Mastering ServiceTitan

In this episode, Scott Burns, Senior Product Manager at ServiceTitan, joins the show to discuss the major overhaul of ServiceTitan’s Dispatch Board. Scott reveals the “why” behind the new look, including the introduction of a sleeker, more modern interface designed for speed. We dive into the Activity Center, which consolidates all customer and technician communications, and explore the revamped Non-Job Events workflow that allows dispatchers to manage breaks and meetings without leaving the board. Learn how to access these features today through the “New and Upcoming Features” setting and how these updates serve as the foundation for future innovations in dispatching.

Join us as we discuss: 

[00:57] The biggest core changes and the reasons behind them

[7:48] Permission toggles, global settings, and non-job events

[17:14] The Activity Center, training on new features, and feedback 

Check out these resources we mentioned during the podcast:

Daily Dispatch Board

Dispatch Board Settings

Non-job 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.

In this episode, we welcome back returning guest Lorenzo Plaath, Owner and CEO of Kanara Enterprises, to discuss the critical topic of AI readiness in ServiceTitan. While many contractors are eager to adopt new tools like AI Voice Agents, Lorenzo argues that most businesses aren't foundationally prepared for them. He introduces a structured 30-60-90 day AI readiness plan designed to audit data, standardize workflows, and optimize platforms for growth. From cleaning up messy Pricebooks to establishing proper governance on the dispatch board, Lorenzo breaks down how to build a return-on-investment story that moves beyond the hype and into predictable business scaling.

Join us as we discuss: 

[1:30] First steps to “AI-proofing” your business before implementing new tools 

[8:01] Why clean data is so critical to AI Voice Agent’s effectiveness

[14:32] Common mistakes to avoid and benchmarking AI-driven outputs

[21:51[ The mindset shift contractors should consider when adopting AI 

Check out these resources we mentioned during the podcast:

AI Voice Agent

Chris Hunter and Lawrence Riley webinar 

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.

We welcome back Paul Belessis, Growth Marketing Manager at ServiceTitan, to dive deep into Spring scheduling and dispatching. Paul pieces together the puzzle of the spring season, explaining how to fill your board with maintenance calls now to clear the way for high-revenue demand calls during the summer heat. We explore the power of Adaptive Capacity for route optimization, new human-in-the-loop updates for Dispatch Pro, and game-changing features in Scheduling Pro like dynamic dispatch fees and automated SMS recovery for abandoned bookings. Learn why Paul views a shop owner as a “symphony conductor” who must coordinate CSRs, technicians, and AI tools to stay proactive rather than reactive.

Join us as we discuss: 

[1:13] Optimizing scheduling opportunities before the summer busy season

[6:50] New Dispatch Pro AI-assisted features and consoles 

[10:07] Scheduling Pro additions, like dynamic dispatch fees and SMS booking with AI agents

[17:11] Navigating the ServiceTitan Pro product tree and core features

Check out these resources we mentioned during the podcast:

Scheduling Pro

Dispatch Pro

Marketing Pro

Adaptive Capacity

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, James Beyer, Owner of Beyer Plumbing, returns to share the story behind moving his construction operations into ServiceTitan and helping test the platform’s new construction workflows. He discusses work breakdown structures, cost codes, and real time reporting, along with the challenges of implementing new workflows across an entire company. James also talks about lessons learned and how better reporting can help teams improve efficiency and profitability.

Join us as we discuss: 

[6:01] How to use cost codes and cost types for financial reporting

]14:22] Why real time reporting and labor tracking impacts profitability

[26:29] Implementation challenges, lessons learned, and getting buy-in

Check out these resources we mentioned during the podcast:

ServiceTitan Pantheon

ServiceTitan Torch Network

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.

Paul Belessis, Growth Marketing Manager at ServiceTitan, joins the show to share essential Spring marketing tactics for contractors transitioning out of shoulder season. Paul discusses the critical importance of a proactive maintenance strategy to build a solid pipeline for the summer months. He breaks down how to leverage Marketing Pro for cost-effective, multi-channel campaigns, starting with low-cost emails and layering in text messages, Meta ads, and direct mail. Learn about upcoming innovations like AI outbound agents, the power of neighborhood-specific targeting, and how to use the “rule of seven” to ensure your message resonates with customers during the spring thaw.

Join us as we discuss: 

[1:28] Building up a maintenance marketing strategy for the Spring season

[7:40] Best practices for implementing omnichannel marketing with Marketing Pro

[14:59] Converting maintenance visits into future sales opportunities

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.