Mastering ServiceTitan
From Sales to Install: Maximize Efficiency with Tags, Alerts, Zaps, and Forms
Apr 10, 2025
Joseph Gee, Owner at Gee Heating & Air, shares valuable insights on boosting efficiency in HVAC operations. He discusses how using tags and alerts in ServiceTitan can enhance sales management and streamline communication. Joseph emphasizes the importance of real-time visibility and automation through tools like Zapier. He also highlights the significance of simplifying inventory management and embracing imperfection to prioritize key tasks. Tune in for actionable strategies that can help elevate your service business to new heights!
33:38
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Quick takeaways
- Joseph Gee emphasizes the importance of using tags to prioritize service calls and optimize technician utilization, boosting conversion rates significantly.
- The integration of alerts and Zapier fosters better communication and operational accountability, improving responsiveness and reducing delays in service delivery.
Deep dives
Maximizing Efficiency with Service Titan
The episode discusses how to enhance business operations using Service Titan by automating processes and leveraging various tools such as tags and alerts. Joseph G, the CEO of G Heating and Air, emphasizes that speed is a critical factor in their competitive market, and automation helps them achieve rapid response times in service delivery. For example, their system enables installations to begin almost immediately after customer paperwork is signed, often within 12 hours. This efficiency is achieved through strategic use of Service Titan, enabling visibility across the dispatch board and streamlining their sales to installation process.
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