ServiceTitan Tags and Tasks: The Ultimate Operations Safety Net
Description
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 automation
Check out these resources we mentioned during the podcast:
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