Mastering ServiceTitan

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

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:

• ServiceTitan Pricebook

• ServiceTitan Pricing Builder
  

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

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:

• Using ServiceTitan Next

• Using ServiceTitan Practice

• Next VS Practice: Sandbox Environments Explained

• ServiceTitan Community
  

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

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

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:

• Intelligent Design Air Conditioning, Plumbing, Solar & Electric

• Setting Up Memberships in ServiceTitan

• ServiceTitan Academy

• ServiceTitan Mastermind Group

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

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: 

• [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:

• Pantheon 2024

• ToolBox Live Events

• CSR training

• Titan Score Contest

• 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 by Ausha. See ausha.co/privacy-policy for more information.

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:

• Blue Collar Nerd on YouTube

• Setting Up Zapier with ServiceTitan

• Blue Collar Nerd - Automatic Notifications Video

• Blue Collar Nerd - What is Zapier?

• Phones Pro
  

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

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:

• Titan Score Contest

• TitanAdvisor

• Marketing Pro

• Pricebook Pro

• Titan Intelligence

• Ember

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

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!
  

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.

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

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
  

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