ServiceTitan Implementation

Project Timeline: March 2024-Present

Powerhouse guided this client through a seamless implementation of ServiceTitan software with on-site support, enabling them to efficiently transition from manual processes to streamlined, automated workflows.

Client Challenges

The client’s CEO had experienced a difficult onboarding with ServiceTitan at a previous company. Concerned about repeating this, they sought comprehensive support to ensure a smooth implementation and Go Live process.

PCG Solutions

Our team provided full support through the implementation phase, including creating workflows, configuring features, and providing training. Our consultant also attended the Go Live on-site to offer real-time troubleshooting and in-person training for key teams, ensuring all processes ran smoothly from day one.

Our Approach

Collaborative Partnership

Throughout the project, our consultant worked closely with the client team, attending meetings, providing guidance on workbooks and workflows, and ensuring the feature configurations met their needs. This partnership was key to building trust and alleviating concerns from past experiences.

Structured Phases

We followed a structured approach to implementation, starting with detailed training and setup. During the on-site Go Live support, all teams, from customer service to technicians and warehouse staff, were effectively trained on the new processes. This phased method ensured a smooth transition with minimal disruption.

Ongoing Support

Even after the initial Go Live, we continued to support the client in the hyper-care phase, providing assistance as needed. Our commitment to ongoing support helped address any emerging issues promptly, leading to successful long-term adoption of the system.

Conclusion

Working with PCG gave this client the peace of mind they needed to confidently transition to the new system. By the end of the first day of Go Live, their CSR team was capable of resolving data import issues, service technicians were completing forms and processing payments, and the warehouse team was effectively using the purchasing and accounting workflows. On the second day, we implemented entirely new processes for their new construction team, replacing inefficient, manual paper-based workflows with an automated system that provided new visibility into their financials.