Plumbing – Titan Advisor Score
Plumbing Contractor in Wisconsin
Project Timeline: Ongoing since May 2026
PCG built a membership program from scratch and updated CSR/DSR workflows, lifting the client’s Titan Advisor score from 143 to 184, a 41-point increase in five months.
Client Challenges
This plumbing contractor in Wisconsin needed a membership program built from scratch and their CSR and DSR workflows updated. Their onboard assessment Titan Advisor score of 143 showed room to improve how they used ServiceTitan, and they needed hands-on support to turn those gaps into results.
PCG Solutions
PCG built the client’s membership program from scratch and updated CSR and DSR workflows to improve how the team uses ServiceTitan day to day. The membership program is complete, and the final workflow updates are being wrapped up. Work continues on additional items as PCG supports the client’s ongoing growth.
Our Approach
Assessment-Driven Strategy
PCG began with the client’s Onboarding Assessment, which established a Titan Advisor baseline score of 143 on 4/21/2026. That baseline gave both teams a clear, objective starting point and a way to track progress. Priorities were set around the areas that would move the score and the business forward.
Workflow and Membership Execution
PCG built the membership program from the ground up and updated CSR and DSR workflows so the team could put ServiceTitan’s capabilities to work. Active use of memberships and the updated workflows is what drove the score improvement. The final workflow updates are now being completed.
Continuous Progress Tracking
Titan Advisor gives PCG a consistent way to measure results over time. As of 9/16/2026, the client’s score has risen to 184. With the engagement continuing, PCG and the client are now moving on to additional items to keep that momentum going.
Conclusion
PCG’s work is measurable. Between 4/21/2026 and 9/16/2026, the client’s Titan Advisor score rose from 143 to 184 through a new membership program and updated workflows.
That progress reflects how PCG works: set a baseline, execute against it, and keep going. The engagement continues, with additional items already underway.