Inventory doesn’t have to be scary.  In this episode, we chat with Kristy Druding (https://www.linkedin.com/in/kristy-d-630015154/), Director of IT Services and Operations at Ace Hardware Home Services (https://www.acehardwarehomeservices.com/) and a ServiceTitan expert.  Kristy shares her top strategies for mastering inventory management — covering multi-location setups, job costing, and inventory replenishment. Get actionable tips on organizing price books, streamlining purchase orders, and training your team. Plus, learn about ServiceTitan’s mobile counts, barcode scanning features, and the power of integrating accounting software to avoid inventory headaches.  Join us as we discuss:  [02:22] The benefits of tracking inventory with ServiceTitan [09:08] Completing your price book organization [13:19] Common mistakes and lessons learned Check out these resources we mentioned during the podcast: ServiceTitan Inventory Management (https://www.servicetitan.com/features/contractor-inventory-software) 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) Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Welcome to 2025! We're at that stage where plans are being made to have the best year possible for you and your business. To kick off the new year right, we're bringing you an episode of Toolbox for the Trades, featuring the incredible Alan O'Neill, who will not only inspire you with his journey to the American Dream, one we all can aspire to. We'll be back with Josh next week with a brand new episode of Mastering ServiceTitan. Happy New Year! Originally Aired 11/12/2024 Alan O'Neill (https://www.linkedin.com/in/alan-o-neill-059b0012/) truly has what many would say is “the luck of the Irish.”  Alan started his career in Dublin as an apprentice plumber and worked his way up in the trades. He then moved to America with his family and founded a plumbing service company with his mentor, which he later sold to private equity. He truly believes in building solid relationships and taking care of his team and that the trades have the power to positively impact lives. The consultant with The Wrench Group (https://www.wrenchgroup.com/) stops by to discuss his professional and entrepreneurial journey, the importance of loyalty, and some practical advice for business owners thinking of selling or partnering with private equity firms. Join us as we discuss: [7:13] Alan’s incredible testament to the American Dream [20:41] The importance of loyalty in a business [26:57] Why you should take control of your own destiny [38:05] Advice for business owners planning to sell or partner with private equity firms Check out these resources we mentioned during the podcast: The Wrench Group (https://www.wrenchgroup.com/) ServiceTitan (https://www.servicetitan.com/) You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts (https://podcasts.apple.com/us/podcast/toolbox-for-the-trades/id1503078938), on Spotify (https://open.spotify.com/show/76wMZ1SJV4OAql9HzbnQ87?si=85dc59f7c6e244b2), or here (https://www.servicetitan.com/podcast).  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! (https://www.servicetitan.com/referrals) Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

It's the brightest time of the year, and we're giving Josh a few days off to spend with family and friends. We hope you're doing the same at this great time of the year, with people you care about and treasure as well. However, if the holidays get to be too much, we've got your escape hatch right here. An episode crossposted from our sister show, Toolbox for the Trades that is sure to help you in 2025. Have a spectacular rest of your holiday season. Originally Aired 4/2/2024 Ken Midgett (https://www.linkedin.com/in/kenmidgett/) is extremely passionate about continuous learning and believes that training is a critical component to the long-term growth of businesses in the trades. As a professional plumbing service entrepreneur, Ken successfully ran two businesses and helped make the plumbing program at a high school in eastern Pennsylvania one of the most sought-after for students joining the workforce. As the Plumbing Market Director at Interplay Learning (https://www.interplaylearning.com/), Ken is on a mission to help service-based businesses build a robust training culture. He stops by to share his entrepreneurial journey with us. He also talks about the importance of investing in training so that it not only turns businesses into profit generators but also helps to build employee confidence and reduce turnover. Join us as we discuss:   05:26: How Ken got students interested in the plumbing program 19:16: The importance of implementing a training culture 22:09: Why leadership needs to be involved in training 28:00: How organizations can incentivize employees with training Check out these resources we mentioned during the podcast: Interplay Learning (https://www.interplaylearning.com/) Association for Career and Technical Education (CTE) (https://www.acteonline.org/) ServiceTitan (https://www.servicetitan.com/) You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts (https://podcasts.apple.com/us/podcast/toolbox-for-the-trades/id1503078938), on Spotify (https://open.spotify.com/show/76wMZ1SJV4OAql9HzbnQ87?si=85dc59f7c6e244b2), or here (https://www.servicetitan.com/podcast).  Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode, we sit down with Josh Moree (https://www.linkedin.com/in/josh-moree-93640b6a/), Operations & Accounting Manager at Richards Plumbing & Electric (https://www.richardsplumbingrepair.com/), to uncover his team’s winning formula for turning estimates into sales.   Josh shares how they leverage ServiceTitan's features, strategic follow-ups, and customer financing options to close more deals and build trust with clients.  Ideal for service business leaders aiming to boost conversions, this episode offers practical tips on handling estimates with precision and keeping potential sales on track through a client-first approach.  Join us as we discuss: [00:58] Training your techs and CSRs for success [9:32] A mindset shift from selling to providing benefits [16:33] How to build a revenue-driven culture 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) Hosted by Ausha. See ausha.co/privacy-policy for more information.

We're diving deep into dispatching efficiency with Vanessa Gonzalez (https://www.linkedin.com/in/vanessa-gonzales-a41807182/) from Albuquerque Plumbing, Heating & Cooling (https://www.abqplumb.com/).  Vanessa reveals how they’ve completely revamped their call booking and dispatch processes with ServiceTitan’s Schedule Assistant. She also explains how their team harnessed this tool to boost operational performance, streamline dispatching, and optimize schedules in real time. Whether you're looking to improve your dispatching operations or elevate overall productivity, this episode offers actionable insights for maximizing your team’s time. Join us as we discuss:  [03:03] What is the Schedule Assistant?  [06:09] How to set up shifts and skills [14:03] Advice for implementing Schedule Assistant Check out these resources we mentioned during the podcast: Blue Collar Nerd (https://www.youtube.com/@BlueCollarNerd) How to use Schedule Assistant (https://help.servicetitan.com/how-to/use-schedule-assistant) Schedule Jobs Efficiently with Schedule Assistant (https://www.youtube.com/watch?v=HIMjbg2YJSE) 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) Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

It's Thanksgiving which means we're letting host Josh spend time with his family. While he's off carving turkey, he thought that a little takeover from Mastering Service Titan's Sister show, Toolbox for the Trades would be a great listen for you as you enjoy your holiday weekend while you spend time with the most important people in your life. We're so thankful for all of you, our listeners and customers who enjoy all of our podcasts from the ServiceTitan Podcast Network, and hope that your holiday season is the brightest it has ever been as we kick it off this year. Episode originally aired: 10/15/2024 Phillip Filaski believes leading by example is the key to being successful in sales. You need to be good at listening to prospects, ask the right questions, provide a consultative approach, and know how to handle objections professionally. He also believes in working hard, having a disciplined lifestyle, and having the right mindset that prepares you for success and enables you to bounce back from adversities. The Sales Supervisor at Lee’s Air (https://leesair.com/) stops by to talk about how he supports and coaches his team, his winning sales methodology, how he handles objections, and how he stays motivated when facing rejections. Join us as we discuss: [05:00] Phil’s secret to success in closing sales [13:13] How Phil trains his team and his sales methodology  [23:16] The most common sales objections and how to handle them Check out these resources we mentioned during the podcast: Lee’s Air (https://leesair.com/) ServiceTitan (https://www.servicetitan.com/) You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts (https://podcasts.apple.com/us/podcast/toolbox-for-the-trades/id1503078938), on Spotify (https://open.spotify.com/show/76wMZ1SJV4OAql9HzbnQ87?si=85dc59f7c6e244b2), or here (https://www.servicetitan.com/podcast).  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! (https://www.servicetitan.com/referrals) Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of Mastering ServiceTitan, we’re joined by Kyle Urquhart (https://www.linkedin.com/in/kyle-u-725b0b28/), Director of Account Management at Pierce Property Services (https://piercepropertyservices.com/).  Kyle explains how they've leveraged ServiceTitan to fuel success in the building envelope maintenance industry. He also reveals how his company transformed its operations by creating a dedicated account management department, restructuring service agreements for maximum efficiency, and empowering technicians with the ServiceTitan mobile app.  Whether you're looking to streamline your processes or get inspired by cutting-edge strategies, this conversation is packed with actionable insights to help you elevate your service business with ServiceTitan. Join us as we discuss:  [3:44] How to structure ServiceTitan for account management [19:57] Using ServiceTitan to stand out among competitors [26:17] Getting into ServiceTitanBetas for early access to new features Check out these resources we mentioned during the podcast: ServiceTitan Beta Waitlist (https://docs.google.com/forms/d/e/1FAIpQLSfBOlPjbGX-kWd_sRr0OIWOQkMsO-zd-AB2mrf7S6TajUJvGQ/viewform) 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) Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Live from Pantheon, we chat with Renee Lennox (https://www.linkedin.com/in/renee-lenox-a5815193/), Operations Manager at Service Specialties Inc (https://www.ssihvac.com/)., who shares her insider expertise on mastering release notes for ServiceTitan.  Renee breaks down why staying on top of release notes is critical for keeping your organization ahead of the curve and how a well-organized approach can prevent chaos during major updates. From tackling major transitions to staying nimble during frequent changes, Renee offers valuable insights on how to keep your team ready for anything. This episode is packed with actionable tips on how to turn release notes into a powerful tool for success. Join us as we discuss:  [1:57] The importance of keeping ServiceTitan updated [6:48] Handling major changes in ServiceTitan [14:33] How to make change more comfortable for your team Check out these resources we mentioned during the podcast: Blue Collar Nerd (https://www.youtube.com/c/BlueCollarNerd) Lady Titans website (https://ladytitans.org/) Lady Titans Facebook group (https://www.facebook.com/groups/ladytitan/) 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) Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Did you know the ServiceTitan Podcast network has other shows that can really help you not only grow your business but learn more about and use ServiceTitan even better? We've come out with additional shows to help folks all over your organization get the most out of your time working with us and our platforms. Today we have a guest episode from our sister show "Toolbox for the Trades", with a great concept to help keep your customers in your circle and coach your techs on the little things that matter most. Originally Aired 8/20/2024 Customer satisfaction is typically a top priority for inbound service calls, but what about after the technician has left the premises? Chelle Allen (https://www.linkedin.com/in/chelleallen/), the owner of iconnectu (https://iconnectu.info/), joins us to discuss the concept of “happy calls” — customer experience follow-ups made after a service is performed. Chelle explains how these calls not only offer gratitude but also collect valuable feedback to improve services.  Tune in to hear how happy calls help identify minor issues like technician behavior, create opportunities for additional sales, and strengthen customer loyalty.  Join us as we discuss: [3:33] The importance of following up on the little things [10:50] Following miscommunication crumbs [19:17] Eliminating in-house bias by outsourcing calls [29:21] Using “happy calls” for cross-promotional sales Check out these resources we mentioned during the podcast: ServiceTitan Thank You Report Guide (https://help.servicetitan.com/how-to/thank-you) You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts (https://podcasts.apple.com/us/podcast/toolbox-for-the-trades/id1503078938), on Spotify (https://open.spotify.com/show/76wMZ1SJV4OAql9HzbnQ87?si=85dc59f7c6e244b2), or here (https://www.servicetitan.com/podcast).  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! (https://www.servicetitan.com/referrals) Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Ashley Leege (https://www.linkedin.com/in/ashley-leege-aa456143/), Customer Service Manager at Althoff Home Services (https://www.althoffind.com/residential-services), unpacks ServiceTitan’s Dispatch Pro, an AI-powered, fully automated, and revenue-generating dispatch solution for the trades. Ashley shares the challenges her team faced before Dispatch Pro, how they made the switch, and highlights the importance of getting everyone involved in the implementation process. Whether you’re new to ServiceTitan or looking to improve how you use the platform, Ashley’s experience provides incredible insights on how to leverage the potential of Dispatch Pro. Join us as we discuss:   [02:42]: Benefits of using ServiceTitan Dispatch Pro [04:49]: Making the switch from a previous system to Dispatch Pro [16:09]: The implementation timeline and some actionable advice Check out these resources we mentioned during the podcast: ServiceTitan Dispatch Pro (https://www.servicetitan.com/features/pro/dispatch) ServiceTitan Community (https://community.servicetitan.com/) 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) Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.