Mastering ServiceTitan

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

Job 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: [4:14] Job costing basics and finding opportunities for improvement[12:14] Calculating tech labor costs beyond hourly rates[19:54] Linked materials in dynamic pricing and inventory tracking[27:06] 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 by Ausha. See ausha.co/privacy-policy for more information.

ServiceTitan onboarding for exteriors can be complex, but for Andrew Mussio, VP of Marketing and Innovation at WeatherPro Exteriors, it’s also transformative. In this episode, Andrew shares how his experience scaling A1 Garage Door with ServiceTitan shaped his approach to WeatherPro’s digital transition. From replacing paper-based processes to streamlining phones and implementing custom dashboards, Andrew walks through the key milestones and what he’d do differently if starting over. If you're exploring how to implement ServiceTitan in exterior remodeling, roofing, or siding, Andrew offers tactical advice and first-hand insights on maximizing adoption and impact.Join us as we discuss:[5:09] How ServiceTitan’s Phones and Reporting features elevated WeatherPro’s operations[11:37] Why you should map out your team’s workflows before onboarding ServiceTitan[18:13] How Scheduling Pro alleviates the customer form fill headacheCheck out these resources we mentioned during the podcast:Phones ProReportsCustom DashboardsPricebookScheduling 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 by Ausha. See ausha.co/privacy-policy for more information.

The Capacity Marketing Engine (CME) from Scorpion takes the guesswork out of demand generation. Instead of dumping money into generic campaigns, businesses can now market smarter, based on team capacity, job profitability, and margin thresholds. In this episode, Will Haddad, VP of Product & Strategy at Scorpion, explains how the engine uses live data from ServiceTitan to help contractors automate their marketing strategy while improving efficiency and ROI. He also breaks down the key differences between Scorpion and Marketing Pro, and what makes the Scorpion platform such a powerful “done-for-you” solution for busy shop owners.Join us as we discuss: [10:50] Pain points Scorpion’s CME addresses for residential service contractors [16:15] Why every business should have a baseline for marketing spend capacity[22:37] How the CME integrates with ServiceTitan’s adjustable and adaptive capacity planningCheck out these resources we mentioned during the podcast:Marketing ProScorpionCapacity Marketing EngineServiceTitan + ScorpionDirect Marketing Services 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 by Ausha. See ausha.co/privacy-policy for more information.

Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, returns to the show to share five high-impact Titan Advisor wins to help you drive revenue and improve efficiency without paying a dime extra. Sena covers everything from integrating Second-look Financing to building estimate templates and setting up follow-ups that convert. Along the way, he explains how Titan Advisor scores correlate directly with revenue performance and walks through practical ways to get over 100 points.Join us as we discuss: [1:16] How Second-look Financing can help drive additional revenue[9:42] Getting your techs onboard with estimate and proposal templates[15:31] Pricebook upgrades, recommendations, and replacement opportunity tags Check out these resources we mentioned during the podcast:Second-look financing with TURNSServiceTitan EmberSessionsBlue Collar Nerd: How to Build Estimate & Proposal Templates in ServiceTitanServiceTitan TAD Tune-Up PlaylistYou 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.

Is your roofing sales process built for today’s customer? In this episode, we chat with Sue Drummond, Solutions Delivery Manager at ServiceTitan, about how roofing contractors can modernize their sales workflows and close more deals with less effort. Sue shares how to move from manual measurements and paper quotes to streamlined, tech-powered estimates that impress customers. From real-time supplier pricing to customizable proposals sent before you leave the home, this episode is packed with insights to help roofing contractors save time, boost accuracy, and sell with confidence.Join us as we discuss: [3:51] The modern roofing customer’s expectations and urgency[13:38] How to create a polished proposal before you leave the kitchen table[21:22] ServiceTitan onboarding advice: start simple, sell fasterCheck out these resources we mentioned during the podcast:Book a Demo with ServiceTitanPricebook ProMarketing 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 by Ausha. See ausha.co/privacy-policy for more information.

In the final episode of our 3-part mini-series with Michael Katz, Owner of Trio Heating & Air, we dive into the gritty reality of scaling a trades business from $5M to $10M and beyond. Michael shares what it really took to build Trio into a $ 15M-plus operation in just a few short years, including the personal sacrifices, mindset shifts, and leadership evolution that fueled the journey. Michael gets candid about burning out, questioning his path, and ultimately transforming his own leadership style to match the company’s needs. Join us as we discuss: [1:07] The trade-offs of growing a business vs. staying lean and profitable[12:01] Why you have to change your personality to match your business[19:52] The bucket strategy: targeting the right customers at the right time[29:25] How to boost your TitanAdvisor score and get more businessCheck out these resources we mentioned during the podcast:Marketing ProROI Magic: Boost Your Business with SeviceTitan’s Marketing ProHome Service Millionaire by Tommy MelloYou 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.

Michael Katz, Owner of Trio Heating & Air, joins us once again to share how he scaled his business to $5 million and beyond by implementing smart KPIs, creating role-specific incentives, and fostering a culture built on transparency and quality. Michael breaks down how he aligns teams – from CSRs to installers – with clear expectations, daily accountability, and thoughtful rewards that prioritize both speed and quality. If you're ready to tighten your processes and drive sustainable growth, this episode offers actionable insights and a proven playbook for success.Join us as we discuss: [1:13] Call center KPIs, answering speed, conversion rate, and spiffs[15:04] Service technician KPIs, memberships, presenting options, and repair vs. replace[21:10] Installer KPIs, revenue, speed vs. quality, and incentive structures[25:37] Why giving away the playbook helps the entire industry growCheck 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 by Ausha. See ausha.co/privacy-policy for more information.

Growing a home service business past $1 million requires more than just hard work — it takes focus, consistency, and the right systems. In this episode, Michael Katz, Co-owner of Trio Heating & Air, shares how he and his brother scaled from $300K to nearly $10 million in under two years. Michael breaks down the biggest mistakes that keep businesses stuck, why customer service and reviews are your lifeline early on, and how to avoid the trap of reinventing the wheel. Plus, he reveals the key ServiceTitan features that every growing business should master first.Join us as we discuss: [6:01] Why focus and picking one lane is crucial early on[12:10] The power of reviews and how to get them consistently[21:10] ServiceTitan foundations — what to prioritizeCheck out these resources we mentioned during the podcast:CanvaMastering ServiceTitan: Pricebook Pro and MoreMastering ServiceTitan: Boost Your Call Booking RateMastering ServiceTitan: ServiceTitan ReportingHome Service Millionaire by Tommy MelloYou 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.

ServiceTitan Projects is crucial for organizing complex, multi-trade operations, and Channing Morrison, Residential HVAC Project Manager at Barron HVAC, Plumbing, Electrical & Solar, has become a big proponent of the tool. In this episode, Channing explains how Projects keep large installations on track by coordinating multiple trades, simplifying customer communications, and creating visibility for all team members. He also shares how new features like project templates and Gantt charts are transforming their workflow and speeding up job completion.Join us as we discuss: [1:08] How ServiceTitan Projects helps track jobs in multi-trade operations[6:50] Coordinating tasks between different departments and customization[13:40] A sneak peek at early access features — Projects Templates and GroupsCheck out these resources we mentioned during the podcast:Customer Resource HubServiceTitan Certified User ProgramProject Groups Early Access FormProject Templates Early Access FormYou 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.

Sales Pro adoption doesn’t have to be a battle. Just ask Rebekah Hatcher, Operations Manager at Aire Serv of Aggieland in College Station, Texas. In this episode, Rebekah shares how her team went from resistance to full buy-in on Sales Pro by emphasizing coaching over surveillance. She explains how Sales Pro lets them scale technician development without overloading the service manager and reveals how even the loudest skeptics turned into Sales Pro champions. You’ll hear how her team uses call recordings for coaching, what they learned from implementing FleetPro first, and how to frame new tools as opportunities, not punishments.Join us as we discuss: [4:49] How Sales Pro helps techs overcome customer objections[8:36] Getting buy-in from your team when adopting Sales Pro[15:11] Balancing the wins with coaching opportunities and early challenges[26:08] Aire Serv’s “10 step” process for addressing relevant issues using Sales ProCheck out these resources we mentioned during the podcast:Sales 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 by Ausha. See ausha.co/privacy-policy for more information.