ServiceTitan for HVAC

Get ServiceTitan working for your HVAC business.

We rebuild your pricebook, clean up dispatch and workflows, and give your techs a system they'll actually use — so every call is priced right and nothing leaks.

Book a call Call 404-282-2730

No pitch deck · 45–90 day pricebook rebuild · No long-term contract

15–20%: Typical revenue lift after a pricebook rebuild
5.0★: Google rating from home service owners

15–20%: Typical revenue lift after a pricebook rebuild
5.0★: Google rating from home service owners

The software isn’t the problem

You’re paying for ServiceTitan. You shouldn’t have to fight it every day.

ServiceTitan can run a huge part of an HVAC operation. But when the pricebook, workflows, dispatch rules, memberships and reporting aren’t built around the way your company actually operates, the problems show up everywhere.

Your techs don’t trust the pricebook

Pricing is hard to find, inconsistent or outdated, so technicians guess, skip options or call the office.

Dispatch gets messy when call volume spikes

Zones, skills, job types and technician availability aren’t configured around the reality of HVAC season.

Your reporting doesn’t match reality

The dashboards exist, but leadership doesn’t trust the numbers enough to make decisions from them.

Memberships are leaking opportunity

Maintenance agreements, renewals, recurring visits and follow-ups aren’t connected through reliable workflows.

Your team has built workarounds

CSRs, dispatchers and technicians rely on spreadsheets, notes and manual processes because ServiceTitan isn’t making their jobs easier.

Someone internally became “the ServiceTitan person”

An owner, operations manager or office employee is spending valuable time maintaining software instead of doing the job they were actually hired to do.

ServiceTitan should make your HVAC company easier to operate — not create another full-time job inside it.

ServiceTitan support for HVAC companies

You don’t need another person to manage. You need ServiceTitan managed.

Most HVAC companies don’t need another full-time employee whose job is figuring out ServiceTitan. They need the work done — the pricebook maintained, workflows fixed, reports trusted, problems solved and improvements implemented.

Home Service Engine gives you a team that already knows ServiceTitan and home service operations, without adding another full-time seat to payroll.

Compare

Home Service Engine

Full-time employee

Cost

One flat monthly fee

Employee:Salary + payroll taxes + benefits + overhead

Expertise

Access to ServiceTitan and home service specialists

Employee:Limited to one person's experience

Implementation

We do the work inside ServiceTitan

Employee:Requires an internal process, priorities and management

Capacity

A team with multiple skill sets

Employee:One person's bandwidth

Continuity

Knowledge isn't dependent on one employee

Employee:Knowledge can leave when the employee does

Get the ServiceTitan support you need without building another internal department.

From pricebook management to reporting, workflows and ongoing administration, HSE becomes the ServiceTitan back office behind your HVAC operation through ServiceTitan management.

Book a call

30 minutes · No pitch deck · We’ll tell you if we’re not the fit

What we handle

Your ServiceTitan back office, built for HVAC.

We don’t stop at recommendations. As hands-on ServiceTitan consultants, we get inside the system and fix the things that affect how your team prices, books, dispatches, completes and measures work.

ServiceTitan HVAC Pricebook

A pricebook your techs can actually use.

We build and maintain ServiceTitan pricebooks around how your HVAC company prices repairs, installations, maintenance, and equipment replacements. From diagnostic fees and common repairs to good/better/best options, we organize your pricebook so technicians can find the right services, build estimates, and present consistent pricing without calling the office.

HVAC repairs
Installations
Add-ons
Parts and materials
Clear categories
Consistent pricing
Good / better / best options
Pricebook cleanup
Ongoing updates

Typical full pricebook rebuild: 45–90 days

Learn more about our ServiceTitan pricebook service →

ServiceTitan HVAC workflows & administration

Make ServiceTitan match how your business actually works.

Your service department, installation crews, and office team don’t all work the same way. We configure ServiceTitan job types, business units, forms, notifications, and automations around how your HVAC company actually operates, so your team can follow consistent processes without relying on spreadsheets or manual workarounds.

Job types
Business units
Forms
Tags
Alerts
Notifications
Automations
Office workflows
System cleanup
Ongoing administration

ServiceTitan dispatch for HVAC companies

Keep dispatch moving when HVAC season hits.

When no-cool calls start flooding in or heating season picks up, dispatch needs to work. We help configure ServiceTitan around service areas, technician skills, certifications, job types, and available capacity, so your dispatchers can make better scheduling decisions without constantly working around the system.

Zones
Technician skills
Certifications
Job types
Scheduling workflows
Capacity planning
Response-time visibility

ServiceTitan HVAC memberships & maintenance agreements

Turn recurring revenue into a reliable system.

HVAC maintenance agreements are easier to manage when scheduling, renewals, billing, and follow-ups work together. We help set up ServiceTitan workflows for recurring tune-ups, seasonal maintenance visits, and membership renewals, so your office team can stay on top of the work without tracking everything manually.

Maintenance agreements
Recurring services
Renewal reminders
Scheduling
Billing workflows
Follow-ups
Warranty-related workflows

ServiceTitan HVAC reporting & job costing

Trust the numbers you’re running the business from.

Your reporting should show what’s happening across HVAC service, maintenance, and installation work. We help configure ServiceTitan dashboards and reporting around the numbers you actually need, including average ticket, technician performance, job costs, margins, and revenue by business unit, so you can make decisions based on data you trust.

Revenue
Average ticket
Job costing
Gross margin visibility
Membership performance
Callback rates
Conversion metrics
Technician performance
Custom dashboards

ServiceTitan HVAC training & ongoing support

A good setup only works if your team uses it.

A better ServiceTitan setup only helps if your team knows how to use it. We help CSRs, dispatchers, technicians, and managers learn the workflows that apply to their roles, onboard new team members, and resolve issues as they come up. And as your HVAC business changes, we’re there to keep improving the system.

CSR workflows
Dispatcher workflows
Technician adoption
Manager workflows
Troubleshooting
Continued optimization

ServiceTitan training →Ongoing ServiceTitan support →

Not sure what’s actually broken? That’s what the first call is for.

Book a call

Results, not billable hours

We get paid to make ServiceTitan work.

15–20%

Typical revenue lift after a pricebook rebuild

One team: Multiple ServiceTitan specialists without another full-time hire
5.0★: Google rating from home service owners

Houston HollisCEO, Moody Heating & Air Conditioning

Verified Google review

“Danny and Jason did a great job setting up my entire ServiceTitan pricebook (service and estimate templates) as well as helping me implement the software to my entire team. I had the HSE team engaged from the beginning of our switch from Housecall Pro to make sure we went fully live with ServiceTitan as soon as possible. The HSE team is responsive, knows the HVAC industry, and thinks critically when addressing any issues or questions. Best ServiceTitan consultant / partner around!”

Jordan KendrickOwner, Kendrick Heating & Air

Verified Google review

“I have had nothing but an exceptional experience with the folks at Home Service Engine. They have been instrumental in the growth of our business. I would highly recommend their services”

David SachsCEO, Green Turf

Verified Google review

“Working with the team at Home Service Engine has been a game-changer for us. ServiceTitan is incredibly powerful, but figuring out how to actually make it work for your business is a whole different story. Danny, Jason, and the team have taken the time to understand how we operate and have helped us dial in our setup, reporting, and processes so ServiceTitan is finally working for us instead of against us. They know the trades, they know the software, and they're genuinely invested in seeing us succeed. Highly recommend to any home service business that wants to stop spinning their wheels in ServiceTitan.”

ServiceTitan HVAC optimization

We find the leaks. We fix them. Then we keep improving.

Call & diagnose

We review how your HVAC business operates, look at your existing ServiceTitan setup, and identify the issues that need attention first.

Prioritize & implement

We focus on the problems with the biggest impact and make the changes directly inside ServiceTitan. You don’t get handed another list of recommendations to figure out yourself.

Support & improve

We help your team use the improved setup, resolve issues, and keep ServiceTitan working as your business grows.

Need a full pricebook rebuild? Those typically take 45–90 days.

Book a call

30-minute call · No pitch deck

Is HSE a fit?

Built for HVAC companies that are serious about getting ROI from ServiceTitan.

This is probably for you if:

You’re already paying for ServiceTitan but know you’re underusing it
Your pricebook needs serious cleanup
Your team has inconsistent workflows
Reporting isn’t trusted
You’ve outgrown DIY ServiceTitan administration
An owner or manager has become your internal ServiceTitan expert
You’re considering hiring someone specifically to manage ServiceTitan
You’re growing and need the system to scale with you

We may not be the right fit if:

You’re only looking for basic ServiceTitan tech support
You want advice but don’t want changes implemented
You’re unwilling to change workflows that aren’t working
You’re only looking for the cheapest freelancer available

If you’re not sure, book the call. We’ll tell you if we’re not the fit.

Book a call

Not an HVAC company? Explore all industries we support →

ServiceTitan for HVAC FAQ

Questions HVAC owners ask us.

What does a ServiceTitan consultant do for an HVAC company?

A good ServiceTitan consultant helps configure the platform around the way an HVAC business actually operates. That can include pricebook management, dispatch workflows, job types, memberships, reporting, forms, automations and team training.

Home Service Engine goes beyond recommendations. We also implement the changes and provide ongoing ServiceTitan support.

Can you help if we already use ServiceTitan?

Yes. Many companies come to Home Service Engine because they already use ServiceTitan but aren’t getting the results they expected.

We review the existing setup, identify what’s creating friction or unreliable information, and improve the areas that need attention — including the pricebook, workflows, dispatching, reporting and ongoing administration.

Can you rebuild our ServiceTitan HVAC pricebook?

Yes. We can restructure and rebuild an existing ServiceTitan pricebook for HVAC repairs, installations, add-ons, parts and related services.

The goal is to make pricing consistent and make the pricebook easier for technicians to navigate and use in the field.

A full pricebook rebuild typically takes 45–90 days, depending on the size and condition of the existing pricebook.

Learn more about our ServiceTitan pricebook service →

Can you help with HVAC memberships and maintenance agreements?

Yes. We can help configure ServiceTitan workflows around recurring services, scheduling, billing, renewal reminders and follow-up so HVAC maintenance agreements are easier to manage and scale.

Why use Home Service Engine instead of hiring a full-time ServiceTitan admin?

Many HVAC companies need ongoing ServiceTitan work completed but don’t necessarily need another full-time employee.

Hiring internally means adding salary, payroll costs, benefits, recruiting, onboarding and another person to manage. It also makes your ServiceTitan knowledge heavily dependent on one employee.

Home Service Engine gives you access to a team that works directly inside your ServiceTitan account for one flat monthly fee without adding another full-time position.

Do I have to sign a long-term contract?

No. Home Service Engine does not require a long-term contract.

Stop paying people to fight ServiceTitan

Let’s make ServiceTitan earn its keep.

Tell us what’s broken, what your team is struggling with and what you want ServiceTitan to do better. We’ll tell you what we’d fix, what it would take and whether Home Service Engine is the right fit.

Book a call Call 404-282-2730

30-minute call · No pitch deck · No long-term contract

Book a call