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. 5D AGO

    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

  2. APR 23

    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

  3. APR 16

    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

  4. APR 9

    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

  5. APR 2

    Spring Scheduling Tactics: Dispatching, Weather, and Gut Feelings

    We welcome back Paul Belessis, Growth Marketing Manager at ServiceTitan, to dive deep into Spring scheduling and dispatching. Paul pieces together the puzzle of the spring season, explaining how to fill your board with maintenance calls now to clear the way for high-revenue demand calls during the summer heat. We explore the power of Adaptive Capacity for route optimization, new human-in-the-loop updates for Dispatch Pro, and game-changing features in Scheduling Pro like dynamic dispatch fees and automated SMS recovery for abandoned bookings. Learn why Paul views a shop owner as a “symphony conductor” who must coordinate CSRs, technicians, and AI tools to stay proactive rather than reactive. Join us as we discuss:  [1:13] Optimizing scheduling opportunities before the summer busy season [6:50] New Dispatch Pro AI-assisted features and consoles  [10:07] Scheduling Pro additions, like dynamic dispatch fees and SMS booking with AI agents [17:11] Navigating the ServiceTitan Pro product tree and core features Check out these resources we mentioned during the podcast: Scheduling Pro Dispatch Pro Marketing Pro Adaptive Capacity Follow Paul on Instagram, TikTok, or YouTube! 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

  6. MAR 26

    How to Implement ServiceTitan’s New Construction Workflows

    In this episode, James Beyer, Owner of Beyer Plumbing, returns to share the story behind moving his construction operations into ServiceTitan and helping test the platform’s new construction workflows. He discusses work breakdown structures, cost codes, and real time reporting, along with the challenges of implementing new workflows across an entire company. James also talks about lessons learned and how better reporting can help teams improve efficiency and profitability. Join us as we discuss:  [6:01] How to use cost codes and cost types for financial reporting ]14:22] Why real time reporting and labor tracking impacts profitability [26:29] Implementation challenges, lessons learned, and getting buy-in Check out these resources we mentioned during the podcast: ServiceTitan Pantheon ServiceTitan Torch Network 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

  7. MAR 19

    Spring Marketing Tactics: Ramping Up for Maintenance Season

    Paul Belessis, Growth Marketing Manager at ServiceTitan, joins the show to share essential Spring marketing tactics for contractors transitioning out of shoulder season. Paul discusses the critical importance of a proactive maintenance strategy to build a solid pipeline for the summer months. He breaks down how to leverage Marketing Pro for cost-effective, multi-channel campaigns, starting with low-cost emails and layering in text messages, Meta ads, and direct mail. Learn about upcoming innovations like AI outbound agents, the power of neighborhood-specific targeting, and how to use the “rule of seven” to ensure your message resonates with customers during the spring thaw. Join us as we discuss:  [1:28] Building up a maintenance marketing strategy for the Spring season [7:40] Best practices for implementing omnichannel marketing with Marketing Pro [14:59] Converting maintenance visits into future sales opportunities Check out these resources we mentioned during the podcast: Marketing Pro Scheduling Pro Follow Paul on Instagram, TikTok, or YouTube! 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. MAR 12

    Flashback Episode - Implementation, Unfiltered: A Real-World Look at ServiceTitan Onboarding

    ServiceTitan implementation can be daunting. In case you're feeling that way, this can't miss episode from 2025 is here to take that edge off. Josh and guest Kyle Urquart go the distance to allay those fears for both new instances and existing platform users who might be adding some of the great new features we've developed. Episode originally aired 8/7/2025.Ever wonder what your first steps are after you sign on with ServiceTitan? In this episode, we sit down with Kyle Urquart, Enterprise Implementation Consultant at ServiceTitan, to break down the entire implementation process: what it looks like, who’s involved, what tends to go wrong, and how to make it go right. Kyle brings a unique perspective, having been both a ServiceTitan user and now a consultant guiding commercial contractors through onboarding. He walks us through each phase of implementation, from kickoff and data discovery to testing, training, go-live, and the all-important hypercare period.  Join us as we discuss:   [2:23] What to expect during the implementation process [7:19] The “wow” moments customers experience during setup [15:54] How training works (and why it never really ends) 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
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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
    89
  • Rating
    Clean
  • Copyright
    © Service Titan Podcasts
  • Show Website
    Mastering ServiceTitan

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