Ever 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 as we discuss:

• [2:23] What to expect during the implementation process

• [7:19] The “wow” moments customers experience during setup

• [15:54] How training works (and why it never really ends)
  

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.

Job 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: 

• [4:14] Job costing basics and finding opportunities for improvement

• [12:14] Calculating tech labor costs beyond hourly rates

• [19:54] Linked materials in dynamic pricing and inventory tracking

• [27:06] Change management issues with job-related purchasing

Check out these resources we mentioned during the podcast:

• Pricebook Pro

• Dynamic Pricing Overview
  

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 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.

Join us as we discuss:

• [5:09] How ServiceTitan’s Phones and Reporting features elevated WeatherPro’s operations

• [11:37] Why you should map out your team’s workflows before onboarding ServiceTitan

• [18:13] How Scheduling Pro alleviates the customer form fill headache
  

Check out these resources we mentioned during the podcast:

• Phones Pro

• Reports

• Custom Dashboards

• Pricebook

• Scheduling 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.

The 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 us as we discuss: 

• [10:50] Pain points Scorpion’s CME addresses for residential service contractors 

• [16:15] Why every business should have a baseline for marketing spend capacity

• [22:37] How the CME integrates with ServiceTitan’s adjustable and adaptive capacity planning
  

Check out these resources we mentioned during the podcast:

• Marketing Pro

• Scorpion

• Capacity Marketing Engine

• ServiceTitan + Scorpion

• Direct Marketing Services 
  

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.

Sena 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 onboard with estimate and proposal templates

• [15:31] Pricebook upgrades, recommendations, and replacement opportunity tags 
  

Check out these resources we mentioned during the podcast:

• Second-look financing with TURNS

• ServiceTitan EmberSessions

• Blue Collar Nerd: How to Build Estimate & Proposal Templates in ServiceTitan

• ServiceTitan TAD Tune-Up Playlist
  

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.

Is 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: 

• [3:51] The modern roofing customer’s expectations and urgency

• [13:38] How to create a polished proposal before you leave the kitchen table

• [21:22] ServiceTitan onboarding advice: start simple, sell faster

Check out these resources we mentioned during the podcast:

• Book a Demo with ServiceTitan

• Pricebook Pro

• Marketing 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.

In 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:

• [1:07] The trade-offs of growing a business vs. staying lean and profitable

• [12:01] Why you have to change your personality to match your business

• [19:52] The bucket strategy: targeting the right customers at the right time

• [29:25] How to boost your TitanAdvisor score and get more business
  

Check out these resources we mentioned during the podcast:

• Marketing Pro

• ROI Magic: Boost Your Business with SeviceTitan’s Marketing Pro

• Home Service Millionaire by Tommy Mello
  

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.

Michael 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, answering speed, conversion rate, and spiffs

• [15:04] Service technician KPIs, memberships, presenting options, and repair vs. replace

• [21:10] Installer KPIs, revenue, speed vs. quality, and incentive structures

• [25:37] Why giving away the playbook helps the entire industry grow
  

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.

Growing 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 discuss: 

• [6:01] Why focus and picking one lane is crucial early on

• [12:10] The power of reviews and how to get them consistently

• [21:10] ServiceTitan foundations — what to prioritize
  

Check out these resources we mentioned during the podcast:

• Canva

• Mastering ServiceTitan: Pricebook Pro and More

• Mastering ServiceTitan: Boost Your Call Booking Rate

• Mastering ServiceTitan: ServiceTitan Reporting

• Home Service Millionaire by Tommy Mello
  

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 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

• [6:50] Coordinating tasks between different departments and customization

• [13:40] A sneak peek at early access features — Projects Templates and Groups
  

Check out these resources we mentioned during the podcast:

• Customer Resource Hub

• ServiceTitan Certified User Program

• Project Groups Early Access Form

• Project Templates Early Access Form
  

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.