Tap, Done: Optimizing Payments for Your Contracting BusinessIn 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...
2025-08-2133 minMastering ServiceTitanReputation Management: Why Negative Reviews Build TrustIn this episode, Jess Kralemann, Co-Founder and CEO of Titan Advising Gurus, returns to unpack the nuances of reputation management using ServiceTitan Marketing Pro. Discover why online reviews are crucial for trades businesses of all sizes and how ServiceTitan's features can automate review collection and responses. Jess shares actionable advice, from using simple customer notifications to advanced Marketing Pro automations, and reveals common mistakes like "gatekeeping" reviews. Learn how to strategically manage negative feedback and leverage authenticity to build customer trust and grow your business.Join us as we discuss: [1:04] Reputation management in M...
2025-08-1421 minMastering ServiceTitanThe Future of Memberships: Smart Strategies to Boost Loyalty with SmartACMembership 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] Ser...
2025-08-0723 minMastering ServiceTitanThe Growth-Ready Contractor’s Playbook: HR, Payroll, and Performance That ScaleContractors 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 pape...
2025-07-3133 minMastering ServiceTitanImplementation, Unfiltered: A Real-World Look at ServiceTitan OnboardingEver 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...
2025-07-2432 minMastering ServiceTitanJob Costing Masterclass: From Generics, Pricing, Purchasing, to InventoryJob 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:
2025-07-1742 minMastering ServiceTitanOnboarding ServiceTitan: What Roofing Exterior Contractors Need to KnowServiceTitan 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.J...
2025-07-1033 minMastering ServiceTitanHow Scorpion’s Capacity Marketing Engine Aligns with ServiceTitan’s Power UsersThe 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...
2025-07-0332 minMastering ServiceTitanDrive Revenue With These TitanAdvisor WinsSena 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 o...
2025-06-2627 minMastering ServiceTitanTech-Forward Roofing: Build a Smarter, Faster Sales ExperienceIs 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:
2025-06-1930 minMastering ServiceTitanGetting Unstuck: How to Break Through the $10 Million Ceiling and BeyondIn 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:
2025-06-1234 minMastering ServiceTitanGetting Unstuck: How to Break Through the $5 Million CeilingMichael 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...
2025-06-0435 minMastering ServiceTitanGetting Unstuck: How to Break Through $1 MillionGrowing 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...
2025-05-2931 minMastering ServiceTitanProjects in ServiceTitan: Keeping Multi-Trade Jobs on TrackServiceTitan 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
2025-05-2227 minMastering ServiceTitanSales Pro: Scaling Virtual Ride Alongs with AI, Coaching, and FeedbackSales 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 oppo...
2025-05-1538 minMastering ServiceTitanFrom Chaos to Clarity: Streamlining Your ServiceTitan DataKeeping 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...
2025-05-0834 minMastering ServiceTitanConfigurable Payroll: Streamlining Tech Compensation with ServiceTitanManaging 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 inclu...
2025-05-0124 minMastering ServiceTitanBoosting Field Productivity with ServiceTitan’s Mobile FeaturesIf 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...
2025-04-2427 minMastering ServiceTitanServiceTitan’s Benchmark Report: Challenges and Opportunities in 2025 — AI and MoreWhat’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 diff...
2025-04-1737 minMastering ServiceTitanFrom Sales to Install: Maximize Efficiency with Tags, Alerts, Zaps, and FormsIn 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....
2025-04-1033 minMastering ServiceTitanContact Center Pro: A Sneak Peek at Revolutionizing Call Centers for the TradesThe 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.
2025-04-0320 minMastering ServiceTitanBoost Your Call Booking Rate with These TitanAdvisor WinsCall 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 wo...
2025-03-2732 minMastering ServiceTitanPricebook Pro and More: The Impact of Getting Your Pricebook RightA 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:
2025-03-2029 minMastering ServiceTitanMastering Roofing Success with ServiceTitanKelly 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 r...
2025-03-1326 minMastering ServiceTitanSmarter Processes: AI and Automation for the TradesAI 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 impro...
2025-03-0636 minMastering ServiceTitanServiceTitan Reporting: The Key to Operational EfficiencyServiceTitan’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:
2025-02-2736 minMastering ServiceTitanHow to Automate Refunds and Deposits in ServiceTitanDiscover how to save time and reduce errors with ServiceTitan’s automated refunds and deposit features.Kim Rahn, Implementation Success Senior Manager with the Titan N-Tegration Team (TNT), joins us to explore two must-use features — automated refunds workflow and auto-applying deposits. Kim explains how these tools can simplify complex workflows, prevent double revenue counting, and ensure accurate accounting. Plus, she shares practical advice for setup, common mistakes to avoid, and how these features improve operations for businesses of any size. Tune in to learn how ServiceTitan can enhance your financial processes and keep your...
2025-02-2023 minMastering ServiceTitanRichard Kohberger: The Story Behind the Blue Collar Nerd — Tools, Tips, and InsightsRichard 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...
2025-02-1336 minMastering ServiceTitanServiceTitan Forms: Unlocking Efficiency Beyond the BasicsServiceTitan 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...
2025-02-0628 minMastering ServiceTitanRevisiting TitanAdvisor for 2025As 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...
2025-01-3035 minMastering ServiceTitanMoving the Needle in 2025 - Three ServiceTitan Tools to Grow Your BusinessEven 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...
2025-01-2319 minMastering ServiceTitanROI Magic: Boost Your Business with SeviceTitan’s Marketing ProJess Kralemann, Marketing Manager at Chesterfield Service, Inc. and Founder-CEO of Titan Advising Gurus, joins us to explore how ServiceTitan’s Marketing Pro can help businesses achieve their growth goals. Jess dives deep into building targeted campaigns, shares inspiring client success stories, and breaks down actionable strategies for leveraging Marketing Pro to its fullest potential. Whether you’re just starting with ServiceTitan or seeking to optimize your existing marketing approach, Jess’s insights will arm you with the tools and know-how to drive better results from your campaigns.Join us...
2025-01-1629 minMastering ServiceTitanTake Control: Expert Tips on Inventory ManagementInventory 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:
2025-01-0920 minMastering ServiceTitanServiceTitan Network Takeover -- Toolbox for the Trades -- An American Dream: How the Trades Has The Power to Change LivesWelcome 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!
2025-01-0251 minMastering ServiceTitanServiceTitan Network Takeover -- Toolbox for the Trades -- Continuous Learning: Building a Robust Training Culture in the TradesIt'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...
2024-12-2644 minToolbox for the TradesServiceTitan Network Takeover -- Mastering ServiceTitan — Happy Calls: Let Your Customers Hear Your SmileHappy Holidays from all of us at the ServiceTitan Podcast Network. We've been planning quite a 2025 for you, dear listener, and as part of that we want to make sure you know about the other great resources and shows we have for your service business. This episode is hand selected to make for a great learning experience, especially if you work with commercial accounts.Originally aired 11/21/2024 and recorded LIVE at Pantheon 2024:In this episode of Mastering ServiceTitan, we’re joined by Kyle Ur...
2024-12-2431 minMastering ServiceTitanSales and Estimates: Driving Revenue from CSRs to TechniciansIn 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 C...
2024-12-1929 minMastering ServiceTitanFrom Chaos to Control: How Schedule Assistant Transforms DispatchingWe'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 Assistan...
2024-12-0520 minMastering ServiceTitanServiceTitan Network Takeover -- Toolbox for the Trades -- From Prospecting to Closing: Tips to Improve Your Sales PerformanceIt'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...
2024-11-2838 minMastering ServiceTitanCommercial Success with ServiceTitan: Account Managers, Service Agreements, and the Field Mobile AppIn 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 Serv...
2024-11-2130 minMastering ServiceTitanEmbrace the Change: Steering Your Team with ServiceTitan's Release NotesLive 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...
2024-11-1419 minMastering ServiceTitanServiceTitan Network Takeover -- Toolbox for the Trades -- Happy Calls: Let Your Customers Hear Your SmileDid 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.
2024-11-0744 minToolbox for the TradesServiceTitan Network Takeover -- Mastering ServiceTitan -- ServiceTitan Implementation: Owning the Platform from Day OneDid 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 "Mastering ServiceTitan", designed to help the folks at your HQ learn to use the ServiceTitan platform better from day one.Originally Aired 8/20/2024
2024-11-0532 minMastering ServiceTitanServiceTitan Dispatch Pro: How to Implement to Maximize Profit with AIAshley 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: [02:4...
2024-10-3120 minMastering ServiceTitanServiceTitan Implementation: Owning the Platform From Day OneServiceTitan 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 a...
2024-10-2431 minMastering ServiceTitanServiceTitan Memberships and Service Agreements: Navigating Setup and ManagementLive 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 s...
2024-10-1728 minMastering ServiceTitanEmpower Your Team with STCU: The ServiceTitan Certified User AdvantageIn 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!
2024-09-2618 minMastering ServiceTitanPricebook Fundamentals: 10 Tips to Drive Maximum RevenueIn 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.J...
2024-09-1949 minMastering ServiceTitanServiceTitan Next Environment: Safely Test and Prep for Future UpdatesJuan 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:
2024-09-1226 minMastering ServiceTitanServiceTitan Dashboards: Get Your Data in OrderServiceTitan 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...
2024-09-0526 minMastering ServiceTitanRevenue Opportunities: Leveraging Memberships with ServiceTitanIn 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 mem...
2024-08-2940 minMastering ServiceTitanRevamp Your Scheduling: ServiceTitan Insights for CSRsIn 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:
2024-08-2236 minMastering ServiceTitanZapier in Action: Automation Tips for ServiceTitanIn 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 c...
2024-08-1519 minMastering ServiceTitanHarnessing TitanAdvisor: Expert Tips for Advancing Your BusinessThe “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:
2024-08-0834 minMastering ServiceTitanMaximizing Revenue: ServiceTitan's Integrated FinancingIn 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...
2024-08-0133 minMastering ServiceTitanFrom Chaos to Clarity: Getting Started with ServiceTitan InventoryIn 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 th...
2024-07-2526 minToolbox for the TradesFrom Chaos to Clarity: Getting Started with ServiceTitan InventoryHey Toolbox listeners, today we're adding a bonus episode to your feed from our newest show on the ServiceTitan Podcast Network — Mastering ServiceTitan.This new show airs on Thursdays and we're bringing it to you here to put more great information about running your business in your ears.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 exp...
2024-07-2530 minMastering ServiceTitanWelcome to Mastering ServiceTitanMastering 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.
2024-07-0300 minToolbox for the TradesData Doesn’t Lie: ServiceTitan’s Residential Contractor ReportContractors used to have to scout the competition in person if they wanted a sense of how they were stacking up with the rest of the field. But now, business owners can just check the data — if they know where to look.Great news, listeners! Angie Snow and Chris Hunter, two of ServiceTitan’s star Principal Industry Advisors, join the show to break down our latest Residential Contract Report.You won’t want to miss out on the surprising finds from our latest poll of hundreds of contractors nationwide across over a dozen trades...
2023-11-2843 minToolbox for the TradesWhen Hard Work Pays Off: The ServiceTitan HVAC Championship 2022
When Mack Shwert first got his invitation to the inaugural ServiceTitan HVAC Championship, he was shocked. He thought there was no way he could handle a live competition under the bright lights. But after getting some encouragement from his family, the HomeServe, USA technician packed his bags and made the trip to Tampa.
A few days later, he was crowned the ServiceTitan HVAC Championship winner.
Mack shares his experience in the competition and gives his boots-on-the-ground perspective on apprenticeships and employee retainment.
Join us as we discuss:
2023-03-2834 minToolbox for the TradesEpisode 95: The Four Daily Habits of ServiceTitan ChampionsMost men and women in the trades prefer taking care of business in the field over burying their heads in a computer.
My guest, Mike Marcil, Software Coach at Nexstar Network, is on a mission to help businesses maximize their software proficiencies so they can focus on what’s important - servicing their customers.
As a veteran of the ServiceTitan OS since 2014, he knows a thing or two about getting the most out of your software’s potential.
Join us as we discuss:
...
2022-07-2652 minToolbox for the TradesEpisode 94: Rallying the Troops - Raising the Standard in PlumbingSome of the leading pioneers in the trades are people who want to be part of the solution to a problem that needs fixing.
That’s why my guest, Lina Kurucz, Managing Partner at Plumbing Troopers, Inc., dove head-first into the plumbing business in 2015. She used her marketing background to kickstart a Florida plumbing firm that puts customer needs first.
By leaning on her employees’ expertise, she’s helped set a new standard for trades in her area.
Join us as we discuss:
- Wh...
2022-07-1935 minToolbox for the TradesEpisode 93: Service Before Sales - Teaching Techs to Problem SolveHow often are service techs confronted with customer leads that they don’t know how to handle?
Kelcey Summers, President at Service Business Evolution (SBE), and Will Smith, VP of Coaching & Training at SBE, contend that the issue isn’t lack of know-how but the absence of training.
By coaching technicians to work with customers to solve problems rather than push sales, Kelcey and Will believe that businesses will see positive returns on their bottom lines.
Join us as we discuss:
- Why...
2022-07-1249 minToolbox for the TradesEpisode 92: An Electric Life - From Handy Journeyman to TedX SpeakerFor decades, the American trades have had a regrettable stigma of dirty jobs meant for the uneducated.
My guest, Joshua Page, President of JP Electric and Son, Inc. in Fitchburg, Massachusetts, is on a mission to break down that barrier. Joshua wants to educate our youth and open their eyes to the real potential that awaits them in the trades.
Join us as we discuss:
- Joshua’s journey through the trades into electrical contracting
- How he became a speaking advocate for the trades...
2022-07-0545 minToolbox for the TradesEpisode 88: Demystifying Data for ContractorsThink about data as levers you can pull to optimize outcomes for your company. Put that way, it doesn’t sound quite so overwhelming to get started in data.
Hear our conversation with Tyson Freeman, Head of Contractor Advisory Services at ServiceTitan:
Why contractors should care about data
Company-wide data goals need employee buy-in
How to get started in data reporting
More information about Tyson and today’s topics:
LinkedIn Profile: https://www.linkedin.com/in/tyson-freeman-30511084/
Company Website: https://www.servicetitan.com/
To hear more tales from the trades, subscribe to Toolbox for the Tra...
2022-04-2647 minToolbox for the TradesEpisode 87: Weak Brand? Time to Visit a Brand TherapistWant to build an undeniable brand that speaks to the consumer? Well, have a seat on the couch because the brand therapist is in.
Hear our conversation with Dan Antonelli, President and Chief Creative Officer at KickCharge Creative:
Why disruption matters in branding
How a weak brand slows your business down
How to build the foundation for a premium brand
More information about Dan and today’s topics:
LinkedIn Profile: https://www.linkedin.com/in/danantonelli/
Company Website: https://www.kickcharge.com/
Branded, Not Blanded: https://www.kickcharge.com/tips-tools/our-books-2/
Purple Cow: https://geni.us/ra...
2022-04-1956 minToolbox for the TradesEpisode 86: Lending a Friendly Hand Through MentorshipDavid Noseworthy, Vice President of Corporate Development at Friendly Home Services Group, has worked on both Bay Street and Wall Street but now his focus has turned back to the trades with a very specific goal in mind: unlocking latent potential in employees.
Why, you ask?
Because David and the Friendly Group believe by unlocking the latent potential of each employee, you unlock the potential of the entire company.
Or as David puts it, you’re “doing well by doing good.”
Join us as we discuss:
The importance of unlocking latent...
2022-04-1341 minToolbox for the TradesEpisode 85: Tech Detective: Expert Tips from a Contracting ProIn this episode, I interview Sean McGuire, Director of Innovative Technologies at Mechanical Contractors Association of America (MCAA) about what it’s like to work beside contractors working with advancements in technology.
A true tech detective for the trades, Sean encourages listeners to plan for the future, consider augmented reality, and much more.
Join us as we discuss:
- Top technology tips for contractors
- Predictions for future trends
- The importance of continuous education
- Overcoming reluctance to change
- Da...
2022-04-0542 minToolbox for the TradesEpisode 84: Expert Tips from a Marketing ProToday’s guest joined ServiceTitan after running marketing for one of the biggest brands in the trades. If you want to learn how to take your marketing to the next level (and why it’s so important to do your math), you won’t want to miss this episode.
In this episode, I interview ServiceTitan’s own Sarah Ghirardo, Sr. Marketing Operations Manager, about her best wisdom for marketing in the trades.
Join us as we discuss:
Changing consumers’ thoughts and behavior with branding
Seasonal campaign tips and insights
Marketing communities, mentorship...
2022-03-2946 minToolbox for the TradesEpisode 82: Creating a 5-Star Employee ExperienceWhen you’re focused on creating five-star experiences for customers, you have to create five-star experiences for employees, too.
Serving people as a core value extends to customers and employees both.
Cassie Pound, Co Owner and Vice President at Quality Heating, Cooling & Plumbing, grew her HVAC company from 10 to nearly 50 employees by focusing equally on customer experience and employee experience.
Join us as we discuss:
- What it means to be family owned vs. locally owned
- Creating a competitive employee experience
...
2022-03-1542 minToolbox for the TradesEpisode 79: “We’ve Got to Grow Quick”: When Growth Is Necessary for SurvivalWhen you learn that your child will have many medical needs before he is born, you have to grow your business fast.
Marriages with a special needs child are 70% likely to fail, and marriages with a co-owned business are 50% likely to fail.
But today’s guests, Richard and Felicia Flourny, Owners at A-Total Plumbing, have not only survived but thrived, growing their solo business to 32 employees and recently undertaking a complete business model shift.
Join us as we discuss:
- The origin st...
2022-02-2241 minToolbox for the TradesEpisode 78: Focus on What’s Important, Automate Everything ElseIf you’re focused on what’s important, you don’t get tied up in messy distractions day in and day out. Getting the data, the training, and the decisions to your people — and then trusting them to do their work — is key.
In this episode, I speak with Tom Howard, VP Customer Experience at ServiceTitan, about focusing on what matters in customer experience.
Join us as we discuss:
- Why Tom left finance to go back to the trades
- Growing Lee’s Air from $2 to $...
2022-02-1544 minToolbox for the TradesEpisode 77: If It’s a Female Septic Inspector, It’s Van DeldenCertification isn’t required, but you decide to get it anyway. Licensing, together with field experience, gives you the ability to educate your customers about aerobic septic systems online — making you the county’s premier installer.
In this episode, I speak with Courtney Van Delden, VP and Septic System Specialist at Van Delden Wastewater Systems, about how her online thought leadership has grown her four-generation family business when the county started requiring aerobic.
Join us as we discuss:
- Flipping a coin with her brother to determine their titles
- Inheriting a 25-y...
2022-02-0838 minToolbox for the TradesEpisode 76: From a One-Woman-Show to a Team of 15Entrepreneurship is a natural next step for a lifelong learner who enjoys management and working with people.
It stems from the realization that you just can’t carry the cast iron bathtub up the stairs by yourself and flourishes into a successful pre-apprenticeship program and tight-knit team of employees.
In this episode, I interview Jessie Cannizzaro, Master Plumber and Founder at Milestone Plumbing, Inc., about the past ten years of her relentless, steady company growth.
Join us as we discuss:
- How Je...
2022-02-0155 min