Set Up Dynamic Pricing in ServiceTitan
2025-07-10 12:00 - 13:30 (America/Chicago)
Take the guesswork out of pricing and empower your team with precision and consistency using ServiceTitan’s Dynamic Pricing.
In this Learning Lab, we’ll walk you step-by-step through building a fully automated dynamic pricing structure that adapts to real-world conditions like job type, time of service, and material cost fluctuations. This session is ideal for anyone involved in Pricebook management, financial planning, or operations—and especially for those looking to save time while increasing pricing accuracy and profitability.
Whether you’re just getting started or ready to fine-tune your setup, this lab will show you how to maximize the flexibility and power of dynamic pricing within ServiceTitan.
👥 Who Should Attend This Dynamic Pricing Training Lab
🔧 Pricebook Managers / Administrators

Why: They are responsible for maintaining accurate cost data, organizing categories, and building the actual dynamic pricing rules.
Key Takeaway: Learn how to structure the Pricebook and use the Dynamic Pricing Wizard effectively without creating rule conflicts or manual errors.

💼 Operations Managers / GMs

Why: They oversee efficiency, profitability, and workflows across business units.
Key Takeaway: Understand how dynamic pricing impacts margins, labor recovery, and business unit-specific strategies—and how to standardize pricing across trades.

🧰 Service Managers / Field Supervisors

Why: They guide technician performance, job pricing in the field, and customer presentation.
Key Takeaway: Learn how to coach techs on presenting consistent, confident pricing built on structured, dynamic logic—no more ad hoc quoting.

🧑‍💻 Technician Trainers / Sales Trainers

Why: They’re responsible for training field teams to use and trust the pricing structure.
Key Takeaway: Walk away with the knowledge to build simple talking points around the logic of dynamic pricing and remove pricing guesswork for techs.

🧾 CSRs / Dispatch Leads (Optional but Encouraged)

Why: While not responsible for pricing setup, they often get early customer questions about pricing and quote expectations.
Key Takeaway: A basic understanding of dynamic pricing helps them set better expectations and route jobs to the right techs and BUs.

👥 Owners / Executives (If Involved in Pricing Strategy)

Why: If you’re making pricing decisions, this session connects strategy to execution in ServiceTitan.
Key Takeaway: Learn how to leverage the automation capabilities of the platform to protect margins, standardize pricing, and increase revenue.

📋 Prerequisites/ Prep Work

Price Builder
Essentials or The Works package
Recommended set up:

Services with sold hours
Materials or Equipment linked to Services (optional- use groups/ +sub-items)
Materials costs
Equipment costs

🔥 Topics Covered
Base Rule Configuration

Categories – Select which Pricebook categories are included in the pricing calculation.
Billable Rate – Set your true hourly rate, including technician wages, overhead, and cost of doing business.
Markups – Apply markups using various strategies (Gross Margin %, % Markup, $ Markup, or Multiplier) for materials and equipment, by individual or aggregated cost.
Surcharges – Add additional costs such as taxes, credit card fees, or truck stock charges.
Business Unit Variants – Customize pricing for different job types by overriding default billable rates, markups, or surcharges—without needing to create new rules.

Add-Ons: Configure pricing for multiple repairs on the same job to reflect bundled or scaled pricing logic.
After-Hours Adjustments: Automatically adjust pricing for weekends, holidays, and on-call situations by increasing the billable rate or adding flat charges.
Price Levels: Create pricing tiers based on difficulty, customer type, or membership level to reflect job complexity or value segmentation.

Rounding: Remove awkward cents from your pricing by rounding up or down for cleaner, more customer-friendly pricing.
🌟 Best Practices for Ensuring Effective Setup and Revenue Optimization

Key strategies for setting up Dynamic Pricing
Tips to maximize revenue through proper setup
Reducing Mistakes: Common pitfalls and how to avoid them during the Dynamic Pricing setup process
Q&A: Addressing frequently asked questions and troubleshooting common issues

Cost:
This session is $199 to attend, with limited seating. Registration includes free access to our client-exclusive bonus pre-Pantheon session, Boost Your Titan Score Before Pantheon!

ServiceTitan Inventory Office Hours
2025-07-10 13:00 - 14:00, 2025-07-24 13:00 - 14:00, 2025-08-28 13:00 - 14:00, 2025-09-11 13:00 - 14:00, 2025-09-25 13:00 - 14:00, 2025-10-09 13:00 - 14:00, 2025-10-23 13:00 - 14:00, 2025-11-13 13:00 - 14:00
Need help with ServiceTitan Inventory? Connect with an Inventory Specialist from Powerhouse Consulting Group at no cost during our Inventory Office Hours.

Proven expertise in implementing inventory solutions for numerous clients.
Certified Inventory specialists through the prestigious ServiceTitan Certified Provider program.
Small group and live interaction, to answer YOUR specific questions.

Join now: REGISTER

ServiceTitan Marketing Office Hours
2025-07-17 13:00 - 14:00, 2025-08-07 13:00 - 14:00, 2025-08-21 13:00 - 14:00, 2025-09-04 13:00 - 14:00, 2025-10-02 13:00 - 14:00, 2025-11-06 13:00 - 14:00, 2025-11-20 13:00 - 14:00
Need help with ServiceTitan Marketing modules – core or Marketing Pro? Connect with an Marketing Specialist from Powerhouse Consulting Group at no cost during our Marketing Office Hours.

Proven expertise in implementing marketing solutions for numerous clients.
Certified Marketing specialists through the prestigious ServiceTitan Certified Provider program.
Small group and live interaction, to answer YOUR specific questions.

Join now: REGISTER

Build Your Adaptive Capacity Strategy in ServiceTitan
2025-08-07 12:00 - 13:30
Unlock the full potential of your scheduling operations with ServiceTitan’s Adaptive Capacity features. This Learning Lab will guide you through optimizing job bookings, managing technician workloads, and enhancing customer satisfaction by leveraging real-time data and intelligent scheduling tools.
Whether you’re aiming to reduce idle time, prevent overbooking, or adapt to fluctuating demand, this session will provide actionable insights and hands-on strategies to streamline your capacity planning processes.
👥 Who Should Attend This Capacity Planning Training Lab:

📞 CSRs / Dispatchers
Why: They’re on the front lines of job booking and scheduling.
Key Takeaway: Learn how to use capacity to book smarter, faster.
🧰 Service Managers
Why: They monitor workloads and field performance.
Key Takeaway: Discover how to balance technician workloads and increase utilization through real-time capacity adjustments.
💼 Operations Managers / GMs
Why: They drive business performance and resource allocation.
Key Takeaway: Learn how to implement adaptive rules that align capacity with demand trends, seasonality, and business goals.
👨‍💻 System Admins
Why: They configure platform features and maintain scheduling logic.
Key Takeaway: Gain a step-by-step understanding of how to configure ACP and Adaptive Capacity settings that scale with your business.

✅ Pre-Setup Recommended for ACP in ServiceTitan

Business Hours & Arrival Windows
Technician Shifts
Verified Technician Addresses
Job Types & Skills Set Up

🔥 Topics Covered:
A. Adjustable Capacity Planning (ACP):

Understanding ACP: Learn how ACP provides visibility into technician capacity and helps in making informed booking decisions.
Technician Shifts: Set up and manage shifts to ensure availability aligns with real-time booking capacity.
Manual Adjustments: Discover how to manually adjust capacity to accommodate overbooking or underbooking scenarios.
Skill-Based Scheduling: Implement skill to ensure technicians are assigned jobs matching their expertise.
Scheduling Assistant: How ACP feeds the Scheduling Assistant to surface the best booking options for CSRs.
Integration with Other Tools: Explore how ACP integrates with Web Scheduler and Google Local Services, to enhance online scheduling efficiency.

B. Adaptive Capacity: Features and Benefits

Key Differences: Explore the enhancements Adaptive Capacity offers over ACP.
Capacity Reporting: Utilizing reporting tools to analyze utilization trends, forecast bottlenecks, and fine-tune your scheduling rules.
Strategic Rules: Customize capacity thresholds based on time of day, job type, or other factors to prioritize high-value jobs and manage demand effectively.

🌟 Best Practices for Smarter Capacity Management

Keep technician shifts and addresses updated to reflect real availability.
Use accurate job durations and skill tagging to improve dispatch logic.
Leverage Adaptive Capacity to manage seasonal surges and forecasted workload increases.
Use capacity data and reporting to refine your operations strategy over time.
Train CSRs to use the Scheduling Assistant for consistency and faster bookings.
Regularly review capacity and reports and adjust rules as needed.

Cost
This session is $199 to attend, with limited seating. Registration includes free access to our client-exclusive bonus pre-Pantheon session, Titan Score Challenge: Rise to the Top!

Learning Lab: Jobs & Dispatch in ServiceTitan: Tighten the Queue
2025-10-14 13:00 - 13:30
Tighten the Queue: Jobs & Dispatch
📅 October 14, 2025
Close the loops. Clear the clutter. Finish strong.This hands-on learning lab is your deep clean for Jobs & Dispatch in ServiceTitan. We’ll show your team how to find and fix what’s stuck—from open jobs and unsold estimates to messy recurring events—so you roll into year‑end with clean workflows, accurate data, and a dispatch board that actually drives revenue.
Who should attend
Dispatchers • CSRs • Service Managers • Ops Leaders • ServiceTitan Admins
What you’ll learn

Unstick lingering work: Identify and resolve jobs in limbo, callbacks, and “nearly done” tickets.
Close revenue gaps: Surface and follow up on unsold estimates and stalled opportunities.
Clean recurring events: Normalize frequencies, fix scheduling drift, and prevent duplicates.
Tighten job status flow: Standardize statuses, tags, alerts, and technician notes for consistency.
Declutter the board: Create saved views, filters, and capacity rules that keep the day moving.
Focus on the right KPIs: Job completion rate, reschedule rate, same‑day booking %, and estimate follow‑through.

You’ll leave with

A plug‑and‑play Year‑End Jobs & Dispatch Checklist
Ready‑to‑use saved views/filters and bulk‑action steps for cleanup
A simple follow‑up cadence for estimates and recurring services
A tighter, clearer dispatch workflow your whole team can stick to

Powerhouse Consulting Group is your ServiceTitan expert. We help teams untangle digital messes, master their software, and build smarter workflows that actually work. If you’re ready to make your software make sense, this series is the perfect place to start.
Class size is limited to ensure you get the individualized ServiceTitan help you need in your live account. Register today!
Cost: $199, or register for the three-session series for $398!

SOLD OUT - Learning Lab: Accounting in ServiceTitan: Close the Books with Confidence
2025-11-11 12:00 - 13:30
**This session is at capacity**
Accounting: Close the Books with Confidence
🗓️ November 11, 2025
Finalize your financials. Clean up your books. Start 2026 with confidence.This learning lab equips your team to close out accounting in ServiceTitan the right way. From AR/AP to deferred revenue and membership billing, we’ll walk through the full year-end accounting workflow so nothing is left in limbo. Whether you’re cleaning up credits or reconciling inventory, this session is packed with hands-on tips to leave your team organized, accurate, and audit-ready.

👥 Who Should Attend
Accounting & Finance • Office Managers • CSRs • Dispatchers • Inventory Managers • Service Managers

🔍 What You’ll Learn
Accounts Receivable & Period Management

Reconcile deposits and apply credits using the Transaction Hub
Properly close accounting periods and keep AR accurate
Set alerts for failed invoices and unclaimed credits

Exporting & Batching

Use TSYS auto batching for fast, clean reconciliation
Export verified transactions and keep your GL aligned
Build batching routines that eliminate errors and delays

Memberships & Deferred Revenue

Process all outstanding invoices and suspend memberships where needed
Review historical billing and clean up recurring events
Properly dismiss RSEs to track deferred revenue accurately

Accounts Payable & Inventory

Receive and reconcile purchase orders and credit memos
Manage replenishment and returns to avoid AP discrepancies

Cleanup & Best Practices

Implement a daily, weekly, and monthly cleanup routine
Prevent errors, resolve unfinished tasks, and align financials before year-end
Collaborate across teams to ensure nothing falls through the cracks

🏆 You’ll Walk Away With

A ready-to-use Year-End Accounting Checklist
Best practices to streamline financial processes across teams
Confidence that your ServiceTitan data is clean, accurate, and ready for 2026

Powerhouse Consulting Group is your ServiceTitan expert. We help teams untangle digital messes, master their software, and build smarter workflows that actually work. If you’re ready to make your software make sense, this series is the perfect place to start.
Class size is limited to ensure you get the individualized ServiceTitan help you need in your live account. Register today – very limited seats remain!
Cost: $199

Webinar: Smart, Not Shiny: Building a Tech Stack with Purpose
2025-11-19 12:00 - 13:00
Free Webinar: Smart, Not Shiny: Building a Tech Stack with Purpose
Wednesday, November 19 | 12pm CT
In today’s trades industry, contractors are bombarded with opinions, “must-have” apps, and shiny new tools promising to fix every problem.
But more isn’t always better—and following the crowd often leads to wasted spend, operational drag, and unnecessary complexity. In this session, Leila Rookstool of Powerhouse Consulting Group will show you how to take a smarter approach to technology inspired by our Contractor Resource Planning (CRP) framework.
You’ll learn how to evaluate integrations and automations with a critical lens, align your tech decisions with your team’s actual capabilities and goals, and avoid the trap of buying tools that don’t deliver ROI. We’ll also cover how to build confidence in your systems, coach your team through the noise of outside chatter, and use data—not hype—to guide your growth.
This session is designed for business leaders who are ready to stop reacting to industry buzz and start building a tech stack that truly supports long-term success.
👉 Register today! https://mypowerhouse-group.zoom.us/webinar/register/WN_hFRspSzyTmKSYxhmTfKZMg

Free Webinar: Inside the Top Shops: How the Best HVAC Companies Build and Scale Memberships
2025-12-11 13:00 - 14:00
Memberships have become a major focus for HVAC companies looking for steadier, more predictable growth – but building a program that truly works takes more than just a plan and a price sheet.
On December 11, CRP Partner SmartAC and Powerhouse Consulting Group are hosting a joint roundtable conversation to explore how top shops approach membership structure, customer experience, and operational alignment.
Inside the top shops: How the best HVAC companies build and scale memberships
📅 December 11 ⏰ 1 PM CT
During this session, we’ll dig into:

How successful contractors design their membership programs
What makes a program easy for teams to sell and manage
The operational setup (including inside ServiceTitan) that supports consistency
How technology is helping strengthen communication and service delivery

If membership growth is a priority for 2026, you’ll walk away with practical insights you can use immediately.
[RESERVE YOUR SPOT]

Learning Lab: Payroll & Reporting in ServiceTitan: The Final Check
2025-12-16 12:00 - 13:30
Payroll & Reporting: The Final Check
🗓️ December 16, 2025
Tighten your numbers. Tune your team. Track what matters.This final session in The Final Check ServiceTitan Learning Lab series helps you lock in your payroll settings, fine-tune reporting, and roll into 2026 with clarity, confidence, and accountability. We’ll guide your team through verifying pay configurations, building dashboards, and aligning operational and financial metrics across roles—so every department starts the year dialed in and focused.

👥 Who Should Attend
Payroll & HR • Office Managers • Ops & Service Leaders • Marketing Leads • CSRs • Dispatchers • Field Supervisors

🔍 What You’ll Learn
Payroll Setup & Approval

Verify hourly rates, burden, OT rules, and idle time settings
Review performance pay and non-job events
Configure approval workflows to prevent payroll delays and errors

Technician & Business Unit Performance

Set and monitor daily tech goals, gross margin, and business unit profitability
Track actuals against goals and ensure techs know how they’re performing

Marketing ROI & Campaign Tracking

Measure campaign costs and performance
Learn how to evaluate ROI and apply insights to future campaigns

Reporting & Dashboards

Build custom dashboards for KPIs across departments
Must-use reports: Job costing, Daily Huddle, Timesheet Exceptions, CSR metrics, Membership Conversion, Campaign ROI, Dispatcher performance, and more

🌟 Best Practices & Takeaways

Create daily, weekly, and monthly KPIs tied to clear roles
Define ownership across the team (“If it’s everyone’s job, it’s no one’s job”)
Launch 2026 with accurate payroll, clean reporting, and total alignment
Use data to keep your team focused, efficient, and accountable

🧠 You’ll Leave With:

A Payroll & Reporting Year-End Checklist
Configured dashboards that highlight team performance
Best-practice reporting cadence and ownership by role
A game plan to start 2026 with clarity and momentum

Powerhouse Consulting Group is your ServiceTitan expert. We help teams untangle digital messes, master their software, and build smarter workflows that actually work. If you’re ready to make your software make sense, this series is the perfect place to start.
Class size is limited to ensure you get the individualized ServiceTitan help you need in your live account. Register today!
Cost: $199
⚠️If you experience any issues with purchasing tickets, please email training@mypowerhouse.group, and we will assist with your registration! ⚠️

Marketing Wins Start with Clean Operations - Free Webinar
2026-01-15 10:00 - 11:00
Contractors invest heavily in marketing, but many still struggle to answer basic questions like where leads come from, which campaigns are profitable, and what actually turns into revenue.
The truth? Most marketing problems are actually operational issues in disguise.
Join us for our upcoming webinar with Lemon Seed Marketing, Marketing Wins Start With Clean Operations, where Pam and Crystal will break down how clean data, accurate job tracking, and aligned teams directly impact marketing performance and business growth.
We’ll cover:

Why marketing results are only as good as the operational data behind them
The key data points contractors must be tracking correctly
Common measurement mistakes that quietly waste ad spend
Simple, practical fixes contractors can implement right away

If you want clearer ROI, better decisions, and more confidence in your marketing, this session is for you.
👉 Register here: https://streamyard.com/watch/i5WcgxUZ8Jdv

FREE WEBINAR: The Customer Journey that Actually Drives Revenue
2026-04-24 13:00 - 14:00
Lemon Seed Marketing is hosting a live webinar this Friday, “The Customer Journey That Actually Drives Revenue,” to share insights around lead conversion, customer experience, and driving long-term revenue. This will be a live conversation featuring a power-packed lineup of participants, such as PCG’s Pam Duffy, ServiceTitan’s Angie Snow, Lemon Seed’s Crystal Williams, and more!
We’ll highlight real strategies, tools, and ideas that are helping businesses strengthen every stage of the customer journey—and give you a taste of the value you’ll gain by attending “From First Hello to Forever Customer,” and in-person event in Argyle, TX, May 4-5. Learn more about the event HERE!
Register for Friday’s webinar HERE

Free Webinar: Before You Invest in AI: The 3 Shifts Top Service Businesses Are Making
2026-04-30 12:00 - 13:00
Everyone’s talking about AI in home services. But AI is only as good as what’s underneath it, and most service businesses aren’t set up to benefit from it yet.
If your tools are underused, your processes are undefined, and your data is messy, AI isn’t going to fix that. It’s going to amplify it.
In this webinar, experts from Powerhouse Consulting Group, ServiceTitan, and Hatch break down the three mindsets the most profitable service operations are shifting right now to make sure their AI investment actually drives returns—and what it looks like in practice.
You’ll learn:

How to maximize your software ROI by getting more from the tools you already have
How the fastest-growing operations are building capacity without growing cost
What it takes to turn your data into something AI can actually use to drive decisions

With live Q&A and a takeaway guide you can put to work immediately.
You’ll walk away with a clearer picture of how to make AI drive revenue, not just add complexity. Register now!

Inventory Office Hours - 2nd Thursday
2026-05-14 13:00 - 14:00
Need help with ServiceTitan Inventory? Powerhouse Consulting Group, a ServiceTitan Titanium Partner, is proud to offer Inventory Office Hours, where you can connect with one of PCG’s certified Inventory specialists at no cost!

Proven expertise in implementing inventory solutions for numerous clients.
Certified Inventory specialists through the prestigious ServiceTitan Certified Provider program.
Small group and live interaction, to answer YOUR specific questions.

Join now: REGISTER
*Please note, space is limited, so if you are unable to attend, we’d appreciate if you could cancel your reservation if possible to allow for someone else to attend.
*This event is not hosted by ServiceTitan. Powerhouse Consulting Group is a ServiceTitan Titanium Partner. Account configurations will require CSM involvement.

Free Webinar: Giving and Receiving Feedback (Without Damaging Trust)
2026-05-21 11:00 - 12:00
A Women in HVACR Masterminds webinar featuring PCG’s Pam Duffy!
Giving feedback shouldn’t break trust, and receiving it shouldn’t feel like a hit to your confidence. Join Women in HVACR for this month’s Mastermind as we explore how to navigate feedback conversations in a way that strengthens relationships, improves performance, and keeps communication clear and productive.
This session is about being honest without creating friction, staying open without getting defensive, and building a culture where feedback actually works.
Register HERE

Marketing Office Hours
2026-05-21 13:00 - 14:00
Need help with ServiceTitan Marketing? Powerhouse Consulting Group, a ServiceTitan Titanium Partner in collaboration with Scorpion, are proud to offer Marketing Office Hours, where you can connect with marketing specialists from both partners at no cost!
Marketing Office Hours is currently held every 3rd Thursday of the month.

Proven expertise in implementing marketing solutions for numerous clients.
Certified Marketing specialists through the prestigious ServiceTitan Certified Provider program.
Small group and live interaction, to answer YOUR specific questions.

Join us: REGISTER
*Please note, space is limited, so if you are unable to attend, we’d appreciate if you could cancel your registration if possible to allow for someone else to attend.
*This event is not hosted by ServiceTitan. Powerhouse Consulting Group is a ServiceTitan Titanium Partner, and Scorpion is ServiceTitan’s preferred digital marketing partner. Account configurations will require CSM involvement.

Inventory Office Hours - 4th Thursday
2026-05-28 13:00 - 14:00
Need help with ServiceTitan Inventory? Powerhouse Consulting Group, a ServiceTitan Titanium Partner, is proud to offer Inventory Office Hours, where you can connect with one of PCG’s ServiceTitan Certified Inventory specialists at no cost!

Proven expertise in implementing inventory solutions for numerous clients.
Certified Inventory specialists through the prestigious ServiceTitan Certified Provider program.
Small group and live interaction, to answer YOUR specific questions.

Join us: REGISTER
*Please note, space is limited, so if you are unable to attend, we’d appreciate if you could cancel your reservation if possible to allow for someone else to attend.
*This event is not hosted by ServiceTitan. Powerhouse Consulting Group is a ServiceTitan Titanium Partner. Account configurations will require CSM involvement.
