Mastering ServiceTitan

Can just three people handle calls for a 65-person team? According to Liz Larson, Office Manager at ARC Electric — yes, they can! Liz shares how her team implemented ServiceTitan’s AI voice agent and why it feels like adding a fourth person to the office. From building scripts in a simple spreadsheet to deciding what the AI should and should not book, Liz walks through the setup process in detail. The lift up front is real, but Liz tells us why, once it is dialed in, it becomes a powerful extension of the team.Join us as we discuss: [3:53] Life before AI and the challenges of handling calls[13:47] Adaptive capacity and defining what AI can book[23:43] ARC’s AI experience so far and advice for implementing AI successfully Check out these resources we mentioned during the podcast:AI Voice AgentYou 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’ve ever felt like you’re only scratching the surface of ServiceTitan, this episode is for you. There are more resources available than most people realize. Some are built into the software. Others are programs, communities, or events designed to help you get more out of what you already have. In this episode, Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, joins the show once again to walk through the full ecosystem. From tools like Titan Advisor and ATLAS to programs like Ignite, Ember, and Spark, they break down what’s there, how it works, and where to start.Join us as we discuss: [4:23] ATLAS and the future of AI in ServiceTitan[13:13] Business best practices with Contractor Playbook and Masterminds [24:22] Why Pantheon is the biggest event of the year you should mark Check out these resources we mentioned during the podcast:ServiceTitan Customer Resource HubMastering ServiceTitan with Richard KohbergerServiceTitan webinarsServiceTitan eventsYou 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 this episode, Angela Kump, Pro Product Specialist at Contact Center Pro ServiceTitan, talks about  Contact Center Pro implementation. Angela shares her experience as an early adopter, from testing it in a low-risk environment to rolling it out across multiple companies with a shared call center. She walks through what makes Contact Center Pro different, how centralization impacts booking and abandon rates, and why small details like headset setup and user planning can make or break your go-live. Angela also breaks down features like conversation history, Second Chance leads, and AI voice agents, and what they actually mean for day-to-day operations.Join us as we discuss: [2:22] How Contact Center Pro solves multi-company challenges[11:38] What to know before implementing Contact Center Pro[20:07] Common go-live challenges and getting buy-in from your CSRsCheck out these resources we mentioned during the podcast:ServiceTitan Phones ProDialpadYou 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.

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 tipsCheck out these resources we mentioned during the podcast:Service AgreementsSparkTorchYou 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 this episode, Scott Burns, Senior Product Manager at ServiceTitan, joins the show to discuss the major overhaul of ServiceTitan’s Dispatch Board. Scott reveals the “why” behind the new look, including the introduction of a sleeker, more modern interface designed for speed. We dive into the Activity Center, which consolidates all customer and technician communications, and explore the revamped Non-Job Events workflow that allows dispatchers to manage breaks and meetings without leaving the board. Learn how to access these features today through the “New and Upcoming Features” setting and how these updates serve as the foundation for future innovations in dispatching.Join us as we discuss: [00:57] The biggest core changes and the reasons behind them[7:48] Permission toggles, global settings, and non-job events[17:14] The Activity Center, training on new features, and feedback Check out these resources we mentioned during the podcast:Daily Dispatch BoardDispatch Board SettingsNon-job EventsYou 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 this episode, we welcome back returning guest Lorenzo Plaath, Owner and CEO of Kanara Enterprises, to discuss the critical topic of AI readiness in ServiceTitan. While many contractors are eager to adopt new tools like AI Voice Agents, Lorenzo argues that most businesses aren't foundationally prepared for them. He introduces a structured 30-60-90 day AI readiness plan designed to audit data, standardize workflows, and optimize platforms for growth. From cleaning up messy Pricebooks to establishing proper governance on the dispatch board, Lorenzo breaks down how to build a return-on-investment story that moves beyond the hype and into predictable business scaling.Join us as we discuss: [1:30] First steps to “AI-proofing” your business before implementing new tools [8:01] Why clean data is so critical to AI Voice Agent’s effectiveness[14:32] Common mistakes to avoid and benchmarking AI-driven outputs[21:51[ The mindset shift contractors should consider when adopting AI Check out these resources we mentioned during the podcast:AI Voice AgentChris Hunter and Lawrence Riley webinar 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.

We welcome back Paul Belessis, Growth Marketing Manager at ServiceTitan, to dive deep into Spring scheduling and dispatching. Paul pieces together the puzzle of the spring season, explaining how to fill your board with maintenance calls now to clear the way for high-revenue demand calls during the summer heat. We explore the power of Adaptive Capacity for route optimization, new human-in-the-loop updates for Dispatch Pro, and game-changing features in Scheduling Pro like dynamic dispatch fees and automated SMS recovery for abandoned bookings. Learn why Paul views a shop owner as a “symphony conductor” who must coordinate CSRs, technicians, and AI tools to stay proactive rather than reactive.Join us as we discuss: [1:13] Optimizing scheduling opportunities before the summer busy season[6:50] New Dispatch Pro AI-assisted features and consoles [10:07] Scheduling Pro additions, like dynamic dispatch fees and SMS booking with AI agents[17:11] Navigating the ServiceTitan Pro product tree and core featuresCheck out these resources we mentioned during the podcast:Scheduling ProDispatch ProMarketing ProAdaptive CapacityFollow Paul on Instagram, TikTok, or YouTube!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 this episode, James Beyer, Owner of Beyer Plumbing, returns to share the story behind moving his construction operations into ServiceTitan and helping test the platform’s new construction workflows. He discusses work breakdown structures, cost codes, and real time reporting, along with the challenges of implementing new workflows across an entire company. James also talks about lessons learned and how better reporting can help teams improve efficiency and profitability.Join us as we discuss: [6:01] How to use cost codes and cost types for financial reporting]14:22] Why real time reporting and labor tracking impacts profitability[26:29] Implementation challenges, lessons learned, and getting buy-inCheck out these resources we mentioned during the podcast:ServiceTitan PantheonServiceTitan Torch NetworkYou 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.

Paul Belessis, Growth Marketing Manager at ServiceTitan, joins the show to share essential Spring marketing tactics for contractors transitioning out of shoulder season. Paul discusses the critical importance of a proactive maintenance strategy to build a solid pipeline for the summer months. He breaks down how to leverage Marketing Pro for cost-effective, multi-channel campaigns, starting with low-cost emails and layering in text messages, Meta ads, and direct mail. Learn about upcoming innovations like AI outbound agents, the power of neighborhood-specific targeting, and how to use the “rule of seven” to ensure your message resonates with customers during the spring thaw.Join us as we discuss: [1:28] Building up a maintenance marketing strategy for the Spring season[7:40] Best practices for implementing omnichannel marketing with Marketing Pro[14:59] Converting maintenance visits into future sales opportunitiesCheck out these resources we mentioned during the podcast:Marketing ProScheduling ProFollow Paul on Instagram, TikTok, or YouTube!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 implementation can be daunting.In case you're feeling that way, this can't miss episode from 2025 is here to take that edge off.Josh and guest Kyle Urquart go the distance to allay those fears for both new instances and existing platform users who might be adding some of the great new features we've developed.Episode originally aired 8/7/2025.Ever wonder what your first steps are after you sign on with ServiceTitan? In this episode, we sit down with Kyle Urquart, Enterprise Implementation Consultant at ServiceTitan, to break down the entire implementation process: what it looks like, who’s involved, what tends to go wrong, and how to make it go right. Kyle brings a unique perspective, having been both a ServiceTitan user and now a consultant guiding commercial contractors through onboarding. He walks us through each phase of implementation, from kickoff and data discovery to testing, training, go-live, and the all-important hypercare period. Join us as we discuss: [2:23] What to expect during the implementation process[7:19] The “wow” moments customers experience during setup[15:54] How training works (and why it never really ends)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 this episode, Josh sits down with returning guest Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, to break down how her team uses ServiceTitan Projects to bring structure and clarity to complex installation work. Jen walks through how Application for Payment functions as a smarter way to manage deposits, progress billing, and partial invoicing without creating AR confusion. Instead of relying on spreadsheets or manual invoice edits, her team uses Application for Payment to control when and how revenue is billed, track materials and labor, and eliminate human error.Join us as we discuss: [2:10] How Lowry scaled their commercial division from 2 to 15% of their business[7:58] How to eliminate manual purchase order errors with Application for Payment[15:57] Using Application for Payment in your commercial projects[20:46] Where Submittals fall in your Projects workflowCheck out these resources we mentioned during the podcast:ServiceTitan ProjectsProcoreBuilding ConnectedYou 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.

Liz Haynes, Chief Experience Officer at Streamline Services, joins the show to share how her team moved from overwhelming Google Sheets to ServiceTitan Projects. Liz breaks down how she customized the Projects tab, originally designed for large-scale commercial work, to manage residential HVAC, plumbing, and electrical jobs that require permits, inspections, and multiple stages. Learn how to set up sub-statuses for better transparency, use custom fields for permit tracking, and leverage task templates to automate internal communication. If you’re looking to increase departmental visibility and ensure no permit or rebate detail ever slips through the cracks, this episode is your blueprint for an efficient, spreadsheet-free office. Join us as we discuss: [1:33] How ServiceTitan Projects pulled Streamline out of spreadsheet hell[7:00] The biggest benefit of using Task Management: transparency[14:15] Permissions, task creation, and the importance of a project coordinator[19:31] Advice for anyone implementing Projects for the first timeCheck out these resources we mentioned during the podcast:ServiceTitan ProjectsYou 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.

Jessica Woodruff Smith, President and Cofounder at Boxed for the Trades, returns to discuss the ServiceTitan Accounts Payable module. Jessica explains how this core feature bridges the gap between estimated purchase order costs and actual vendor bills to provide real-time, accurate job costing. She breaks down the essential prerequisites, including a solid purchasing workflow and a clean Pricebook, while offering a step-by-step guide to mapping vendors and reconciling statements. Learn how Jessica leveraged virtual assistants to automate data entry and why she recommends a “first of the month” launch strategy to transform your accounting from a tedious daily task into a high-level decision-making tool.Join us as we discuss: [1:06] How Accounts Payable ensures accurate vendor billing and job costing[9:51] Why an accurate Pricebook is essential to your Accounts Payable module [16:47] Explaining to your team the “why” behind implementing new ServiceTitan featuresCheck out these resources we mentioned during the podcast:Why Every Shop Should Turn on Touchless Accounting with  Jessica Woodruff SmithAccounts Payable WebinarYou 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 playerHosted on Ausha. See ausha.co/privacy-policy for more information.

Carla Lynn, Customer Marketing Manager at ServiceTitan, joins the show to break down the 2026 winter release highlights for ServiceTitan. This episode explores four major updates designed to streamline operations: enhancements to the Field Mobile app for better project visibility, the new Atlas-powered Rule Builder for adaptive capacity, three-way matching in accounts payable to protect the bottom line, and a centralized hub for end-to-end construction management. Carla also introduces the new Release Hub, a centralized knowledge base where users can preview walkthrough videos and test upcoming features in their “Next” environment before they go live.Join us as we discuss: [1:39] Field Mobile app enhancements, including technician appointment summaries[4:19] The Atlas Rule Builder for strategic rules in adaptive capacity planning[7:48] How new three-way matching in accounts payable protects your bottom line[9:37] End-to-end construction management for residential and commercial builders[13:58] Where customers can provide feedback and provide ideas for future updates Check out these resources we mentioned during the podcast:Winter 2026 Release HubServiceTitan Masterminds GroupPro Tips for ServiceTitan Mobile Training and Adoption with Tim NewhookDiscover the New ServiceTitan Field Mobile App: Less Screen Time, More Wrench Time with David EricksonHow to Set Up Adaptive Capacity Strategic Rules with Zack KaysYou 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.

Our podcast year started off with a bang, and as a result, we're sharing our sister show, Toolbox for the Trades, and their episode around Tech FOMO, because new the new year means it's likely time you're looking at new features for your tech stack. We'll be back with more Mastering ServiceTitan next week!Episode originally Aired 1/13/2026Contractors are drowning in tech clutter. Between AI tools and endless “must-have” software subscriptions, it’s easy to get lost chasing the next shiny object. In this episode, Powerhouse Consulting’s Jenny Benbrook and Pam Duffy join the show to share a five-step plan for cutting through the noise, eliminating redundant tools, and building a smart, scalable tech strategy that actually drives profit. From budgeting like a marketer to running a “Goldilocks check” on your tech, this conversation will help you stop chasing shiny objects and start getting ROI from the software you already own.Join us as we discuss: [5:24] The rise of tech FOMO and the problem with over-adoption[19:06] A five-step plan to technology strategy success[38:23] The importance of regularly evaluating your tech spendCheck out these resources we mentioned during the podcast: ServiceTitanYou 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 on Ausha. See ausha.co/privacy-policy for more information.

AI voice agents are no longer a “someday” technology. They are answering real phones and booking real jobs. In this episode, we talk with Henry Cheng, Director of Product Management at ServiceTitan, about what AI voice agents are, why they matter, and how contractors are using them right now to book more calls. We dig into real performance data, including booking rates between 70% and 90%, and how some businesses are already having voice agents handle more than 20% of their total jobs.Join us as we discuss: [1:06] The biggest opportunities: after-hours and overflow calls [8:40] Measurable results and “no-brainer” use cases[21:52] Initial setup and getting your team onboardCheck out these resources we mentioned during the podcast:ServiceTitan’s AI Voice Agent WebinarSign up for your AI voice agent demo here!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.

Cameron Ferguson, HVAC Designer at Blue Valley Heating and Cooling, joins the show to discuss how Conduit Tech has revolutionized his residential sales process. By moving away from “box-for-box” replacements and embracing Lidar-powered room scanning, Cameron has stepped out of the price war and into a lane of his own. In this episode, Cameron walks through a typical design visit, explaining how to involve homeowners in the process to build trust and provide tangible data for high-ticket investments. He also details the seamless integration between Conduit Tech and ServiceTitan, highlighting how the “install handoff” feature protects company margins and improves internal relationships between sales and install teams.Join us as we discuss: [1:24] How Conduit Tech’s LIDAR technology provides clarity for homeowners[10:00] Protecting your internal reputation with the “install handoff” feature[17:35] Getting your team onboard and a real-life example of Conduit Tech’s impactCheck out these resources we mentioned during the podcast:Conduit TechThe Balanced Podcast (Coming soon!)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.

Zack Kays, ServiceTitan Software Consultant at Titan Wizards, returns in his new role to dive into the power of Adaptive Capacity Planning. As the next-generation solution for capacity management, this real-time feature replaces the more rigid Adjustable Capacity Planning with flexible, strategic rules. Zack explains how businesses can speed up their booking process by 30 seconds per call using the "Get Adaptive Availability" button and how to use advanced skill-based setups to ensure the right technician is matched to the right job. From setting up "Do Not Service" rules to managing seasonal demand through fixed and relative date ranges, Zack provides a masterclass in optimizing your schedule for both efficiency and company culture.Join us as we discuss: [2:12] The core benefits of ServiceTitan’s new Adaptive Capacity Planning (ACP) feature[10:08] What users can expect in their first ACP instance and new workflows[20:13] Customizations and recommended adjustments you can make on the go[29:21] How ACP interacts with AI voice agents and the new capacity reporting sectionCheck out these resources we mentioned during the podcast:Adaptive CapacityThe Blue Collar NerdYou 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.

The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Episode Originally Aired: 11/4/2024How do you turn a kitchen table startup into a thriving HVAC business with five trucks? In this episode, Miranda Deschamps, Office Manager at ServicePlus Heating and Cooling (Ontario, Canada), shares how she and her team use ServiceTitan and AI to drive growth. From surviving a two-week email crash to negotiating smarter with suppliers and building AI-powered inventory systems, Miranda shows how resilience, curiosity, and the right tools can turn everyday challenges into business wins.Join us as we discuss: [7:22] The two-week email crash that became her best leadership lesson[11:59] How to leverage ServiceTitan and ChatGPT to solve inventory headaches[18:28] How using your ServiceTitan data can save you moneyCheck out these resources we mentioned during the podcast:ServiceTitan Torch NetworkEGIAYou 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 on Ausha. See ausha.co/privacy-policy for more information.

The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Episode Originally Aired: 9/12/2024Juan Lopez, Business Analyst at Franklin Electric, unpacks ServiceTitan’s Next Environment, a powerful tool that allows businesses to test and prepare for future software updates. Juan shares how he leveraged the Next Environment to become an expert in ServiceTitan and shares the key strategies he used to master new features, optimize business processes, and train his team. Whether you’re new to ServiceTitan or looking to enhance your usage, Juan’s insights offer valuable tips on how to maximize the Next Environment’s potential.Join us as we discuss: [6:18] The difference between ServiceTitan’s Next and Practice[10:51] Advice for leveraging Next with new processes[15:19] Leveling up through ServiceTitan Community programsCheck out these resources we mentioned during the podcast:Using ServiceTitan NextUsing ServiceTitan PracticeNext VS Practice: Sandbox Environments ExplainedServiceTitan CommunityYou 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.

The holidays are here, and we're bringing you some great episodes from our other ServiceTitan Podcast Network shows. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Episode originally Aired 9/2/2025How do you take a third-generation family business and triple its revenue without losing its soul? In this episode, Brad Barron, CEO of Barron Heating, Air Conditioning, Electrical and Plumbing, shares how he led his team through explosive growth: from $15 million to a projected $45 million, all without private equity, mergers, or compromising on culture. Brad talks about building systems that actually scale, leading with clarity and humility, and making hard decisions when growth moves faster than process. Join us as we discuss: [3:01] Family business succession planning that actually works[15:32] Tripling revenue: scalable process vs tribal knowledge[26:00] Omni-channel marketing and acquiring a media company[34:23] The mistake Brad regrets most: waiting too longCheck out these resources we mentioned during the podcast:Pantheon 2025EGIAYou 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 on Ausha. See ausha.co/privacy-policy for more information.

The holidays are here, and we're bringing you some great episodes from our other ServiceTitan Podcast Network shows. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Originally Aired 3/25/2025.We’re heading to “the land down under” to chat with Scott and Vicky Irwin, co-owners of Network Plumbing in Sydney, Australia, about their nearly 40-year journey of building a thriving plumbing business.They discuss how they navigated the 2008 financial crisis, the importance of hiring the right people, and the unique challenges of working as a married couple in business. Scott and Vicky bring their signature humor and optimism as they break down the lessons learned from decades in the industry.Tune in to hear how Network Plumbing pivoted from commercial to residential work, why company culture and mindset matter, and how they keep things fun while running a successful business.Join us as we discuss:[2:54] Overcoming a financial crisis and the power of optimism[9:54] Why profit is secondary to the health of your company culture[16:29] The challenges that come with adding new residential servicesCheck out these resources we mentioned during the podcast:Register today for our inaugural World of Titans event in Sydney, Australia on Thursday-Friday, April 3-4, 2025!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 on Ausha. See ausha.co/privacy-policy for more information.

Returning guest Steve Cossette from Titan Wizards dives into how contractors can generate accurate, competitive, and profitable pricing using dynamic pricing and client-specific pricing (CSP). Steve demystifies dynamic pricing, explaining the prerequisites (linked materials/labor) and a safe “static price-first” setup strategy to preview dynamic rates before launch. Learn why this feature is critical for protecting margins against fluctuating material costs and how CSP provides flexibility for time and materials or commercial rates, ultimately ensuring your ServiceTitan instance is getting the data it needs.Join us as we discuss: [1:33] Dynamic pricing setup: where to start and first steps to setting up rules[6:28] Tracking material costs and updating price estimates in real-time [14:27] How client-specific pricing benefits commercial contractors and potential setup hurdlesCheck out these resources we mentioned during the podcast:ServiceTitan PricebookDynamic PricingClient-Specific PricingYou 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.

Mitul Baht, Director of Product Management at ServiceTitan, dives into the latest TitanAdvisor updates designed to help customers unlock maximum growth. Mitul confirms that the user experience remains the same, but reveals significant changes behind the scenes: a re-engineered scoring mechanism that gives more weight to features with a proven ROI and a clearer path forward by removing irrelevant checkpoints. Learn how the scoring is now tailored for commercial customers, why your score is likely to increase, and how this investment in core ServiceTitan will help your business improve average ticket size, call booking rates, and overall revenue.Join us as we discuss: [1:05] Some of the exciting new TitanAdvisor updates for Fall 2025 [7:01] Adjustments to scoring weights and resources for those new to TitanAdvisor[10:51] Ignite sessions and new features for commercial and roofing customersCheck out these resources we mentioned during the podcast:Fall 2025 TitanAdvisor Updates FAQIgnite, Spark, and Ember SessionsTitanAdvisorTitanAdvisor WebinarYou 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 this episode, we’re recapping the Fall 2025 Benchmark Report webinar featuring ServiceTitan’s Chris Hunter, Principal Industry Advisor, and Deanna Kawasaki, Senior Director of Titan Intelligence. They analyze the growing repair backlog opportunity caused by consumers deferring large maintenance and replacement jobs, setting the stage for a “huge burst” of high-ticket, high-urgency work. Deanna explains the market bifurcation, how the wealthy are spending more on luxury services while others focus on low-cost repairs. Chris provides actionable advice on using Marketing Pro to target both segments and highlights must-have tools like AI voice agents, the Field Mobile app, Conduit Tech, and integrated financing to ensure your business is prepared for the coming bull run.Join us as we discuss: [2:21] The deferred maintenance economy and the consumer bifurcation model[8:09] How contractors can act upon insights from TitanAdvisor’s benchmarks[25:25] AI voice agents, online bookings, and training techs with the Field Mobile app[36:11] Why integrated financing is essential for contractors to stay competitiveCheck out these resources we mentioned during the podcast:Fall 2025 Benchmark ReportMarketing ProScheduling ProConduit TechYou 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.

The future of field work is in your pocket. In this episode, we talk with David Erickson, who leads all things mobile at ServiceTitan, to unpack the evolution of the Field Mobile App. We talk about why the company went all in on native mobile, how technicians are transforming the way they work, and what’s next with Atlas AI. David shares how his team rebuilt the technician experience from the ground up, turning feedback and data into a faster, smarter, more reliable app that actually gets out of the way. He also breaks down real-world adoption tips, like using power users to lead change in the field, and gives a sneak peek at the AI-driven future of technician workflows.Join us as we discuss: [1:48] The shift to native mobile and why ServiceTitan rebuilt the app[6:04] How to start using the Field Mobile App today[11:25] Introducing Atlas AI, the technician’s new assistantCheck out these resources we mentioned during the podcastField Mobile App - Google Play StoreField Mobile App - Apple App StoreYou 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.

Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, discusses the secrets to a successful ServiceTitan CSM relationship. Having moved from paper to ServiceTitan and later “re-onboarded” their entire commercial construction process, Jen has unique insight into maximizing the partnership. She emphasizes the importance of going to your CSM prepared but with an open mind, trusting them to show you the “ServiceTitan way” to streamline processes. Jen shares actionable tips, including how to keep your CSM informed on support tickets and why you should always let them set the agenda and prioritize your goals for growth.Join us as we discuss: [2:56] Building a relationship with your ServiceTitan CSM from day one[9:47] Healthy collaboration and when a second ServiceTitan onboarding makes sense[18:15] AI in the trades and why your CSM is your greatest ServiceTitan advocateYou 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.

Tim Newhook, Training Specialist at HomeX Services Group, joins us live from Pantheon 2025 to share his expertise in mobile training for technicians. Coming from the restaurant industry, Tim learned ServiceTitan from the ground up and earned five certifications, making him an expert on effective learning. He breaks down the three styles of learning every trainer should incorporate, discusses the biggest challenges technicians face (invoicing), and shares his advice for office staff to better understand the mobile app. Plus, Tim gives his first impressions of the new Field Mobile App, highlighting its performance, seamless design, and the game-changing equipment scanning feature.Join us as we discuss: [4:43] Why your operations and office staff need to understand the ServiceTitan mobile app[7:10] Tips for training technicians on the mobile features like invoicing[15:50] Some underutilized features on the mobile app and a sneak peak at the new Field mobile app 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.

Samantha Heger, Director of Operations and Marketing at Nixco Plumbing, joins us at Pantheon 2025 to discuss the synergy between Marketing Pro and Scheduling Pro. Samantha shares her top tips for Marketing Pro email automation, starting with a multi-drip campaign for unsold estimates to capture lost revenue. She then dives into Scheduling Pro, revealing why they made the switch to offer customers the convenience of online booking and sharing the fantastic ROI they achieved using traditional marketing (a postcard mailer) to drive digital adoption. Learn the strategic time windows, customization options, and future automations that are maximizing their sales.Join us as we discuss: [1:35] Marketing Pro’s most underrated features and following up on unsold estimates[7:10] Key differences between basic online booking and Scheduling Pro[18:22] How Marketing Pro and Scheduling Pro’s automations work togetherCheck out these resources we mentioned during the podcast:ServiceTitan Marketing ProServiceTitan Scheduling ProServiceTitan AtlasScheduling Pro Automation Early Access Features:Abandoned booking recovery SMS: Smart Dispatch FeeYou 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.

Paula Kennedy, Controller at Logan Heating and Cooling, joins us to discuss the Miter integration and how it has revolutionized their payroll process. Paula shares how, before Miter, their payroll was a manual, paper-based process that took several days to complete. Now, with the ServiceTitan integration, it's a completely hands-off process that takes only a few hours. Paula shares her advice for a successful implementation, including working closely with a ServiceTitan CSM and avoiding common pitfalls. She also reveals her pro tip for deciding which software — ServiceTitan or Miter — should handle specific payroll functions.Join us as we discuss: [1:36] How Miter can shorten your payroll process from days to hours[4:17] Advice for ServiceTitan-Miter integration, including one potential snare to avoid[8:31] Tracking job activities and how Miter takes the payroll handoff from ServiceTitanCheck out these resources we mentioned during the podcast:ServiceTitan-Miter IntegrationMiterFleet ProYou 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.

What if your QuickBooks and ServiceTitan accounts finally matched down to the penny? At Pantheon 2025, we sat down with Jessica Woodruff Smith, co-owner of Boxed for the Trades, to break down Touchless Accounting, a core ServiceTitan feature that eliminates the headaches of batch posting and manual exports. Jessica explains how Touchless Accounting works, why it syncs your numbers every two minutes, and what steps you need to take before flipping the switch.Join us as we discuss: [1:35] What is touchless accounting integration in ServiceTitan?[5:41] How to set up touchless accounting the right way[9:21] QuickBooks limits and why touchless prevents “sizing out”Check out these resources we mentioned during the podcast: Streamline Your Accounting Workflow with the New Touchless IntegrationYou 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 this landmark presentation from Pantheon 2025, ServiceTitan President Vahe Kuzoyan unveils Atlas, a foundational AI intelligence synthesized directly into the fabric of ServiceTitan. More than just an assistant, Atlas lives in your business, empowering both office staff and technicians by translating natural language requests into complex actions and outcomes. Learn how Atlas makes ServiceTitan speak your language, automating everything from strategically deprioritizing tune-ups during a heatwave to proactively identifying and creating new revenue opportunities from a technician’s notes. Vahe also introduces the Automations Command Center for full operational control in an increasingly automated world, and announces the launch of ServiceTitan Max, a holistic program to help elite customers realize the full value of ServiceTitan's Pro products.Join us as we discuss: [1:15] Atlas, your new AI companion integrated directly into ServiceTitan[11:49] How Atlas can proactively assess your business and offer recommendations[22:02] Monitoring your software with the Automations Command Center[31:03] The highly anticipated upgrade to ServiceTitan’s data report, Benchmark Plus Check out these resources we mentioned during the podcast:ServiceTitan AtlasServiceTitan MaxServiceTitan Benchmark PlusYou 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.

What if 20% of your jobs could be booked and dispatched without a single phone call? In this episode, we sit down with Jessy Karolevitz, Call Center Director at Bonfe's Plumbing, Heating & Air Service, Inc, to unpack how Scheduling Pro and Dispatch Pro transformed her team’s workflow. Jessy shares how starting small with Scheduling Pro led to intuitive setup, smarter job mapping, and smoother customer experiences. She also explains how Dispatch Pro took over the heavy lifting of assigning calls, freeing dispatchers to focus on high-value work.Join us as we discuss: [3:23] Start small: Jessy’s advice for setting up Scheduling Pro[10:00] Why you need to trust the math in Dispatch Pro[14:29] How dispatcher roles have changed for the better with automationCheck out these resources we mentioned during the podcast:Dispatch ProScheduling ProYou 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.

Live from Pantheon 2025 in Anaheim, we talk with Karen Balko and Nakita Kometani from Vector Services, a plumbing and HVAC company that grew from a spreadsheet-based business to nearly tripling its revenue in two years. They share how tags and tasks in ServiceTitan were essential to their rapid growth. Learn how tags act as an operations "safety net" to track job progress and ensure no details are missed. They also share their creative "volleyball" system for using tasks to create cross-departmental accountability and a transparent, get-it-done culture.Join us as we discuss: [4:10] How ServiceTitan tags act as a safety net for your dispatch board[10:19] Using ServiceTitan tasks to track different job types and deadlines[20:47] Streamlining internal communication and implementing automationCheck out these resources we mentioned during the podcast:ServiceTitan Tag ManagementServiceTitan Task ManagementYou 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.

As Josh and the Rest of the ServiceTitan Podcast hosts gear up for Pantheon 2025 we’re revisiting a few of our most pertinent episodes for your service business - episodes you’ll want to have in your ears as you head to the big get together in Anaheim this coming September.  Come see us all at the podcast booth, we’d love to see you there!Originally Aired 7/17/2025Job costing is essential for sustainable business growth, and no one explains it better than Tim McGuire, Owner of High Winds Success. With decades of experience across ServiceTitan and large multi-location contractors, Tim breaks down the fundamentals of job costing and how to implement it inside ServiceTitan. From the importance of burdened labor rates to starting with generic Pricebook items, Tim shares a pragmatic path to more profitable operations. He also discusses how tools like Pricebook Pro and dynamic pricing can elevate your costing accuracy over time.Join us as we discuss: [5:09] Job costing basics and finding opportunities for improvement[13:19] Calculating tech labor costs beyond hourly rates[20:49] Linked materials in dynamic pricing and inventory tracking[26:11] Change management issues with job-related purchasingCheck out these resources we mentioned during the podcast:Pricebook ProDynamic Pricing OverviewYou 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.

As Josh and the Rest of the ServiceTitan Podcast hosts gear up for Pantheon 2025 we’re revisiting a few of our most pertinent episodes for your service business - episodes you’ll want to have in your ears as you head to the big get together in Anaheim this coming September.  Come see us all at the podcast booth, we’d love to see you there!Originally Aired 8/22/2024In this episode, we're thrilled to welcome Angie Snow, Principal Industry Advisor with ServiceTitan. Angie brings a wealth of knowledge on supercharging the efficiency of Customer Service Representatives (CSRs) and dispatchers by fully leveraging ServiceTitan’s powerful features.We dive into dynamic strategies for training CSRs, mastering call management, and setting up the system to boost performance and bookings. Join us as we explore the ins and outs of the job booking page and the CSR manager dashboard.Join us as we discuss: [08:18] Optimizing CSR workflows with multiple screens[16:45] What is Adjustable Capacity Planning (ACP)[27:46] Tactical advice for new ServiceTitan usersCheck out these resources we mentioned during the podcast:ToolBox Live EventsCSR trainingHarnessing TitanAdvisor: Expert Tips for Advancing Your BusinessYou 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.

Pantheon 2025 is right around the corner, and this episode is your backstage pass. Danielle Combs, Program Manager for Customer & Partner Relations at ServiceTitan and a 9-time Pantheon veteran, shares exactly what to expect from this year’s exciting event. From badge pick-up to the brand-new HackTheon, Danielle covers the can’t-miss highlights. She also spotlights the AI and TI (Titan Intelligence) sessions shaping the future of the trades, along with fintech and Pro product updates that can transform how your business runs.Join us as we discuss: [4:03] Keynote speakers, themes, and an exciting roundtable announcement[17:46] HackTheon explained: customers and engineers building together[28:23] Pantheon survival tips: planning, networking, and staying energizedCheck out these resources we mentioned during the podcast:Pantheon 2025 ServiceTitan Certified User ProgramYou 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 this episode, Ellen Rohr, Brand and Industry Marketing Lead at ServiceTitan and co-founder of Zoom Drain, provides a practical guide to getting the most out of Pantheon. She shares powerful advice on how to build relationships with mentors, focusing on intentionality and taking action on advice. Ellen also offers valuable tips for networking, including how to prepare beforehand by defining your "what and why," how to ditch small talk for more meaningful conversations, and the importance of following up. This is a must-listen for anyone attending Pantheon 2025 who wants to make the most of their time and turn conference conversations into life-changing opportunities.Join us as we discuss: [1:25] Mentorship lessons from industry titans and getting the most out of Pantheon 2025[11:31] Finding your potential mentor at Pantheon and the impact of following-up[27:12] Ditching small talk and pivoting your energy into making real connectionsCheck out these resources we mentioned during the podcast:Pantheon 2025OneTapConnectYou 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.

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, returns to share ServiceTitan efficiency wins every business can leverage. In this episode, Sena breaks down seven TitanAdvisor tips, from automating appointment reminders and adopting conditional logic in forms to going paperless and integrating online payment links. He also discusses high-impact features like dynamic pricing and membership billing protection. Learn how to implement these automations to save time, protect your margins, and eliminate common business headaches, so you can focus on what matters most.Join us as we discuss: [1:19] Automating appointment reminders and connecting with customers through chat[7:39] Improving efficiency by going paperless, conditional logic, and Forms[12:25] Dynamic pricing, preventing membership billing failures, and adding online payment links to invoicesCheck out these resources we mentioned during the podcast:ServiceTitan TitanAdvisorHow To Set Up Dynamic Pricing & Automate Your [email protected] 2025You 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 this episode, we sit down with Ammar Ahmed, Group Project Manager at ServiceTitan, to unpack the surprisingly high-stakes world of payments in the trades. From reducing bouncebacks to getting paid faster, Ammar breaks down exactly why payment strategy is a big deal and how you can optimize yours without overcomplicating the fieldwork. You’ll hear practical tips for training techs, avoiding surcharging risks, and leveraging tools like Tap to Pay and Pay by Bank.Join us as we discuss: [5:12] The real value of digital payments for contractors[11:19] Why checks are riskier (and costlier) than you think[17:07] How to use Pricebook to recoup processing feesCheck out these resources we mentioned during the podcast:ServiceTitan Pricebook ProServiceTitan Payment FeaturesYou 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.

Membership innovation is transforming the contractor-homeowner relationship, dramatically improving customer loyalty and profitability. Josh Teekell, Founder and CEO of SmartAC.com, shares how sensor technology and software integrations redefine traditional HVAC memberships. Discover how reducing physical visits from twice to once a year, leveraging real-time monitoring, and offering tiered membership plans can boost signup rates, increase retention, and significantly reduce costs.Join us as we discuss: [2:09] The evolution (or lack thereof) of memberships and why they’re critical for retention[6:22] Boosting the value of memberships through real-time data collection[17:53] ServiceTitan’s integration with SmartAC and important KPIsCheck out these resources we mentioned during the podcast:ServiceTitan Marketplace Smart ACPantheon 2025SmartAC.com Leads IntegrationSmartAC.com/servicetitanYou 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.

Contractors know the pain of a chaotic back office. Between recruiting, onboarding, payroll, and compliance, it’s easy for things to spiral into a full-blown admin dumpster fire. In this episode, Miter CEO and Co-founder Connor Watumull shares how to put out those flames forever. Hear how Miter’s integration with ServiceTitan helps contractors modernize their operations, reduce manual tasks, and build stronger, more loyal teams. Connor explains why onboarding is the most important loyalty test, how to turn your hiring process into a recruiting advantage, and what the most successful contractors are doing to scale without drowning in paperwork.Join us as we discuss: [1:07] How platforms like Miter help growing contractors with their admin tasks[9:38] The biggest mistakes contractors make with hiring and onboarding[23:15] Payroll headaches and how Miter can help you fix themCheck out these resources we mentioned during the podcast:QuickbooksSageADPPaychex Acumatica NetSuiteYou 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.

Ever wonder what your first steps are after you sign on with ServiceTitan? In this episode, we sit down with Kyle Urquart, Enterprise Implementation Consultant at ServiceTitan, to break down the entire implementation process: what it looks like, who’s involved, what tends to go wrong, and how to make it go right. Kyle brings a unique perspective, having been both a ServiceTitan user and now a consultant guiding commercial contractors through onboarding. He walks us through each phase of implementation, from kickoff and data discovery to testing, training, go-live, and the all-important hypercare period. Join us as we discuss: [2:23] What to expect during the implementation process[7:19] The “wow” moments customers experience during setup[15:54] How training works (and why it never really ends)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.

Job costing is essential for sustainable business growth, and no one explains it better than Tim McGuire, Owner of High Winds Success. With decades of experience across ServiceTitan and large multi-location contractors, Tim breaks down the fundamentals of job costing and how to implement it inside ServiceTitan. From the importance of burdened labor rates to starting with generic Pricebook items, Tim shares a pragmatic path to more profitable operations. He also discusses how tools like Pricebook Pro and dynamic pricing can elevate your costing accuracy over time.Join us as we discuss: [4:14] Job costing basics and finding opportunities for improvement[12:14] Calculating tech labor costs beyond hourly rates[19:54] Linked materials in dynamic pricing and inventory tracking[27:06] Change management issues with job-related purchasingCheck out these resources we mentioned during the podcast:Pricebook ProDynamic Pricing OverviewYou 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 onboarding for exteriors can be complex, but for Andrew Mussio, VP of Marketing and Innovation at WeatherPro Exteriors, it’s also transformative. In this episode, Andrew shares how his experience scaling A1 Garage Door with ServiceTitan shaped his approach to WeatherPro’s digital transition. From replacing paper-based processes to streamlining phones and implementing custom dashboards, Andrew walks through the key milestones and what he’d do differently if starting over. If you're exploring how to implement ServiceTitan in exterior remodeling, roofing, or siding, Andrew offers tactical advice and first-hand insights on maximizing adoption and impact.Join us as we discuss:[5:09] How ServiceTitan’s Phones and Reporting features elevated WeatherPro’s operations[11:37] Why you should map out your team’s workflows before onboarding ServiceTitan[18:13] How Scheduling Pro alleviates the customer form fill headacheCheck out these resources we mentioned during the podcast:Phones ProReportsCustom DashboardsPricebookScheduling ProYou 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.

The Capacity Marketing Engine (CME) from Scorpion takes the guesswork out of demand generation. Instead of dumping money into generic campaigns, businesses can now market smarter, based on team capacity, job profitability, and margin thresholds. In this episode, Will Haddad, VP of Product & Strategy at Scorpion, explains how the engine uses live data from ServiceTitan to help contractors automate their marketing strategy while improving efficiency and ROI. He also breaks down the key differences between Scorpion and Marketing Pro, and what makes the Scorpion platform such a powerful “done-for-you” solution for busy shop owners.Join us as we discuss: [10:50] Pain points Scorpion’s CME addresses for residential service contractors [16:15] Why every business should have a baseline for marketing spend capacity[22:37] How the CME integrates with ServiceTitan’s adjustable and adaptive capacity planningCheck out these resources we mentioned during the podcast:Marketing ProScorpionCapacity Marketing EngineServiceTitan + ScorpionDirect Marketing Services 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.

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 TURNSServiceTitan EmberSessionsBlue Collar Nerd: How to Build Estimate & Proposal Templates in ServiceTitanServiceTitan TAD Tune-Up PlaylistYou 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 fasterCheck out these resources we mentioned during the podcast:Book a Demo with ServiceTitanPricebook ProMarketing ProYou 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 businessCheck out these resources we mentioned during the podcast:Marketing ProROI Magic: Boost Your Business with SeviceTitan’s Marketing ProHome Service Millionaire by Tommy MelloYou 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 growCheck out these resources we mentioned during the podcast:ChatGPTYou 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.