Mastering ServiceTitan

Mitul Baht, Director of Product Management at ServiceTitan, dives into the latest TitanAdvisor updates designed to help customers unlock maximum growth. Mitul confirms that the user experience remains the same, but reveals significant changes behind the scenes: a re-engineered scoring mechanism that gives more weight to features with a proven ROI and a clearer path forward by removing irrelevant checkpoints. Learn how the scoring is now tailored for commercial customers, why your score is likely to increase, and how this investment in core ServiceTitan will help your business improve average ticket size, call booking rates, and overall revenue.Join us as we discuss: [1:05] Some of the exciting new TitanAdvisor updates for Fall 2025 [7:01] Adjustments to scoring weights and resources for those new to TitanAdvisor[10:51] Ignite sessions and new features for commercial and roofing customersCheck out these resources we mentioned during the podcast:Fall 2025 TitanAdvisor Updates FAQIgnite, Spark, and Ember SessionsTitanAdvisorTitanAdvisor 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 player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode, we’re recapping the Fall 2025 Benchmark Report webinar featuring ServiceTitan’s Chris Hunter, Principal Industry Advisor, and Deanna Kawasaki, Senior Director of Titan Intelligence. They analyze the growing repair backlog opportunity caused by consumers deferring large maintenance and replacement jobs, setting the stage for a “huge burst” of high-ticket, high-urgency work. Deanna explains the market bifurcation, how the wealthy are spending more on luxury services while others focus on low-cost repairs. Chris provides actionable advice on using Marketing Pro to target both segments and highlights must-have tools like AI voice agents, the Field Mobile app, Conduit Tech, and integrated financing to ensure your business is prepared for the coming bull run.Join us as we discuss: [2:21] The deferred maintenance economy and the consumer bifurcation model[8:09] How contractors can act upon insights from TitanAdvisor’s benchmarks[25:25] AI voice agents, online bookings, and training techs with the Field Mobile app[36:11] Why integrated financing is essential for contractors to stay competitiveCheck out these resources we mentioned during the podcast:Fall 2025 Benchmark ReportMarketing ProScheduling ProConduit TechYou 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.

The future of field work is in your pocket. In this episode, we talk with David Erickson, who leads all things mobile at ServiceTitan, to unpack the evolution of the Field Mobile App. We talk about why the company went all in on native mobile, how technicians are transforming the way they work, and what’s next with Atlas AI. David shares how his team rebuilt the technician experience from the ground up, turning feedback and data into a faster, smarter, more reliable app that actually gets out of the way. He also breaks down real-world adoption tips, like using power users to lead change in the field, and gives a sneak peek at the AI-driven future of technician workflows.Join us as we discuss: [1:48] The shift to native mobile and why ServiceTitan rebuilt the app[6:04] How to start using the Field Mobile App today[11:25] Introducing Atlas AI, the technician’s new assistantCheck out these resources we mentioned during the podcastField Mobile App - Google Play StoreField Mobile App - Apple App StoreYou 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.

Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, discusses the secrets to a successful ServiceTitan CSM relationship. Having moved from paper to ServiceTitan and later “re-onboarded” their entire commercial construction process, Jen has unique insight into maximizing the partnership. She emphasizes the importance of going to your CSM prepared but with an open mind, trusting them to show you the “ServiceTitan way” to streamline processes. Jen shares actionable tips, including how to keep your CSM informed on support tickets and why you should always let them set the agenda and prioritize your goals for growth.Join us as we discuss: [2:56] Building a relationship with your ServiceTitan CSM from day one[9:47] Healthy collaboration and when a second ServiceTitan onboarding makes sense[18:15] AI in the trades and why your CSM is your greatest ServiceTitan advocateYou 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.

Tim Newhook, Training Specialist at HomeX Services Group, joins us live from Pantheon 2025 to share his expertise in mobile training for technicians. Coming from the restaurant industry, Tim learned ServiceTitan from the ground up and earned five certifications, making him an expert on effective learning. He breaks down the three styles of learning every trainer should incorporate, discusses the biggest challenges technicians face (invoicing), and shares his advice for office staff to better understand the mobile app. Plus, Tim gives his first impressions of the new Field Mobile App, highlighting its performance, seamless design, and the game-changing equipment scanning feature.Join us as we discuss: [4:43] Why your operations and office staff need to understand the ServiceTitan mobile app[7:10] Tips for training technicians on the mobile features like invoicing[15:50] Some underutilized features on the mobile app and a sneak peak at the new Field mobile app 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.

Samantha Heger, Director of Operations and Marketing at Nixco Plumbing, joins us at Pantheon 2025 to discuss the synergy between Marketing Pro and Scheduling Pro. Samantha shares her top tips for Marketing Pro email automation, starting with a multi-drip campaign for unsold estimates to capture lost revenue. She then dives into Scheduling Pro, revealing why they made the switch to offer customers the convenience of online booking and sharing the fantastic ROI they achieved using traditional marketing (a postcard mailer) to drive digital adoption. Learn the strategic time windows, customization options, and future automations that are maximizing their sales.Join us as we discuss: [1:35] Marketing Pro’s most underrated features and following up on unsold estimates[7:10] Key differences between basic online booking and Scheduling Pro[18:22] How Marketing Pro and Scheduling Pro’s automations work togetherCheck out these resources we mentioned during the podcast:ServiceTitan Marketing ProServiceTitan Scheduling ProServiceTitan AtlasScheduling Pro Automation Early Access Features:Abandoned booking recovery SMS: Smart Dispatch FeeYou 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.

Paula Kennedy, Controller at Logan Heating and Cooling, joins us to discuss the Miter integration and how it has revolutionized their payroll process. Paula shares how, before Miter, their payroll was a manual, paper-based process that took several days to complete. Now, with the ServiceTitan integration, it's a completely hands-off process that takes only a few hours. Paula shares her advice for a successful implementation, including working closely with a ServiceTitan CSM and avoiding common pitfalls. She also reveals her pro tip for deciding which software — ServiceTitan or Miter — should handle specific payroll functions.Join us as we discuss: [1:36] How Miter can shorten your payroll process from days to hours[4:17] Advice for ServiceTitan-Miter integration, including one potential snare to avoid[8:31] Tracking job activities and how Miter takes the payroll handoff from ServiceTitanCheck out these resources we mentioned during the podcast:ServiceTitan-Miter IntegrationMiterFleet 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.

What if your QuickBooks and ServiceTitan accounts finally matched down to the penny? At Pantheon 2025, we sat down with Jessica Woodruff Smith, co-owner of Boxed for the Trades, to break down Touchless Accounting, a core ServiceTitan feature that eliminates the headaches of batch posting and manual exports. Jessica explains how Touchless Accounting works, why it syncs your numbers every two minutes, and what steps you need to take before flipping the switch.Join us as we discuss: [1:35] What is touchless accounting integration in ServiceTitan?[5:41] How to set up touchless accounting the right way[9:21] QuickBooks limits and why touchless prevents “sizing out”Check out these resources we mentioned during the podcast: Streamline Your Accounting Workflow with the New Touchless IntegrationYou 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 landmark presentation from Pantheon 2025, ServiceTitan President Vahe Kuzoyan unveils Atlas, a foundational AI intelligence synthesized directly into the fabric of ServiceTitan. More than just an assistant, Atlas lives in your business, empowering both office staff and technicians by translating natural language requests into complex actions and outcomes. Learn how Atlas makes ServiceTitan speak your language, automating everything from strategically deprioritizing tune-ups during a heatwave to proactively identifying and creating new revenue opportunities from a technician’s notes. Vahe also introduces the Automations Command Center for full operational control in an increasingly automated world, and announces the launch of ServiceTitan Max, a holistic program to help elite customers realize the full value of ServiceTitan's Pro products.Join us as we discuss: [1:15] Atlas, your new AI companion integrated directly into ServiceTitan[11:49] How Atlas can proactively assess your business and offer recommendations[22:02] Monitoring your software with the Automations Command Center[31:03] The highly anticipated upgrade to ServiceTitan’s data report, Benchmark Plus Check out these resources we mentioned during the podcast:ServiceTitan AtlasServiceTitan MaxServiceTitan Benchmark PlusYou 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.

What if 20% of your jobs could be booked and dispatched without a single phone call? In this episode, we sit down with Jessy Karolevitz, Call Center Director at Bonfe's Plumbing, Heating & Air Service, Inc, to unpack how Scheduling Pro and Dispatch Pro transformed her team’s workflow. Jessy shares how starting small with Scheduling Pro led to intuitive setup, smarter job mapping, and smoother customer experiences. She also explains how Dispatch Pro took over the heavy lifting of assigning calls, freeing dispatchers to focus on high-value work.Join us as we discuss: [3:23] Start small: Jessy’s advice for setting up Scheduling Pro[10:00] Why you need to trust the math in Dispatch Pro[14:29] How dispatcher roles have changed for the better with automationCheck out these resources we mentioned during the podcast:Dispatch 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.

Live from Pantheon 2025 in Anaheim, we talk with Karen Balko and Nakita Kometani from Vector Services, a plumbing and HVAC company that grew from a spreadsheet-based business to nearly tripling its revenue in two years. They share how tags and tasks in ServiceTitan were essential to their rapid growth. Learn how tags act as an operations "safety net" to track job progress and ensure no details are missed. They also share their creative "volleyball" system for using tasks to create cross-departmental accountability and a transparent, get-it-done culture.Join us as we discuss: [4:10] How ServiceTitan tags act as a safety net for your dispatch board[10:19] Using ServiceTitan tasks to track different job types and deadlines[20:47] Streamlining internal communication and implementing automationCheck out these resources we mentioned during the podcast:ServiceTitan Tag ManagementServiceTitan Task ManagementYou 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.

As Josh and the Rest of the ServiceTitan Podcast hosts gear up for Pantheon 2025 we’re revisiting a few of our most pertinent episodes for your service business - episodes you’ll want to have in your ears as you head to the big get together in Anaheim this coming September.  Come see us all at the podcast booth, we’d love to see you there!Originally Aired 7/17/2025Job costing is essential for sustainable business growth, and no one explains it better than Tim McGuire, Owner of High Winds Success. With decades of experience across ServiceTitan and large multi-location contractors, Tim breaks down the fundamentals of job costing and how to implement it inside ServiceTitan. From the importance of burdened labor rates to starting with generic Pricebook items, Tim shares a pragmatic path to more profitable operations. He also discusses how tools like Pricebook Pro and dynamic pricing can elevate your costing accuracy over time.Join us as we discuss: [5:09] Job costing basics and finding opportunities for improvement[13:19] Calculating tech labor costs beyond hourly rates[20:49] Linked materials in dynamic pricing and inventory tracking[26:11] Change management issues with job-related purchasingCheck out these resources we mentioned during the podcast:Pricebook ProDynamic Pricing OverviewYou 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.

As Josh and the Rest of the ServiceTitan Podcast hosts gear up for Pantheon 2025 we’re revisiting a few of our most pertinent episodes for your service business - episodes you’ll want to have in your ears as you head to the big get together in Anaheim this coming September.  Come see us all at the podcast booth, we’d love to see you there!Originally Aired 8/22/2024In 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: [08:18] Optimizing CSR workflows with multiple screens[16:45] What is Adjustable Capacity Planning (ACP)[27:46] Tactical advice for new ServiceTitan usersCheck out these resources we mentioned during the podcast:ToolBox Live EventsCSR trainingHarnessing 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 on Ausha. See ausha.co/privacy-policy for more information.

Pantheon 2025 is right around the corner, and this episode is your backstage pass. Danielle Combs, Program Manager for Customer & Partner Relations at ServiceTitan and a 9-time Pantheon veteran, shares exactly what to expect from this year’s exciting event. From badge pick-up to the brand-new HackTheon, Danielle covers the can’t-miss highlights. She also spotlights the AI and TI (Titan Intelligence) sessions shaping the future of the trades, along with fintech and Pro product updates that can transform how your business runs.Join us as we discuss: [4:03] Keynote speakers, themes, and an exciting roundtable announcement[17:46] HackTheon explained: customers and engineers building together[28:23] Pantheon survival tips: planning, networking, and staying energizedCheck out these resources we mentioned during the podcast:Pantheon 2025 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 on Ausha. See ausha.co/privacy-policy for more information.

In this episode, Ellen Rohr, Brand and Industry Marketing Lead at ServiceTitan and co-founder of Zoom Drain, provides a practical guide to getting the most out of Pantheon. She shares powerful advice on how to build relationships with mentors, focusing on intentionality and taking action on advice. Ellen also offers valuable tips for networking, including how to prepare beforehand by defining your "what and why," how to ditch small talk for more meaningful conversations, and the importance of following up. This is a must-listen for anyone attending Pantheon 2025 who wants to make the most of their time and turn conference conversations into life-changing opportunities.Join us as we discuss: [1:25] Mentorship lessons from industry titans and getting the most out of Pantheon 2025[11:31] Finding your potential mentor at Pantheon and the impact of following-up[27:12] Ditching small talk and pivoting your energy into making real connectionsCheck out these resources we mentioned during the podcast:Pantheon 2025OneTapConnectYou 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.

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, returns to share ServiceTitan efficiency wins every business can leverage. In this episode, Sena breaks down seven TitanAdvisor tips, from automating appointment reminders and adopting conditional logic in forms to going paperless and integrating online payment links. He also discusses high-impact features like dynamic pricing and membership billing protection. Learn how to implement these automations to save time, protect your margins, and eliminate common business headaches, so you can focus on what matters most.Join us as we discuss: [1:19] Automating appointment reminders and connecting with customers through chat[7:39] Improving efficiency by going paperless, conditional logic, and Forms[12:25] Dynamic pricing, preventing membership billing failures, and adding online payment links to invoicesCheck out these resources we mentioned during the podcast:ServiceTitan TitanAdvisorHow To Set Up Dynamic Pricing & Automate Your PricebookPaymentsetup@servicetitan.comPantheon 2025You 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, we sit down with Ammar Ahmed, Group Project Manager at ServiceTitan, to unpack the surprisingly high-stakes world of payments in the trades. From reducing bouncebacks to getting paid faster, Ammar breaks down exactly why payment strategy is a big deal and how you can optimize yours without overcomplicating the fieldwork. You’ll hear practical tips for training techs, avoiding surcharging risks, and leveraging tools like Tap to Pay and Pay by Bank.Join us as we discuss: [5:12] The real value of digital payments for contractors[11:19] Why checks are riskier (and costlier) than you think[17:07] How to use Pricebook to recoup processing feesCheck out these resources we mentioned during the podcast:ServiceTitan Pricebook ProServiceTitan Payment FeaturesYou 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.

Membership innovation is transforming the contractor-homeowner relationship, dramatically improving customer loyalty and profitability. Josh Teekell, Founder and CEO of SmartAC.com, shares how sensor technology and software integrations redefine traditional HVAC memberships. Discover how reducing physical visits from twice to once a year, leveraging real-time monitoring, and offering tiered membership plans can boost signup rates, increase retention, and significantly reduce costs.Join us as we discuss: [2:09] The evolution (or lack thereof) of memberships and why they’re critical for retention[6:22] Boosting the value of memberships through real-time data collection[17:53] ServiceTitan’s integration with SmartAC and important KPIsCheck out these resources we mentioned during the podcast:ServiceTitan Marketplace Smart ACPantheon 2025SmartAC.com Leads IntegrationSmartAC.com/servicetitanYou 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.

Contractors know the pain of a chaotic back office. Between recruiting, onboarding, payroll, and compliance, it’s easy for things to spiral into a full-blown admin dumpster fire. In this episode, Miter CEO and Co-founder Connor Watumull shares how to put out those flames forever. Hear how Miter’s integration with ServiceTitan helps contractors modernize their operations, reduce manual tasks, and build stronger, more loyal teams. Connor explains why onboarding is the most important loyalty test, how to turn your hiring process into a recruiting advantage, and what the most successful contractors are doing to scale without drowning in paperwork.Join us as we discuss: [1:07] How platforms like Miter help growing contractors with their admin tasks[9:38] The biggest mistakes contractors make with hiring and onboarding[23:15] Payroll headaches and how Miter can help you fix themCheck out these resources we mentioned during the podcast:QuickbooksSageADPPaychex Acumatica NetSuiteYou 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.

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.