ServiceTitan Memberships

Project Timeline: December 2024 to January 2025

Powerhouse Consulting Group worked with a Northwestern Florida HVAC contractor to streamline 30+ legacy memberships into a single, scalable structure with consistent billing and team-wide training in just one and a half months.

Client Challenges

This contractor was managing nearly 30 separate membership plans, each with its own billing cycle. This complexity created administrative inefficiencies and made it difficult to ensure customers were billed correctly and consistently.

PCG Solutions

Powerhouse collaborated with the client to consolidate their memberships into a single core offering with optional service add-ons. We cleaned up all past billing discrepancies, standardized future billing dates, and created SOPs and training videos for both office and field teams to ensure alignment. This structured approach brought clarity, consistency, and scalability to their membership program.

Our Approach

Expertise-Driven Membership Overhaul

PCG applied deep ServiceTitan expertise to audit and understand the complexity of the client’s original 30 memberships. Our team helped identify overlap and redundancy, guiding them toward a simplified, yet flexible, membership structure tailored to their customers’ needs.

Structured Phases for Lasting Change

The project followed a clear and intentional timeline over 1.5 months, with dedicated phases for discovery, restructuring, validation, and rollout. Each step ensured buy-in from leadership and team readiness before moving to the next stage.

Ongoing Support & Training Resources

To support long-term adoption, PCG created detailed training videos and SOPs for both the office and field. This empowered the entire team to navigate the new membership process with confidence and consistency.

Conclusion

By reducing complexity and ensuring accurate billing, the contractor is now positioned to scale its membership base without administrative friction. More importantly, the team is fully aligned and trained, thanks to customized support resources. Powerhouse Consulting Group’s work not only optimized this client’s ServiceTitan setup – it also elevated the customer experience by ensuring every member receives the service they paid for, on time.