Zapier in Action: Automation Tips for ServiceTitan

In this episode, we’re talking with Jessica Woodruff Smith, Process Manager at AirWorks Solutions. She’s an expert ServiceTitan user, and she’s teaching us about the benefits of linking your ServiceTitan account with Zapier. 

Jessica shares her experience with Zapier to make work smoother and more efficient at her HVAC organization. She talks about how Zapier's integrations help prevent tasks from getting overlooked by automating alerts, managing tasks, and keeping the team informed through Google Chat.

Have a listen, and you’ll learn how to integrate Zapier, create your first Zap, and get comfortable with making your life easier and your business more profitable.

Join us as we discuss:

• [2:44] Why Jessica’s team lives and dies by Google Chat

• [14:46] How to make your first Zap without fear

• [17:17] The profit justification for using Zapier
  

Check out these resources we mentioned during the podcast:

• Blue Collar Nerd on YouTube

• Setting Up Zapier with ServiceTitan

• Blue Collar Nerd - Automatic Notifications Video

• Blue Collar Nerd - What is Zapier?

• Phones Pro
  

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or our website, or search for Mastering ServiceTitan in your favorite podcast player.

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