Mastering ServiceTitan

AI is reshaping the trades, and forward-thinking businesses are using tools like ChatGPT to automate processes and improve efficiency. Dan Lizette, Director of Process Improvement at Mattioni Plumbing, Heating & Cooling in Downington, PA, shares how he leverages AI to enhance capacity planning, optimize inventory, and refine business workflows.Dan breaks down real-world examples of how ServiceTitan users can integrate AI into their daily operations — whether it’s cross-referencing price books with vendor data or automating scheduling calculations.Tune in to discover how AI-powered process improvement is helping service businesses stay ahead in a competitive market.Join us as we discuss: [3:12] Basic AI use cases, capacity planning calculations, and scheduling[10:34] How to properly talk to ChatGPT and custom GPT models[19:34] Using AI to help clean up your Pricebook and inventory[25:35] Condensing ideas into consumable talking points for meetings Check out these resources we mentioned during the podcast:ChatGPTYou 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 a fascinating discussion, Adam Cronenberg, a Partner at Besser Garage Doors and Element Mist, dives into the transformative power of ServiceTitan's reporting features. He shares best practices for customizing reports and automating workflows to drive operational efficiency. Adam emphasizes addressing discrepancies through tailored data insights and highlights the importance of a proactive mindset for teams. With strategies to streamline communications and optimize processes, he provides invaluable tips for any service business looking to enhance productivity.

Richard Kohberger, Industry Advisor, Content Specialist at ServiceTitan — perhaps better known as the host of the Blue Collar Nerd channel on YouTube — brings authenticity and tech expertise to the ServiceTitan platform.From assisting in his family’s HVAC business to becoming a trusted digital content specialist, Richard shares his unconventional journey into tech. He discusses the challenges and opportunities in aligning contractors with cutting-edge technology and how his authentic content creation turned heads in the industry. Tune in to explore his strategies for leveraging ServiceTitan tools, his content philosophy, and his unique ability to bridge the gap between two traditionally separate worlds.Join us as we discuss: [1:58] Fusing authentic content creation with the trades[16:17] ServiceTitan release notes and Pricebook features[26:31] An exciting update to ServiceTitan capacity planningCheck out these resources we mentioned during the podcast:Blue Collar Nerd on YouTubeBlue Collar Nerd on FacebookServiceTitan on YouTubeYou 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 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.

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.