ServiceTitan Implementation – Roofing Vertical

Project Timeline: October 2025

Powerhouse Consulting Group guided a complex new vertical through an extended onboarding, challenging data migration, and on-site go-live support—ensuring a successful launch and continued workflow optimization.

Client Challenges

The client was onboarding onto ServiceTitan within a newer, highly complex vertical that required intricate workflows, detailed configuration, and substantial data migration. After delays pushed go-live by ten weeks, the team needed hands-on guidance, real-time troubleshooting, and expert support to manage training, system cleanup, and final readiness.

PCG Solutions

PCG supported the client across every core workflow—Pricebook setup, inventory, job and project tracking, and data validation. During the three-day onsite go-live, we delivered critical training sessions, resolved final migration issues, and adjusted configurations in real time. This ensured the team could move confidently into Day 1 operations and beyond.

Our Approach

Deep-Dive Workflow Support

Powerhouse took a holistic view of the client’s processes, reviewing how each workflow—sales, pricing, inventory, and project tracking—would function within their unique vertical. By aligning ServiceTitan configurations with their operational structure, we ensured the system supported real business needs from day one.

Hands-On Go Live Leadership

PCG provided in-person expertise for the full three-day go-live window, leading training sessions designed to build confidence across teams. Our presence onsite allowed us to identify and resolve issues immediately, preventing delays and maintaining momentum during a critical phase.

Real-Time Data and Configuration Resolution

As data migration challenges surfaced, we worked alongside the client’s team to clean, correct, and validate information. This responsive approach ensured accurate records, stable workflows, and smooth adoption—while also building sustainable processes for continued optimization.

Conclusion

This project demonstrates PCG’s ability to provide not only technical expertise, but also steady leadership through the complexity of an extended onboarding and challenging go-live. With a newer vertical, unfamiliar workflows, and intricate data requirements, the client needed a partner who could translate uncertainty into confidence. PCG delivered exactly that—remaining engaged before, during, and after launch to stabilize workflows, create tailored SOPs, and finalize essential data structures. This ongoing partnership ensures the client continues gaining value from ServiceTitan long after go-live day.