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 Groups
  

Check out these resources we mentioned during the podcast:

• Customer Resource Hub

• ServiceTitan Certified User Program

• Project Groups Early Access Form

• Project Templates Early Access Form
  

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.

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 Pro
  

Check out these resources we mentioned during the podcast:

• Sales Pro
  

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.

Keeping your ServiceTitan data clean is the foundation of efficient business operations, yet many contractors unknowingly sabotage their success with poor data management.

Pam Duffy, Founder and COO of Powerhouse Consulting Group, joins us to talk about the critical role of clean data in reporting, workflows, and business efficiency. Pam shares real-world horror stories of contractors losing millions due to bad data practices and provides actionable strategies for ensuring ServiceTitan remains a reliable source of truth.

Learn how to set up your account properly from the start, prevent duplicate jobs, and maintain long-term data accuracy.

Join us as we discuss:

• [1:06] How poor data management in ServiceTitan can cost your business

• [10:28] Maintaining clean data when implementing new processes into your workflow

• [24:16] First steps you should take to clean up your ServiceTitan data
  

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.