Plumbing – ServiceTitan Accounting

Plumbing Contractor in Florida

Project Timeline: May-August 2026

An overwhelmed two-person admin team for a plumbing company in Florida was manually entering payments into their accounting software. PCG provided training and setup to automate processes, then connected them with a third-party accounting team.

Client Challenges

During onboarding, the client was overwhelmed by accounting tasks and unsure how their account was set up. Credit card payments were bypassed daily and manually entered into their accounting software, a time-consuming process for an admin team of only two full-time employees.

PCG Solutions

Through dedicated training and account setup, PCG helped the client understand and trust the information flowing into their accounting software, allowing them to heavily automate previously manual processes. PCG also recognized the team was stretched too thin and introduced a third-party accounting team to handle nearly all accounting tasks within their accounting software and ServiceTitan account.

Our Approach

Training That Builds Trust in the Data

PCG invested time in training and account setup so the client could understand how their ServiceTitan account worked. As confidence grew, the client trusted the information being imported into their accounting software. That trust made it possible to automate processes they had previously handled by hand.

Honest Assessment of Capacity

Beyond configuration, PCG looked at the bigger picture: two full-time admin team members could not sustain the workload. PCG helped the client recognize they needed additional support and recommended a path forward rather than simply continuing to configure around the problem.

Flexible Partnership Through Setbacks

The three-month engagement was extended by a client vacation and the loss of additional staff. PCG adapted to these changes and kept the work moving, staying engaged until the client was ready to hand off their processes.

Conclusion

PCG solves the underlying problem, not just the configuration task. In this case, that meant automating what could be automated and recognizing when the client needed more help than software alone could provide.

By introducing a third-party accounting team, PCG freed the client to hand off their accounting processes and focus on growing their business alongside PCG.