Advisory
ServiceTitan coaching that makes the whole system run right
A great pricebook sits inside a shop that has to run well around it. ServiceTitan coaching is for owners who want the operation tightened: dispatch, job costing, and the numbers that actually matter, so the platform you already pay for earns its keep.
Where we coach
Six areas, picked because they’re where shops actually lose time and margin, not because they fill a slide:
Operations
Tighten the day-to-day: dispatch, scheduling, the handoffs that quietly cost you jobs.
Workflow design
Map how work actually moves through your shop in ServiceTitan, and fix the steps that leak time and money.
Business operating model
The structure underneath the software: roles, accountability, how the shop is meant to run.
ServiceTitan coaching
Get more out of the platform you’re already paying for: the features that move margin, skip the ones that don’t.
Job costing
Know what each job actually costs you, so your pricing reflects reality instead of hope.
Reporting
The handful of numbers an owner should watch, and how to read them without a finance degree.
How it pairs with a build
Coaching and a pricebook build reinforce each other: the build gives your techs a sales system, the coaching makes sure the shop around them runs so the gains stick. Many owners start with an audit and add coaching once the pricebook is solid.
Questions
Straight answers
What is ServiceTitan coaching?
Hands-on help getting your shop and your ServiceTitan setup to run the way they should: operations, workflow, job costing, and the handful of reports an owner should watch. Less about which buttons to press, more about the operating model the software runs on top of. We have run HVAC and plumbing shops ourselves, so it is coaching from the operator’s seat, not a feature tour.
Who is it for?
HVAC, plumbing and electrical owners already on ServiceTitan who feel the platform is doing less than it should. If dispatch is loose, jobs are not getting costed, or you cannot get to the few numbers that tell you how the shop is really doing, that is the gap coaching closes.
How is coaching different from a pricebook build?
A build fixes the pricebook itself, the pricing and sales system your techs present from. Coaching fixes the shop around it: how work moves, how jobs get costed, how the day runs. They reinforce each other, which is why many owners start with a build, then add coaching so the gains stick.
Do we need a rebuild to get coaching?
No. Coaching works on your existing setup. If a rebuild turns out to be the right move we will say so, but plenty of shops just need the operation around the book tightened first.
How much does ServiceTitan coaching cost?
It depends on the shape of your shop and where the gaps are, so we scope it in a first conversation instead of quoting a sticker price. The honest first step is a free audit of your pricebook, which usually surfaces where the real money is leaking and whether coaching, a build, or both is the right call.
Want the system tuned?
Start with a conversation. We’ll find the one or two changes that move the most margin first.
Audit my pricebookBuilt for HVAC, plumbing and electrical shops running on ServiceTitan.