From Sales to Install: Maximize Efficiency with Tags, Alerts, Zaps, and Forms
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From Sales to Install: Maximize Efficiency with Tags, Alerts, Zaps, and Forms
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In this episode, we sit down with Joseph Gee, Owner at Gee Heating & Air, to uncover the strategies behind his company’s rapid growth.
Joseph shares how he streamlines HVAC sales and installations with ServiceTitan, highlighting the power of speed, efficiency, and automation in a competitive market. From using tags, alerts, forms, and Zapier (Zaps) for real-time visibility to optimizing communication and inventory management, Joseph breaks down the systems that keep his team ahead.
Tune in for actionable strategies to elevate your service company and boost efficiency.
Join us as we discuss:
[4:51] How to use tags for better sales management
[14:46] Setting up alerts to keep everyone informed
[28:24] The BASIC system for efficiency and simplicity
Check out these resources we mentioned during the podcast:
ServiceTitan Alerts
ServiceTitan Tags
ServiceTitan Triggers
Zapier
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!
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