Mastering ServiceTitan

Even if your New Year’s Resolution has faltered by the time you read this, we’ve still got the one for your business covered. Revisiting our conversations with Angie Snow , Principal Industry Advisor with ServiceTitan , Juan Lopez , Business Analyst at Franklin Electric , and Alyssa Rogers , Vice President at Rogers Heating and Cooling , we hand selected 3 key pieces of tech and tactics to grow yo...

Inventory doesn’t have to be scary.  In this episode, we chat with Kristy Druding , Director of IT Services and Operations at Ace Hardware Home Services and a ServiceTitan expert.  Kristy shares her top strategies for mastering inventory management — covering multi-location setups, job costing, and inventory replenishment. Get actionable tips on organizing price books, streamlining purchase orders...

Welcome to 2025! We're at that stage where plans are being made to have the best year possible for you and your business. To kick off the new year right, we're bringing you an episode of Toolbox for the Trades, featuring the incredible Alan O'Neill, who will not only inspire you with his journey to the American Dream, one we all can aspire to. We'll be back with Josh next week with a brand new epi...

It's the brightest time of the year, and we're giving Josh a few days off to spend with family and friends. We hope you're doing the same at this great time of the year, with people you care about and treasure as well. However, if the holidays get to be too much, we've got your escape hatch right here. An episode crossposted from our sister show, Toolbox for the Trades that is sure to help you in...

In this episode, we sit down with Josh Moree , Operations & Accounting Manager at Richards Plumbing & Electric , to uncover his team’s winning formula for turning estimates into sales.   Josh shares how they leverage ServiceTitan's features, strategic follow-ups, and customer financing options to close more deals and build trust with clients.  Ideal for service business leaders aiming to b...

We're diving deep into dispatching efficiency with Vanessa Gonzalez from Albuquerque Plumbing, Heating & Cooling .  Vanessa reveals how they’ve completely revamped their call booking and dispatch processes with ServiceTitan’s Schedule Assistant. She also explains how their team harnessed this tool to boost operational performance, streamline dispatching, and optimize schedules in real time. Wh...

It's Thanksgiving which means we're letting host Josh spend time with his family. While he's off carving turkey, he thought that a little takeover from Mastering Service Titan's Sister show, Toolbox for the Trades would be a great listen for you as you enjoy your holiday weekend while you spend time with the most important people in your life. We're so thankful for all of you, our listeners and cu...

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...

Live from Pantheon, we chat with Renee Lennox , Operations Manager at Service Specialties Inc ., who shares her insider expertise on mastering release notes for ServiceTitan.  Renee breaks down why staying on top of release notes is critical for keeping your organization ahead of the curve and how a well-organized approach can prevent chaos during major updates. From tackling major transitions to...

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 "Toolbox for the Trades", with a gre...

Ashley Leege , Customer Service Manager at Althoff Home Services , unpacks ServiceTitan’s Dispatch Pro, an AI-powered, fully automated, and revenue-generating dispatch solution for the trades. Ashley shares the challenges her team faced before Dispatch Pro, how they made the switch, and highlights the importance of getting everyone involved in the implementation process. Whether you’re new to Serv...

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 some...

Live from Pantheon 2024 , Kathy Nielsen , Owner of Operations Excellence, LLC (aka Chicken Lady Speaks), joins us to discuss the ins and outs of membership management through ServiceTitan.  With nearly a decade of ServiceTitan experience, Kathy shares her insights on the differences between memberships and service agreements, the importance of clear processes, and how to avoid common pitfalls when...

In this episode, we’re joined by Randi Thompson from Bill Joplin's Air Conditioning and Heating and Danielle Combs , Program Manager for Customer & Partner Relations at ServiceTitan . Together, they dive into the exciting launch of the ServiceTitan Certified User (STCU) program — a next-level initiative designed to elevate expertise across different roles in an organization. Randi and Danielle...

In this episode, Jeremy Wickenhauser , a certified ServiceTitan coach from Go Time Success Group , guides us on a deep dive into ServiceTitan’s Pricebook. Jeremy shares expert insights on why he considers Pricebook to be the "heart of ServiceTitan,” impacting everything from KPIs to revenue tracking. He gives us ten essential rules for setting up and maintaining your Pricebook, including the impor...

Juan 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 dashboards are intuitive modules that can help business owners track their biggest KPIs, like sales, booking rates, and conversions. Matt Kosloski, Vice President at Friend's Plumbing in Oldsmar, FL, shares how dashboards helped his family’s business accelerate its growth and put them on track to reach $10 million in 2024. Tune in to hear how dashboards can help you ensure that your c...

In this episode, we’re talking with Zack Kays , Software Administrator at Intelligent Design Air Conditioning, Plumbing, Solar & Electric . He’s an expert when it comes to using ServiceTitan, and he’s providing us with some actionable tips on how to set up memberships using ServiceTitan to unlock new revenue opportunities. Zacks not only shares his experience on how to leverage ServiceTitan, b...

In 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 per...

In this episode, we’re talking with Jessica Woodruff Smith , Process Manager at AirWorks Solutions . She’s an expert ServiceTitan user, and she’s teaching us about the benefits of linking your ServiceTitan account with Zapier.  Jessica shares her experience with Zapier to make work smoother and more efficient at her HVAC organization. She talks about how Zapier's integrations help prevent tasks fr...

The “Queen of TitanAdvisor,” Krista Landon , and Marketing and IT Manager at Gulfshore Air Conditioning and Heating , shares her journey and expert tips for getting the most out of the TitanAdvisor score in ServiceTitan. Krista walks us through how TitanAdvisor can help guide your workflows and reveal her seasonal approach to making profitable changes. Tune in to hear practical advice on setting b...

In this episode, we sit down with Alyssa Rogers , Vice President at Rogers Heating and Cooling , to chat about the amazing benefits of offering financing options in the HVAC industry. Thirty percent of their revenue comes from financing, with a 41% close rate on installs. Alyssa takes us through their journey, from not offering financing at all to partnering with multiple companies to meet differe...

In this episode of Mastering Service Titan, we talk with Steve Cossette , the head of IT at NICE Home Services and a prominent figure in the ServiceTitan Masterminds Facebook group. Dive into the nitty-gritty of inventory management as Steve explains why he’s passionate about the topic and the critical role it plays in business operations. Learn how proper inventory management can lead to a better...

Mastering ServiceTitan is your guide to getting the most out of ServiceTitan.  Each episode, ServiceTitan power users share their strategies and success stories to give you real, actionable advice on how to leverage ServiceTitan for your business.  Whether you’re new to ServiceTitan, or have been on the platform for years, you'll hear how businesses just like yours have transformed their operation...