Happy Holidays from all of us at the ServiceTitan Podcast Network.

We've been planning quite a 2025 for you, dear listener, and as part of that we want to make sure you know about the other great resources and shows we have for your service business.

This episode is hand selected to make for a great learning experience, especially if you work with commercial accounts.

Originally aired 11/21/2024 and recorded LIVE at Pantheon 2024:

In this episode of Mastering ServiceTitan, we’re joined by Kyle Urquhart, Director of Account Management at Pierce Property Services. 

Kyle explains how they've leveraged ServiceTitan to fuel success in the building envelope maintenance industry. He also reveals how his company transformed its operations by creating a dedicated account management department, restructuring service agreements for maximum efficiency, and empowering technicians with the ServiceTitan mobile app. 

Whether you're looking to streamline your processes or get inspired by cutting-edge strategies, this conversation is packed with actionable insights to help you elevate your service business with ServiceTitan.

Join us as we discuss: 

• [3:44] How to structure ServiceTitan for account management

• [19:57] Using ServiceTitan to stand out among competitors

• [26:17] Getting into ServiceTitanBetas for early access to new features

Check out these resources we mentioned during the podcast:

• ServiceTitan Beta Waitlist

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.

Paul Olsen, CEO, and Kyle Sattler, COO, of Koala Cooling (Round Rock, TX), share how their complementary leadership styles have driven their HVAC and plumbing business to impressive growth. 

From overhauling operational efficiencies to executing a strategic marketing approach with just a 3% spend, the duo has propelled Koala Cooling to exceed $3.3 million in annual revenue.

Paul discusses the importance of operational checklists, while Kyle dives into brand-building strategies that connect with customers. Discover how their partnership inspires innovation and fosters a dynamic culture of success in the trades.

Join us as we discuss:

• [7:32] Planting the seeds for a dynamic business partnership

• [11:21] “Never misses” and driving business efficiencies

• [16:21] A marketing focus on brand-building and SEO map packs

• [26:52] Resolving disagreements and the private equity question
  

Check out these resources we mentioned during the podcast:

• Email Kyle at [email protected] for a copy of his marketing E-book or download it directly here.
  

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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

It’s possible that your company is performing well and is profitable, but a ceiling is preventing it from taking the next step. The evolution from a healthy business to one that’s thriving, bringing in eight figures in yearly revenue, can meet a lot of invisible barriers. 

Justin White joins us to discuss how to take the next step with your company. Since becoming CEO of K&D Landscaping in 2015, Justin has grown the business into a multi-million dollar company.

He’s joined us to talk about the importance of adjusting and communicating your company’s vision, creating a robust leadership team, and how to avoid falling into slumps of growth. 

Join us as we discuss: 

• [9:43] The importance of self-trust for company leaders

• [20:03] Why many companies stagnate in yearly revenue

• [27:31] How to communicate, cultivate, and modify your company’s vision 

• [35:00] Finding and exploiting “unfair advantages” for your company
  

Check out these resources we mentioned during the podcast:

• Disruptors Community
  

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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

Lincoln Walpole, Chief Business Officer atAny Hour Group, joins us to unpack the importance of KPI tracking in scaling operations and boosting profitability.

He recounts his journey from helping run a $10 million service business to overseeing over 2,000 employees as part of a private equity group spanning 30 locations.

Lincoln shares the key metrics that drive his business, from lead funnel efficiency to retention benchmarks, and explains how tracking KPIs daily can transform your service business.

Join us as we discuss:

• [5:15] The top KPIs for tracking a service business’s success

• [14:51] Benchmarking your KPIs to maximize your gross profit margins 

• [20:31] Why you should closely track your employee retention

• [26:37] Day-to-day efficiencies and managing big investments
  

Check out these resources we mentioned during the podcast:

• Any Hour Services (Orem, Utah)

• ServiceTitan Dispatch Pro
  

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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

Earlier this fall, we recorded a ton of great conversations at Pantheon 2024, and we’re back with a pair of industry experts to extend another piece of the community present at Pantheon to our listeners.

Aizik Zimerman, the CEO and owner of J. Blanton Plumbing, tells his story of how he bought a plumbing company with no experience in the industry and tripled the size of his business by cultivating a winning company culture. 

But that's not all! Joe Papa, the founder of TruVersity, gives advice to business owners who are unsure of how their company can use AI tools to help their business run more efficiently.

Join us as we discuss: 

• [6:49] The how and why of hiring internationally

• [17:52] How business leaders can cultivate a healthy, learning mindset

• [28:05] How AI can improve your employees' capabilities. 

• [31:38] Smoothly introducing AI tools into your team's workflow

Check out these resources we mentioned during the podcast:

• ChatGPT

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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

Lacey Coleman truly has a talent for moving past negative experiences and turning adversities into opportunities.

Beginning her career in the trades at an early age, she had to prove herself to her customers and colleagues.

Now the CEO at Coastal Comfort Heating and Air Conditioning in Salisbury, MD, Lacey joined us to discuss her professional and entrepreneurial journey, how she defied gender stereotypes to create and scale her thriving HVAC business and foster a collaborative work culture where her team can grow and build a successful career.

Join us as we discuss:

• [07:44] The biases that Lacey encountered and how she dealt with them

• [12:13] The importance of turning negative experiences into positive opportunities

• [21:13] How building a strong work culture can lead to success
  

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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

Alan O'Neill truly has what many would say is “the luck of the Irish.” 

Alan started his career in Dublin as an apprentice plumber and worked his way up in the trades. He then moved to America with his family and founded a plumbing service company with his mentor, which he later sold to private equity.

He truly believes in building solid relationships and taking care of his team and that the trades have the power to positively impact lives.

The consultant with The Wrench Group stops by to discuss his professional and entrepreneurial journey, the importance of loyalty, and some practical advice for business owners thinking of selling or partnering with private equity firms.

Join us as we discuss:

• [7:13] Alan’s incredible testament to the American Dream

• [20:41] The importance of loyalty in a business

• [26:57] Why you should take control of your own destiny

• [38:05] Advice for business owners planning to sell or partner with private equity firms

Check out these resources we mentioned during the podcast:

• The Wrench Group

• ServiceTitan

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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

Did you know the ServiceTitan Podcast network has other shows that can really help you not only grow your business but learn more about and use ServiceTitan even better?

We've come out with additional shows to help folks all over your organization get the most out of your time working with us and our platforms.

Today we have a guest episode from our sister show "Mastering ServiceTitan", designed to help the folks at your HQ learn to use the ServiceTitan platform better from day one.

Originally Aired 8/20/2024

ServiceTitan is a powerful tool, but just like any major piece of equipment in your shop, you have to know how to use it to get the most out of it.

Lorenzo Plaath, a Certified ServiceTitan Coach with Go Time Success Group, brings his experience to the table to help new users who are implementing ServiceTitan.

Lorenzo shares his top tips on how to take it from a new and unfamiliar system to something that changes the very fabric of your business year after year.

Join us as we discuss:

• [6:39] Setting up a mock “go live” in ServiceTitan for your team  

• [19:00] The benefits of using both an implementation manager and a coach

• [31:10] Keeping your team happy during major transitions

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.

David and Natascha Manley, co-owners of ProLift Garage Doors in Amarillo, Texas, share their inspiring journey from retail careers to franchise ownership and how they have built philanthropy into the core of their business. 

Through their small business, the Manleys have made a substantial impact on their community by supporting organizations like Fill with Hope, which addresses food insecurity in local schools. 

Tune in to hear their practical tips on how they integrated giving back into business culture and how even small teams can make a big difference in their communities.

Join us as we discuss:

• [4:34] How an entrepreneur coach helped the Manleys start a business

• [8:09] Business philanthropy and giving back to the community

• [20:11] Advice for contractors wanting to integrate giving into their culture

Check out these resources we mentioned during the podcast:

• Titans for Change Prometheus Award

• Fill With Hope

• The Entrepreneur’s Source - Amarillo Chamber of Commerce

• Innova

• If you’d like to help fight food insecurity in Texas schools, check out David and Natascha’s donation wishlist here. 

• The Prometheus Award

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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

Marcia Barnes feels the way companies have been buying marketing and the way agencies sell marketing is broken.

She identified an opportunity to reorient this challenge by getting customers to look at the math before investing in marketing. With a solid data-driven foundation, people can see the results, know they’re growing profitably, and have the power of their marketing dollar back.

The CEO and Founder of Valve+Meter Performance Marketing stops by to talk about her entrepreneurial journey, shares some great marketing tips, and highlights the importance of understanding your target audience and having a good website.

Join us as we discuss:

• [04:28] The marketing activities of successful home service companies

• [07:47] Why having a good website is important

• [17:52] Three marketing KPIs to see the health of a business
  

Check out these resources we mentioned during the podcast:

• Valve+Meter Performance Marketing

• Here We Grow: The Marketing Formula to 10x Your Business and Transform Your Future

• ServiceTitan
  

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

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