Mastering ServiceTitan

ServiceTitan Forms is more than just a catalog of digital checklists — it’s the backbone of efficient operations.Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, unpacks this powerful feature, from streamlining processes with conditional logic to leveraging auto-tagging and advanced reporting. Sena shares actionable insights to help technicians and office teams transition from pen and paper to a unified digital workflow. Whether you're new to ServiceTitan or a seasoned user, this episode offers practical tips to elevate your business operations with the advanced ServiceTitan Forms feature.Join us as we discuss: [3:45] The four core advanced features within ServiceTitan Forms[15:30] Customer data set reporting and Form Submissions[19:38] Common ServiceTitan Forms user errors to avoidCheck out these resources we mentioned during the podcast:Customer Resource HubServiceTitan FormsTitanExchangeBlue Collar NerdServiceTitan Ember SessionsServiceTitan SparkSessionsYou 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 2025 continues to be a revolutionary year for so many of ServiceTitan’s features, we want to take a moment to draw attention to the power of TitanAdvisor.  Episode originally aired 8/8/2024:Revisiting one of our earliest episodes, Josh Lu hosts The “Queen of TitanAdvisor,” Krista Landon, and Marketing and IT Manager at Gulfshore Air Conditioning and Heating, shares her journey and expert tips for getting the most out of the TitanAdvisor score in ServiceTitan. Krista walks us through how TitanAdvisor can help guide your workflows and reveal her seasonal approach to making profitable changes.Tune in to hear practical advice on setting business goals, figuring out what to prioritize, and getting your team on board to boost growth and efficiency.Join us as we discuss: [01:30] Understanding your TitanAdvisor score[13:23] Driving change and getting team buy-in[22:26] Tackling the low-hanging fruit firstCheck out these resources we mentioned during the podcast:Titan Score ContestTitanAdvisorMarketing ProPricebook ProTitan IntelligenceEmberKnow a business that could use a bit of muscle from ServiceTitan? Refer them here!You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or our website, or search for Mastering ServiceTitan in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Angie Snow, Principal Industry Advisor at ServiceTitan, dives into the transformative tools available for businesses in 2025. She explains Adjustable Capacity Planning and its key benefits. The conversation includes insights from Juan Lopez on optimizing processes with new tech and from Alyssa Rogers on offering financing options to enhance customer satisfaction. They uncover how these innovations can streamline operations, improve customer engagement, and ultimately drive business growth.

Jess Kralemann, Marketing Manager at Chesterfield Service, Inc. and Founder-CEO of Titan Advising Gurus, joins us to explore how ServiceTitan’s Marketing Pro can help businesses achieve their growth goals. Jess dives deep into building targeted campaigns, shares inspiring client success stories, and breaks down actionable strategies for leveraging Marketing Pro to its fullest potential. Whether you’re just starting with ServiceTitan or seeking to optimize your existing marketing approach, Jess’s insights will arm you with the tools and know-how to drive better results from your campaigns.Join us as we discuss: [2:51] Marketing Pro success stories and ROI-driven results[9:49] Best practices for marketing campaigns[15:333] Reaching new clients and cross-marketingCheck out these resources we mentioned during the podcast:ServiceTitan Marketing ProServiceTitan Scheduling ProTitan Advising GurusCanvaYou 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.

Inventory doesn’t have to be scary. In this episode, we chat with Kristy Druding, Director of IT Services and Operations at Ace Hardware Home Services and a ServiceTitan expert. Kristy shares her top strategies for mastering inventory management — covering multi-location setups, job costing, and inventory replenishment.Get actionable tips on organizing price books, streamlining purchase orders, and training your team. Plus, learn about ServiceTitan’s mobile counts, barcode scanning features, and the power of integrating accounting software to avoid inventory headaches. Join us as we discuss: [02:22] The benefits of tracking inventory with ServiceTitan[09:08] Completing your price book organization[13:19] Common mistakes and lessons learnedCheck out these resources we mentioned during the podcast:ServiceTitan Inventory 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.

Welcome to 2025! We're at that stage where plans are being made to have the best year possible for you and your business.To kick off the new year right, we're bringing you an episode of Toolbox for the Trades, featuring the incredible Alan O'Neill, who will not only inspire you with his journey to the American Dream, one we all can aspire to.We'll be back with Josh next week with a brand new episode of Mastering ServiceTitan.Happy New Year!Originally Aired 11/12/2024Alan O'Neill truly has what many would say is “the luck of the Irish.” Alan started his career in Dublin as an apprentice plumber and worked his way up in the trades. He then moved to America with his family and founded a plumbing service company with his mentor, which he later sold to private equity.He truly believes in building solid relationships and taking care of his team and that the trades have the power to positively impact lives.The consultant with The Wrench Group stops by to discuss his professional and entrepreneurial journey, the importance of loyalty, and some practical advice for business owners thinking of selling or partnering with private equity firms.Join us as we discuss:[7:13] Alan’s incredible testament to the American Dream[20:41] The importance of loyalty in a business[26:57] Why you should take control of your own destiny[38:05] Advice for business owners planning to sell or partner with private equity firmsCheck out these resources we mentioned during the podcast:The Wrench GroupServiceTitanYou 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 by Ausha. See ausha.co/privacy-policy for more information.

It's the brightest time of the year, and we're giving Josh a few days off to spend with family and friends.We hope you're doing the same at this great time of the year, with people you care about and treasure as well.However, if the holidays get to be too much, we've got your escape hatch right here. An episode crossposted from our sister show, Toolbox for the Trades that is sure to help you in 2025.Have a spectacular rest of your holiday season.Originally Aired 4/2/2024Ken Midgett is extremely passionate about continuous learning and believes that training is a critical component to the long-term growth of businesses in the trades.As a professional plumbing service entrepreneur, Ken successfully ran two businesses and helped make the plumbing program at a high school in eastern Pennsylvania one of the most sought-after for students joining the workforce.As the Plumbing Market Director at Interplay Learning, Ken is on a mission to help service-based businesses build a robust training culture. He stops by to share his entrepreneurial journey with us. He also talks about the importance of investing in training so that it not only turns businesses into profit generators but also helps to build employee confidence and reduce turnover.Join us as we discuss: 05:26: How Ken got students interested in the plumbing program19:16: The importance of implementing a training culture22:09: Why leadership needs to be involved in training28:00: How organizations can incentivize employees with trainingCheck out these resources we mentioned during the podcast:Interplay LearningAssociation for Career and Technical Education (CTE)ServiceTitanYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode, we sit down with Josh Moree, Operations & Accounting Manager at Richards Plumbing & Electric, to uncover his team’s winning formula for turning estimates into sales. Josh shares how they leverage ServiceTitan's features, strategic follow-ups, and customer financing options to close more deals and build trust with clients. Ideal for service business leaders aiming to boost conversions, this episode offers practical tips on handling estimates with precision and keeping potential sales on track through a client-first approach. Join us as we discuss: [00:58] Training your techs and CSRs for success[9:32] A mindset shift from selling to providing benefits[16:33] How to build a revenue-driven cultureYou 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!Hosted by Ausha. See ausha.co/privacy-policy for more information.

We're diving deep into dispatching efficiency with Vanessa Gonzalez from Albuquerque Plumbing, Heating & Cooling. Vanessa reveals how they’ve completely revamped their call booking and dispatch processes with ServiceTitan’s Schedule Assistant. She also explains how their team harnessed this tool to boost operational performance, streamline dispatching, and optimize schedules in real time.Whether you're looking to improve your dispatching operations or elevate overall productivity, this episode offers actionable insights for maximizing your team’s time.Join us as we discuss: [03:03] What is the Schedule Assistant? [06:09] How to set up shifts and skills[14:03] Advice for implementing Schedule AssistantCheck out these resources we mentioned during the podcast:Blue Collar NerdHow to use Schedule AssistantSchedule Jobs Efficiently with Schedule AssistantYou 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.

It's Thanksgiving which means we're letting host Josh spend time with his family. While he's off carving turkey, he thought that a little takeover from Mastering Service Titan's Sister show, Toolbox for the Trades would be a great listen for you as you enjoy your holiday weekend while you spend time with the most important people in your life.We're so thankful for all of you, our listeners and customers who enjoy all of our podcasts from the ServiceTitan Podcast Network, and hope that your holiday season is the brightest it has ever been as we kick it off this year.Episode originally aired: 10/15/2024Phillip Filaski believes leading by example is the key to being successful in sales. You need to be good at listening to prospects, ask the right questions, provide a consultative approach, and know how to handle objections professionally.He also believes in working hard, having a disciplined lifestyle, and having the right mindset that prepares you for success and enables you to bounce back from adversities.The Sales Supervisor at Lee’s Air stops by to talk about how he supports and coaches his team, his winning sales methodology, how he handles objections, and how he stays motivated when facing rejections.Join us as we discuss:[05:00] Phil’s secret to success in closing sales[13:13] How Phil trains his team and his sales methodology [23:16] The most common sales objections and how to handle themCheck out these resources we mentioned during the podcast:Lee’s AirServiceTitanYou 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 by Ausha. See ausha.co/privacy-policy for more information.