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Joseph Gee

Owner at Gee Heating & Air. Shares strategies for streamlining HVAC sales and installations with ServiceTitan.

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Apr 10, 2025 • 34min

From Sales to Install: Maximize Efficiency with Tags, Alerts, Zaps, and Forms

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!