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“How did I do this before?”

That’s the number-one thing ServiceTitan hears from contractors after they make the switch. And now, ServiceTitan and CertainPath are officially partnered—which means the best coaching in home services just got paired with the most powerful software platform in the industry.

In this episode of The Successful Contractor, Bob sits down with Joseph Morales and Phil Stern from ServiceTitan—recorded live at CertainPath’s Eagles’ Summit—to unpack what this partnership means for contractors, what’s new with ServiceTitan’s Pro Products, and why the AI revolution is already changing how you dispatch, market, and grow.

Joseph has spent four years on the road meeting contractors face-to-face. Phil came from 12 years at Google, where he worked on AI solutions and partnerships with brands like Wells Fargo and Ford. Together, they break down ServiceTitan’s biggest announcements—from the commercial and construction expansion to the AI-powered Dispatch Pro that’s already proving your gut instincts wrong.

What You’ll Learn in This Episode:

•        Why ServiceTitan and CertainPath partnered—and why Phil says “CertainPath’s model was a perfect fit”

•        The “How did I do this before?” moment—what contractors consistently say after adopting ServiceTitan

•        How one contractor was spending 4 hours a day tracking time through email—and how geo-fencing automation eliminated it overnight

•        Dispatch Pro: the AI tool that’s matching the right tech to the right job for profit—and proving that your “best guy” isn’t always who you think

•        Marketing Pro: the most-adopted Pro Product, with smart campaigns, UTM tracking, reputation management, and AI-powered ad optimization

•        Scheduling Pro: how to automate maintenance contract bookings and online scheduling—straight into your ServiceTitan dashboard

•        Atlas and Titan Intelligence: ServiceTitan’s new AI-powered voice and dispatching tools

•        Titan Score: how ServiceTitan grades your software usage and tells you where to expand next

•        The commercial and construction expansion: why contractors who dismissed ServiceTitan as “residential only” need to take a second look

•        ServiceTitan’s roofing push: the GAF partnership and growing adoption across trades

•        CertainPath coach certification: 40–60 hours of training, full curriculum access, and demo accounts—so your coach knows the software inside and out

•        Why ServiceTitan is “all in” on CertainPath events—not a one-and-done partnership

Whether you’re already on ServiceTitan and want to get more out of it, or you’ve been on the fence about making the switch—this episode gives you the inside track on where the software is going and how CertainPath coaching is about to make it even more powerful.

🎧 Watch now on YouTube or listen on your favorite podcast platform. And don’t forget to subscribe to The Successful Contractor for more interviews that move the needle.

Chapters:

00:00 – Meet Joseph Morales & Phil Stern, ServiceTitan

01:58 – Joseph’s Journey: From Snacks & Coffee Roasters to ServiceTitan

04:06 – Phil’s Path: 12 Years at Google to ServiceTitan

05:22 – What It’s Like Working with Contractors

08:35 – The CertainPath + ServiceTitan Partnership

10:07 – Why Coaching + Software Is a Perfect Fit

15:30 – Roofing Expansion & the GAF Partnership

17:00 – How ServiceTitan Sources Contractor Feedback

18:07 – AI Features: Atlas & Titan Intelligence

19:28 – “How Did I Do This Before?” – Contractor Feedback

20:32 – Automation That Saves You 4 Hours a Day

24:28 – Titan Score: Know Where to Grow Next

25:00 – Onboarding, Support & Dedicated Success Managers

27:45 – Technician Workflows, Forms & Photo Documentation

28:46 – CSR & Dispatch Board Value

30:00 – Route Optimization & Decentralized Dispatching

31:10 – ServiceTitan as a Retention Tool

32:20 – 200+ Built-In Reports & Custom KPIs

33:14 – Pro Products Deep Dive: Dispatch Pro

36:38 – Marketing Pro: Campaigns, UTM Tracking & AI Ads

40:35 – Smart Campaigns & Maintenance Contract Automation

41:57 – Scheduling Pro: Online Web Scheduler

43:50 – Coaching Certification: 40–60 Hours of Training

46:30 – Partner Jam: First Impressions from ServiceTitan

48:55 – “We’re All In” – What’s Next for the Partnership

Show Notes

The Successful Contractor Podcast is a part of the CertainPath family. CertainPath builds successful home service businesses—and has for 25 years. We do it by providing contractors with a proven path to success, professional coaching, software solutions, and a member community of 1,200+ strong. Doubling your sales, with a 20% net profit, and an inspiring company culture is ALL possible. Let us show you the way. With CertainPath, Success is Made Certain. Visit www.mycertainpath.com for more information.

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