Mastering ServiceTitan

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 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: 11/4/2024 How do you turn a kitchen table startup into a thriving HVAC business with five trucks? In this episode, Miranda Deschamps , Office Manager at ServicePl...

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: 9/12/2024 Juan Lopez , Business Analyst at Franklin Electric , unpacks ServiceTitan’s Next Environment, a powerful tool that allows businesses to test and prepare...

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 9/2/2025 How do you take a third-generation family business and triple its revenue without losing its soul? In this episode, Brad Barron , CEO of Barron Heatin...

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 jo...

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 criti...

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...

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. Deann...

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 gr...

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...

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...

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 customer...

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...

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 minu...

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...

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 smoothe...

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 ar...

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 7/17/2025 Job costing is essential for su...

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 8/22/2024 In this episode, we're thrilled...

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 Intell...

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 yo...

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 an...

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 sur...

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 memb...

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 b...