Everything you need to make ServiceTitan pay off

Most contractors either rush ServiceTitan onboarding or never finish it. The result is a half-configured system your office fights every day — broken reporting, messy pricebook, and crews working around the software instead of with it.

• Business unit, job type, and tag architecture designed for clean reporting later
• Pricebook structure and good-better-best buildout that techs will actually use
• Campaign and lead-source tracking wired correctly from the start

You went live on ServiceTitan, but the reports don't add up, marketing dollars vanish into the wrong campaigns, and dismissed estimates never get a second touch. The software is fine — the configuration and process around it aren't.

• Full audit of tags, job types, business units, and lead sources
• Campaign and DNIS attribution cleanup so marketing ROI is real
• Dismissed / unsold estimate recovery workflows

You're spending on Google, LSAs, and call tracking, but you can't say which channel actually produces booked, paid jobs. Web leads land in the wrong campaign and outbound callbacks pollute your call data.

• Google Ads, LSA, and call-tracking strategy for the trades
• Campaign-to-revenue attribution inside ServiceTitan
• Web vs. call lead reconciliation so booking % is accurate

Your data is locked inside ServiceTitan and nobody fully trusts the numbers. Accountability reports take hours to assemble by hand, and obvious follow-ups slip through the cracks.

• KPI dashboards for sales, marketing, and operations
• Inside-sales and technician accountability reporting
• Direct ServiceTitan API pulls and custom data exports

Good leads die at the booking call or the kitchen table. You suspect your CSRs aren't booking and your techs aren't closing, but you don't have the data or the process to fix it.

• CSR booking-call scripts and objection handling
• Real call pulls graded for sales aptitude with coaching writeups
• In-home good-better-best presentation process