Service agreements are often treated as operational tools. Something to manage visits, schedule work, and keep things running. But in practice, they can do much more than that. In this episode, Josh talks with David Helms, Operations Manager at Edd Helms Air Conditioning and Electric, about how service agreements evolve from a basic workflow into a system for visibility, decision making, and growth. They explore how to structure agreements in a way that reflects real work, why profitability tracking changes the conversation, and how pull-through work reveals the true value of each customer relationship.

Join us as we discuss:

• [2:24] How ServiceTitan’s Service Agreements support techs in the field

• [10:41] Pull-through work and why it matters

• [15:34] Low-risk implementation and onboarding tips
  

Check out these resources we mentioned during the podcast:

• Service Agreements

• Spark

• Torch
  

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

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