ServiceTitan Memberships Workflows – Powerhouse Consulting Group

Project Timeline: July 2024-Present

Powerhouse Consulting Group worked with an eight-location pool service group in the Northeast US to streamline membership workflows for improved revenue recognition and operational efficiency, resulting in renewed confidence and satisfaction with the ServiceTitan platform.

Client Challenges

This pool service contractor faced significant challenges with their membership management, including time inefficiencies, complexity in workflows, and difficulties in revenue recognition. These issues impacted the team’s productivity and satisfaction with the ServiceTitan system.

PCG Solutions

Powerhouse developed a comprehensive start-to-finish workflow tailored to the client’s needs. Key components included introducing deferred revenue calculations for memberships and streamlining setup by focusing on two membership models. This solution simplified operations, enhanced efficiency, and met all revenue recognition requirements.

Our Approach

Streamlined Workflows

By collaborating closely with the client team, Powerhouse identified inefficiencies in their current processes and designed a start-to-finish workflow that reduced complexity. This included optimizing the sales process and integrating intuitive tools for managing memberships.

Revenue Recognition

Powerhouse implemented a deferred revenue model that ensures accurate financial tracking and reporting. This approach provided the client with greater clarity and control over their revenue streams, aligning financial data with their operational goals.

Renewed Confidence

Through hands-on support and tailored solutions, Powerhouse rebuilt the client’s trust in ServiceTitan. The new workflow not only addressed existing pain points, but also empowered the team to approach their work with enthusiasm and confidence.

Conclusion

The partnership with this client demonstrates PCG’s ability to deliver solutions that address complex operational challenges, while fostering long-term client satisfaction. By focusing on tailored workflows, precise revenue management, and collaborative support, Powerhouse turned a challenging situation into an opportunity for growth. The successful implementation of this workflow is now being extended to a new location, showcasing the scalability and effectiveness of PCG’s approach.