Mastering ServiceTitan

In this episode, James Beyer, Owner of Beyer Plumbing, returns to share the story behind moving his construction operations into ServiceTitan and helping test the platform’s new construction workflows. He discusses work breakdown structures, cost codes, and real time reporting, along with the challenges of implementing new workflows across an entire company. James also talks about lessons learned and how better reporting can help teams improve efficiency and profitability.Join us as we discuss: [6:01] How to use cost codes and cost types for financial reporting]14:22] Why real time reporting and labor tracking impacts profitability[26:29] Implementation challenges, lessons learned, and getting buy-inCheck out these resources we mentioned during the podcast:ServiceTitan PantheonServiceTitan Torch NetworkYou 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 on Ausha. See ausha.co/privacy-policy for more information.

Paul Belessis, Growth Marketing Manager at ServiceTitan, joins the show to share essential Spring marketing tactics for contractors transitioning out of shoulder season. Paul discusses the critical importance of a proactive maintenance strategy to build a solid pipeline for the summer months. He breaks down how to leverage Marketing Pro for cost-effective, multi-channel campaigns, starting with low-cost emails and layering in text messages, Meta ads, and direct mail. Learn about upcoming innovations like AI outbound agents, the power of neighborhood-specific targeting, and how to use the “rule of seven” to ensure your message resonates with customers during the spring thaw.Join us as we discuss: [1:28] Building up a maintenance marketing strategy for the Spring season[7:40] Best practices for implementing omnichannel marketing with Marketing Pro[14:59] Converting maintenance visits into future sales opportunitiesCheck out these resources we mentioned during the podcast:Marketing ProScheduling ProFollow Paul on Instagram, TikTok, or YouTube!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 on Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan implementation can be daunting.In case you're feeling that way, this can't miss episode from 2025 is here to take that edge off.Josh and guest Kyle Urquart go the distance to allay those fears for both new instances and existing platform users who might be adding some of the great new features we've developed.Episode originally aired 8/7/2025.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 on Ausha. See ausha.co/privacy-policy for more information.

In this episode, Josh sits down with returning guest Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, to break down how her team uses ServiceTitan Projects to bring structure and clarity to complex installation work. Jen walks through how Application for Payment functions as a smarter way to manage deposits, progress billing, and partial invoicing without creating AR confusion. Instead of relying on spreadsheets or manual invoice edits, her team uses Application for Payment to control when and how revenue is billed, track materials and labor, and eliminate human error.Join us as we discuss: [2:10] How Lowry scaled their commercial division from 2 to 15% of their business[7:58] How to eliminate manual purchase order errors with Application for Payment[15:57] Using Application for Payment in your commercial projects[20:46] Where Submittals fall in your Projects workflowCheck out these resources we mentioned during the podcast:ServiceTitan ProjectsProcoreBuilding ConnectedYou 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 on Ausha. See ausha.co/privacy-policy for more information.

Liz Haynes, Chief Experience Officer at Streamline Services, joins the show to share how her team moved from overwhelming Google Sheets to ServiceTitan Projects. Liz breaks down how she customized the Projects tab, originally designed for large-scale commercial work, to manage residential HVAC, plumbing, and electrical jobs that require permits, inspections, and multiple stages. Learn how to set up sub-statuses for better transparency, use custom fields for permit tracking, and leverage task templates to automate internal communication. If you’re looking to increase departmental visibility and ensure no permit or rebate detail ever slips through the cracks, this episode is your blueprint for an efficient, spreadsheet-free office. Join us as we discuss: [1:33] How ServiceTitan Projects pulled Streamline out of spreadsheet hell[7:00] The biggest benefit of using Task Management: transparency[14:15] Permissions, task creation, and the importance of a project coordinator[19:31] Advice for anyone implementing Projects for the first timeCheck out these resources we mentioned during the podcast:ServiceTitan ProjectsYou 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 on Ausha. See ausha.co/privacy-policy for more information.

Jessica Woodruff Smith, President and Cofounder at Boxed for the Trades, returns to discuss the ServiceTitan Accounts Payable module. Jessica explains how this core feature bridges the gap between estimated purchase order costs and actual vendor bills to provide real-time, accurate job costing. She breaks down the essential prerequisites, including a solid purchasing workflow and a clean Pricebook, while offering a step-by-step guide to mapping vendors and reconciling statements. Learn how Jessica leveraged virtual assistants to automate data entry and why she recommends a “first of the month” launch strategy to transform your accounting from a tedious daily task into a high-level decision-making tool.Join us as we discuss: [1:06] How Accounts Payable ensures accurate vendor billing and job costing[9:51] Why an accurate Pricebook is essential to your Accounts Payable module [16:47] Explaining to your team the “why” behind implementing new ServiceTitan featuresCheck out these resources we mentioned during the podcast:Why Every Shop Should Turn on Touchless Accounting with  Jessica Woodruff SmithAccounts Payable WebinarYou 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 playerHosted on Ausha. See ausha.co/privacy-policy for more information.

Carla Lynn, Customer Marketing Manager at ServiceTitan, joins the show to break down the 2026 winter release highlights for ServiceTitan. This episode explores four major updates designed to streamline operations: enhancements to the Field Mobile app for better project visibility, the new Atlas-powered Rule Builder for adaptive capacity, three-way matching in accounts payable to protect the bottom line, and a centralized hub for end-to-end construction management. Carla also introduces the new Release Hub, a centralized knowledge base where users can preview walkthrough videos and test upcoming features in their “Next” environment before they go live.Join us as we discuss: [1:39] Field Mobile app enhancements, including technician appointment summaries[4:19] The Atlas Rule Builder for strategic rules in adaptive capacity planning[7:48] How new three-way matching in accounts payable protects your bottom line[9:37] End-to-end construction management for residential and commercial builders[13:58] Where customers can provide feedback and provide ideas for future updates Check out these resources we mentioned during the podcast:Winter 2026 Release HubServiceTitan Masterminds GroupPro Tips for ServiceTitan Mobile Training and Adoption with Tim NewhookDiscover the New ServiceTitan Field Mobile App: Less Screen Time, More Wrench Time with David EricksonHow to Set Up Adaptive Capacity Strategic Rules with Zack KaysYou 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 on Ausha. See ausha.co/privacy-policy for more information.

Our podcast year started off with a bang, and as a result, we're sharing our sister show, Toolbox for the Trades, and their episode around Tech FOMO, because new the new year means it's likely time you're looking at new features for your tech stack. We'll be back with more Mastering ServiceTitan next week!Episode originally Aired 1/13/2026Contractors are drowning in tech clutter. Between AI tools and endless “must-have” software subscriptions, it’s easy to get lost chasing the next shiny object. In this episode, Powerhouse Consulting’s Jenny Benbrook and Pam Duffy join the show to share a five-step plan for cutting through the noise, eliminating redundant tools, and building a smart, scalable tech strategy that actually drives profit. From budgeting like a marketer to running a “Goldilocks check” on your tech, this conversation will help you stop chasing shiny objects and start getting ROI from the software you already own.Join us as we discuss: [5:24] The rise of tech FOMO and the problem with over-adoption[19:06] A five-step plan to technology strategy success[38:23] The importance of regularly evaluating your tech spendCheck out these resources we mentioned during the podcast: ServiceTitanYou 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 on Ausha. See ausha.co/privacy-policy for more information.

AI voice agents are no longer a “someday” technology. They are answering real phones and booking real jobs. In this episode, we talk with Henry Cheng, Director of Product Management at ServiceTitan, about what AI voice agents are, why they matter, and how contractors are using them right now to book more calls. We dig into real performance data, including booking rates between 70% and 90%, and how some businesses are already having voice agents handle more than 20% of their total jobs.Join us as we discuss: [1:06] The biggest opportunities: after-hours and overflow calls [8:40] Measurable results and “no-brainer” use cases[21:52] Initial setup and getting your team onboardCheck out these resources we mentioned during the podcast:ServiceTitan’s AI Voice Agent WebinarSign up for your AI voice agent demo here!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 on Ausha. See ausha.co/privacy-policy for more information.

Cameron Ferguson, HVAC Designer at Blue Valley Heating and Cooling, joins the show to discuss how Conduit Tech has revolutionized his residential sales process. By moving away from “box-for-box” replacements and embracing Lidar-powered room scanning, Cameron has stepped out of the price war and into a lane of his own. In this episode, Cameron walks through a typical design visit, explaining how to involve homeowners in the process to build trust and provide tangible data for high-ticket investments. He also details the seamless integration between Conduit Tech and ServiceTitan, highlighting how the “install handoff” feature protects company margins and improves internal relationships between sales and install teams.Join us as we discuss: [1:24] How Conduit Tech’s LIDAR technology provides clarity for homeowners[10:00] Protecting your internal reputation with the “install handoff” feature[17:35] Getting your team onboard and a real-life example of Conduit Tech’s impactCheck out these resources we mentioned during the podcast:Conduit TechThe Balanced Podcast (Coming soon!)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 on Ausha. See ausha.co/privacy-policy for more information.