Mastering ServiceTitan

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

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:

• Blue Collar Nerd

• Lady Titans website

• Lady Titans Facebook group
  

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.

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

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:

• ServiceTitan Dispatch Pro

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

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

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.