Mastering ServiceTitan

ServiceTitan is a powerful tool, but just like any major piece of equipment in your shop, you have to know how to use it to get the most out of it.Lorenzo Plaath, a Certified ServiceTitan Coach with Go Time Success Group, brings his experience to the table to help new users who are implementing ServiceTitan. Lorenzo shares his top tips on how to take it from a new and unfamiliar system to something that changes the very fabric of your business year after year.Join us as we discuss: [6:39] Setting up a mock “go live” in ServiceTitan for your team  [19:00] The benefits of using both an implementation manager and a coach[31:10] Keeping your team happy during major transitionsYou 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.

Kathy Nielsen, the Owner of Operations Excellence, LLC and known as "Chicken Lady Speaks," brings nearly a decade of expertise in ServiceTitan operations. She dives into the nuances of memberships versus service agreements, emphasizing their importance for customer retention and stable revenue. Kathy shares best practices to minimize admin headaches and keep clients engaged, along with valuable do's and don'ts for setting up memberships. Her insights on effective management and training technician skills through maintenance memberships are invaluable for service businesses.

In this episode, we’re joined by Randi Thompson from Bill Joplin's Air Conditioning and Heating and Danielle Combs, Program Manager for Customer & Partner Relations at ServiceTitan.Together, they dive into the exciting launch of the ServiceTitan Certified User (STCU) program — a next-level initiative designed to elevate expertise across different roles in an organization.Randi and Danielle offer firsthand insights into how this program is driving tangible improvements, from cutting down on support cases to boosting overall operational efficiency. Tune in to learn how to put more money in your pocket!Join us as we discuss: [00:24] What is the ServiceTitan Certified User Program?[8:53] How to roll STCU out to your team[17:21] STCU and Academy integrationCheck out these resources we mentioned during the podcast: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, Jeremy Wickenhauser, a certified ServiceTitan coach from Go Time Success Group, guides us on a deep dive into ServiceTitan’s Pricebook.Jeremy shares expert insights on why he considers Pricebook to be the "heart of ServiceTitan,” impacting everything from KPIs to revenue tracking. He gives us ten essential rules for setting up and maintaining your Pricebook, including the importance of categories, codes, and dynamic pricing.If you’re looking to optimize your existing Pricebook setup, this episode is loaded with practical advice to streamline your operations and boost profitability.Join us as we discuss: [2:06] How category management can help you track your Pricebook KPIs[11:30] Equipment types and tagging replacement opportunities[25:40] Dynamic and client-specific pricing features[34:58] Task workflows, permissions, and generic tasksCheck out these resources we mentioned during the podcast:ServiceTitan PricebookServiceTitan Pricing BuilderYou 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.

Juan Lopez, Business Analyst at Franklin Electric, unpacks ServiceTitan’s Next Environment, a powerful tool that allows businesses to test and prepare for future software updates.Juan shares how he leveraged the Next Environment to become an expert in ServiceTitan and shares the key strategies he used to master new features, optimize business processes, and train his team.Whether you’re new to ServiceTitan or looking to enhance your usage, Juan’s insights offer valuable tips on how to maximize the Next Environment’s potential.Join us as we discuss: [6:18] The difference between ServiceTitan’s Next and Practice[10:51] Advice for leveraging Next with new processes[15:19] Leveling up through ServiceTitan Community programsCheck out these resources we mentioned during the podcast:Using ServiceTitan NextUsing ServiceTitan PracticeNext VS Practice: Sandbox Environments ExplainedServiceTitan CommunityYou 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.

Matt Kosloski, Vice President at Friend's Plumbing, shares his insights on utilizing ServiceTitan dashboards to drive business growth. He discusses how dashboards help track vital KPIs like sales and booking rates, making data management more manageable. Matt illustrates his family's journey to reach $10 million in revenue, emphasizing the importance of refining workflows and coaching technicians using dashboard analytics. He also offers tips on cleaning up chaotic dashboards for clearer insights and improved operational efficiency.

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.