Titan Advisor Score

Project Timeline: January 2025

Powerhouse guided this client through customized ServiceTitan workflows to improve automation, resulting in a 15-point Titan Score increase in one month.

Client Challenges

This client operates in the solar trade—a vertical not traditionally designed for ServiceTitan. Their unique operational needs weren’t reflected in standard workflows, and they were manually managing financial data without leveraging ServiceTitan’s export capabilities.

PCG Solutions

Powerhouse partnered with this client through ongoing weekly sessions to build, test, and refine workflows specific to their business model. From Progress Billing to Prevailing Wage and GL Account setup, PCG tailored processes that now fully support automated QuickBooks Online (QBO) exports. As their confidence in ServiceTitan grew, so did their Titan Score—jumping 15 points in January alone.

Our Approach

Adapting to a Non-Traditional Trade

Solar is not a native fit for ServiceTitan, so Powerhouse leaned into creative problem solving. By understanding the client’s real-world workflows, Powerhouse mapped platform features in ways that aligned with their operational model—without forcing rigid structures.

Incremental, Weekly Improvements

Rather than a one-time setup, Powerhouse established a consistent rhythm of weekly sessions to iterate and adapt as new needs emerged. This hands-on, collaborative cadence built both trust and traction, allowing for steady progress and increasing team ownership.

From Manual to Automatic

One of the biggest wins was the transition from manually tracking finances to exporting all data into QuickBooks Online through ServiceTitan. This not only saved time but also increased reporting accuracy—delivering real operational impact.

Conclusion

This client’s journey with ServiceTitan highlights what’s possible when software is adapted, not imposed. By meeting the client where they were—and working alongside them week after week—Powerhouse helped transform their platform experience from frustrating to functional. A 15-point Titan Score increase in a single month reflects more than platform mastery; it’s a sign of growing confidence, aligned workflows, and a team empowered by better systems.