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 boost conversions, this episode offers practical tips on handling estimates with precision and keeping potential sales on track through a client-first approach.

Join us as we discuss:

[00:58] Training your techs and CSRs for success
[9:32] A mindset shift from selling to providing benefits
[16:33] How to build a revenue-driven culture

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

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Sales and Estimates: Driving Revenue from CSRs to Technicians