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

Sales Pro adoption doesn’t have to be a battle. Just ask Rebekah Hatcher, Operations Manager at Aire Serv of Aggieland in College Station, Texas. In this episode, Rebekah shares how her team went from resistance to full buy-in on Sales Pro by emphasizing coaching over surveillance. She explains how Sales Pro lets them scale technician development without overloading the service manager and reveals how even the loudest skeptics turned into Sales Pro champions. You’ll hear how her team uses call recordings for coaching, what they learned from implementing FleetPro first, and how to frame new tools as opportunities, not punishments.

Join us as we discuss: 

• [4:49] How Sales Pro helps techs overcome customer objections

• [8:36] Getting buy-in from your team when adopting Sales Pro

• [15:11] Balancing the wins with coaching opportunities and early challenges

• [26:08] Aire Serv’s “10 step” process for addressing relevant issues using Sales Pro
  

Check out these resources we mentioned during the podcast:

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

Keeping your ServiceTitan data clean is the foundation of efficient business operations, yet many contractors unknowingly sabotage their success with poor data management.

Pam Duffy, Founder and COO of Powerhouse Consulting Group, joins us to talk about the critical role of clean data in reporting, workflows, and business efficiency. Pam shares real-world horror stories of contractors losing millions due to bad data practices and provides actionable strategies for ensuring ServiceTitan remains a reliable source of truth.

Learn how to set up your account properly from the start, prevent duplicate jobs, and maintain long-term data accuracy.

Join us as we discuss:

• [1:06] How poor data management in ServiceTitan can cost your business

• [10:28] Maintaining clean data when implementing new processes into your workflow

• [24:16] First steps you should take to clean up your ServiceTitan data
  

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

Managing payroll in the trades can be a nightmare — especially when handling commissions, bonuses, and multi-department structures.

In this episode, Chelsea Myers, HVAC Service Manager at Above & Beyond in Oklahoma City, shares how they transitioned from manually tracking payroll on printed timesheets to leveraging ServiceTitan’s Configurable Payroll for efficiency, transparency, and trust-building.

Join us as we discuss:

• [00:59] Getting the most out of the core ServiceTitan payroll features

• [8:21] The key benefits of Configurable Payroll and getting started

• [18:40] Shifting tech incentivization to include forward-thinking KPIs
  

Check out these resources we mentioned during the podcast:

• ServiceTitan Core Payroll Features

• Configurable Payroll
  

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

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