Mastering ServiceTitan

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, returns to share ServiceTitan efficiency wins every business can leverage. In this episode, Sena breaks down seven TitanAdvisor tips, from automating appointment reminders and adopting conditional logic in forms to going paperless and integrating online payment links. He also discusses high-impact features like dynamic pricing and membership billing protection. Learn how to implement these automations to save time, protect your margins, and eliminate common business headaches, so you can focus on what matters most.Join us as we discuss: [1:19] Automating appointment reminders and connecting with customers through chat[7:39] Improving efficiency by going paperless, conditional logic, and Forms[12:25] Dynamic pricing, preventing membership billing failures, and adding online payment links to invoicesCheck out these resources we mentioned during the podcast:ServiceTitan TitanAdvisorHow To Set Up Dynamic Pricing & Automate Your PricebookPaymentsetup@servicetitan.comPantheon 2025You 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, we sit down with Ammar Ahmed, Group Project Manager at ServiceTitan, to unpack the surprisingly high-stakes world of payments in the trades. From reducing bouncebacks to getting paid faster, Ammar breaks down exactly why payment strategy is a big deal and how you can optimize yours without overcomplicating the fieldwork. You’ll hear practical tips for training techs, avoiding surcharging risks, and leveraging tools like Tap to Pay and Pay by Bank.Join us as we discuss: [5:12] The real value of digital payments for contractors[11:19] Why checks are riskier (and costlier) than you think[17:07] How to use Pricebook to recoup processing feesCheck out these resources we mentioned during the podcast:ServiceTitan Pricebook ProServiceTitan Payment FeaturesYou 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.

Membership innovation is transforming the contractor-homeowner relationship, dramatically improving customer loyalty and profitability. Josh Teekell, Founder and CEO of SmartAC.com, shares how sensor technology and software integrations redefine traditional HVAC memberships. Discover how reducing physical visits from twice to once a year, leveraging real-time monitoring, and offering tiered membership plans can boost signup rates, increase retention, and significantly reduce costs.Join us as we discuss: [2:09] The evolution (or lack thereof) of memberships and why they’re critical for retention[6:22] Boosting the value of memberships through real-time data collection[17:53] ServiceTitan’s integration with SmartAC and important KPIsCheck out these resources we mentioned during the podcast:ServiceTitan Marketplace Smart ACPantheon 2025SmartAC.com Leads IntegrationSmartAC.com/servicetitanYou 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.

Contractors know the pain of a chaotic back office. Between recruiting, onboarding, payroll, and compliance, it’s easy for things to spiral into a full-blown admin dumpster fire. In this episode, Miter CEO and Co-founder Connor Watumull shares how to put out those flames forever. Hear how Miter’s integration with ServiceTitan helps contractors modernize their operations, reduce manual tasks, and build stronger, more loyal teams. Connor explains why onboarding is the most important loyalty test, how to turn your hiring process into a recruiting advantage, and what the most successful contractors are doing to scale without drowning in paperwork.Join us as we discuss: [1:07] How platforms like Miter help growing contractors with their admin tasks[9:38] The biggest mistakes contractors make with hiring and onboarding[23:15] Payroll headaches and how Miter can help you fix themCheck out these resources we mentioned during the podcast:QuickbooksSageADPPaychex Acumatica NetSuiteYou 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.

Ever wonder what your first steps are after you sign on with ServiceTitan? In this episode, we sit down with Kyle Urquart, Enterprise Implementation Consultant at ServiceTitan, to break down the entire implementation process: what it looks like, who’s involved, what tends to go wrong, and how to make it go right. Kyle brings a unique perspective, having been both a ServiceTitan user and now a consultant guiding commercial contractors through onboarding. He walks us through each phase of implementation, from kickoff and data discovery to testing, training, go-live, and the all-important hypercare period. Join us as we discuss: [2:23] What to expect during the implementation process[7:19] The “wow” moments customers experience during setup[15:54] How training works (and why it never really ends)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.

Job 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: [4:14] Job costing basics and finding opportunities for improvement[12:14] Calculating tech labor costs beyond hourly rates[19:54] Linked materials in dynamic pricing and inventory tracking[27:06] 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.

ServiceTitan onboarding for exteriors can be complex, but for Andrew Mussio, VP of Marketing and Innovation at WeatherPro Exteriors, it’s also transformative. In this episode, Andrew shares how his experience scaling A1 Garage Door with ServiceTitan shaped his approach to WeatherPro’s digital transition. From replacing paper-based processes to streamlining phones and implementing custom dashboards, Andrew walks through the key milestones and what he’d do differently if starting over. If you're exploring how to implement ServiceTitan in exterior remodeling, roofing, or siding, Andrew offers tactical advice and first-hand insights on maximizing adoption and impact.Join us as we discuss:[5:09] How ServiceTitan’s Phones and Reporting features elevated WeatherPro’s operations[11:37] Why you should map out your team’s workflows before onboarding ServiceTitan[18:13] How Scheduling Pro alleviates the customer form fill headacheCheck out these resources we mentioned during the podcast:Phones ProReportsCustom DashboardsPricebookScheduling 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.

The Capacity Marketing Engine (CME) from Scorpion takes the guesswork out of demand generation. Instead of dumping money into generic campaigns, businesses can now market smarter, based on team capacity, job profitability, and margin thresholds. In this episode, Will Haddad, VP of Product & Strategy at Scorpion, explains how the engine uses live data from ServiceTitan to help contractors automate their marketing strategy while improving efficiency and ROI. He also breaks down the key differences between Scorpion and Marketing Pro, and what makes the Scorpion platform such a powerful “done-for-you” solution for busy shop owners.Join us as we discuss: [10:50] Pain points Scorpion’s CME addresses for residential service contractors [16:15] Why every business should have a baseline for marketing spend capacity[22:37] How the CME integrates with ServiceTitan’s adjustable and adaptive capacity planningCheck out these resources we mentioned during the podcast:Marketing ProScorpionCapacity Marketing EngineServiceTitan + ScorpionDirect Marketing Services 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.

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, returns to the show to share five high-impact Titan Advisor wins to help you drive revenue and improve efficiency without paying a dime extra. Sena covers everything from integrating Second-look Financing to building estimate templates and setting up follow-ups that convert. Along the way, he explains how Titan Advisor scores correlate directly with revenue performance and walks through practical ways to get over 100 points.Join us as we discuss: [1:16] How Second-look Financing can help drive additional revenue[9:42] Getting your techs onboard with estimate and proposal templates[15:31] Pricebook upgrades, recommendations, and replacement opportunity tags Check out these resources we mentioned during the podcast:Second-look financing with TURNSServiceTitan EmberSessionsBlue Collar Nerd: How to Build Estimate & Proposal Templates in ServiceTitanServiceTitan TAD Tune-Up PlaylistYou 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.

Is your roofing sales process built for today’s customer? In this episode, we chat with Sue Drummond, Solutions Delivery Manager at ServiceTitan, about how roofing contractors can modernize their sales workflows and close more deals with less effort. Sue shares how to move from manual measurements and paper quotes to streamlined, tech-powered estimates that impress customers. From real-time supplier pricing to customizable proposals sent before you leave the home, this episode is packed with insights to help roofing contractors save time, boost accuracy, and sell with confidence.Join us as we discuss: [3:51] The modern roofing customer’s expectations and urgency[13:38] How to create a polished proposal before you leave the kitchen table[21:22] ServiceTitan onboarding advice: start simple, sell fasterCheck out these resources we mentioned during the podcast:Book a Demo with ServiceTitanPricebook ProMarketing 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.