Mastering ServiceTitan

Projects in ServiceTitan: Keeping Multi-Trade Jobs on Track


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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!


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