Mastering ServiceTitan

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 co...

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,...

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 dashboard...

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 auto...

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 cor...

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 supp...

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. Mich...

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 prior...

Growing a home service business past $1 million requires more than just hard work — it takes focus, consistency, and the right systems. In this episode, Michael Katz , Co-owner of Trio Heating & Air , shares how he and his brother scaled from $300K to nearly $10 million in under two years. Michael breaks down the biggest mistakes that keep businesses stuck, why customer service and reviews are...

ServiceTitan Projects is crucial for organizing complex, multi-trade operations, and Channing Morrison , Residential HVAC Project Manager at Barron HVAC, Plumbing, Electrical & Solar , has become a big proponent of the tool. In this episode, Channing explains how Projects keep large installations on track by coordinating multiple trades, simplifying customer communications, and creating visibi...

Sales Pro adoption doesn’t have to be a battle. Just ask Rebekah Hatcher , Operations Manager at Aire Serv of Aggieland in College Station, Texas. In this episode, Rebekah shares how her team went from resistance to full buy-in on Sales Pro by emphasizing coaching over surveillance. She explains how Sales Pro lets them scale technician development without overloading the service manager and reveal...

Keeping your ServiceTitan data clean is the foundation of efficient business operations, yet many contractors unknowingly sabotage their success with poor data management. Pam Duffy , Founder and COO of Powerhouse Consulting Group , joins us to talk about the critical role of clean data in reporting, workflows, and business efficiency. Pam shares real-world horror stories of contractors losing mil...

Managing payroll in the trades can be a nightmare — especially when handling commissions, bonuses, and multi-department structures. In this episode, Chelsea Myers , HVAC Service Manager at Above & Beyond in Oklahoma City, shares how they transitioned from manually tracking payroll on printed timesheets to leveraging ServiceTitan’s Configurable Payroll for efficiency, transparency, and trust-bu...

If you’re not fully leveraging ServiceTitan’s mobile features, you may be leaving efficiency on the table. Jeremy Lewis , President at Gleason Heating, Plumbing, Air and Electric in the Greater Chicago area, shares how his team uses the Content Portal to streamline communications, ensure technicians always have the latest documents at their fingertips, and keep promotions organized. Jeremy also br...

What’s coming for the trades in 2025? In this forward-looking episode, two leaders from ServiceTitan — Chris Hunter , Principal Industry Advisor, and Deanna Kawasaki , Senior Director of Titan Intelligence — break down the major trends shaping the industry and how the trades can not only survive but thrive. From the intensifying skilled labor shortage to the fast-moving rise of AI, they share insi...

In this episode, we sit down with Joseph Gee , Owner at Gee Heating & Air , to uncover the strategies behind his company’s rapid growth. Joseph shares how he streamlines HVAC sales and installations with ServiceTitan, highlighting the power of speed, efficiency, and automation in a competitive market. From using tags, alerts, forms, and Zapier (Zaps) for real-time visibility to optimizing comm...

The trades industry is evolving, and so is the way businesses handle customer interactions. Contact Center Pro is the latest innovation from ServiceTitan, designed to help businesses streamline communication, consolidate multiple instances, and integrate AI-driven call management. David Hoffman , Senior Director of Product Management at ServiceTitan , walks us through how Contact Center Pro simpli...

Call booking rates are a critical KPI for any service business, and ServiceTitan’s TitanAdvisor can help you optimize them. In this episode, Brittany Burgess , Senior Customer Advocacy Specialist at ServiceTitan , shares five key TitanAdvisor wins that can help increase your call booking rate. We’ll break down the importance of clicking the green call bubble, reviewing call recordings, following u...

A well-managed price book is the backbone of any successful service business.  James Beyer , Owner of Beyer Plumbing in San Antonio, Texas, shares how switching to Pricebook Pro streamlined his company’s operations and enhanced profitability. He discusses common pitfalls businesses face when managing pricing manually and highlights how Pricebook Pro automates client-specific pricing, improves accu...

Kelly Mesaris , VP of Special Operations at LB Capital , reveals the secrets behind scaling roofing companies with ServiceTitan.  Discover how LB Capital leveraged ServiceTitan to build a model tenant system, driving growth in one roofing company from $7M to $30M in just two years. From centralized call centers to tailored CRM setups, Kelly shares how ServiceTitan enables operational efficiency, r...

AI is reshaping the trades, and forward-thinking businesses are using tools like ChatGPT to automate processes and improve efficiency.  Dan Lizette , Director of Process Improvement at Mattioni Plumbing, Heating & Cooling in Downington, PA, shares how he leverages AI to enhance capacity planning, optimize inventory, and refine business workflows. Dan breaks down real-world examples of how Serv...

ServiceTitan’s reporting capabilities can transform the way service businesses operate when used correctly.  In this episode, we explore how reporting can drive efficiency, save time, and streamline operations. Adam Cronenberg , Partner at Besser Garage Doors in Orange County, California, and Element Mist in Phoenix, AZ — and an experienced ServiceTitan user — shares his best practices for setting...

Richard Kohberger , Industry Advisor, Content Specialist at ServiceTitan — perhaps better known as the host of the Blue Collar Nerd channel on YouTube — brings authenticity and tech expertise to the ServiceTitan platform. From assisting in his family’s HVAC business to becoming a trusted digital content specialist, Richard shares his unconventional journey into tech. He discusses the challenges an...

ServiceTitan Forms is more than just a catalog of digital checklists — it’s the backbone of efficient operations. Sena Sadeghi , Senior Manager of Customer Programs at ServiceTitan , unpacks this powerful feature, from streamlining processes with conditional logic to leveraging auto-tagging and advanced reporting. Sena shares actionable insights to help technicians and office teams transition from...

As 2025 continues to be a revolutionary year for so many of ServiceTitan’s features, we want to take a moment to draw attention to the power of TitanAdvisor.   Episode originally aired 8/8/2024: Revisiting one of our earliest episodes, Josh Lu hosts The “Queen of TitanAdvisor,” Krista Landon , and Marketing and IT Manager at Gulfshore Air Conditioning and Heating , shares her journey and expert ti...