Mastering ServiceTitan

ServiceTitan Podcasts

Mastering ServiceTitan is your guide to getting the most out of ServiceTitan.  Each episode, ServiceTitan power users share their strategies and success stories to give you real, actionable advice on how to leverage ServiceTitan for your business.  Whether you’re new to ServiceTitan, or have been on the platform for years, you'll hear how businesses just like yours have transformed their operations, improved efficiencies, and accelerated their growth.  If you need to master ServiceTitan, you're in the right place. Hosted on Ausha. See ausha.co/privacy-policy for more information.

  1. 3 days ago

    ServiceTitan Exteriors: Lessons from a Customer Turned ServiceTitan Employee

    In this episode, we welcome Dan Lizette, the newly appointed Delivery Manager for Exteriors at ServiceTitan. Dan shares his unique perspective as a former customer and Director of Process Improvement at Mattioni Plumbing, Heating & Cooling. We dive into the specific needs of the exterior trades of roofing, siding, and gutters, and why these businesses require a project-based workflow rather than a standard service model. Dan also outlines what it truly means to be a ServiceTitan Champion within a shop and shares his experience of completing over 100 Academy courses in just five weeks to master the latest features. Join us as we discuss:  [1:13] How Dan’s customer experience compelled him to join ServiceTitan [7:32] ServiceTitan’s growing commitment to roofing and exteriors [16:10] What Dan wishes he had known when he first dove into ServiceTitan [23:03] Why every shop needs a ServiceTitan Champion Check out these resources we mentioned during the podcast: Just Start AI: Future-Proofing Your Business With Artificial Intelligence 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.

    38 min

  2. 21 May

    ServiceTitan Vocabulary: The Foundation of Accurate Reporting

    Sydney Biancardi, COO at Iceberg Home Services, joins the show to discuss the critical importance of ServiceTitan data fundamentals. Sydney shares her epic journey from starting as a CSR who offloaded shipments with a forklift to becoming a COO obsessed with data integrity. In this episode, we break down why mastering ServiceTitan vocabulary is the first step toward accurate reporting and how a deep understanding of the software's back end allows for smarter, more predictable business scaling. Sydney offers advice on avoiding common data misconceptions and explains how cross-training employees in different roles can provide the context needed to maintain a well-oiled machine. Join us as we discuss:  [3:07] The importance of clean data and common language [13:11] ServiceTitan implementation, SOPs, and micromanagement  [21:23] Why tracking booking rates and abandoned calls is a gamechanger [26:35] A deeper dive into the differences between jobs and opportunities 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.

    37 min

  3. 14 May

    How Three People Handle Calls for a 65-Person Team With AI Voice Agent

    Can just three people handle calls for a 65-person team? According to Liz Larson, Office Manager at ARC Electric — yes, they can! Liz shares how her team implemented ServiceTitan’s AI voice agent and why it feels like adding a fourth person to the office. From building scripts in a simple spreadsheet to deciding what the AI should and should not book, Liz walks through the setup process in detail. The lift up front is real, but Liz tells us why, once it is dialed in, it becomes a powerful extension of the team. Join us as we discuss:  [3:53] Life before AI and the challenges of handling calls [13:47] Adaptive capacity and defining what AI can book [23:43] ARC’s AI experience so far and advice for implementing AI successfully  Check out these resources we mentioned during the podcast: AI Voice Agent 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.

    33 min

  4. 7 May

    Get More Out of ServiceTitan: The Resources You Might Be Missing

    If you’ve ever felt like you’re only scratching the surface of ServiceTitan, this episode is for you. There are more resources available than most people realize. Some are built into the software. Others are programs, communities, or events designed to help you get more out of what you already have. In this episode, Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, joins the show once again to walk through the full ecosystem. From tools like Titan Advisor and ATLAS to programs like Ignite, Ember, and Spark, they break down what’s there, how it works, and where to start. Join us as we discuss:  [4:23] ATLAS and the future of AI in ServiceTitan [13:13] Business best practices with Contractor Playbook and Masterminds  [24:22] Why Pantheon is the biggest event of the year you should mark  Check out these resources we mentioned during the podcast: ServiceTitan Customer Resource Hub Mastering ServiceTitan with Richard Kohberger ServiceTitan webinars ServiceTitan events 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.

    29 min

  5. 30 Apr

    How Contact Center Pro Improves Booking Rates and Reduces Abandoned Calls

    In this episode, Angela Kump, Pro Product Specialist at Contact Center Pro ServiceTitan, talks about  Contact Center Pro implementation. Angela shares her experience as an early adopter, from testing it in a low-risk environment to rolling it out across multiple companies with a shared call center. She walks through what makes Contact Center Pro different, how centralization impacts booking and abandon rates, and why small details like headset setup and user planning can make or break your go-live. Angela also breaks down features like conversation history, Second Chance leads, and AI voice agents, and what they actually mean for day-to-day operations. Join us as we discuss:  [2:22] How Contact Center Pro solves multi-company challenges [11:38] What to know before implementing Contact Center Pro [20:07] Common go-live challenges and getting buy-in from your CSRs Check out these resources we mentioned during the podcast: ServiceTitan Phones Pro Dialpad 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.

    25 min

  6. 23 Apr

    Service Agreements 101: Setup, Structure, and Increased Profitability

    Service agreements are often treated as operational tools. Something to manage visits, schedule work, and keep things running. But in practice, they can do much more than that. In this episode, Josh talks with David Helms, Operations Manager at Edd Helms Air Conditioning and Electric, about how service agreements evolve from a basic workflow into a system for visibility, decision making, and growth. They explore how to structure agreements in a way that reflects real work, why profitability tracking changes the conversation, and how pull-through work reveals the true value of each customer relationship. Join us as we discuss:   [2:24] How ServiceTitan’s Service Agreements support techs in the field [10:41] Pull-through work and why it matters [15:34] Low-risk implementation and onboarding tips Check out these resources we mentioned during the podcast: Service Agreements Spark Torch 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.

    27 min

  7. 16 Apr

    Navigating the New Dispatch Board: Efficiency at Your Fingertips

    In this episode, Scott Burns, Senior Product Manager at ServiceTitan, joins the show to discuss the major overhaul of ServiceTitan’s Dispatch Board. Scott reveals the “why” behind the new look, including the introduction of a sleeker, more modern interface designed for speed. We dive into the Activity Center, which consolidates all customer and technician communications, and explore the revamped Non-Job Events workflow that allows dispatchers to manage breaks and meetings without leaving the board. Learn how to access these features today through the “New and Upcoming Features” setting and how these updates serve as the foundation for future innovations in dispatching. Join us as we discuss:  [00:57] The biggest core changes and the reasons behind them [7:48] Permission toggles, global settings, and non-job events [17:14] The Activity Center, training on new features, and feedback  Check out these resources we mentioned during the podcast: Daily Dispatch Board Dispatch Board Settings Non-job Events 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.

    24 min

  8. 9 Apr

    AI Readiness: Preparing Your Foundation for ServiceTitan AI

    In this episode, we welcome back returning guest Lorenzo Plaath, Owner and CEO of Kanara Enterprises, to discuss the critical topic of AI readiness in ServiceTitan. While many contractors are eager to adopt new tools like AI Voice Agents, Lorenzo argues that most businesses aren't foundationally prepared for them. He introduces a structured 30-60-90 day AI readiness plan designed to audit data, standardize workflows, and optimize platforms for growth. From cleaning up messy Pricebooks to establishing proper governance on the dispatch board, Lorenzo breaks down how to build a return-on-investment story that moves beyond the hype and into predictable business scaling. Join us as we discuss:  [1:30] First steps to “AI-proofing” your business before implementing new tools  [8:01] Why clean data is so critical to AI Voice Agent’s effectiveness [14:32] Common mistakes to avoid and benchmarking AI-driven outputs [21:51[ The mindset shift contractors should consider when adopting AI  Check out these resources we mentioned during the podcast: AI Voice Agent Chris Hunter and Lawrence Riley webinar  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.

    29 min
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About

Mastering ServiceTitan is your guide to getting the most out of ServiceTitan.  Each episode, ServiceTitan power users share their strategies and success stories to give you real, actionable advice on how to leverage ServiceTitan for your business.  Whether you’re new to ServiceTitan, or have been on the platform for years, you'll hear how businesses just like yours have transformed their operations, improved efficiencies, and accelerated their growth.  If you need to master ServiceTitan, you're in the right place. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Information

  • Creator
    ServiceTitan Podcasts
  • Years Active
    2024 - 2026
  • Episodes
    93
  • Rating
    Clean
  • Copyright
    © Service Titan Podcasts
  • Show Website
    Mastering ServiceTitan

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