Sena Sadeghi (https://www.linkedin.com/in/sena-sadeghi-549a179b/), Senior Manager of Customer Programs at ServiceTitan (https://www.servicetitan.com/), returns to share ServiceTitan efficiency wins every business can leverage. In this episode, Sena breaks down seven TitanAdvisor tips, from automating appointment reminders and adopting conditional logic in forms to going paperless and integrating online payment links. He also discusses high-impact features like dynamic pricing and membership billing protection. Learn how to implement these automations to save time, protect your margins, and eliminate common business headaches, so you can focus on what matters most.
Join us as we discuss:
[1:19] Automating appointment reminders and connecting with customers through chat
[7:39] Improving efficiency by going paperless, conditional logic, and Forms
[12:25] Dynamic pricing, preventing membership billing failures, and adding online payment links to invoices
Check out these resources we mentioned during the podcast:
ServiceTitan TitanAdvisor (https://www.servicetitan.com/features/titan-advisor)
How To Set Up Dynamic Pricing & Automate Your Pricebook (https://www.youtube.com/watch?v=kf14OViDYYI)
Paymentsetup@servicetitan.com (mailto:Paymentsetup@servicetitan.com)
Pantheon 2025 (https://pantheon.servicetitan.com/event/2025/home)
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts (https://podcasts.apple.com/us/podcast/mastering-servicetitan/id1756584904), on Spotify (https://open.spotify.com/show/20Ixfbny473CVB2PizMIir?si=e148f7ac2b7d4c02), or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here! (https://www.servicetitan.com/referrals)
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