Mastering ServiceTitan

Effective shoulder season marketing is the difference between a stagnant board and a thriving business during demand dips. Paul Belessis, Growth Marketing Manager at ServiceTitan, sits down with Kelsey Knutsen, Marketing Director at Crisafulli Bros Home Services, and Andrea Reagan, CMO at Above & Beyond Service Company, to share proven strategies for filling the gaps. The trio discusses leveraging unsold estimates through automated follow-ups, utilizing A/B testing to refine high-converting offers, and deploying hyper-targeted direct mail based on ServiceTitan data. They also explore the power of AI voice agents for speed-to-lead and the importance of internal team alignment. Whether you're navigating a dip in HVAC calls or looking to cross-sell plumbing and electrical services, this episode provides a tactical blueprint for maintaining consistent growth year-round.Join us as we discuss: [5:32] Implementing a shoulder season strategy and attacking unsold estimates[11:56] Centralizing your internal communication and incentivizing technicians[20:24] A/B testing, direct mail, financing, and social media marketing[35:27] Winning your neighborhood and knowing when to throttle your marketing spend[38:31] Tailoring AI agents to echo your brand’s voice and cultureCheck out these resources we mentioned during the podcast:Marketing ProDispatch ProField ProAtlasServiceTitan MaxYou 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.

Sabrina Withers, owner and marketing manager at O'Shea Trades in Melbourne, Australia, joins the show to explore how systematizing the customer journey and marketing attribution fueled a staggering 2,000% business growth over six years. Sabrina breaks down the transition from disjointed marketing data to full end-to-end revenue attribution using Marketing Pro and Scheduling Pro. She shares O'Shea's framework for multi-trade cross-promotion, non-intrusive quote follow-up workflows, and high-impact physical leave-behinds. Sabrina also details how Australian privacy rules reshaped their approach to referral generation, audience segmentation, and personalized customer care.Join us as we discuss: [1:15] How ServiceTitan amplifies the customer journey by augmenting every touchpoint[8:17] Approaching conversations with new customers, referrals, and training[14:38] Which customer touchpoints should be automated and the ones you should keep in human hands[20:37] Why many contractors underestimate the need for marketing literature that educates customers[25:03] Tracking unsold jobs and timely follow-ups with potential customersCheck out these resources we mentioned during the podcast:Marketing ProScheduling 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.

Danielle Combs, Program Manager for Customer and Partner Relations at ServiceTitan, joins the show to dive into the newly launched ServiceTitan Certified Technician Program. Danielle explains how this milestone certification breaks new ground by being available to non-users and trade school students, helping shops recruit tech-forward talent and significantly reduce time-to-revenue for new hires. She walks through the 10-section curriculum built on the new Field mobile app, spanning job lifecycle navigation, Pricebook utilization, equipment findings, and multi-tier financing. Danielle also shares how the gamified “Explorer to Commander” structure uses real interactive click-through simulations customized to specific trades, and provides actionable advice for getting buy-in across your entire technician roster.Join us as we discuss: [1:10] A brief overview of ServiceTitan’s Certified User Program and the introduction of the Certified Technician Program [11:29] Ten key comprehensions covered by the program, including job lifecycle, estimates, and item management[28:33] The program’s three leveling tiers: Explorer, Navigator, and Commander Check out these resources we mentioned during the podcast:Click one of the following links to check out the new ServiceTitan Certified Technician Program:Current ServiceTitan UsersTrade School UsersSchool RegistrationServiceTitan 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 on Ausha. See ausha.co/privacy-policy for more information.

Amanda Root, CEO at Tri-City Home Solutions, joins the show to discuss how a third-generation, 60-year-old family business rapidly modernized its operations using ServiceTitan Virtual Agents. Amanda shares her candid story of abandoning a costly custom Salesforce build to “rip the Band-Aid off” and fully align her processes with ServiceTitan's core workflows. She walks through the real-world deployment of their AI voice agent, including an accidental Friday afternoon email blast that tested the bot under fire. Amanda details how pairing Virtual Agents with Adaptive Capacity and the ServiceTitan Max program helped her team drive a 186% increase in book-call revenue while freeing up human CSRs to focus on high-touch tasks.Join us as we discuss: [3:19] How Amanda framed their first voice agent for Tri City’s CSR team and how it helped with a chaotic scheduling snafu[12:13] The significant ROI that Tri City has seen from its voice agents and onboarding advice[21:27] How Tri City rolled out their voice agent to customers and handing off after hours callsCheck out these resources we mentioned during the podcast:ServiceTitan Virtual AgentsServiceTitan MaxScorpionYou 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.

High season is heating up and this summer we're bringing you some of the best episodes from both our shows on the ServiceTitan Podcast Network.Between new episodes, ones from the past you might have missed, and conversations and checkins from over 2 years and nearly 100 episodes - there's so much to learn about running your trades business better than ever.Originally Aired 5/14/2026Sydney Biancardi, COO at Iceberg Home Services, joins the show to discuss the critical importance of ServiceTitan data fundamentals. Sydney shares her epic journey from starting as a CSR who offloaded shipments with a forklift to becoming a COO obsessed with data integrity. In this episode, we break down why mastering ServiceTitan vocabulary is the first step toward accurate reporting and how a deep understanding of the software's back end allows for smarter, more predictable business scaling. Sydney offers advice on avoiding common data misconceptions and explains how cross-training employees in different roles can provide the context needed to maintain a well-oiled machine.Join us as we discuss: [3:07] The importance of clean data and common language[13:11] ServiceTitan implementation, SOPs, and micromanagement [21:23] Why tracking booking rates and abandoned calls is a gamechanger[26:35] A deeper dive into the differences between jobs and opportunitiesYou 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.