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!
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Rapid Installation
- Gee Heating & Air installs units within 12 hours of the sales call.
- Their trucks are often ready before the customer finishes paperwork, enabled by ServiceTitan.
Prioritize and Tag for Sales
- Use tags like "replacement op" and "age of system" for better sales management.
- Prioritize calls based on a three-day booking window and focus on systems older than five years.
Use Alerts to Trigger Workflows
- Set alerts for key events like units sold, parts needed, or upset customers.
- Use these alerts to trigger automated workflows and keep everyone informed.