Our Partnership Approach

We believe in a collaborative, hands-on process that delivers lasting results. Bringing strategy to the table is the key to success. With you, we will:

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1. Discovery & Assessment: We start by deeply understanding your business, your team, and your goals.

2. Strategic Planning: We deliver a clear, personalized roadmap outlining the steps we'll take to achieve your vision.

3. Implementation & Training: We do the heavy lifting to build the systems and provide one-on-one training to ensure it sticks.

4. Ongoing Support: We stay with you, offering continued support to ensure a smooth transition and long-term success.

Workflow & Process Optimization

Is your team burdened by clunky workflows, manual data entry, or inefficient dispatching? We dig deep into your daily operations to design and implement streamlined processes that save time and eliminate friction.

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• Customized Workflows: We build solutions tailored to how your business actually runs.

• Automation: We identify opportunities to automate tasks like customer notifications and follow-ups.

• Dispatch & Scheduling Mastery: We optimize your setup for smarter scheduling, reduced travel time, and higher job capacity.

• Standardized Processes: From the first phone call to the final invoice, we create a consistent process that your entire team can follow for improved accuracy and customer experience.

Data Analytics & Performance Reporting

Your ServiceTitan data is a wealth of opportunities, but it can be overwhelming to fully utilize them. We help you move beyond confusing reports and turn your data into clear, actionable decisions that drive your business forward.

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• Custom Dashboards: We build easy-to-read dashboards that track the Key Performance Indicators (KPIs) that matter most to your business.

• Profitability Analysis: Pinpoint your most (and least) profitable job types, technicians, and marketing sources.

• Technician Scorecards: Develop fair and effective metrics to track technician performance, identify coaching opportunities, and reward top performers.

• Actionable Insights: We don't just give you numbers; we teach you how to read them and what to do next to improve your bottom line.

Role-Based Team Training & Coaching

Software achieves the results it's programmed to achieve, as do teams. We provide targeted training that sticks, ensuring every member of your companyuses ServiceTitan confidently and correctly to do their job to the best of their ability.

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• For CSRs & Dispatchers: We train on proven scripts, effective call-booking techniques, and dispatching for maximum efficiency.

• For Technicians: We focus on improving the use of the mobile app, consistent presentation of estimates, and on-the-spot financing options to boost sales.

• For Managers: We provide coaching on how to use reporting to lead the team, manage by the numbers, and hold everyone accountable to the new processes.

Full-Scale Implementation & Custom Projects

Whether you're migrating to ServiceTitan for the first time or your current setup needs a complete overhaul, we manage the project from start to finish to ensure a successful, stress-free transition.

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• New Implementations: We guide you through the entire setup process, from building your pricebook to going live, avoiding common pitfalls.

• System Revamps: We can diagnose a poorly configured system and rebuild it from the ground up to align with best practices and your business goals.

• Custom Projects: Have a unique challenge? We can develop custom solutions and reporting to meet your specific needs.