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Get ServiceTitan optimized
for your HVAC business

We help HVAC contractors unlock the full power of ServiceTitan with tailored setups, clean workflows, and systems that boost profitability.

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Is your HVAC business
struggling with ServiceTitan?

ServiceTitan is built for home service businesses, but without the right setup, it often feels like the software is working against HVAC specialists, rather than for them.

We hear it all the time: techs don’t trust pricing in the mobile app, dispatchers are overwhelmed during peak season, and tracking maintenance agreements is a nightmare. Reporting feels off, and your profit margins are not optimized, so you’re leaving money on the table.

The problem isn’t the software. HVAC businesses have complex workflows, and ServiceTitan needs to be customized to support your business operations.

That’s exactly what we do.

Common challenges HVAC contractors face with ServiceTitan

  • Messy or hard-to-navigate Pricebooks
  • Job costing is confusing, and time tracking just doesn’t work
  • Invoicing is inconsistent or slows down cash flow
  • HVAC technicians skip steps due to confusing work orders and templates
  • Service agreements and follow-ups aren’t fully used
  • Functionalities exist, but aren’t configured to fit HVAC workflows

How we help HVAC businesses use ServiceTitan the right way

Our goal is to make ServiceTitan work for you and adapt to how your business already operates in the field and in the office.

That starts with understanding your systems: how you quote installs, manage maintenance and service agreements, dispatch during high-demand months, and handle job costing and inventory.

Based on all of this, we tailor ServiceTitan to support you.

You won’t just get a setup that’s technically correct — you’ll get one that’s user-friendly, scalable, and designed to grow with your HVAC business. We’ve worked with teams just like yours to boost their productivity and profitability within a short time.

What a fully optimized ServiceTitan HVAC setup looks like

  • Customized workflows for common HVAC tasks such as air conditioning installs, maintenance calls, and seasonal tune-ups
  • Accurate job costing and profit margin reporting
  • Effective dispatching with techs routed by zones, skills, certifications (e.g. EPA 608), and job types
  • Organize the Pricebook around HVAC service categories, including integrations with Quickbooks and any other tool
  • Dynamic pricing rules with real-time inventory sync for common HVAC parts (filters, capacitors, thermostats), reducing overstock & delays
  • Tags, alerts and notifications for maintenance agreements and warranties
  • Build dashboards that track HVAC-specific KPIs: average ticket, maintenance membership count, callback rates, response times, anything you need

How we work

We’re your all-in-one ServiceTitan optimization partners, so we’ll be with you from start to finish. 

We stick around after launch to troubleshoot, adjust, and improve.

As your HVAC business grows, your ServiceTitan system will grow with it.

Discovery call

This is where we take the time to fully understand your services (installs, maintenance, repairs), team, and bottlenecks

Audit and optimization plan

We’ll do a deep review of your setup and propose a game plan for our optimization, including Pricebook, dispatch, workflows, reporting, and maintenance agreements

Implementation

We’ll set everything up, you won’t have to lift a finger

Training & support

We hold role-based training sessions with CSRs, techs, dispatchers, and owners to ensure team adoption

Why HVAC companies choose us
over generic consultants

We’ve worked directly with HVAC businesses, so we understand your day-to-day – from managing maintenance contracts and zoning to seasonal demand spikes and emergency dispatching.

What sets us apart is our ability to combine deep ServiceTitan knowledge with the real-world pressures of running an HVAC company. We speak your language, and we know that inefficiencies in the software setup can cost you time, money, and trust.

Whether you’re running service techs across multiple zones or dealing with large install projects, we build systems that reflect how you work, not how a generic consultant thinks you should.

With us, you don’t just get help. You get results.

Industries we work with

Even if your trade isn’t listed, we might be able to help. Just book a call to get started today!
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Who is this for

  • HVAC businesses struggling with ServiceTitan setup
  • New HVAC teams getting started with the platform
  • Companies transitioning from pen & paper or another CRM
  • Teams wanting to automate their operations
  • Multi-location HVAC contractors needing standardization
  • ServiceTitan users who aren’t seeing ROI

Frequently Asked Questions

Is ServiceTitan the right software for my HVAC business?

Yes — ServiceTitan is one of the most powerful tools for home service businesses and, if set up correctly, it can become a very optimized HVAC software platform.

It’s built to handle everything an HVAC business needs, from scheduling and dispatch to invoicing, maintenance agreements, and technician tracking. All you need is a smart configuration, and it can give both your team and homeowners a smoother, more professional experience. That’s what we can build for you.

Can you help if we already use ServiceTitan?

Yes, absolutely. One of the most common reasons HVAC companies reach out to us is to revamp their setup because they are not seeing a return on using the software.

You’re already ahead of the competition by using a cloud-based field service management software like ServiceTitan, but if your workflows, Pricebook, or reporting aren’t aligned with how your business actually runs, you’re likely missing out on its full potential.

We step in to assess what’s not working, fix the root issues, and turn your account into a tool that actively supports your bottom line.

Can you customize workflows for commercial vs. residential HVAC jobs?

Definitely, residential and commercial HVAC jobs have very different requirements, from scheduling and dispatching to estimating and invoicing. We can build out custom workflows that reflect your actual processes, whether it’s handling multi-day commercial installs or recurring residential maintenance visits. This way, your team can work faster and with fewer mistakes, improving customer experience.

Can you set up maintenance agreement tracking?

Yes. Maintenance agreements are a cornerstone of HVAC sales success, and ServiceTitan can track them effectively if set up correctly through the software platform.

We’ll make sure your agreements are configured for automated scheduling, billing, and renewal reminders, so no opportunity slips through the cracks. You’ll be able to easily manage and scale your recurring revenue.

Can you clean up and restructure our Pricebook for HVAC repairs, installations, and add-ons?

Absolutely. A messy or outdated Pricebook is one of the biggest obstacles to technician performance and accurate job costing. We’ll organize your Pricebook into logical categories, streamline descriptions, implement consistent pricing rules, and make sure it’s easy to use in the field.

How long does the setup process take?

It depends on the complexity of your setup and the size of your team, but most projects take between 3 and 6 weeks. We’ll give you a clear timeline after your discovery call.

Ready to make ServiceTitan work for
your HVAC business?

Book a call with Home Service Engine today.

Book a Call