Mastering ServiceTitan

The future of field work is in your pocket. In this episode, we talk with David Erickson, who leads all things mobile at ServiceTitan, to unpack the evolution of the Field Mobile App. We talk about why the company went all in on native mobile, how technicians are transforming the way they work, and what’s next with Atlas AI. David shares how his team rebuilt the technician experience from the ground up, turning feedback and data into a faster, smarter, more reliable app that actually gets out of the way. He also breaks down real-world adoption tips, like using power users to lead change in the field, and gives a sneak peek at the AI-driven future of technician workflows.Join us as we discuss: [1:48] The shift to native mobile and why ServiceTitan rebuilt the app[6:04] How to start using the Field Mobile App today[11:25] Introducing Atlas AI, the technician’s new assistantCheck out these resources we mentioned during the podcastField Mobile App - Google Play StoreField Mobile App - Apple App StoreYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, discusses the secrets to a successful ServiceTitan CSM relationship. Having moved from paper to ServiceTitan and later “re-onboarded” their entire commercial construction process, Jen has unique insight into maximizing the partnership. She emphasizes the importance of going to your CSM prepared but with an open mind, trusting them to show you the “ServiceTitan way” to streamline processes. Jen shares actionable tips, including how to keep your CSM informed on support tickets and why you should always let them set the agenda and prioritize your goals for growth.Join us as we discuss: [2:56] Building a relationship with your ServiceTitan CSM from day one[9:47] Healthy collaboration and when a second ServiceTitan onboarding makes sense[18:15] AI in the trades and why your CSM is your greatest ServiceTitan advocateYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Tim Newhook, Training Specialist at HomeX Services Group, joins us live from Pantheon 2025 to share his expertise in mobile training for technicians. Coming from the restaurant industry, Tim learned ServiceTitan from the ground up and earned five certifications, making him an expert on effective learning. He breaks down the three styles of learning every trainer should incorporate, discusses the biggest challenges technicians face (invoicing), and shares his advice for office staff to better understand the mobile app. Plus, Tim gives his first impressions of the new Field Mobile App, highlighting its performance, seamless design, and the game-changing equipment scanning feature.Join us as we discuss: [4:43] Why your operations and office staff need to understand the ServiceTitan mobile app[7:10] Tips for training technicians on the mobile features like invoicing[15:50] Some underutilized features on the mobile app and a sneak peak at the new Field mobile app 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Samantha Heger, Director of Operations and Marketing at Nixco Plumbing, joins us at Pantheon 2025 to discuss the synergy between Marketing Pro and Scheduling Pro. Samantha shares her top tips for Marketing Pro email automation, starting with a multi-drip campaign for unsold estimates to capture lost revenue. She then dives into Scheduling Pro, revealing why they made the switch to offer customers the convenience of online booking and sharing the fantastic ROI they achieved using traditional marketing (a postcard mailer) to drive digital adoption. Learn the strategic time windows, customization options, and future automations that are maximizing their sales.Join us as we discuss: [1:35] Marketing Pro’s most underrated features and following up on unsold estimates[7:10] Key differences between basic online booking and Scheduling Pro[18:22] How Marketing Pro and Scheduling Pro’s automations work togetherCheck out these resources we mentioned during the podcast:ServiceTitan Marketing ProServiceTitan Scheduling ProServiceTitan AtlasScheduling Pro Automation Early Access Features:Abandoned booking recovery SMS: Smart Dispatch FeeYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Paula Kennedy, Controller at Logan Heating and Cooling, joins us to discuss the Miter integration and how it has revolutionized their payroll process. Paula shares how, before Miter, their payroll was a manual, paper-based process that took several days to complete. Now, with the ServiceTitan integration, it's a completely hands-off process that takes only a few hours. Paula shares her advice for a successful implementation, including working closely with a ServiceTitan CSM and avoiding common pitfalls. She also reveals her pro tip for deciding which software — ServiceTitan or Miter — should handle specific payroll functions.Join us as we discuss: [1:36] How Miter can shorten your payroll process from days to hours[4:17] Advice for ServiceTitan-Miter integration, including one potential snare to avoid[8:31] Tracking job activities and how Miter takes the payroll handoff from ServiceTitanCheck out these resources we mentioned during the podcast:ServiceTitan-Miter IntegrationMiterFleet ProYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

What if your QuickBooks and ServiceTitan accounts finally matched down to the penny? At Pantheon 2025, we sat down with Jessica Woodruff Smith, co-owner of Boxed for the Trades, to break down Touchless Accounting, a core ServiceTitan feature that eliminates the headaches of batch posting and manual exports. Jessica explains how Touchless Accounting works, why it syncs your numbers every two minutes, and what steps you need to take before flipping the switch.Join us as we discuss: [1:35] What is touchless accounting integration in ServiceTitan?[5:41] How to set up touchless accounting the right way[9:21] QuickBooks limits and why touchless prevents “sizing out”Check out these resources we mentioned during the podcast: Streamline Your Accounting Workflow with the New Touchless IntegrationYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this landmark presentation from Pantheon 2025, ServiceTitan President Vahe Kuzoyan unveils Atlas, a foundational AI intelligence synthesized directly into the fabric of ServiceTitan. More than just an assistant, Atlas lives in your business, empowering both office staff and technicians by translating natural language requests into complex actions and outcomes. Learn how Atlas makes ServiceTitan speak your language, automating everything from strategically deprioritizing tune-ups during a heatwave to proactively identifying and creating new revenue opportunities from a technician’s notes. Vahe also introduces the Automations Command Center for full operational control in an increasingly automated world, and announces the launch of ServiceTitan Max, a holistic program to help elite customers realize the full value of ServiceTitan's Pro products.Join us as we discuss: [1:15] Atlas, your new AI companion integrated directly into ServiceTitan[11:49] How Atlas can proactively assess your business and offer recommendations[22:02] Monitoring your software with the Automations Command Center[31:03] The highly anticipated upgrade to ServiceTitan’s data report, Benchmark Plus Check out these resources we mentioned during the podcast:ServiceTitan AtlasServiceTitan MaxServiceTitan Benchmark PlusYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

What if 20% of your jobs could be booked and dispatched without a single phone call? In this episode, we sit down with Jessy Karolevitz, Call Center Director at Bonfe's Plumbing, Heating & Air Service, Inc, to unpack how Scheduling Pro and Dispatch Pro transformed her team’s workflow. Jessy shares how starting small with Scheduling Pro led to intuitive setup, smarter job mapping, and smoother customer experiences. She also explains how Dispatch Pro took over the heavy lifting of assigning calls, freeing dispatchers to focus on high-value work.Join us as we discuss: [3:23] Start small: Jessy’s advice for setting up Scheduling Pro[10:00] Why you need to trust the math in Dispatch Pro[14:29] How dispatcher roles have changed for the better with automationCheck out these resources we mentioned during the podcast:Dispatch ProScheduling ProYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Live from Pantheon 2025 in Anaheim, we talk with Karen Balko and Nakita Kometani from Vector Services, a plumbing and HVAC company that grew from a spreadsheet-based business to nearly tripling its revenue in two years. They share how tags and tasks in ServiceTitan were essential to their rapid growth. Learn how tags act as an operations "safety net" to track job progress and ensure no details are missed. They also share their creative "volleyball" system for using tasks to create cross-departmental accountability and a transparent, get-it-done culture.Join us as we discuss: [4:10] How ServiceTitan tags act as a safety net for your dispatch board[10:19] Using ServiceTitan tasks to track different job types and deadlines[20:47] Streamlining internal communication and implementing automationCheck out these resources we mentioned during the podcast:ServiceTitan Tag ManagementServiceTitan Task ManagementYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

As Josh and the Rest of the ServiceTitan Podcast hosts gear up for Pantheon 2025 we’re revisiting a few of our most pertinent episodes for your service business - episodes you’ll want to have in your ears as you head to the big get together in Anaheim this coming September.  Come see us all at the podcast booth, we’d love to see you there!Originally Aired 7/17/2025Job costing is essential for sustainable business growth, and no one explains it better than Tim McGuire, Owner of High Winds Success. With decades of experience across ServiceTitan and large multi-location contractors, Tim breaks down the fundamentals of job costing and how to implement it inside ServiceTitan. From the importance of burdened labor rates to starting with generic Pricebook items, Tim shares a pragmatic path to more profitable operations. He also discusses how tools like Pricebook Pro and dynamic pricing can elevate your costing accuracy over time.Join us as we discuss: [5:09] Job costing basics and finding opportunities for improvement[13:19] Calculating tech labor costs beyond hourly rates[20:49] Linked materials in dynamic pricing and inventory tracking[26:11] Change management issues with job-related purchasingCheck out these resources we mentioned during the podcast:Pricebook ProDynamic Pricing OverviewYou 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!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.