Profit & Grit with Tyler

How to Fix Your Messy Data Before It Kills Your Margins - Bernie Ollila


Listen Later

Most home service owners think their systems problem is a software problem. Bernie Ollila will tell you the real issue is messy data, unclear ownership, and buying tools before knowing what you’re trying to fix.

Bernie is Head of Partnerships and a partner at Titan Pro Technologies, a ServiceTitan consulting firm that works with growing HVAC, plumbing, and electrical businesses to clean up operations, pricing, and reporting. He spends his days inside real contractor accounts, seeing exactly where data breaks down and how those breakdowns quietly crush margins.

In this episode, Bernie explains why ServiceTitan isn’t for everyone, and why rushing into it without clarity often makes problems worse. He breaks down the most common onboarding mistakes, why contractors buy features they never use, and how “garbage in, garbage out” data leads to bad pricing, bad decisions, and internal finger-pointing.

A big focus of the conversation is the pricebook. Bernie walks through why the pricebook is the engine of the business, why it must be treated as a living system, and why someone in accounting usually ends up owning it. He also explains why trying to keep pricing “perfect” can be just as damaging as never updating it at all.

This is a practical conversation for owners who feel stuck between growth and tech overwhelm, and want systems that support profit instead of complicating it.

What You Will Learn in This Episode

  • Who ServiceTitan is actually built for, and who should wait
  • The most common ServiceTitan onboarding mistakes contractors make
  • Why buying too many features can be worse than buying too few
  • How messy data quietly destroys margins
  • Why the pricebook is the engine of the business
  • Why the pricebook is never “done”
  • Who should own the pricebook and why it’s rarely the owner
  • The danger of obsessing over perfect pricing
  • How clean data eliminates internal blame and confusion
  • Why building systems that can scale matters even if you never plan to sell

More From Profit & Grit

Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:

http://cfointrocall.com

Learn more at http://cfomadeeasy.com

Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.

If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

...more
View all episodesView all episodes
Download on the App Store

Profit & Grit with TylerBy Tyler Martin

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

6 ratings