Description
If you’re not fully leveraging ServiceTitan’s mobile features, you may be leaving efficiency on the table.
Jeremy Lewis, President at Gleason Heating, Plumbing, Air and Electric in the Greater Chicago area, shares how his team uses the Content Portal to streamline communications, ensure technicians always have the latest documents at their fingertips, and keep promotions organized.
Jeremy also breaks down how to structure estimates effectively, why copying estimates is a game-changer, and how to train techs on presenting financing to customers with ease.
If you’re looking to optimize your team’s mobile workflow and improve customer presentations, this episode is packed with actionable insights.
Join us as we discuss:
[1:02] The benefits of using the Content Portal in the ServiceTitan mobile app
[6:34] Strategies for techs presenting payment options to customers
[11:28] Shifting your techs from a “sales” mindset to one of “offering solutions”
[20:23] Building estimates using Pricebook Pro’s Smart Recommendations
Check out these resources we mentioned during the podcast:
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