Mastering ServiceTitan

ServiceTitan Podcasts
  • 5.0 (7)
  • BUSINESS
  • UPDATED WEEKLY

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. 12H AGO

    ServiceTitan's Winter 2026 Release Highlights

    Carla Lynn, Customer Marketing Manager at ServiceTitan, joins the show to break down the 2026 winter release highlights for ServiceTitan. This episode explores four major updates designed to streamline operations: enhancements to the Field Mobile app for better project visibility, the new Atlas-powered Rule Builder for adaptive capacity, three-way matching in accounts payable to protect the bottom line, and a centralized hub for end-to-end construction management. Carla also introduces the new Release Hub, a centralized knowledge base where users can preview walkthrough videos and test upcoming features in their “Next” environment before they go live. Join us as we discuss:  [1:39] Field Mobile app enhancements, including technician appointment summaries [4:19] The Atlas Rule Builder for strategic rules in adaptive capacity planning [7:48] How new three-way matching in accounts payable protects your bottom line [9:37] End-to-end construction management for residential and commercial builders [13:58] Where customers can provide feedback and provide ideas for future updates  Check out these resources we mentioned during the podcast: Winter 2026 Release Hub ServiceTitan Masterminds Group Pro Tips for ServiceTitan Mobile Training and Adoption with Tim Newhook Discover the New ServiceTitan Field Mobile App: Less Screen Time, More Wrench Time with David Erickson How to Set Up Adaptive Capacity Strategic Rules with Zack Kays 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.

    16 min

  2. FEB 5

    Toolbox Takeover - De-Influence Your Tech Stack: How the Smartest Contractors Avoid Tech FOMO

    Our podcast year started off with a bang, and as a result, we're sharing our sister show, Toolbox for the Trades, and their episode around Tech FOMO, because new the new year means it's likely time you're looking at new features for your tech stack. We'll be back with more Mastering ServiceTitan next week! Episode originally Aired 1/13/2026Contractors are drowning in tech clutter. Between AI tools and endless “must-have” software subscriptions, it’s easy to get lost chasing the next shiny object. In this episode, Powerhouse Consulting’s Jenny Benbrook and Pam Duffy join the show to share a five-step plan for cutting through the noise, eliminating redundant tools, and building a smart, scalable tech strategy that actually drives profit. From budgeting like a marketer to running a “Goldilocks check” on your tech, this conversation will help you stop chasing shiny objects and start getting ROI from the software you already own. Join us as we discuss:  [5:24] The rise of tech FOMO and the problem with over-adoption [19:06] A five-step plan to technology strategy success [38:23] The importance of regularly evaluating your tech spend Check out these resources we mentioned during the podcast:  ServiceTitan You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

    53 min

  3. JAN 29

    What ServiceTitan’s AI Voice Agent Can Deliver for You

    AI voice agents are no longer a “someday” technology. They are answering real phones and booking real jobs. In this episode, we talk with Henry Cheng, Director of Product Management at ServiceTitan, about what AI voice agents are, why they matter, and how contractors are using them right now to book more calls. We dig into real performance data, including booking rates between 70% and 90%, and how some businesses are already having voice agents handle more than 20% of their total jobs. Join us as we discuss:  [1:06] The biggest opportunities: after-hours and overflow calls  [8:40] Measurable results and “no-brainer” use cases [21:52] Initial setup and getting your team onboard Check out these resources we mentioned during the podcast: ServiceTitan’s AI Voice Agent Webinar Sign up for your AI voice agent demo here! 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.

    36 min

  4. JAN 22

    Why Conduit Tech Is a Game Changer for HVAC Design

    Cameron Ferguson, HVAC Designer at Blue Valley Heating and Cooling, joins the show to discuss how Conduit Tech has revolutionized his residential sales process. By moving away from “box-for-box” replacements and embracing Lidar-powered room scanning, Cameron has stepped out of the price war and into a lane of his own. In this episode, Cameron walks through a typical design visit, explaining how to involve homeowners in the process to build trust and provide tangible data for high-ticket investments. He also details the seamless integration between Conduit Tech and ServiceTitan, highlighting how the “install handoff” feature protects company margins and improves internal relationships between sales and install teams. Join us as we discuss:  [1:24] How Conduit Tech’s LIDAR technology provides clarity for homeowners [10:00] Protecting your internal reputation with the “install handoff” feature [17:35] Getting your team onboard and a real-life example of Conduit Tech’s impact Check out these resources we mentioned during the podcast: Conduit Tech The Balanced Podcast (Coming soon!) 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

  5. JAN 15

    How to Set Up Adaptive Capacity Planning Strategic Rules

    Zack Kays, ServiceTitan Software Consultant at Titan Wizards, returns in his new role to dive into the power of Adaptive Capacity Planning. As the next-generation solution for capacity management, this real-time feature replaces the more rigid Adjustable Capacity Planning with flexible, strategic rules. Zack explains how businesses can speed up their booking process by 30 seconds per call using the "Get Adaptive Availability" button and how to use advanced skill-based setups to ensure the right technician is matched to the right job. From setting up "Do Not Service" rules to managing seasonal demand through fixed and relative date ranges, Zack provides a masterclass in optimizing your schedule for both efficiency and company culture. Join us as we discuss:  [2:12] The core benefits of ServiceTitan’s new Adaptive Capacity Planning (ACP) feature [10:08] What users can expect in their first ACP instance and new workflows [20:13] Customizations and recommended adjustments you can make on the go [29:21] How ACP interacts with AI voice agents and the new capacity reporting section Check out these resources we mentioned during the podcast: Adaptive Capacity The Blue Collar Nerd 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.

    39 min

  6. JAN 8

    Toolbox Takeover - How ServiceTitan and AI Help Contractors Streamline, Save, and Scale

    The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu. Episode Originally Aired: 11/4/2024 How do you turn a kitchen table startup into a thriving HVAC business with five trucks? In this episode, Miranda Deschamps, Office Manager at ServicePlus Heating and Cooling (Ontario, Canada), shares how she and her team use ServiceTitan and AI to drive growth. From surviving a two-week email crash to negotiating smarter with suppliers and building AI-powered inventory systems, Miranda shows how resilience, curiosity, and the right tools can turn everyday challenges into business wins. Join us as we discuss:  [7:22] The two-week email crash that became her best leadership lesson [11:59] How to leverage ServiceTitan and ChatGPT to solve inventory headaches [18:28] How using your ServiceTitan data can save you money Check out these resources we mentioned during the podcast: ServiceTitan Torch Network EGIA You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

    25 min

  7. JAN 1

    Flashback Episode - ServiceTitan Next Environment: Safely Test and Prep for Future Updates

    The holidays are here, and we're bringing you a blast from the past with one of our favorite, earliest episodes. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu. Episode Originally Aired: 9/12/2024 Juan Lopez, Business Analyst at Franklin Electric, unpacks ServiceTitan’s Next Environment, a powerful tool that allows businesses to test and prepare for future software updates.  Juan shares how he leveraged the Next Environment to become an expert in ServiceTitan and shares the key strategies he used to master new features, optimize business processes, and train his team.  Whether you’re new to ServiceTitan or looking to enhance your usage, Juan’s insights offer valuable tips on how to maximize the Next Environment’s potential. Join us as we discuss:   [6:18] The difference between ServiceTitan’s Next and Practice [10:51] Advice for leveraging Next with new processes [15:19] Leveling up through ServiceTitan Community programs Check out these resources we mentioned during the podcast: Using ServiceTitan Next Using ServiceTitan Practice Next VS Practice: Sandbox Environments Explained ServiceTitan Community 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

  8. 12/25/2025

    Toolbox Takeover - Scaling with Intention: The Systems Behind $45 Million in Revenue

    The holidays are here, and we're bringing you some great episodes from our other ServiceTitan Podcast Network shows. We'll be back in early 2026 with new ways to Master ServiceTitan with your favorite host, Josh Lu. Episode originally Aired 9/2/2025How do you take a third-generation family business and triple its revenue without losing its soul? In this episode, Brad Barron, CEO of Barron Heating, Air Conditioning, Electrical and Plumbing, shares how he led his team through explosive growth: from $15 million to a projected $45 million, all without private equity, mergers, or compromising on culture. Brad talks about building systems that actually scale, leading with clarity and humility, and making hard decisions when growth moves faster than process.  Join us as we discuss:  [3:01] Family business succession planning that actually works [15:32] Tripling revenue: scalable process vs tribal knowledge [26:00] Omni-channel marketing and acquiring a media company [34:23] The mistake Brad regrets most: waiting too long Check out these resources we mentioned during the podcast: Pantheon 2025 EGIA You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

    51 min
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Ratings & Reviews

5
out of 5
7 Ratings

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
    78
  • Rating
    Clean
  • Copyright
    © Service Titan Podcasts
  • Show Website
    Mastering ServiceTitan

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