Home Service Engine

Hands-on consulting

A ServiceTitan consultant who does more than give advice.

We diagnose what’s holding ServiceTitan back, make the changes inside the platform, train your team, and keep improving the system — without adding another full-time ServiceTitan employee.

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

5.0★

Google rating from home service owners

30 min

Introductory call — no pitch deck

No long-term contract

Stay because the work is worth it

Where it breaks

Do any of these ServiceTitan issues sound familiar?

Pricebook
Pricing is inconsistent, outdated or difficult for technicians to find and sell from.
Workflows
Your team relies on workarounds because the CRM and ServiceTitan workflows don’t match the way the business actually operates.
Reporting
You have plenty of ServiceTitan data, but leadership doesn’t trust the dashboards or reports enough to make decisions from them.
Dispatch
Dispatching, capacity, skills, job types or the dispatch board create unnecessary friction for CSRs and dispatchers.
Team adoption
CSRs, dispatchers, technicians or managers use the system differently because the setup, SOPs or training aren’t clear.
Administration
An owner or manager has quietly become the full-time ServiceTitan person — handling troubleshooting, setup changes and questions that never stop.

We find the problem. Then we fix it.

When help makes sense

When should you hire a ServiceTitan consultant?

Most home service companies don’t hire a ServiceTitan consultant because one setting is confusing. They call when ServiceTitan has become an operational problem — or when too much internal time is being spent keeping it together.

  1. 01

    You’re paying for ServiceTitan but not getting the return you expected

    Features are underused, processes remain manual, or the system isn’t producing the operational visibility you expected.

  2. 02

    Your team has built workarounds around the software

    Spreadsheets, notes, side systems and manual processes usually point to a ServiceTitan setup that no longer matches the operation.

  3. 03

    You don’t trust the data

    Reports exist, but leadership still has to piece numbers together manually or question whether dashboards reflect reality.

  4. 04

    One employee has become the ServiceTitan expert

    A manager, owner or office employee is spending substantial time solving ServiceTitan problems instead of focusing on the role they were hired to do.

  5. 05

    The business has outgrown the original setup

    The account may have worked when the company was smaller but no longer supports the current team, locations, workflows, memberships, service agreements or complexity.

  6. 06

    You know what’s wrong, but no one has time to fix it

    The team may already know the Pricebook, workflows, forms, dispatching, reporting or setup need work. The project simply never gets finished.

That’s when consulting needs to turn into execution.

Beyond advice

What does a ServiceTitan consultant actually do?

A ServiceTitan consultant helps a home service company configure, improve and use the platform around the way the business actually operates. The work can include ServiceTitan setup, workflow optimization, Pricebook optimization, dispatching, CRM processes, dashboards, automation, reporting, implementation, onboarding, training and ongoing support.

At Home Service Engine, consulting includes implementation. We don’t stop after identifying the problem. Our team works inside ServiceTitan to build, configure, test and improve the system.

  • Diagnose configuration, workflow and adoption problems.
  • Design cleaner workflows, SOPs and operating processes.
  • Configure ServiceTitan and implement the changes.
  • Improve Pricebooks, estimates, memberships and service agreements.
  • Build more useful reporting, custom dashboards and operational visibility.
  • Train the people who need to use the new setup.
  • Troubleshoot issues and keep optimizing the platform as the business changes.

How we consult

A list of recommendations isn’t the finished product.

You shouldn’t hire a ServiceTitan consultant only to leave the meeting with another project for your team. We combine strategy with hands-on implementation so the work actually gets finished.

Consulting can stop at:

  • Auditing the setup
  • Identifying problems
  • Making recommendations
  • Sending documentation
  • Telling the team what to change

Home Service Engine continues with:

  • Configuring the platform
  • Rebuilding broken workflows
  • Implementing improvements
  • Testing the changes
  • Training the team
  • Supporting and optimizing the system afterward

The strategy matters. So does getting it done.

Know what’s wrong but need someone to finish it?

What we handle

ServiceTitan consulting services built around your operation.

The right consulting engagement depends on where ServiceTitan is creating friction. We can focus on one high-impact problem or work across the system when the issues are connected.

ServiceTitan Pricebook consulting & optimization

Make pricing easier to find, trust and sell from.

We help structure, rebuild and maintain the services, pricing, materials, equipment, estimates and options behind your ServiceTitan Pricebook so technicians can use it consistently in the field.

  • Categories and services
  • Materials and equipment
  • Pricing structure
  • Options and add-ons
  • Estimates and field usability

Explore our ServiceTitan Pricebook service

Workflow, CRM & automation consulting

Make the platform match how your team actually works.

We configure job types, business units, forms, tags, alerts, automation and CRM workflows around the way calls move through your business.

  • Call booking and CSR workflows
  • Job types and business units
  • Forms, tags and alerts
  • Automation and follow-up workflows
  • SOP alignment and workflow optimization

Explore our ServiceTitan optimization services

Dispatch & field operations consulting

Reduce friction between the office and the field.

We help improve dispatching, technician assignment, skills, capacity, job flow and the ServiceTitan setup behind the dispatch board.

  • Dispatch workflows
  • Skills and technician assignment
  • Capacity and scheduling logic
  • Field handoff
  • Mobile workflow consistency

Reporting, dashboards & ServiceTitan data consulting

Turn ServiceTitan data into something leadership can actually use.

We clean up the configuration behind the numbers and build custom reporting and dashboards around the operational and financial KPIs that matter to the business.

  • Revenue and average ticket
  • Job costing
  • Conversion
  • Memberships and service agreements
  • Technician performance
  • Custom reports and custom dashboards

ServiceTitan implementation & onboarding support

Get the configuration right before bad habits become the system.

Whether you’re improving an existing account, rebuilding an incomplete implementation or need help after initial ServiceTitan onboarding, we translate your real business processes into configuration, workflows and team procedures.

  • ServiceTitan setup and account configuration
  • Process mapping
  • Data and migration planning
  • Workflow implementation
  • Go-live and post-launch support

Explore our ServiceTitan implementation services

Explore our ServiceTitan onboarding service

Training & team adoption

A good setup only works when the team knows how to use it.

We train CSRs, dispatchers, technicians, managers and owners around the workflows relevant to their role so the new system is actually adopted.

  • CSRs
  • Dispatchers
  • Technicians
  • Managers and owners
  • Role-based workflow training

Explore our ServiceTitan training

Ongoing ServiceTitan consulting, troubleshooting & support

Keep improving the system without adding another full-time admin.

Your services, pricing, team, workflows, reporting needs and inventory management processes keep changing. HSE can stay involved to troubleshoot issues, maintain the setup and keep ServiceTitan aligned with the business.

  • On-demand troubleshooting
  • New service and workflow setup
  • Reporting changes
  • Membership and service agreement changes
  • Ongoing configuration and optimization

Explore our ongoing ServiceTitan support

Not sure which part of ServiceTitan needs attention first?

What better looks like

The results should show up outside ServiceTitan.

A better setup matters because of what changes in the business — not because the software looks cleaner.

BeforeAfter
01 — Field teamTechnicians search, guess and call the office.Clear workflows, estimates and information where they need it.
02 — Office teamManual workarounds and inconsistent CRM processes.Defined workflows inside ServiceTitan.
03 — ManagementReports and dashboards no one fully trusts.Better visibility into the KPIs that drive decisions.
04 — OwnershipAn owner or manager becomes the internal ServiceTitan administrator.An outside team takes responsibility for keeping the system moving.
05 — GrowthA setup built for the company you used to be.A ServiceTitan system that can support the company you’re becoming.

What clients say

The best consulting should feel like part of your team.

Exceptional experience

“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”
Jordan KendrickJordan KendrickOwner, Kendrick Heating & Air
Verified Google review

They really listened

“The team at Home Service Engine are wonderful! They really listened to my issues with Service Titan and took the time to understand how our business works and what we needed from the software. They have a very “can do” and “find a way” attitude that was a contrast to the staff at Service Titan itself. HSE helped us solve several problems with the software, and made our use of it more efficient. I will definitely use them again in the future!”
KHKatie HullMarketing Director, Billings Overhead Door Company
Verified Google review

A game-changer for us

“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.”
DSDavid SachsCEO, Green Turf
Verified Google review

Who you hire

Your ServiceTitan consultant should understand more than the software.

ServiceTitan sits in the middle of your operation. Improving it requires understanding what happens in the office, in the field and in the numbers behind the business.

danny peavey co-founder of home service engine

Danny Peavey

Co-founder

Danny comes from a tradesman family — his brothers run a home services company in Georgia. He spent ten years in enterprise technology before turning back to the trades, and handles branding, marketing and sales.

jason arthur co-founder of home service engine

Jason Arthur

Co-founder

Jason has been in home services nearly 20 years, from family-owned shops to a statewide $100 million operation. He grew one consumer department from $2 million in 2014 to a $20 million trend by 2022.

The headcount question

Do you need a full-time ServiceTitan employee — or do you need the work done?

Hiring internally means recruiting, salary, payroll costs, onboarding, management and relying on one person’s experience. HSE gives you access to a team that can handle ServiceTitan work without adding another full-time seat to payroll.

You don’t need to build an internal ServiceTitan department just to get ServiceTitan managed.

How it works

A clear path from “this isn’t working” to “this is handled.”

Step 01

Diagnose the business and the system

We start with the operation — what your team is trying to accomplish, how ServiceTitan is currently being used, where the biggest friction exists and which problems matter most.

  • Business goals
  • Current workflows
  • Team roles
  • Current ServiceTitan setup
  • Pain points and priorities

Step 02

Prioritize & implement

We focus on the areas with the greatest impact and make the changes inside ServiceTitan — from Pricebook and workflows to reporting, dispatch, permissions, automation and training.

  • Pricebook
  • Workflows
  • Reporting and dashboards
  • Dispatch
  • Forms and business units
  • Permissions and automation
  • Training

Step 03

Support & improve

We help the team adopt the changes and can continue troubleshooting, configuring and optimizing ServiceTitan as the business evolves.

  • Team adoption
  • On-demand support
  • Ongoing configuration
  • Continuous improvement

Ready to stop managing around ServiceTitan?

Built for home service

ServiceTitan consulting for the trades.

Home Service Engine works with home service companies across residential HVAC, plumbing, electrical and other ServiceTitan-supported trades. The platform may be the same, but the workflows, pricing and operational needs aren’t.

Explore ServiceTitan help for your trade

FAQ

ServiceTitan consulting questions, answered.

What does a ServiceTitan consultant do?

A ServiceTitan consultant helps a home service company configure, improve and use ServiceTitan around its actual business processes. Depending on the engagement, that can include ServiceTitan setup, Pricebook optimization, workflow optimization, dispatching, CRM processes, reporting, custom dashboards, automation, implementation, training and ongoing support. Home Service Engine also implements the changes instead of stopping with recommendations.

When should I hire a ServiceTitan consultant?

Outside help makes sense when ServiceTitan is consuming too much internal time, your team is relying on workarounds, reporting isn’t trusted, important workflows aren’t configured correctly, or the business has outgrown its original setup. It can also make sense when you know what needs to change but don’t have internal capacity to complete the work.

What’s the difference between a ServiceTitan consultant and ServiceTitan support?

ServiceTitan support is generally the right place for account access, billing, outages or product troubleshooting. A consulting engagement focuses on how ServiceTitan should be configured and used inside your particular business. Home Service Engine looks at the operation, identifies what needs to change and can implement those changes inside the system.

Ongoing ServiceTitan support →

Can a ServiceTitan consultant fix an existing setup?

Yes. You don’t necessarily need to start from scratch. We review the existing ServiceTitan setup, keep what works and focus on the Pricebook, workflows, dispatching, reporting, permissions, automation, data or other areas creating friction.

Can your ServiceTitan consultants help with our Pricebook?

Yes. Pricebook work is one of Home Service Engine’s core ServiceTitan services. We can restructure, rebuild and maintain the services, pricing, materials, equipment, estimates and options behind the Pricebook.

ServiceTitan Pricebook service →

Can you help with ServiceTitan reporting and dashboards?

Yes. We can review the ServiceTitan data and configuration behind your reporting, identify why numbers are unreliable or difficult to use, and build custom reporting or dashboards around the KPIs your team needs to manage the business.

Do your ServiceTitan consultants help with onboarding and implementation?

Yes, when those needs are part of the engagement. Implementation focuses on configuring and building the system around your business processes. If your company is specifically preparing for go-live and broader team adoption, our dedicated ServiceTitan onboarding service may be the better starting point.

ServiceTitan implementation →ServiceTitan onboarding →

Do your ServiceTitan consultants train our team?

Yes. When training is part of the engagement, we work with owners, managers, CSRs, dispatchers and field technicians on the workflows relevant to their role. Training should reflect the setup your company actually uses rather than giving everyone the same generic walkthrough.

ServiceTitan training →

Do you offer ongoing ServiceTitan consulting?

Yes. Home Service Engine can remain involved after the initial project to maintain, troubleshoot and continue optimizing ServiceTitan as your team, services, pricing, memberships, service agreements and workflows change.

Do we need a full-time ServiceTitan administrator?

Not every home service company needs another full-time employee dedicated to ServiceTitan. If the real need is ongoing configuration, Pricebook work, reporting, troubleshooting and optimization, an outside ServiceTitan team can provide that capability without adding another full-time seat to payroll.

How much does a ServiceTitan consultant cost?

The scope depends on what your ServiceTitan account and team actually need. We start with a 30-minute call to understand the problems, priorities and level of ongoing support required before recommending an engagement.

Stop working around it

Get a ServiceTitan consultant who’ll help get the work done.

Tell us what’s not working, what your team keeps fighting and what you want ServiceTitan to do better. We’ll tell you where we’d start and whether Home Service Engine is the right fit.

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

Book a call