Mastering ServiceTitan

Cameron Ferguson, HVAC Designer at Blue Valley Heating and Cooling, joins the show to discuss how Conduit Tech has revolutionized his residential sales process. By moving away from “box-for-box” replacements and embracing Lidar-powered room scanning, Cameron has stepped out of the price war and into a lane of his own. In this episode, Cameron walks through a typical design visit, explaining how to involve homeowners in the process to build trust and provide tangible data for high-ticket investments. He also details the seamless integration between Conduit Tech and ServiceTitan, highlighting how the “install handoff” feature protects company margins and improves internal relationships between sales and install teams.Join us as we discuss: [1:24] How Conduit Tech’s LIDAR technology provides clarity for homeowners[10:00] Protecting your internal reputation with the “install handoff” feature[17:35] Getting your team onboard and a real-life example of Conduit Tech’s impactCheck out these resources we mentioned during the podcast:Conduit TechThe Balanced Podcast (Coming soon!)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 on Ausha. See ausha.co/privacy-policy for more information.

Zack Kays, ServiceTitan Software Consultant at Titan Wizards, returns in his new role to dive into the power of Adaptive Capacity Planning. As the next-generation solution for capacity management, this real-time feature replaces the more rigid Adjustable Capacity Planning with flexible, strategic rules. Zack explains how businesses can speed up their booking process by 30 seconds per call using the "Get Adaptive Availability" button and how to use advanced skill-based setups to ensure the right technician is matched to the right job. From setting up "Do Not Service" rules to managing seasonal demand through fixed and relative date ranges, Zack provides a masterclass in optimizing your schedule for both efficiency and company culture.Join us as we discuss: [2:12] The core benefits of ServiceTitan’s new Adaptive Capacity Planning (ACP) feature[10:08] What users can expect in their first ACP instance and new workflows[20:13] Customizations and recommended adjustments you can make on the go[29:21] How ACP interacts with AI voice agents and the new capacity reporting sectionCheck out these resources we mentioned during the podcast:Adaptive CapacityThe Blue Collar NerdYou 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 on Ausha. See ausha.co/privacy-policy for more information.

The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Episode Originally Aired: 11/4/2024How do you turn a kitchen table startup into a thriving HVAC business with five trucks? In this episode, Miranda Deschamps, Office Manager at ServicePlus Heating and Cooling (Ontario, Canada), shares how she and her team use ServiceTitan and AI to drive growth. From surviving a two-week email crash to negotiating smarter with suppliers and building AI-powered inventory systems, Miranda shows how resilience, curiosity, and the right tools can turn everyday challenges into business wins.Join us as we discuss: [7:22] The two-week email crash that became her best leadership lesson[11:59] How to leverage ServiceTitan and ChatGPT to solve inventory headaches[18:28] How using your ServiceTitan data can save you moneyCheck out these resources we mentioned during the podcast:ServiceTitan Torch NetworkEGIAYou can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Episode Originally Aired: 9/12/2024Juan Lopez, Business Analyst at Franklin Electric, unpacks ServiceTitan’s Next Environment, a powerful tool that allows businesses to test and prepare for future software updates. Juan shares how he leveraged the Next Environment to become an expert in ServiceTitan and shares the key strategies he used to master new features, optimize business processes, and train his team. Whether you’re new to ServiceTitan or looking to enhance your usage, Juan’s insights offer valuable tips on how to maximize the Next Environment’s potential.Join us as we discuss: [6:18] The difference between ServiceTitan’s Next and Practice[10:51] Advice for leveraging Next with new processes[15:19] Leveling up through ServiceTitan Community programsCheck out these resources we mentioned during the podcast:Using ServiceTitan NextUsing ServiceTitan PracticeNext VS Practice: Sandbox Environments ExplainedServiceTitan CommunityYou 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 on Ausha. See ausha.co/privacy-policy for more information.

The holidays are here, and we're bringing you some great episodes from our other ServiceTitan Podcast Network shows. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Episode originally Aired 9/2/2025How do you take a third-generation family business and triple its revenue without losing its soul? In this episode, Brad Barron, CEO of Barron Heating, Air Conditioning, Electrical and Plumbing, shares how he led his team through explosive growth: from $15 million to a projected $45 million, all without private equity, mergers, or compromising on culture. Brad talks about building systems that actually scale, leading with clarity and humility, and making hard decisions when growth moves faster than process. Join us as we discuss: [3:01] Family business succession planning that actually works[15:32] Tripling revenue: scalable process vs tribal knowledge[26:00] Omni-channel marketing and acquiring a media company[34:23] The mistake Brad regrets most: waiting too longCheck out these resources we mentioned during the podcast:Pantheon 2025EGIAYou can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

The holidays are here, and we're bringing you some great episodes from our other ServiceTitan Podcast Network shows. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu.Originally Aired 3/25/2025.We’re heading to “the land down under” to chat with Scott and Vicky Irwin, co-owners of Network Plumbing in Sydney, Australia, about their nearly 40-year journey of building a thriving plumbing business.They discuss how they navigated the 2008 financial crisis, the importance of hiring the right people, and the unique challenges of working as a married couple in business. Scott and Vicky bring their signature humor and optimism as they break down the lessons learned from decades in the industry.Tune in to hear how Network Plumbing pivoted from commercial to residential work, why company culture and mindset matter, and how they keep things fun while running a successful business.Join us as we discuss:[2:54] Overcoming a financial crisis and the power of optimism[9:54] Why profit is secondary to the health of your company culture[16:29] The challenges that come with adding new residential servicesCheck out these resources we mentioned during the podcast:Register today for our inaugural World of Titans event in Sydney, Australia on Thursday-Friday, April 3-4, 2025!You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Returning guest Steve Cossette from Titan Wizards dives into how contractors can generate accurate, competitive, and profitable pricing using dynamic pricing and client-specific pricing (CSP). Steve demystifies dynamic pricing, explaining the prerequisites (linked materials/labor) and a safe “static price-first” setup strategy to preview dynamic rates before launch. Learn why this feature is critical for protecting margins against fluctuating material costs and how CSP provides flexibility for time and materials or commercial rates, ultimately ensuring your ServiceTitan instance is getting the data it needs.Join us as we discuss: [1:33] Dynamic pricing setup: where to start and first steps to setting up rules[6:28] Tracking material costs and updating price estimates in real-time [14:27] How client-specific pricing benefits commercial contractors and potential setup hurdlesCheck out these resources we mentioned during the podcast:ServiceTitan PricebookDynamic PricingClient-Specific PricingYou 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 on Ausha. See ausha.co/privacy-policy for more information.

Mitul Baht, Director of Product Management at ServiceTitan, dives into the latest TitanAdvisor updates designed to help customers unlock maximum growth. Mitul confirms that the user experience remains the same, but reveals significant changes behind the scenes: a re-engineered scoring mechanism that gives more weight to features with a proven ROI and a clearer path forward by removing irrelevant checkpoints. Learn how the scoring is now tailored for commercial customers, why your score is likely to increase, and how this investment in core ServiceTitan will help your business improve average ticket size, call booking rates, and overall revenue.Join us as we discuss: [1:05] Some of the exciting new TitanAdvisor updates for Fall 2025 [7:01] Adjustments to scoring weights and resources for those new to TitanAdvisor[10:51] Ignite sessions and new features for commercial and roofing customersCheck out these resources we mentioned during the podcast:Fall 2025 TitanAdvisor Updates FAQIgnite, Spark, and Ember SessionsTitanAdvisorTitanAdvisor WebinarYou 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 on Ausha. See ausha.co/privacy-policy for more information.

In this episode, we’re recapping the Fall 2025 Benchmark Report webinar featuring ServiceTitan’s Chris Hunter, Principal Industry Advisor, and Deanna Kawasaki, Senior Director of Titan Intelligence. They analyze the growing repair backlog opportunity caused by consumers deferring large maintenance and replacement jobs, setting the stage for a “huge burst” of high-ticket, high-urgency work. Deanna explains the market bifurcation, how the wealthy are spending more on luxury services while others focus on low-cost repairs. Chris provides actionable advice on using Marketing Pro to target both segments and highlights must-have tools like AI voice agents, the Field Mobile app, Conduit Tech, and integrated financing to ensure your business is prepared for the coming bull run.Join us as we discuss: [2:21] The deferred maintenance economy and the consumer bifurcation model[8:09] How contractors can act upon insights from TitanAdvisor’s benchmarks[25:25] AI voice agents, online bookings, and training techs with the Field Mobile app[36:11] Why integrated financing is essential for contractors to stay competitiveCheck out these resources we mentioned during the podcast:Fall 2025 Benchmark ReportMarketing ProScheduling ProConduit TechYou 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 on Ausha. See ausha.co/privacy-policy for more information.

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 on Ausha. See ausha.co/privacy-policy for more information.