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. 1 day ago

    Never Miss a Call: How ServiceTitan’s AI Voice Agent Keeps Your Business Moving

    What if your phones could keep booking jobs while your team sleeps? In this episode, Lindsey Gwirtz, Senior AI Solutions Architect at ServiceTitan, stops by to talk about how AI voice agents are helping contractors capture more calls, reduce CSR workload, and deliver better customer experiences around the clock. Lindsey shares how Voice Agent has evolved into a powerful extension of the customer service team, booking jobs, answering questions, processing payments, confirming and rescheduling appointments, creating follow up tasks, and even notifying on-call technicians automatically. Join us as we discuss:  [3:31] Real virtual agent customer success stories and business impact[8:23] Creative ways contractors introduce Voice Agent to their teams[17:06] Voice Agent updates, compatibility, and deployment Check out these resources we mentioned during the podcast: Mastering ServiceTitan with  Henry Chang  Customer Resource HubYou 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.

  2. 30 Jul

    Turn Summer Service Calls into Lifelong Customers

    In this special webinar replay episode, ServiceTitan’s own Paul Belessis leads an in-depth panel discussion with Phillip Kent, Director of Marketing at Cooper Heating, Cooling, Plumbing, & Electrical, and Dave Hannett, VP of Lifecycle Marketing at Redwood Services, on turning high-volume summer demand into long-term customer retention. The panel reveals the exact mechanics behind scalable lifecycle marketing: from setting expectation-building pre-arrival emails and automating unsold estimate follow-up campaigns, to driving 5X lifetime customer value through simplified auto-pay memberships. PK and Dave also share real-world tactics on leveraging local Reddit communities during severe weather events, utilizing personalized print leave-behinds, and maximizing the online estimate acceptance link to capture conversions long after the technician leaves the home. Join us as we discuss:  [1:53] Why every service job should start with top of funnel multi-service marketing and personalization[12:43] The lifetime value of the average customer membership and why auto-pay is critical to your bottom line[21:45] The importance of marketing drip and reinforcing the value of your memberships[31:04] Why Reddit is a marketing diamond in the rough and balancing automation with real-time factorsCheck out these resources we mentioned during the podcast: Marketing ProYou 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.

  3. 23 Jul

    Flashback Episode - Smarter Processes: AI and Automation for the Trades

    High season is heating up and this summer we're bringing you some of the best episodes from both our shows on the ServiceTitan Podcast Network. Between new episodes, ones from the past you might have missed, and conversations and checkins from over 2 years and nearly 100 episodes - there's so much to learn about running your trades business better than ever. Originally aired 3/6/2025AI is reshaping the trades, and forward-thinking businesses are using tools like ChatGPT to automate processes and improve efficiency.  Dan Lizette, Director of Process Improvement at Mattioni Plumbing, Heating & Cooling in Downington, PA, shares how he leverages AI to enhance capacity planning, optimize inventory, and refine business workflows. Dan breaks down real-world examples of how ServiceTitan users can integrate AI into their daily operations — whether it’s cross-referencing price books with vendor data or automating scheduling calculations. Tune in to discover how AI-powered process improvement is helping service businesses stay ahead in a competitive market. Join us as we discuss:   [3:12] Basic AI use cases, capacity planning calculations, and scheduling [10:34] How to properly talk to ChatGPT and custom GPT models [19:34] Using AI to help clean up your Pricebook and inventory [25:35] Condensing ideas into consumable talking points for meetings  Check out these resources we mentioned during the podcast: ChatGPT 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.

  4. 16 Jul

    Flashback Episode - The Future of Memberships: Smart Strategies to Boost Loyalty with SmartAC

    High season is heating up and this summer we're bringing you some of the best episodes from both our shows on the ServiceTitan Podcast Network. Between new episodes, ones from the past you might have missed, and conversations and checkins from over 2 years and nearly 100 episodes - there's so much to learn about running your trades business better than ever. Originally Aired: 8/28/2025 Membership innovation is transforming the contractor-homeowner relationship, dramatically improving customer loyalty and profitability. Josh Teekell, Founder and CEO ofSmartAC.com, shares how sensor technology and software integrations redefine traditional HVAC memberships. Discover how reducing physical visits from twice to once a year, leveraging real-time monitoring, and offering tiered membership plans can boost signup rates, increase retention, and significantly reduce costs. Join us as we discuss:  [2:09] The evolution (or lack thereof) of memberships and why they’re critical for retention [6:22] Boosting the value of memberships through real-time data collection [17:53] ServiceTitan’s integration with SmartAC and important KPIs Check out these resources we mentioned during the podcast: ServiceTitan Marketplace Smart AC Pantheon 2025 SmartAC.com Leads Integration SmartAC.com/servicetitan 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.

  5. 9 Jul

    How HomeX Builds Confident CSRs in Just Four Weeks

    In this episode, Josh sits down with Jacqueline "Jax" Youngdahl, Training Specialist at HomeX, to discuss the company's four-week CSR training program. Jax shares how HomeX has scaled its call center from fewer than 20 agents to 60+, all while maintaining a strong focus on customer experience, confidence-building, and practical ServiceTitan training. From service calls and memberships to estimates, conversions, and task management, Jax explains how she introduces complex concepts in manageable stages, creates an engaging learning environment, and helps new hires build the confidence they need to succeed on the phones. Join us as we discuss:  [5:15] How to create a positive learning environment for new CSR hires [14:47] How ServiceTitan Academy supports the overall training process and why every entry in ServiceTitan is fixable [30:31] When you know it’s time to push new CSRs out of the nest Check out these resources we mentioned during the podcast: Kahoot! 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.

  6. 2 Jul

    Summer Marketing Tactics: How to Build a Multi-Channel Peak Season Flywheel

    In this episode, we welcome back returning guest Paul Belessis, Growth Marketing Manager at ServiceTitan, to outline an optimized summer marketing strategy. Paul breaks down how to balance wide brand awareness with hyper-targeted, multi-channel localized campaigns to capture high-ticket system replacements. He details exact tactics for mixing digital channels like Meta, Google Display Network, and AI-generated streaming radio ads with traditional tools like yard signs and targeted direct mail. Additionally, Paul shares how to leverage advanced features in Scheduling Pro, such as dynamic dispatch fees and automated abandoned booking recovery, to squeeze the maximum ROI out of every single summer lead. Join us as we discuss:  [1:12] Why brand awareness should be a top priority and hyper-targeting your ICP [7:04] Which digital and traditional channels marketers should be utilizing  [12:31] Finding the sweet spot for your marketing campaign’s duration and adjustments [18:59] Turning one-off customers into lifelong clients through cross-selling 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.

  7. 25 Jun

    Unlock Revenue Opportunities With ServiceTitan Atlas and Marketing Pro

    In this episode, we talk with Sarah Ghirardo, Director of Pro Content, Marketing Pro at ServiceTitan and one of the leaders behind Atlas, the AI-powered intelligence layer built directly into the ServiceTitan platform. Sarah explains how Atlas uses real-time business data to uncover revenue opportunities, recommend marketing campaigns, and even draft and launch campaigns on a contractor's behalf. We also discuss why data is a contractor's competitive advantage, the hidden costs of disconnected systems, and how AI is reshaping marketing in the trades. Join us as we discuss:  [3:21] How Atlas identifies opportunities and launches campaigns [9:02] The first campaign every contractor should run [18:36] What is the fragmentation tax? Check out these resources we mentioned during the podcast: ServiceTitan Masterminds Group on Facebook Marketing Pro Group on Facebook The Trademarke Podcast 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.

  8. 18 Jun

    How Adaptive Capacity Unlocks Virtual Agents and More

    In this episode, ServiceTitan’s own Shelby Breger and Christine Yang join the show to explore how Virtual Agents and Adaptive Capacity are helping contractors respond faster, book more jobs, and create a better customer experience. They explain how AI-powered voice and SMS agents can answer calls, follow up on leads, handle customer conversations, and automate routine tasks that often consume valuable office time. The conversation also dives into Adaptive Capacity, the scheduling engine that powers accurate booking by factoring in technician shifts, skills, business units, zones, and existing workload.  Join us as we discuss:  [1:24] Where contractors should start with virtual agents [10:00] Common scheduling challenges Adaptive Capacity solves [22:38] A practical roadmap for implementing AI tools Check out these resources we mentioned during the podcast: Adaptive Capacity Webinar Sign-up Sign up for ServiceTitan Virtual Agents Book time to discuss Voice Agents with a ServiceTitan team member! 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.

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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
    103
  • Rating
    Clean
  • Copyright
    © Service Titan Podcasts
  • Show Website
    Mastering ServiceTitan

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