Mastering ServiceTitan Projects in ServiceTitan: Keeping Multi-Trade Jobs on Track
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May 22, 2025 Channing Morrison, a Residential HVAC Project Manager at Barron HVAC, Plumbing, Electrical & Solar, shares his expertise on managing complex multi-trade jobs using ServiceTitan Projects. He discusses how this tool streamlines communication and keeps installations on track, making it easier to coordinate various trades. Channing highlights innovative features like project templates and Gantt charts that enhance workflow and speed up project completion. Tune in to hear how these advancements are transforming the industry and improving customer satisfaction!
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Projects Automate Job Coordination
- Projects automatically organize multi-trade jobs by breaking estimates into individual tasks with assigned technicians and schedules.
- This centralized tracking improves visibility and coordination across departments from start to finish.
Multi-Trade Coordination Example
- Solar, plumbing, electrical, and HVAC teams coordinate within a single project led by a designated project manager.
- This consolidation creates a unified experience, avoiding the feeling of multiple companies working separately for customers.
Centralize and Automate Communication
- Use the project page to centralize notes, pictures, forms, and schedules for easy access by all teams.
- Automate alerts to notify the next responsible team member to keep jobs moving quickly.