ServiceTitan Estimates – Water Treatment

Water Treatment Company in Michigan

Project Timeline: November 2025 – January 2026

PCG helped a client achieve a customer-friendly invoice presentation by designing a streamlined estimate grouping solution that improved visibility while maintaining field efficiency.

Client Challenges

The client had very specific requirements for how estimates and invoices needed to appear to customers. While their existing install kit structure met internal needs, it displayed every line item – including labor – on customer-facing documents. The client was concerned that any solution requiring additional steps would create resistance in the field and negatively impact adoption.

PCG Solutions

PCG developed a service-based estimate grouping structure that organized install kit components under a single customer-facing item while preserving the underlying details needed for operations. This approach produced the clean invoice presentation the client wanted without sacrificing accuracy. After demonstrating that the process required only two additional taps and a few seconds of effort, the client quickly embraced the new workflow.

Our Approach

Customer-Focused Solution Design

Powerhouse started by understanding the client’s desired customer experience and invoice presentation standards. Rather than forcing a standard configuration, we designed a solution that aligned ServiceTitan functionality with the company’s unique business requirements.

Balancing Efficiency and Adoption

We recognized that even the best solution would fail if it created friction for field users. By testing and validating the workflow, we ensured the process added minimal effort while delivering significant improvements to estimate and invoice presentation.

Demonstration-Driven Buy-In

Instead of simply explaining the new process, we showed the client exactly how it would work in practice. Seeing that the workflow required only seconds to complete eliminated concerns and generated immediate support from leadership and the team.

Conclusion

This project demonstrates how PCG combines technical expertise with practical change management to deliver solutions that teams actually adopt. While the initial challenge appeared to be an invoice formatting issue, the real success came from designing a process that balanced customer expectations, operational requirements, and user experience.

The strongest measure of success was the team’s immediate desire to train and implement the process, showing both confidence in the solution and ownership of the new workflow moving forward.