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

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

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

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

Join us as we discuss:

• [1:02] The benefits of using the Content Portal in the ServiceTitan mobile app

• [6:34] Strategies for techs presenting payment options to customers

• [11:28] Shifting your techs from a “sales” mindset to one of “offering solutions”

• [20:23] Building estimates using Pricebook Pro’s Smart Recommendations
  

Check out these resources we mentioned during the podcast:

• ServiceTitan Content Portal

• Pricebook Pro
  

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

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

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

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

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

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

Join us as we discuss:

• [1:08] Two major industry trends to look out for in 2025

• [11:45] How AI will streamline office work and empower technicians

• [22:55] What you need to grow without being the expert in everything
  

Check out these resources we mentioned during the podcast:

• Alyssa Rogers Episode

•  ServiceTitan Certified User Program

• ServiceTitan Pantheon 2025

• Leadership books by John Maxwell

• Go Time Success Group

• Adaptive Capacity in ServiceTitan
  

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

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

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

Join us as we discuss:

• [4:51] How to use tags for better sales management

• [14:46] Setting up alerts to keep everyone informed

• [28:24] The BASIC system for efficiency and simplicity
  

Check out these resources we mentioned during the podcast:

• ServiceTitan Alerts

• ServiceTitan Tags

• ServiceTitan Triggers

• Zapier

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.

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

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

Join us as we discuss:

• [3:10] How Contact Center Pro will help call centers consolidate their comm flows

• [8:48] An exciting new Virtual Agent tool to help free up your CSRs

• [14:31] What KPIs businesses can expect to improve with Contact Center Pro
  

Check out these resources we mentioned during the podcast:

• Contact Center Pro

• Contact Center Pro’s Universal Inbox Features

• Contact Center Pro’s Manager Assist
  

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.

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

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

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

Join us as we discuss:

• [2:00] Why your CSRs should utilize the “call bubble” when booking jobs 

• [13:19] Following up on opportunities in TitanAdvisor

• [23:18] Scheduling follow up reports and unpacking Second Chance Leads
  

Check out these resources we mentioned during the podcast:

• Understanding the Call Bubble

• TitanAdvisor

• Follow Up on Opportunities

• Second Chance Leads
  

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.

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

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

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

Join us as we discuss:

• [00:25] Early implementation challenges and the transfer process

• [10:01] Smart Start, Dynamic Pricing, and maintenance recommendations

• [18:55] Estimate and proposal templates and handling special promotions 
  

Check out these resources we mentioned during the podcast:

• ServiceTitan Pricebook Pro
  

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

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

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

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

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

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

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

Join us as we discuss:

• [4:12] Roofing and private equity strategies and integrations with ServiceTitan

• [12:33] ServiceTitan Projects, workflow efficiencies, and tips for new users

• [24:35] Why private equity firms want companies using ServiceTitan
  

Check out these resources we mentioned during the podcast:

• ServiceTitan Projects

• LFG Mastermind with Lance Bachmann

• 7th Annual Roofing Process Conference

• LB Capital's Podcast -Built to Sell Radio

• Shop Tours

• Reach out to Kelly at 410-215-7978 or [email protected]
  

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.

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

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

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

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

Join us as we discuss:

• [3:12] Basic AI use cases, capacity planning calculations, and scheduling

• [10:34] How to properly talk to ChatGPT and custom GPT models

• [19:34] Using AI to help clean up your Pricebook and inventory

• [25:35] Condensing ideas into consumable talking points for meetings 
  

Check out these resources we mentioned during the podcast:

• ChatGPT
  

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

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

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

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

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

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

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

Join us as we discuss:

• [00:33] ServiceTitan’s reporting feature and where new users should start

• [16:29] Addressing workflow discrepancies with custom reports

• [25:25] Adopting an efficiency mindset and handling your team’s FAQs
  

Check out these resources we mentioned during the podcast:

• ServiceTitan Reports

• ServiceTitan Customer Resource Hub

• ServiceTitan Masterminds
  

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.

Discover 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 books in check.

Join us as we discuss:

• [00:30] Automated refunds in ServiceTitan and best practices

• [10:30] How the auto-apply rules for deposits alleviate manual workflows

• [19:07] Titan Advising Gurus and ServiceTitan success stories
  

Check out these resources we mentioned during the podcast:

• Click here for instructions on setting up your automated refund workflow in ServiceTitan

• Click here for instructions on setting up auto-apply rules in ServiceTitan

• Titan Advising Gurus
  

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.