Kelly Mesaris (https://www.linkedin.com/in/kelly-mesaris-a2a47538/), VP of Special Operations at LB Capital (https://lbachmanncapital.com/family-of-companies/), reveals the secrets behind scaling roofing companies with ServiceTitan.  Discover how LB Capital leveraged ServiceTitan to build a model tenant system, driving growth in one roofing company from $7M to $30M in just two years. From centralized call centers to tailored CRM setups, Kelly shares how ServiceTitan enables operational efficiency, rapid scaling, and private equity success. Tune in to hear the game-changing strategies behind their approach, including innovative use of Projects, Dispatch Pro, and good-better-best pricing models, all tailored for roofing businesses. Join us as we discuss:   [4:12] Roofing and private equity strategies and integrations with ServiceTitan [12:33] ServiceTitan Projects, workflow efficiencies, and tips for new users [24:35] Why private equity firms want companies using ServiceTitan Check out these resources we mentioned during the podcast: ServiceTitan Projects (https://help.servicetitan.com/how-to/create-project) LFG Mastermind (https://lbachmanncapital.com/mastermind/) with Lance Bachmann 7th Annual Roofing Process Conference (https://roofconference.com/) LB Capital's Podcast -Built to Sell Radio (https://builttosell.com/podcast/) Shop Tours (https://lbachmanncapital.com/tour/) Reach out to Kelly at 410-215-7978 or kelly@lbcap.com (mailto:kelly@lbcap.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.

AI is reshaping the trades, and forward-thinking businesses are using tools like ChatGPT to automate processes and improve efficiency.  Dan Lizette (https://www.linkedin.com/in/dan-lizette/), Director of Process Improvement at Mattioni Plumbing, Heating & Cooling (https://www.callmattioni.com/) 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 (https://openai.com/index/chatgpt/) 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.

ServiceTitan’s reporting capabilities can transform the way service businesses operate when used correctly.  In this episode, we explore how reporting can drive efficiency, save time, and streamline operations. Adam Cronenberg (https://www.linkedin.com/in/adamcronenberg/), Partner at Besser Garage Doors (https://www.besserbros.com/) in Orange County, California, and Element Mist (https://elementmist.com/) in Phoenix, AZ — and an experienced ServiceTitan user — shares his best practices for setting up reports that matter, automating workflows, and getting the most out of your data.  If you’re looking to optimize your service business’ workflows, this is the episode for you. Join us as we discuss:   [00:33] ServiceTitan’s reporting feature and where new users should start [16:29] Addressing workflow discrepancies with custom reports [25:25] Adopting an efficiency mindset and handling your team’s FAQs Check out these resources we mentioned during the podcast: ServiceTitan Reports (https://help.servicetitan.com/landing-page/reports-home) ServiceTitan Customer Resource Hub (https://www.servicetitan.com/customer-resource-hub) ServiceTitan Masterminds (https://www.facebook.com/groups/servicetitanmastermind/) 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.

Discover how to save time and reduce errors with ServiceTitan’s automated refunds and deposit features. Kim Rahn (https://www.linkedin.com/in/kimberly-rahn-0a797b2b/), Implementation Success Senior Manager with the Titan N-Tegration Team (https://titanadvisorsgroup.com/who-we-are/) (TNT), joins us to explore two must-use features — automated refunds workflow and auto-applying deposits. Kim explains how these tools can simplify complex workflows, prevent double revenue counting, and ensure accurate accounting. Plus, she shares practical advice for setup, common mistakes to avoid, and how these features improve operations for businesses of any size.  Tune in to learn how ServiceTitan can enhance your financial processes and keep your books in check. Join us as we discuss:   [00:30] Automated refunds in ServiceTitan and best practices [10:30] How the auto-apply rules for deposits alleviate manual workflows [19:07] Titan Advising Gurus and ServiceTitan success stories Check out these resources we mentioned during the podcast: Click here (https://help.servicetitan.com/how-to/set-up-automated-refund-workflow#:~:text=To%20use%20automated%20refunds%2C%20you,are%20ready%20to%20process%20refunds.) for instructions on setting up your automated refund workflow in ServiceTitan Click here (https://help.servicetitan.com/how-to/payment-collection-auto-apply) for instructions on setting up auto-apply rules in ServiceTitan Titan Advising Gurus (https://titanadvisinggurus.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.

Richard Kohberger (https://www.linkedin.com/in/richard-kohberger-306860102/), Industry Advisor, Content Specialist at ServiceTitan (https://www.servicetitan.com/) — perhaps better known as the host of the Blue Collar Nerd (https://www.youtube.com/@BlueCollarNerd) channel on YouTube — brings authenticity and tech expertise to the ServiceTitan platform. From assisting in his family’s HVAC business to becoming a trusted digital content specialist, Richard shares his unconventional journey into tech. He discusses the challenges and opportunities in aligning contractors with cutting-edge technology and how his authentic content creation turned heads in the industry.  Tune in to explore his strategies for leveraging ServiceTitan tools, his content philosophy, and his unique ability to bridge the gap between two traditionally separate worlds. Join us as we discuss:   [1:58] Fusing authentic content creation with the trades [16:17] ServiceTitan release notes and Pricebook features [26:31] An exciting update to ServiceTitan capacity planning Check out these resources we mentioned during the podcast: Blue Collar Nerd (https://www.youtube.com/@BlueCollarNerd) on YouTube Blue Collar Nerd (https://www.facebook.com/bluecollarnerd?modal=admin_todo_tour) on Facebook ServiceTitan (https://www.youtube.com/@Servicetitan) on YouTube 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.

ServiceTitan Forms is more than just a catalog of digital checklists — it’s the backbone of efficient operations. Sena Sadeghi (https://www.linkedin.com/in/sena-sadeghi-549a179b/), Senior Manager of Customer Programs at ServiceTitan (https://www.servicetitan.com/), unpacks this powerful feature, from streamlining processes with conditional logic to leveraging auto-tagging and advanced reporting. Sena shares actionable insights to help technicians and office teams transition from pen and paper to a unified digital workflow.  Whether you're new to ServiceTitan or a seasoned user, this episode offers practical tips to elevate your business operations with the advanced ServiceTitan Forms feature. Join us as we discuss:   [3:45] The four core advanced features within ServiceTitan Forms [15:30] Customer data set reporting and Form Submissions [19:38] Common ServiceTitan Forms user errors to avoid Check out these resources we mentioned during the podcast: Customer Resource Hub (https://www.servicetitan.com/customer-resource-hub) ServiceTitan Forms (https://help.servicetitan.com/landing-page/forms-home) TitanExchange (https://help.servicetitan.com/how-to/how-to-titanexchange-content) Blue Collar Nerd (https://www.youtube.com/watch?v=8xsxHAmv-Wg) ServiceTitan Ember Sessions (https://www.servicetitan.com/training/ember-sessions) ServiceTitan SparkSessions (https://www.servicetitan.com/sparksessions) 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.

As 2025 continues to be a revolutionary year for so many of ServiceTitan’s features, we want to take a moment to draw attention to the power of TitanAdvisor.   Episode originally aired 8/8/2024: Revisiting one of our earliest episodes, Josh Lu hosts The “Queen of TitanAdvisor,” Krista Landon (https://www.linkedin.com/in/krista-eubanks-landen/), and Marketing and IT Manager at Gulfshore Air Conditioning and Heating (https://gulfshoreair.com/), shares her journey and expert tips for getting the most out of the TitanAdvisor score in ServiceTitan.  Krista walks us through how TitanAdvisor can help guide your workflows and reveal her seasonal approach to making profitable changes. Tune in to hear practical advice on setting business goals, figuring out what to prioritize, and getting your team on board to boost growth and efficiency. Join us as we discuss:  [01:30] Understanding your TitanAdvisor score [13:23] Driving change and getting team buy-in [22:26] Tackling the low-hanging fruit first Check out these resources we mentioned during the podcast: Titan Score Contest (http://servicetitan.com/blog/titan-score-challenge) TitanAdvisor (https://www.servicetitan.com/features/titan-advisor) Marketing Pro (https://marketing.pro/) Pricebook Pro (https://www.servicetitan.com/features/pro/pricebook) Titan Intelligence (https://www.servicetitan.com/features/titan-intelligence) Ember (https://www.servicetitan.com/training/ember-sessions) Know a business that could use a bit of muscle from ServiceTitan? Refer them here! (https://www.servicetitan.com/referrals) 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 our website, or search for Mastering ServiceTitan in your favorite podcast player. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Even if your New Year’s Resolution has faltered by the time you read this, we’ve still got the one for your business covered. Revisiting our conversations with Angie Snow (https://www.linkedin.com/in/angiesnowsuccesscoach/), Principal Industry Advisor with ServiceTitan (https://www.servicetitan.com/), Juan Lopez (https://www.linkedin.com/in/juan-lopez-6585a313/), Business Analyst at Franklin Electric (https://franklin-electric.com/), and Alyssa Rogers (https://www.linkedin.com/in/alyssa-rogers-ms-mba-a44b2125/), Vice President at Rogers Heating and Cooling (https://www.callrogers.com/), we hand selected 3 key pieces of tech and tactics to grow your business with ServiceTitan in 2025. These three segments highlight the importance of making sure that our platform is working as hard as possible for you and your customers. Join us as we discuss:  [1:11] What is Adjustable Capacity Planning (ACP) with Angie Snow [6:02] Juan’s Advice for leveraging Next with new processes [18:07] Alyssa’s Rundown on how ServiceTitan can help you offer your customers financing options Check out these resources we mentioned during the podcast: CSR training (https://www.servicetitan.com/company/training) Using ServiceTitan Next (https://help.servicetitan.com/how-to/next) Using ServiceTitan Practice (https://help.servicetitan.com/how-to/using-servicetitan-practice) Next VS Practice: Sandbox Environments Explained (https://www.youtube.com/watch?v=KyP6SE_Z21Y) ServiceTitan Community (https://community.servicetitan.com/) Getting Started with ServiceTitan Integrated Financing (https://www.servicetitan.com/features/customer-financing) Need training for Integrated Financing? Register here (https://servicetitan.zoom.us/webinar/register/WN_R1NtMGgqStCzYSfiFf0CYA#/registration)!  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.

Jess Kralemann (https://www.linkedin.com/in/jessica-kralemann-882321b2/), Marketing Manager at Chesterfield Service, Inc (https://www.chesterfieldservice.com/). and Founder-CEO of Titan Advising Gurus (https://titanadvisinggurus.com/), joins us to explore how ServiceTitan’s Marketing Pro can help businesses achieve their growth goals.  Jess dives deep into building targeted campaigns, shares inspiring client success stories, and breaks down actionable strategies for leveraging Marketing Pro to its fullest potential.  Whether you’re just starting with ServiceTitan or seeking to optimize your existing marketing approach, Jess’s insights will arm you with the tools and know-how to drive better results from your campaigns. Join us as we discuss:  [2:51] Marketing Pro success stories and ROI-driven results [9:49] Best practices for marketing campaigns [15:333] Reaching new clients and cross-marketing Check out these resources we mentioned during the podcast: Canva (https://www.canva.com/) ServiceTitan Marketing Pro (https://www.servicetitan.com/features/pro/marketing) ServiceTitan Scheduling Pro (https://www.servicetitan.com/features/pro/scheduling) Titan Advising Gurus (https://titanadvisinggurus.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.

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.