Supercharge Your Business
ServiceTitan Consulting Pro
Implementing and using ServiceTitan in your trades business is a journey, not a destination.
Make the most of it by Supercharging your ServiceTitan experience.
Initial & Comprehensive
Implementation
Data is Knowledge.
Correct Data is KING and a proper implementation is the foundation for correct data in your account for your business’s profitability.
Standard Operating
Procedures
Are your SOP’s lacking efficiency?
Do they need adjusting?
Make sure your daily procedures are in sync with ServiceTitan for maximum efficiency.
Expert
Training
Get the most out of your business with our coaching programs. Learn how to increase booking rates, dial in profits and become more efficient.
Continued
Development
ServiceTitan is evergreen. Always improving and adding more core features that your business could benefit from. Complacency does not equal profitability.
ServiceTitan Consulting Pro
ServiceTitan is an investment. Unlocking its true potential can sometimes be frustrating and rewarding all in one. Our consulting and coaching helps to ensure that your business’s daily grind aligns with ServicesTitan’s core and pro features. We make sure the software is setup properly and being utilized correctly so your business can maximize its time and efficiency. Supercharge Your ServiceTitan!
As an independent, ServiceTitan Certified Provider you can rest assured that we are fully trained on all aspects of ServiceTitan. We carry this certification badge with honor and truly enjoy working with businesses like yours on the path to success.ServiceTitan is constantly improving their core and pro products and we enjoy keeping our knowledge of these features up-to-date. This makes us the ServiceTitan Expert.
Initial & Comprehensive
Implementation & Setup
Before we dive into the details, we need to understand the current state of your business and your future goals for the next 3, 5, and 10 years. This information will guide us in configuring your initial setup or modifying your existing setup to align with your vision.Now, let's get to work. With your business goals in mind, we customize your ServiceTitan setup to meet your specific needs. This includes conducting a full audit of your existing account and mapping out its current configuration.Based on the audit results, we create an action plan that highlights areas for improvement and provides a clearer understanding of any features you may be misusing or not utilizing at all. For more established accounts, a comprehensive audit and action plan may be necessary, depending on your current workflow.If you have a specific process in mind, we can test it to determine if it would be a beneficial addition to your business.
Initial ServiceTitan Setup
Data transfers from prior softwares
Business Units, Unit Groups & Hours
Field and Office Employee Setup, Permissions
Basic Payroll & Timesheet Settings
Job Types, Job Type Mapping, Tags & Alerts
Dashboard, Dispatch & Arrival Windows
Basic Phone Integration, Texting and Notifications
Pricebook Tasks, Materials & Categories
Estimate, Job and Invoicing Fundamental Workflows
Full Review of TitanAdvisor and Academy Training
Standard Operating
Procedures & SOP's
With 40+ combined years in the Plumbing, HVAC, Residential and Commercial Building industries we have seen SOP’s that work and quite a few that don't.
As your business grows and develops, SOP’s and internal processes start to fail. To ensure that ServiceTitan is working in your favor you must adapt and change some of your internal processes all while molding ServiceTitan’s core workflows to your business.This area of your business is evergreen and should be constantly changing. We help you figure out the path of least resistance and structure internal processes so that not only your customer receives great service but you and your team does as well.Let's get your processes running smoothly and make sure they are working with you and not against you.
Inbound Lead Management
Customer and Locations Database Management
CSR Booking and Dispatching
Estimate & Job Creation Workflows
On-Site Technician Procedures and Workflow
Forms, Equipment Logging, Pictures and Video
Pricebook Workflows and Pricing Automation
Membership and Loyalty Program Automation
Purchasing and Inventory Workflows
Payroll, Job Costing & Job Closeout Procedures
A/R and Payment Collections Procedures
Invoice Batching, Posting & Syncing
Reports and Unsold Estimate Follow-Ups
Expert
Training
Boost your business with our training program and stay ahead of the competition.Learn effective techniques for CSR/CSM, dispatching and call flows. Our experts will work with your management team to ensure they are using best practices in ServiceTitan. Improve your booking and closing rates, and streamline your marketing strategies. Our comprehensive training covers all aspects of your business for optimal daily performance.Already have a business coach? No problem! We will seamlessly integrate our training with your coach's methods for a cohesive approach to success.
CSR/CSM Coaching & Training
Marketing Plan Creation and Guidance
In-Field Sales Refinement
Defining a Customer Experience
Operational Structure & Management
Learn your KPI’s
Purchasing, Inventory & Warehouse
Administrative Workflows
We work with your existing Coaching Program
Continued
Development
ServiceTitan is constantly evolving and enhancing its products, releasing frequent software updates that can significantly affect the way you conduct your daily business operations. These changes can have an impact on your current workflows and processes.Our team helps you take advantage of these improvements by keeping you informed about any changes that could affect your business. We ensure that your system remains up-to-date and stays ahead of the curve, allowing your company to grow and scale without any hindrance.We offer a Continued Development service where we regularly audit your account and notify you of any software updates and improvements that you can leverage. This keeps you ahead of the game and ensures you are always up-to-date on the latest changes in ServiceTitan.With our specialized support and ongoing business development, you will always have the support you need to stay ahead of the curve. We serve as your dedicated customer success manager and in-house ServiceTitan experts.
Monthly and Quarterly Account Audits
Custom “Always On” Support
Release Optimization
Continued SOP and Process Coaching
Specialized Training for Managers
ServiceTitan Pro Products
Not only are we ServiceTitan guru's when it comes to core features but we also are specialist's with ServiceTitan Pro products. Whether you are using some of the pro features now or want to start, we can help!
Marketing Pro
ServiceTitan Marketing Pro is an all-in-one marketing automation solution for the trades. Leverage customer data and supercharge your contracting business with more calls, booked jobs and higher customer spend.
Pricebook Pro
ServiceTitan Pricebook Pro is the only integrated, flat-rate solution that simplifies pricebook management, saves time, and finally provides peace of mind to owners looking to protect their margins and get the most out of every job.
Phones Pro
ServiceTitan Phones Pro is a modern, cloud-based phone offering that is fully integrated with ServiceTitan and designed to improve your customer-facing team’s performance, drive higher booking rates, grow revenue and improve efficiency.
ABOUT
Daniel Southerland
With over two decades of experience in the trades industry, Daniel Southerland has become a seasoned expert in operations and administration. A ServiceTitan expert, Daniel is passionate about leveraging the software's full potential to transform businesses from the ground up. His deep understanding of the platform and industry operations makes him a valuable asset to any organization looking to elevate its business processes and performance.
Ready to learn more about how to Supercharge your ServiceTitan experience?
New To ServiceTitan?
Are you thinking of switching to ServiceTitan?
Book a 30 minute consultation call to discuss if its a right fit.
Multi-Account & Private Equity Implementation
Do you have multiple business locations and are looking to get them all on ServiceTitan? Do you already use ServiceTitan and have separate accounts for each of your locations, looking to combine them into one account?
No worries, whatever your scenario may be, we can help you get your multi-location and multi-account businesses up and running ServiceTitan effectively. Click below to book an appointment!
Thank you
You're one step closer to ServiceTitan success!