Mastering ServiceTitan

In this episode, Josh sits down with returning guest Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, to break down how her team uses ServiceTitan Projects to bring structure and clarity to complex installation work. Jen walks through how Application for Payment functions as a smarter way to manage deposits, progress billing, and partial invoicing without creating AR confusion. Instead of relying on spreadsheets or manual invoice edits, her team uses Application for Payment to control when and how revenue is billed, track materials and labor, and eliminate human error.
Join us as we discuss: 

[2:10] How Lowry scaled their commercial division from 2 to 15% of their business

[7:58] How to eliminate manual purchase order errors with Application for Payment

[15:57] Using Application for Payment in your commercial projects

[20:46] Where Submittals fall in your Projects workflow

Check out these resources we mentioned during the podcast:

ServiceTitan Projects

Procore

Building Connected

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.

Liz Haynes, Chief Experience Officer at Streamline Services, joins the show to share how her team moved from overwhelming Google Sheets to ServiceTitan Projects. Liz breaks down how she customized the Projects tab, originally designed for large-scale commercial work, to manage residential HVAC, plumbing, and electrical jobs that require permits, inspections, and multiple stages. Learn how to set up sub-statuses for better transparency, use custom fields for permit tracking, and leverage task templates to automate internal communication. If you’re looking to increase departmental visibility and ensure no permit or rebate detail ever slips through the cracks, this episode is your blueprint for an efficient, spreadsheet-free office. 

Join us as we discuss: 

[1:33] How ServiceTitan Projects pulled Streamline out of spreadsheet hell

[7:00] The biggest benefit of using Task Management: transparency

[14:15] Permissions, task creation, and the importance of a project coordinator

[19:31] Advice for anyone implementing Projects for the first time

Check out these resources we mentioned during the podcast:

ServiceTitan Projects

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.

Jessica Woodruff Smith, President and Cofounder at Boxed for the Trades, returns to discuss the ServiceTitan Accounts Payable module. Jessica explains how this core feature bridges the gap between estimated purchase order costs and actual vendor bills to provide real-time, accurate job costing. She breaks down the essential prerequisites, including a solid purchasing workflow and a clean Pricebook, while offering a step-by-step guide to mapping vendors and reconciling statements. Learn how Jessica leveraged virtual assistants to automate data entry and why she recommends a “first of the month” launch strategy to transform your accounting from a tedious daily task into a high-level decision-making tool.

Join us as we discuss: 

[1:06] How Accounts Payable ensures accurate vendor billing and job costing

[9:51] Why an accurate Pricebook is essential to your Accounts Payable module 

[16:47] Explaining to your team the “why” behind implementing new ServiceTitan features

Check out these resources we mentioned during the podcast:

Why Every Shop Should Turn on Touchless Accounting with  Jessica Woodruff Smith

Accounts Payable 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.

Carla Lynn, Customer Marketing Manager at ServiceTitan, joins the show to break down the 2026 winter release highlights for ServiceTitan. This episode explores four major updates designed to streamline operations: enhancements to the Field Mobile app for better project visibility, the new Atlas-powered Rule Builder for adaptive capacity, three-way matching in accounts payable to protect the bottom line, and a centralized hub for end-to-end construction management. Carla also introduces the new Release Hub, a centralized knowledge base where users can preview walkthrough videos and test upcoming features in their “Next” environment before they go live.

Join us as we discuss: 

[1:39] Field Mobile app enhancements, including technician appointment summaries

[4:19] The Atlas Rule Builder for strategic rules in adaptive capacity planning

[7:48] How new three-way matching in accounts payable protects your bottom line

[9:37] End-to-end construction management for residential and commercial builders

[13:58] Where customers can provide feedback and provide ideas for future updates 

Check out these resources we mentioned during the podcast:

Winter 2026 Release Hub

ServiceTitan Masterminds Group

Pro Tips for ServiceTitan Mobile Training and Adoption with Tim Newhook

Discover the New ServiceTitan Field Mobile App: Less Screen Time, More Wrench Time with David Erickson

How to Set Up Adaptive Capacity Strategic Rules with Zack Kays

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.

Our podcast year started off with a bang, and as a result, we're sharing our sister show, Toolbox for the Trades, and their episode around Tech FOMO, because new the new year means it's likely time you're looking at new features for your tech stack. We'll be back with more Mastering ServiceTitan next week!

Episode originally Aired 1/13/2026

Contractors are drowning in tech clutter. Between AI tools and endless “must-have” software subscriptions, it’s easy to get lost chasing the next shiny object. In this episode, Powerhouse Consulting’s Jenny Benbrook and Pam Duffy join the show to share a five-step plan for cutting through the noise, eliminating redundant tools, and building a smart, scalable tech strategy that actually drives profit. From budgeting like a marketer to running a “Goldilocks check” on your tech, this conversation will help you stop chasing shiny objects and start getting ROI from the software you already own.

Join us as we discuss:
 
[5:24] The rise of tech FOMO and the problem with over-adoption

[19:06] A five-step plan to technology strategy success

[38:23] The importance of regularly evaluating your tech spend

Check out these resources we mentioned during the podcast:

 ServiceTitan

You can find this interview and many more by subscribing to Toolbox for the Trades 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 Toolbox for the Trades in your favorite podcast player.

Hosted on Ausha. See ausha.co/privacy-policy for more information.