• ServiceTitan & Business Operations Consulting

Workflow & Operations Coaching

Software doesn’t fix broken processes—it just makes them fail faster. We coach HVAC, plumbing, and electrical teams to design workflows that maximize revenue, eliminate errors, and get the most out of ServiceTitan.

Operations (Run)

Build a personalized, 
high-performance pricebook tailored to your specific trade and margins.

Sales (Sell)

Implement industry-proven processes designed to maximize efficiency and technician performance.

Delivery (Deliver)

Apply smart pricing rules that automatically adjust based on customer types or job conditions.

Pricebook Optimization (Price)

Empower your technicians with professional, customer-facing templates that are easy to use in the field.

Dispatch & Scheduling

Automatically sync your materials and equipment to specific services for faster, error-free quoting.

Technician Productivity

Organize your entire database into logical, trade-focused categories for seamless navigation.

KPI & Performance Tracking

Streamline your supply chain by tracking stock levels and automating PO processing.

Job Costing Framework

Comprehensive coaching sessions to ensure your team masters every tool and follows every process.

SOP & Workflow Design

Our experts provide hands-on, in-person consulting at your location to optimize your operations.
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  • The Four Pillars

Technology is Only Half the Battle

Software doesn’t fix broken processes—it just makes them fail faster. We coach HVAC, plumbing, and electrical teams to design workflows that maximize revenue, eliminate errors, and get the most out of ServiceTitan.

Lost revenue from missed upsells

  • Operational structure for HVAC & Plumbing businesses
  • Defining roles, responsibilities, and accountability frameworks
  • Day-to-day operating rhythms (meetings, reviews, execution cadence)
  • Decision-making frameworks for owners and leadership teams Scaling considerations for multi-truck and multi-location operations

    • Dispatching chaos and inefficient routing

  • End-to-end workflow mapping (lead → dispatch → job → invoice → follow-up)
  • Identifying bottlenecks, redundancies, and failure points
  • Standard Operating Procedures (SOP) guidance and documentation strategy
  • Field-to-office handoff optimization
  • Automation and efficiency best-practice recommendations

    • Inventory nightmares and inaccurate job costing

  • Proven operating models specific to service-based trades
  • Technician productivity and utilization coaching
  • Service vs. install workflow differentiation
  • Capacity planning and scheduling strategy
  • Margin-focused operational alignment

    • Frustrated technicians bogged down by admin tasks

  • ServiceTitan account configuration guidance
  • Workflow alignment inside ServiceTitan
  • Pricebook structure coaching and best practices
  • Dispatch, job, and invoice flow optimization
  • Troubleshooting common ServiceTitan configuration issues
  • Adoption coaching for office staff and technicians

    • Inconsistent customer experience

  • Job costing fundamentals and education
  • Labor, material, overhead, and burden allocation strategy
  • ServiceTitan job costing configuration guidance
  • Service vs. install job costing alignment
  • Interpreting job costing data for decision-making

    • Revenue leaks you can't identify

  • KPI identification aligned to business goals
  • ServiceTitan reporting structure and setup coaching
  • Custom dashboard guidance and reporting cadence
  • Financial vs. operational KPI interpretation
  • Leadership review and accountability frameworks
    • Get Started

    Stop Guessing. Start Growing.

    You don't have to figure this out by trial and error. Partner with experts who have been in your shoes and know exactly how to configure your business for market-leading growth.

     
    • Coming Soon

    Who This Is For

    We’re building software that helps service businesses work faster, stay organized, and earn more. Sign up below to be the first to know when new tools are released.