Mastering ServiceTitan

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 IntegrationFleet 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.

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 8/22/2024In this episode, we're thrilled to welcome Angie Snow, Principal Industry Advisor with ServiceTitan. Angie brings a wealth of knowledge on supercharging the efficiency of Customer Service Representatives (CSRs) and dispatchers by fully leveraging ServiceTitan’s powerful features.We dive into dynamic strategies for training CSRs, mastering call management, and setting up the system to boost performance and bookings. Join us as we explore the ins and outs of the job booking page and the CSR manager dashboard.Join us as we discuss: [08:18] Optimizing CSR workflows with multiple screens[16:45] What is Adjustable Capacity Planning (ACP)[27:46] Tactical advice for new ServiceTitan usersCheck out these resources we mentioned during the podcast:ToolBox Live EventsCSR trainingHarnessing TitanAdvisor: Expert Tips for Advancing Your BusinessYou 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.

Pantheon 2025 is right around the corner, and this episode is your backstage pass. Danielle Combs, Program Manager for Customer & Partner Relations at ServiceTitan and a 9-time Pantheon veteran, shares exactly what to expect from this year’s exciting event. From badge pick-up to the brand-new HackTheon, Danielle covers the can’t-miss highlights. She also spotlights the AI and TI (Titan Intelligence) sessions shaping the future of the trades, along with fintech and Pro product updates that can transform how your business runs.Join us as we discuss: [4:03] Keynote speakers, themes, and an exciting roundtable announcement[17:46] HackTheon explained: customers and engineers building together[28:23] Pantheon survival tips: planning, networking, and staying energizedCheck out these resources we mentioned during the podcast:Pantheon 2025 ServiceTitan Certified User ProgramYou 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 episode, Ellen Rohr, Brand and Industry Marketing Lead at ServiceTitan and co-founder of Zoom Drain, provides a practical guide to getting the most out of Pantheon. She shares powerful advice on how to build relationships with mentors, focusing on intentionality and taking action on advice. Ellen also offers valuable tips for networking, including how to prepare beforehand by defining your "what and why," how to ditch small talk for more meaningful conversations, and the importance of following up. This is a must-listen for anyone attending Pantheon 2025 who wants to make the most of their time and turn conference conversations into life-changing opportunities.Join us as we discuss: [1:25] Mentorship lessons from industry titans and getting the most out of Pantheon 2025[11:31] Finding your potential mentor at Pantheon and the impact of following-up[27:12] Ditching small talk and pivoting your energy into making real connectionsCheck out these resources we mentioned during the podcast:Pantheon 2025OneTapConnectYou 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.