Mastering ServiceTitan

If you’re not fully leveraging ServiceTitan’s mobile features, you may be leaving efficiency on the table.Jeremy Lewis, President at Gleason Heating, Plumbing, Air and Electric in the Greater Chicago area, shares how his team uses the Content Portal to streamline communications, ensure technicians always have the latest documents at their fingertips, and keep promotions organized.Jeremy also breaks down how to structure estimates effectively, why copying estimates is a game-changer, and how to train techs on presenting financing to customers with ease.If you’re looking to optimize your team’s mobile workflow and improve customer presentations, this episode is packed with actionable insights.Join us as we discuss: [1:02] The benefits of using the Content Portal in the ServiceTitan mobile app[6:34] Strategies for techs presenting payment options to customers[11:28] Shifting your techs from a “sales” mindset to one of “offering solutions”[20:23] Building estimates using Pricebook Pro’s Smart RecommendationsCheck out these resources we mentioned during the podcast:ServiceTitan Content PortalPricebook ProYou 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.

Chris Hunter, Principal Industry Advisor at ServiceTitan, and Deanna Kawasaki, Senior Director of Titan Intelligence, dive into the future of the trades in 2025. They tackle the skilled labor shortage and the transformative role of AI in enhancing efficiency. Listeners learn how top-performing shops use technology to thrive during economic challenges. The duo also shares insights on effective leadership and recruitment strategies that leverage AI, emphasizing the importance of fostering a strong company culture.

Joseph Gee, Owner at Gee Heating & Air, shares valuable insights on boosting efficiency in HVAC operations. He discusses how using tags and alerts in ServiceTitan can enhance sales management and streamline communication. Joseph emphasizes the importance of real-time visibility and automation through tools like Zapier. He also highlights the significance of simplifying inventory management and embracing imperfection to prioritize key tasks. Tune in for actionable strategies that can help elevate your service business to new heights!

The trades industry is evolving, and so is the way businesses handle customer interactions. Contact Center Pro is the latest innovation from ServiceTitan, designed to help businesses streamline communication, consolidate multiple instances, and integrate AI-driven call management.David Hoffman, Senior Director of Product Management at ServiceTitan, walks us through how Contact Center Pro simplifies operations by merging phone calls, SMS, chat, and AI-driven virtual agents into one seamless platform. From multi-tenant support to AI-powered customer service, David shares how this new tool is transforming call centers for businesses of all sizes.Join us as we discuss: [3:10] How Contact Center Pro will help call centers consolidate their comm flows[8:48] An exciting new Virtual Agent tool to help free up your CSRs[14:31] What KPIs businesses can expect to improve with Contact Center ProCheck out these resources we mentioned during the podcast:Contact Center ProContact Center Pro’s Universal Inbox FeaturesContact Center Pro’s Manager AssistYou 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.

Brittany Burgess, a Senior Customer Advocacy Specialist at ServiceTitan, shares vital tips for boosting call booking rates. She discusses the importance of leveraging the green call bubble feature for efficient job booking. Listeners learn to follow up on unbooked leads and the power of second chance leads in improving conversion rates. Brittany also emphasizes training strategies for CSRs and how to incentivize success through bonus structures, making it a must-listen for anyone looking to elevate their call center operations.

A well-managed price book is the backbone of any successful service business. James Beyer, Owner of Beyer Plumbing in San Antonio, Texas, shares how switching to Pricebook Pro streamlined his company’s operations and enhanced profitability. He discusses common pitfalls businesses face when managing pricing manually and highlights how Pricebook Pro automates client-specific pricing, improves accuracy, and saves valuable time. Whether you're struggling with outdated spreadsheets or looking to maximize ServiceTitan’s full potential, this episode is packed with actionable insights on pricing strategy.Join us as we discuss: [00:25] Early implementation challenges and the transfer process[10:01] Smart Start, Dynamic Pricing, and maintenance recommendations[18:55] Estimate and proposal templates and handling special promotions Check out these resources we mentioned during the podcast:ServiceTitan Pricebook ProYou 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.

Kelly Mesaris, VP of Special Operations at LB Capital, reveals the secrets behind scaling roofing companies with ServiceTitan. Discover how LB Capital leveraged ServiceTitan to build a model tenant system, driving growth in one roofing company from $7M to $30M in just two years. From centralized call centers to tailored CRM setups, Kelly shares how ServiceTitan enables operational efficiency, rapid scaling, and private equity success.Tune in to hear the game-changing strategies behind their approach, including innovative use of Projects, Dispatch Pro, and good-better-best pricing models, all tailored for roofing businesses.Join us as we discuss: [4:12] Roofing and private equity strategies and integrations with ServiceTitan[12:33] ServiceTitan Projects, workflow efficiencies, and tips for new users[24:35] Why private equity firms want companies using ServiceTitanCheck out these resources we mentioned during the podcast:ServiceTitan ProjectsLFG Mastermind with Lance Bachmann7th Annual Roofing Process ConferenceLB Capital's Podcast -Built to Sell RadioShop ToursReach out to Kelly at 410-215-7978 or kelly@lbcap.comYou 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.

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 on 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 on Ausha. See ausha.co/privacy-policy for more information.