ServiceTitan optimization that maximizes your ServiceTitan investment

Unused ServiceTitan features usually look like confused employees and operational slowdown. Please reach out and let us make ServiceTitan work for your business so you can go as fast as you want to go.

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Your ServiceTitan setup
might be holding you back

You didn’t invest in ServiceTitan to create more confusion. You got it to run a smoother, more profitable business.

But if your workflows are clunky, your Pricebook is a mess, and your reports are a guessing game, something’s not right.

The truth is that most ServiceTitan accounts were set up using generic templates and webinars, with little thought to how the actual business runs day to day. That means you’re working harder just to work around your software’s functionality instead of having it support your operations.

That’s not how it should be. The software should be working for you, making your operations smoother and the business more profitable.

This is exactly where we come in.

Common signs you need a
ServiceTitan optimization

If any of this sounds familiar, your ServiceTitan setup isn’t supporting your business – it’s slowing it down. We can fix that.

Some common signs:

Your Pricebook is messy or missing items
Your team can’t optimize routes and technician shifts effectively
Your reports don’t mean much
You’re leaving money on the table by not using smart pricing strategies
Your team is wasting valuable time with manual work everywhere
Onboarding new team members is painful
You constantly run into issues and spend hours contacting technical support
Your team works around ServiceTitan, not with it

What real ServiceTitan optimization looks like

Optimization isn’t about checking boxes or enabling a few features. It’s about aligning ServiceTitan with how your business actually operates, so it stops being a headache and starts becoming a growth engine.

Real optimization means:

Workflow that makes sense

From call booking to dispatch to invoicing and optimizing technician routes, every step feels natural to your team and supports how they already operate.

A clean, organized Pricebook

Built to support upsells, reduce errors, and make your techs confident during on-site visits.

Accurate pricing & reporting

So you finally get clarity on profit margins, KPIs, cash flow, and what’s working (or not) in your business.

Automation that saves time

Smart use of tags, alerts, and follow-ups to reduce manual work and missed steps.

Dashboards that show what matters

Useful reports with the right metrics to keep your team aligned and accountable in real-time.

How our optimization process works

We don’t just tweak a few settings and call it a day. Our optimization process is structured, strategic, and focused on long-term results.

Discovery Call

We start with a free call to understand your business, pain points, and goals. This helps us identify where your ServiceTitan setup is falling short.

Full System Audit

We take a deep dive into your current setup, including Pricebook, workflows, reporting, CRM integrations, automations, dispatching, and user roles.

Custom Optimization Plan

Based on the audit, we map out a plan tailored to your business. Our goal is to streamline your operations.

Implementation & Configuration

We get to work cleaning up, reworking, and rebuilding your ServiceTitan system. You won’t have to lift a finger.

Team Training & Launch

Before anything goes live, we walk your team through every change and test everything using real cases. We provide training for every job type: CSRs, dispatchers, techs, and managers.

We won’t just provide a one-time fix. What we do is a full transformation of how your business uses ServiceTitan.

Why work with a ServiceTitan
optimization partner like us

In 4 short words: because we’ve been there.

We are not just your typical consulting company. We have worked in the home service business for years, so we understand the chaos that comes from bad setups and know exactly how to fix it.

Our ServiceTitan experts bring together the technical expertise from the platform and practical know-how you can only get by working in the field to give you a setup that is clean, efficient, and built to grow with you.

Who is this for

HVAC

Water Treatment

Plumbing

Pool Service

Electrical

Landscape

Roofing

Septic

Garage Door

Pest Control

Chimney Sweep

Security

The results our clients see

The biggest thing our clients notice? Relief. The system finally makes sense. Their team feels confident using it. And day-to-day operations stop feeling like a grind.

Instead of wasting time chasing support tickets, you get expert guidance and a streamlined, reliable setup that supports your goals, whether that’s growing your revenue, improving your customer satisfaction, boosting operational efficiency, or just finally getting your evenings back.

When ServiceTitan is truly aligned with how your business operates, everything just clicks. And that’s the result we deliver.

Ready to unlock ServiceTitan’s
full potential?

Book your free optimization call