Mastering ServiceTitan

In this episode, we’re talking with Zack Kays, Software Administrator at Intelligent Design Air Conditioning, Plumbing, Solar & Electric. He’s an expert when it comes to using ServiceTitan, and he’s providing us with some actionable tips on how to set up memberships using ServiceTitan to unlock new revenue opportunities.Zacks not only shares his experience on how to leverage ServiceTitan, but also highlights which mistakes to avoid and what to do instead. He talks about the pros and cons of using a tiering system versus one flat membership and how to set up memberships correctly on the platform.Learn how to set up memberships on ServiceTitan, understand how to set up the discounts and categories on the back end, and help create new revenue streams for your business.Join us as we discuss:[08:13] What the offer for first-time memberships should look like[23:12] Training technicians on membership opportunities[35:00] Zack’s advice for those who want to implement membershipsCheck out these resources we mentioned during the podcast:Intelligent Design Air Conditioning, Plumbing, Solar & ElectricSetting Up Memberships in ServiceTitanServiceTitan AcademyServiceTitan Mastermind GroupYou 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.

In 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: [07:36] Optimizing CSR workflows with multiple screens[15:30] What is Adjustable Capacity Planning (ACP)[27:01] Tactical advice for new ServiceTitan usersCheck out these resources we mentioned during the podcast:Pantheon 2024ToolBox Live EventsCSR trainingTitan Score ContestHarnessing 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.

In this episode, we’re talking with Jessica Woodruff Smith, Process Manager at AirWorks Solutions. She’s an expert ServiceTitan user, and she’s teaching us about the benefits of linking your ServiceTitan account with Zapier. Jessica shares her experience with Zapier to make work smoother and more efficient at her HVAC organization. She talks about how Zapier's integrations help prevent tasks from getting overlooked by automating alerts, managing tasks, and keeping the team informed through Google Chat.Have a listen, and you’ll learn how to integrate Zapier, create your first Zap, and get comfortable with making your life easier and your business more profitable.Join us as we discuss:[2:44] Why Jessica’s team lives and dies by Google Chat[14:46] How to make your first Zap without fear[17:17] The profit justification for using ZapierCheck out these resources we mentioned during the podcast:Blue Collar Nerd on YouTubeSetting Up Zapier with ServiceTitanBlue Collar Nerd - Automatic Notifications VideoBlue Collar Nerd - What is Zapier?Phones ProYou 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.

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:[00:40] 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.

Alyssa Rogers, Vice President at Rogers Heating and Cooling, delves into the transformative power of financing in the HVAC industry. She shares how her company boosted revenue by 30% through financing options, achieving a remarkable 41% close rate on installs. Alyssa emphasizes creating a customer-focused strategy and the importance of training for technicians. She also highlights the role of ServiceTitan in simplifying financing processes and offers actionable tips for businesses that want to integrate financing effectively or build partnerships.

In this episode of Mastering Service Titan, we talk with Steve Cossette, the head of IT at NICE Home Services and a prominent figure in the ServiceTitan Masterminds Facebook group.Dive into the nitty-gritty of inventory management as Steve explains why he’s passionate about the topic and the critical role it plays in business operations. Learn how proper inventory management can lead to a better knowledge of your business and, ultimately, a more profitable one.Steve provides practical tips for both small and large companies, emphasizing the importance of tracking materials and the human factor in inventory management.Whether you’re a seasoned ServiceTitan user or just getting started, this episode offers valuable insights into enhancing your business efficiency.Join us as we discuss: [1:48] What exactly is inventory management?[10:22] Why inventory counts are like haircuts[23:34] If it’s not 100% accurate, what’s the point?Check out these resources we mentioned during the podcast:My HVAC ToolsYou 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.

Mastering ServiceTitan is your guide to getting the most out of ServiceTitan.  Each episode, ServiceTitan power users share their strategies and success stories to give you real, actionable advice on how to leverage ServiceTitan for your business.  Whether you’re new to ServiceTitan, or have been on the platform for years, you'll hear how businesses just like yours have transformed their operations, improved efficiencies, and accelerated their growth.  If you need to master ServiceTitan, you're in the right place.Hosted by Ausha. See ausha.co/privacy-policy for more information.