Advertise on podcast: Mastering ServiceTitan

AI adoption in the trades might feel like a gamble to some, but for Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, it was a no-brainer. In this episode, Jen breaks down how her medium-sized garage door company overcame the five biggest barriers to AI adoption, from staffing fears to integration headaches, unlocking massive efficiency gains. Jen shares real-world stories of deploying “Dory,” their AI virtual agent, utilizing Atlas for instant marketing campaigns, and automating dispatch to increase revenue per tech by 12% in a single month. Whether you're skeptical about AI or just don't know where to start, Jen’s pragmatic approach provides a clear roadmap for using AI to eliminate mundane tasks, reclaim time, and grow your team's careers. Join us as we discuss:  [2:02] What drove Lowry to adopt ServiceTitan’s virtual agents and getting their team onboard [12:18] Calculating clear ROI for AI tools and ServiceTitan’s MAX package[21:17] Why distinctive virtual agents for different customer bases are important[32:06] How Atlas and Marketing Pro helped Lowry with marketing copy and messaging[40:39] Practical tips for contractors thinking about implementing AI in their workflowsCheck out these resources we mentioned during the podcast: Register for Pantheon 2026 in Orlando, FL here!ServiceTitan Max PackageServiceTitan Virtual AgentsYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

As we wind up for Pantheon 2026, we're bringing few great episodes back from the past to prep you for the big show and bring you new, amazing conversations. We'll be back on 10/15/2026 with Pantheon's breakdown and conversations.Episode Originally Aired: 7/22/2025Contractors know the pain of a chaotic back office. Between recruiting, onboarding, payroll, and compliance, it’s easy for things to spiral into a full-blown admin dumpster fire. In this episode, Miter CEO and Co-founder Connor Watumull shares how to put out those flames forever. Hear how Miter’s integration with ServiceTitan helps contractors modernize their operations, reduce manual tasks, and build stronger, more loyal teams. Connor explains why onboarding is the most important loyalty test, how to turn your hiring process into a recruiting advantage, and what the most successful contractors are doing to scale without drowning in paperwork. Join us as we discuss:   [1:07] How platforms like Miter help growing contractors with their admin tasks[9:38] The biggest mistakes contractors make with hiring and onboarding[23:15] Payroll headaches and how Miter can help you fix them Check out these resources we mentioned during the podcast: QuickbooksSageADPPaychex Acumatica NetSuiteYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Effective shoulder season marketing is the difference between a stagnant board and a thriving business during demand dips. Paul Belessis, Growth Marketing Manager at ServiceTitan, sits down with Kelsey Knutsen, Marketing Director at Crisafulli Bros Home Services, and Andrea Reagan, CMO at Above & Beyond Service Company, to share proven strategies for filling the gaps. The trio discusses leveraging unsold estimates through automated follow-ups, utilizing A/B testing to refine high-converting offers, and deploying hyper-targeted direct mail based on ServiceTitan data. They also explore the power of AI voice agents for speed-to-lead and the importance of internal team alignment. Whether you're navigating a dip in HVAC calls or looking to cross-sell plumbing and electrical services, this episode provides a tactical blueprint for maintaining consistent growth year-round. Join us as we discuss:  [5:32] Implementing a shoulder season strategy and attacking unsold estimates[11:56] Centralizing your internal communication and incentivizing technicians[20:24] A/B testing, direct mail, financing, and social media marketing[35:27] Winning your neighborhood and knowing when to throttle your marketing spend[38:31] Tailoring AI agents to echo your brand’s voice and cultureCheck out these resources we mentioned during the podcast: Marketing ProDispatch ProField ProAtlasServiceTitan Max You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Sabrina Withers, owner and marketing manager at O'Shea Trades in Melbourne, Australia, joins the show to explore how systematizing the customer journey and marketing attribution fueled a staggering 2,000% business growth over six years. Sabrina breaks down the transition from disjointed marketing data to full end-to-end revenue attribution using Marketing Pro and Scheduling Pro. She shares O'Shea's framework for multi-trade cross-promotion, non-intrusive quote follow-up workflows, and high-impact physical leave-behinds. Sabrina also details how Australian privacy rules reshaped their approach to referral generation, audience segmentation, and personalized customer care. Join us as we discuss:  [1:15] How ServiceTitan amplifies the customer journey by augmenting every touchpoint[8:17] Approaching conversations with new customers, referrals, and training[14:38] Which customer touchpoints should be automated and the ones you should keep in human hands[20:37] Why many contractors underestimate the need for marketing literature that educates customers[25:03] Tracking unsold jobs and timely follow-ups with potential customersCheck out these resources we mentioned during the podcast: Marketing ProScheduling ProYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Danielle Combs, Program Manager for Customer and Partner Relations at ServiceTitan, joins the show to dive into the newly launched ServiceTitan Certified Technician Program. Danielle explains how this milestone certification breaks new ground by being available to non-users and trade school students, helping shops recruit tech-forward talent and significantly reduce time-to-revenue for new hires. She walks through the 10-section curriculum built on the new Field mobile app, spanning job lifecycle navigation, Pricebook utilization, equipment findings, and multi-tier financing. Danielle also shares how the gamified “Explorer to Commander” structure uses real interactive click-through simulations customized to specific trades, and provides actionable advice for getting buy-in across your entire technician roster. Join us as we discuss:  [1:10] A brief overview of ServiceTitan’s Certified User Program and the introduction of the Certified Technician Program  [11:29] Ten key comprehensions covered by the program, including job lifecycle, estimates, and item management [28:33] The program’s three leveling tiers: Explorer, Navigator, and Commander  Check out these resources we mentioned during the podcast: Click one of the following links to check out the new ServiceTitan Certified Technician Program: Current ServiceTitan Users Trade School Users School Registration ServiceTitan Certified User Program You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Amanda Root, CEO at Tri-City Home Solutions, joins the show to discuss how a third-generation, 60-year-old family business rapidly modernized its operations using ServiceTitan Virtual Agents. Amanda shares her candid story of abandoning a costly custom Salesforce build to “rip the Band-Aid off” and fully align her processes with ServiceTitan's core workflows. She walks through the real-world deployment of their AI voice agent, including an accidental Friday afternoon email blast that tested the bot under fire. Amanda details how pairing Virtual Agents with Adaptive Capacity and the ServiceTitan Max program helped her team drive a 186% increase in book-call revenue while freeing up human CSRs to focus on high-touch tasks. Join us as we discuss:  [3:19] How Amanda framed their first voice agent for Tri City’s CSR team and how it helped with a chaotic scheduling snafu[12:13] The significant ROI that Tri City has seen from its voice agents and onboarding advice[21:27] How Tri City rolled out their voice agent to customers and handing off after hours callsCheck out these resources we mentioned during the podcast: ServiceTitan Virtual AgentsServiceTitan MaxScorpionYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

High season is heating up and this summer we're bringing you some of the best episodes from both our shows on the ServiceTitan Podcast Network. Between new episodes, ones from the past you might have missed, and conversations and checkins from over 2 years and nearly 100 episodes - there's so much to learn about running your trades business better than ever. Originally Aired 5/14/2026 Sydney Biancardi, COO at Iceberg Home Services, joins the show to discuss the critical importance of ServiceTitan data fundamentals. Sydney shares her epic journey from starting as a CSR who offloaded shipments with a forklift to becoming a COO obsessed with data integrity. In this episode, we break down why mastering ServiceTitan vocabulary is the first step toward accurate reporting and how a deep understanding of the software's back end allows for smarter, more predictable business scaling. Sydney offers advice on avoiding common data misconceptions and explains how cross-training employees in different roles can provide the context needed to maintain a well-oiled machine. Join us as we discuss:  [3:07] The importance of clean data and common language [13:11] ServiceTitan implementation, SOPs, and micromanagement  [21:23] Why tracking booking rates and abandoned calls is a gamechanger [26:35] A deeper dive into the differences between jobs and opportunities You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Adam Terranova, Senior Director of Marketing at Authority Brands, joins the show to dissect the massive task of rolling out ServiceTitan across more than 500 franchise locations. Adam shares his framework for enterprise change management, explaining why establishing a clear collective vision must precede tactical training. He walks through the strategic “molecule model” for expanding into Pro products, advocating for Scheduling Pro as the essential bridge between marketing campaigns and consumer engagement. Additionally, Adam reveals how Authority Brands scaled rollout logistics by standardizing setup decisions at the corporate level and emphasizes why a rock-solid ServiceTitan Core foundation is mandatory before implementing any advanced add-ons. Join us as we discuss:  [1:02] Authority Brands’ decision to roll out ServiceTitan for all of their franchisees and lessons learned [6:19] Why Scheduling Pro should be the first module you add to your core ServiceTitan [9:18] Implementing multiple Pro products across hundred of locations and some best practices [15:55] Why a focus on the customer is a collective win for everyone in the trades Check out these resources we mentioned during the podcast: Enterprise Hub Scheduling Pro You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

What if your phones could keep booking jobs while your team sleeps? In this episode, Lindsey Gwirtz, Senior AI Solutions Architect at ServiceTitan, stops by to talk about how AI voice agents are helping contractors capture more calls, reduce CSR workload, and deliver better customer experiences around the clock. Lindsey shares how Voice Agent has evolved into a powerful extension of the customer service team, booking jobs, answering questions, processing payments, confirming and rescheduling appointments, creating follow up tasks, and even notifying on-call technicians automatically. Join us as we discuss:  [3:31] Real virtual agent customer success stories and business impact[8:23] Creative ways contractors introduce Voice Agent to their teams[17:06] Voice Agent updates, compatibility, and deployment Check out these resources we mentioned during the podcast: Mastering ServiceTitan with  Henry Chang  Customer Resource HubYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this special webinar replay episode, ServiceTitan’s own Paul Belessis leads an in-depth panel discussion with Phillip Kent, Director of Marketing at Cooper Heating, Cooling, Plumbing, & Electrical, and Dave Hannett, VP of Lifecycle Marketing at Redwood Services, on turning high-volume summer demand into long-term customer retention. The panel reveals the exact mechanics behind scalable lifecycle marketing: from setting expectation-building pre-arrival emails and automating unsold estimate follow-up campaigns, to driving 5X lifetime customer value through simplified auto-pay memberships. PK and Dave also share real-world tactics on leveraging local Reddit communities during severe weather events, utilizing personalized print leave-behinds, and maximizing the online estimate acceptance link to capture conversions long after the technician leaves the home. Join us as we discuss:  [1:53] Why every service job should start with top of funnel multi-service marketing and personalization[12:43] The lifetime value of the average customer membership and why auto-pay is critical to your bottom line[21:45] The importance of marketing drip and reinforcing the value of your memberships[31:04] Why Reddit is a marketing diamond in the rough and balancing automation with real-time factorsCheck out these resources we mentioned during the podcast: Marketing ProYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

High season is heating up and this summer we're bringing you some of the best episodes from both our shows on the ServiceTitan Podcast Network. Between new episodes, ones from the past you might have missed, and conversations and checkins from over 2 years and nearly 100 episodes - there's so much to learn about running your trades business better than ever. Originally aired 3/6/2025AI is reshaping the trades, and forward-thinking businesses are using tools like ChatGPT to automate processes and improve efficiency.  Dan Lizette, Director of Process Improvement at Mattioni Plumbing, Heating & Cooling 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 You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

High season is heating up and this summer we're bringing you some of the best episodes from both our shows on the ServiceTitan Podcast Network. Between new episodes, ones from the past you might have missed, and conversations and checkins from over 2 years and nearly 100 episodes - there's so much to learn about running your trades business better than ever. Originally Aired: 8/28/2025 Membership innovation is transforming the contractor-homeowner relationship, dramatically improving customer loyalty and profitability. Josh Teekell, Founder and CEO ofSmartAC.com, shares how sensor technology and software integrations redefine traditional HVAC memberships. Discover how reducing physical visits from twice to once a year, leveraging real-time monitoring, and offering tiered membership plans can boost signup rates, increase retention, and significantly reduce costs. Join us as we discuss:  [2:09] The evolution (or lack thereof) of memberships and why they’re critical for retention [6:22] Boosting the value of memberships through real-time data collection [17:53] ServiceTitan’s integration with SmartAC and important KPIs Check out these resources we mentioned during the podcast: ServiceTitan Marketplace Smart AC Pantheon 2025 SmartAC.com Leads Integration SmartAC.com/servicetitan You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode, Josh sits down with Jacqueline "Jax" Youngdahl, Training Specialist at HomeX, to discuss the company's four-week CSR training program. Jax shares how HomeX has scaled its call center from fewer than 20 agents to 60+, all while maintaining a strong focus on customer experience, confidence-building, and practical ServiceTitan training. From service calls and memberships to estimates, conversions, and task management, Jax explains how she introduces complex concepts in manageable stages, creates an engaging learning environment, and helps new hires build the confidence they need to succeed on the phones. Join us as we discuss:  [5:15] How to create a positive learning environment for new CSR hires [14:47] How ServiceTitan Academy supports the overall training process and why every entry in ServiceTitan is fixable [30:31] When you know it’s time to push new CSRs out of the nest Check out these resources we mentioned during the podcast: Kahoot! You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode, we welcome back returning guest Paul Belessis, Growth Marketing Manager at ServiceTitan, to outline an optimized summer marketing strategy. Paul breaks down how to balance wide brand awareness with hyper-targeted, multi-channel localized campaigns to capture high-ticket system replacements. He details exact tactics for mixing digital channels like Meta, Google Display Network, and AI-generated streaming radio ads with traditional tools like yard signs and targeted direct mail. Additionally, Paul shares how to leverage advanced features in Scheduling Pro, such as dynamic dispatch fees and automated abandoned booking recovery, to squeeze the maximum ROI out of every single summer lead. Join us as we discuss:  [1:12] Why brand awareness should be a top priority and hyper-targeting your ICP [7:04] Which digital and traditional channels marketers should be utilizing  [12:31] Finding the sweet spot for your marketing campaign’s duration and adjustments [18:59] Turning one-off customers into lifelong clients through cross-selling Check out these resources we mentioned during the podcast: Marketing Pro Scheduling Pro Follow Paul on Instagram, TikTok, or YouTube! You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode, we talk with Sarah Ghirardo, Director of Pro Content, Marketing Pro at ServiceTitan and one of the leaders behind Atlas, the AI-powered intelligence layer built directly into the ServiceTitan platform. Sarah explains how Atlas uses real-time business data to uncover revenue opportunities, recommend marketing campaigns, and even draft and launch campaigns on a contractor's behalf. We also discuss why data is a contractor's competitive advantage, the hidden costs of disconnected systems, and how AI is reshaping marketing in the trades. Join us as we discuss:  [3:21] How Atlas identifies opportunities and launches campaigns [9:02] The first campaign every contractor should run [18:36] What is the fragmentation tax? Check out these resources we mentioned during the podcast: ServiceTitan Masterminds Group on Facebook Marketing Pro Group on Facebook The Trademarke Podcast ServiceTitan Events You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.  Know a business that could use a bit of muscle from ServiceTitan? Refer them here! Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player. Hosted on Ausha. See ausha.co/privacy-policy for more information.