Powerhouse Consulting Group

ServiceTitan Inventory Office Hours
2025-07-10 13:00 - 14:00, 2025-06-26 13:00 - 14:00, 2025-05-22 13:00 - 14:00 (America/Chicago)
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

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 Membership Reporting
2025-06-25 12:00 - 13:30 (America/Chicago)
Track & Optimize
Track and optimize your membership program with ServiceTitan’s comprehensive membership reporting and KPIs. Gain deep insights into the performance of your memberships, from retention rates to new sales, ensuring you can continuously improve and grow your offerings.
What to expect:

Key Performance Indicators for Memberships
Critical Membership Reports
CSR & Dispatcher Incentives
Best Practices, Tips, & Strategies
Q&A Session

Why attend:

In this hands-on 90-minute session, you’ll be empowered to confidently run reports to gather accurate and up-to-date metrics you can trust on your memberships.

Course Requirements:
This training is designed for all experience levels, but a basic knowledge of ServiceTitan memberships is recommended. In order to receive the full value of Membership Reporting, attendees should have the following permissions in ServiceTitan:

View Scheduled Report
Edit scheduled Report
Dashboard and Reporting Settings

Cost
$199 per session. Valid 4/17/25-6/23/25.

ServiceTitan Membership Management Made Easy
2025-05-20 12:00 - 13:30 (America/Chicago)
Managing memberships in ServiceTitan should be seamless – and we’re here to show you how.
PCG will walk you through best practices to ensure recurring services are scheduled efficiently, renewals are seamless, and revenue opportunities aren’t missed. Learn how to leverage key tools like the Follow-Up tab, Automated SMS, and bulk booking options to keep your memberships thriving while optimizing technician schedules.
What to expect:

Optimization of the Follow-Up Tab for RSE Management
ServiceTitan Tools to Enhance Membership Management
Viewing & Managing Billing History
Best Practices for Maximizing Efficiency
Q&A Session

Why attend:

In this hands-on 90-minute session, you’ll gain the insight you need to efficiently manage your membership renewals and recurring service events.

Course Requirements:
This training is designed for all experience levels, but a basic knowledge of ServiceTitan memberships is recommended. In order to receive the full value of Membership Management Made Easy, attendees should have the following permissions in ServiceTitan:

Edit Customer
Can access ST Marketing
Edit Campaign
Phone Settings
Allow bulk booking of recurring service events

Cost
$199 per session. Valid 4/17/25-5/19/25.

Webinar: When Tech is Too Much - How to Handle Your Tech Options
2025-05-06 12:00 - 13:00 (America/Chicago)
Join Powerhouse Consulting Group and Chiirp to talk about How to Handle Your Tech Options When Tech is Too Much on Tuesday, May 6, at noon central.
Powerhouse CEO Jenny Benbrook joins Chiirp for a thoughtful discussion about the overwhelming landscape of tech tools, and what can actually help your business.
⭐ How to plan your resources wisely in the home service industry
⭐ Ways to identify and cut redundant or underused tools
⭐ Tips to reduce wasteful spending and simplify your tech stack
Click HERE to register! Can’t make it? Sign up, and a recording will be sent to you following the live event.

ServiceTitan Marketing Office Hours
2025-05-01 13:00 - 14:00 (America/Chicago)
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

ServiceTitan Membership Setup for Success
2025-04-23 12:00 - 13:30 (America/Chicago)
Streamline & Scale
Learn how to configure ServiceTitan Memberships for maximum efficiency and profitability. This session covers best practices for setting up pricing, add-ons, billing cycles, recurring services, and more, to ensure a seamless experience for both customers and your team.
What to expect:

Membership Billing & Duration
Discounts & Add-Ons
Recurring Services
Billing Cycles
Streamlining Membership Sales
Best Practices for Ensuring Effective Setup and Revenue Optimization
Q&A Session

Why attend:

In this hands-on 90-minute session, you’ll work in your live ServiceTitan account to streamline your membership setup.

Course Requirements:
This training is designed for all experience levels, but a basic knowledge of ServiceTitan memberships is recommended. In order to receive the full value of Membership Setup for Success, attendees should have the following permissions in ServiceTitan:

Edit Membership Type
Edit Recurring Service Type
Edit Customer Membership
Sell or Renew membership from customer or location
Access dismiss button on recurring service event page
Export Follow ups
Pricebook Edit Service

Cost
Tickets go on sale 3/20/25. Happy Spring!
48-hour pre-sale starts at 10am 3/20. $125 per session!
Early-Bird Pricing: $175 per session. Save even more with the series pass for $398! Valid through 4/16/25.
$199 per session. Valid 4/17/25-4/22/25.

Quality Service Contractors Catalyst 2025
2025-03-24 - 2025-03-26
Powerhouse Consulting Group is proud to be a Silver Sponsor of QSC Catalyst 2025!
We’ll be at the Monteleone Hotel in New Orleans March 24-26. Be sure to stop by and say hello!
Learn more about Catalyst 2025 HERE

*Canceled* ServiceTitan Accelerator Series: Technician Success
2025-03-21 12:00 - 13:30 (America/Chicago)
*As of 3/13/25, this event has been canceled. Stay tuned for more learning opportunities!*

Ready to take your team’s ServiceTitan skills to the next level? Join us for the third session in our “ServiceTitan Accelerator Series”- Technician Success!
Topics will include:

Job Details & History
Estimates, Forms, & Pictures
Updates & Job Notes
Customer Connections via Mobile
Common Questions and Best Practices

Who should attend?

Technicians
Business Owners
Service Managers
Anyone involved in customer-facing jobs

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event. It is scheduled for 12pm-1:30pm CST.
🚨Required prerequisite for this lab:
A basic understanding of ServiceTitan mobile is recommended, but this session is designed to accommodate users of all experience levels.
Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach.
Contact Information:
If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

“The small group format was so nice! Thank you!”

Additional Information

Registration closes on March 20, 2025, or when the event is at capacity.
Cost: This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning!

Psst… are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

ServiceTitan Accelerator Series: Sales Proficiency
2025-02-25 12:00 - 13:30 (America/Chicago)
Ready to take your team’s ServiceTitan skills to the next level? Join us for the second session in our “ServiceTitan Accelerator Series”- Sales Proficiency!
Topics will include:

Estimates
Cost Management
Upselling
Financing and Follow-Up
Common Questions and Best Practices

Who should attend?

Comfort Advisors
Business Owners
Sales Managers
Anyone involved in sales

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event. It is scheduled for 12pm-1:30pm CST.
🚨Required prerequisite for this lab:
A basic understanding of ServiceTitan’s, Pricebook, Templates & Estimates modules is recommended, but this session is designed to accommodate users of all experience levels.
Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach.
Contact Information:
If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

“The small group format was so nice! Thank you!”

Additional Information

Registration closes on February 24,2025, or when the event is at capacity.
Cost: This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning!

Psst… are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

Rilla Masters Conference
2025-02-24 - 2025-02-26
Powerhouse Consulting Group is an Innovator Sponsor for The Rilla Masters conference in Las Vegas February 24-26, 2025.

AHR Expo
2025-02-10 - 2025-02-12
PCG will be attending the AHR Expo in Orlando, Florida, February 10-12, 2025. Catch Rosario’s session on Monday, February 10 at 4:30pm EST – Boost Your Revenue: Leverage Memberships for Steady Revenue and a Robust Customer Base! Hosted by Women in HVACR.
In this dynamic presentation, you’ll discover how to maximize revenue by effectively leveraging membership programs. Attendees will learn strategies to enhance revenue potential through job time optimization, KPI tracking, and quote generation. We’ll explore how to engage internal talent, offer training, and incentivize CSRs for superior customer engagement. Uncover ways to retain customers through membership rewards and feedback forms, while staying attuned to client needs. Join us to gain insights into optimizing every customer interaction and maintaining top technical talent amidst industry shortages.

More Info

ServiceTitan Toolbox Live! Marketing Edition
2025-02-06 - 2025-02-07
We hope to see you in Glendale, California, at ServiceTitan HQ for Toolbox Live! Marketing Edition Feb. 6-7!
We’re thrilled to kick things off with Pam’s session- Reporting Done Right: A Guide for Marketing Reporting Success in ServiceTitan – on Thursday morning! Powerhouse Consulting Group is a proud sponsor of Toolbox Live.

ServiceTitan Accelerator Series: Marketing Optimization
2025-01-29 12:00 - 13:30 (America/Chicago)
Ready to take your team’s ServiceTitan skills to the next level? Join us for the first session in our “ServiceTitan Accelerator Series”- marketing optimization!
Topics will include:

Phone Management
Reporting on ROIs and Marketing Campaigns
Marketing Analytics
FAQs and Best Practices

Who should attend?

Marketing Managers or Specialists
Business Owners
Office Managers
Anyone involved in marketing operations

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event. It is scheduled for 12pm-1:30pm CST.
🚨Required prerequisite for this lab:
A basic understanding of ServiceTitan Marketing is recommended, but this session is designed to accommodate users of all experience levels.
Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach.
Contact Information:
If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

“The small group format was so nice! Thank you!”

Additional Information

Registration closes on January 28, 2025, or when the event is at capacity.
Cost: This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning!

Psst… are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

Chiirp and Powerhouse Talk Trash: Optimizing Your Software to Take Out the Garbage
2024-12-17 13:00 - 14:00 (America/New_York)
Feel like talking a little trash? You’re in the right place.
With 2025 just around the corner, come sit down with CHIIRP and the Powerhouse Consulting Group to talk about the in’s and out’s of software. Let’s make sure your system isn’t too full of trash to operate the way it needs to! Join us on Tuesday, December 17th at 1 PM EST as we go over:
– What you can automate vs what you need to have a human take charge on
– Holes in your process (and how to plug them)
– The entire customer journey (and where you may be failing)
– Knowing when to “pull the plug”
– How to create killer workflows that make life EASIER
… And so much more!
Get registered ASAP and save yourself a seat!

Year-End ServiceTitan Essentials: Payroll & Reporting
2024-12-11 12:00 - 13:30 (America/Chicago)
Get your ServiceTitan account in ship-shape before the year ends with our “Year-End ServiceTitan Essentials” series!
Join us for an insightful training session aimed at enhancing your payroll and reporting processes in ServiceTitan. As we wrap up the year, this session will help you fine-tune your payroll practices, set measurable goals, and leverage reporting tools to drive better business outcomes.
Topics will include:

Set up Goals
Job Costing for Profitable Margins
Build Report to Track Business Performance
Tracking Time and Pay Rates
Common Questions and Best Practices

Who should attend?

Payroll Managers
Business Owners
Accounting Manager
Anyone involved in Managing Payroll and Analyzing business performance

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event. It is scheduled for 12pm-1:30pm CST.
🚨Required prerequisite for this lab:
A basic understanding of ServiceTitan’s payroll and reporting modules is recommended, but this session is designed to accommodate users of all experience levels.
Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach.
Contact Information:
If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Additional Information

Registration closes on December 10, 2024 or when the event is at capacity.
Cost: This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning!

Psst… are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

FieldEdge Presents: Service Edge Virtual Conference
2024-12-11 - 2024-12-12
Join us for two days jam-packed with valuable insights, best practices, and tools to drive your business forward through the end of the year and beyond, all from the comfort of your home or office. With engaging sessions and expert-led discussions, you’ll leave equipped with actionable strategies to boost efficiency and profitability.
Be sure to join Briana for Year-End FieldEdge Essentials at 2:30pm EST on Dec. 11 to learn to streamline, analyze, and plan for 2025.
PLUS- If you attend our virtual session, we’ll give you $200 off a FieldEdge Health Assessment!
Book your Health Assessment between December 11-20, 2024, to receive your discount!
Register Here

Toolbox Live - General Session
2024-12-11 - 2024-12-12
Join us at ServiceTitan’s Toolbox Live General Session in Savannah, GA, December 11-12!
Our lead trainer, Rosario, will be presenting with a number of other industry experts.
This workshop is for owners, general managers, and operations leaders looking to maximize their investment in ServiceTitan. This workshop will feature an intimate classroom environment designed to equip you and your team with best practices that drive actual results.
Sessions will cover a range of topics related to call center operations and technology best practices, including:

panel discussions with owners from top-performing shops
training by ServiceTitan product specialists
consultations with ServiceTitan Certified providers and partners

Seating is limited to ensure each shop in attendance receives one-on-one time with a coach, industry expert, or product specialist to address your specific business needs.

Roofing Process Conference
2024-12-04 - 2024-12-06
Powerhouse is excited to be a Sapphire sponsor of this year’s Roofing Process Conference in Marco Island, Florida! Come talk trash [data] with us at the expo!
Not yet registered? Use code PHCGRPC10 to save 10%!
More Info: https://roofconference.com/

Year-End ServiceTitan Essentials: Accounting + AR/AP
2024-11-14 12:00 - 13:30 (America/Chicago)
Get your ServiceTitan account in ship-shape before the year ends with our “Year-End ServiceTitan Essentials” series!
Join us for an insightful training session focused on mastering your accounting and purchasing processes in ServiceTitan. As the year comes to a close, it’s the perfect time to fine-tune your financial and purchasing operations to ensure a smooth transition into the new year.
Topics will include:

AR Clean-Up
Accounting Hub (Invoices, Payments & Bank Deposits)
Purchasing Declutter
Manage Bills to Keep your Pricebook Up-to Date
Common Questions and Best Practices

Who should attend?

Accounting Managers
Purchasing Coordinators
Warehouse manager
Anyone involved in Financial Management and Purchasing Operations

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event. It is scheduled from 12-1:30pm CST.
🚨Required prerequisite for this lab:
A basic understanding of ServiceTitan’s accounting and purchasing modules is recommended, but this session is designed to be accessible to users with varying levels of experience.
Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach.
Contact Information:
If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Additional Information

Registration closes on November 13, 2024 or when the event is at capacity.
Cost: This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning!

Psst… are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

This event is from 12:00pm to 1:30pm Central Time on November 14, 2024.

Year-End ServiceTitan Essentials: Jobs & Dispatching
2024-10-29 12:00 - 13:30 (America/Chicago)
Get your ServiceTitan account in ship-shape before the year ends with our “Year-End ServiceTitan Essentials” series! Our October session will be focused on cleaning up and streamlining your job and dispatch processes in ServiceTitan as we approach the end of the year.
Whether you’re new to ServiceTitan or looking to optimize your current processes, this session will provide valuable insights.
Topics will include:

Jobs Clean-Up: Learn how to effectively clean up outdated or duplicate jobs in ServiceTitan.
Managing Sold Estimates: Discover best practices for handling and tracking sold estimates.
Managing Job Tray: Optimize the management and organization of your Job Tray for better efficiency.
Common Challenges & Best Practices: Address common issues and implement best practices for smoother job and dispatch operations.
Q&A: Get answers to your specific questions about managing jobs and dispatch in ServiceTitan.

Who should attend?

Dispatchers
CSR
Office Managers or anyone involved in job management and dispatch operations

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.
🚨Required prerequisite for this lab:

This training is designed to be accessible and beneficial for users of all experience levels.

Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach.
Contact Information:
If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!
Additional Information

Registration closes on October 28, 2024 or when the event is at capacity.
Cost: This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning!

Psst… are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

Virtual Learning Lab: ServiceTitan Membership Management 101
2024-09-19 12:00 - 13:30 (America/Chicago)
Join us for an insightful Training Lab designed to help you master the fundamentals of ServiceTitan Memberships Management. Whether you’re new to ServiceTitan or looking to optimize your current knowledge, this interactive session will provide you with the essential tools and strategies needed to effectively manage memberships within the platform.
Topics will include:

Managing Members and service reminders
Managing Sales, Renewals, recurring billing
Managing Deferred revenue and understand its impact on your financials
Tracking Membership Performance
Best Practices
Q&A Session

Who should attend?

ServiceTitan Administrators,
Customer Service Representatives, Dispatchers and Mangers
Anyone interested in improving their membership management process within ServiceTitan

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.
🚨Required prerequisite for this lab:

This training lab is best suited for companies that already have memberships live in their account.

Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach.
Contact Information:
If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Cost to Attend
This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning! Are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

Virtual Learning Lab: Zapier Integration
2024-08-08 12:00 - 13:30 (America/Chicago)
Have you been curious about using Zapier with ServiceTitan, but not sure how to get started? Join our upcoming Hands-On Training Lab and learn how Zapier can automate repetitive tasks, reduce manual errors and improve overall efficiency.
During this session you will build a Zap that will put a booked Job on your Google or Outlook calendar. By the end of the session, you’ll be more comfortable in using Zapier with ServiceTitan and you can start automating on your own!
What you’ll be doing in this lab:

Connecting Zapier and ServiceTitan
Set up the Zap Trigger – New Job Booked in ServiceTitan
Set up the Zap Action – Put the Job on your Calendar
Finalize and Turn on the Zap
Learn about ways to take this Zap to the next level!

Who should attend? This training lab is geared to all ServiceTitan users looking to automate workflows
🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.
🚨Required prerequisite for this lab:

Sign up for a free Zapier account – or if your company already has one, test to make sure you are able to access/log in before the learning lab.
In your API Application Settings screen in ServiceTitan, see if you have Zapier 3.0 listed. If not, complete the Zapier 3.0X Form Submission: Request Access for ServiceTitan Zapier Integration
Ensure you have access to these ServiceTitan Permissions:

Access Settings
Access to API Application Access

Facilitators:
Rosario Garcia – Lead Trainer and ServiceTitan Certified Coach. Rosario has set up many Zaps for her clients here at Powerhouse!
Pam Duffy – Certified Zapier Expert and ServiceTitan Certified Coach. Pam is addicted to automation and has 5+ years of Zapier experience.

If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Cost to Attend
This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning! Are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

Zapier 101: Automate Your Workflow with Ease
2024-07-25 13:00 - 14:00 (America/Chicago)
Register Now
Are you curious about automation? In this webinar, we will introduce you to the powerful automation tool, Zapier, and its integration with ServiceTitan. This session is perfect for beginners who want to learn about the tool and the possibilities for automating repetitive tasks and streamline their workflows. We will cover the essential features of Zapier, demonstrate how to create Zaps, and show you how to integrate them with ServiceTitan to enhance your business operations. Whether you want to save time or boost efficiency, this webinar will equip you with the tools and knowledge to get started.
Speaker: Pam Duffy, COO, Powerhouse Consulting Group
Pam Duffy, P.E., is the co-founder and COO of Powerhouse Consulting Group, specializing in consulting and coaching services on software platforms for the trades. With 15 years of industry experience, Pam is a ServiceTitan Certified Coach and a Zapier Certified Expert.
Key Takeaways:

Understand the basic functionalities of Zapier.
Learn how to create Zaps.
Discover the benefits of integrating Zapier with ServiceTitan.
Gain tips and tricks for automating routine tasks.
Improve overall business efficiency through automation.

Registration Link: https://www.servicetitan.com/webinar/july-2024-back-2-basics-zapier-101
Want to build a Zap with an expert at your side? Check out our Build-a-Zap learning lab on August 8th!

Virtual Learning Lab: ServiceTitan Automated Refund & Buy Down
2024-06-20 12:00 - 13:30 (America/Chicago)
Join our upcoming Hands-On Training Lab, this session is designed for your accounting team looking to streamline their processes. Learn how to implement and manage automated refunds and buy downs within ServiceTitan.
During this immersive training lab session, we will cover the following topics:

Creation of necessary GL Accounts
Creation of necessary Payment types
Creation of necessary Pricebook Services/Materials
Implementing Automated Refund
Implementation of Buy Down
Exporting Refund & Buy Down transactions
PCG Best Practices

https://mypowerhouse.group/wp-content/uploads/2024/05/2024-06-11-Learning-Lab.mp4
This training lab is geared to all Accountants, Controllers or anyone responsible or interested in these financial processes

🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.

🚨 Pre-requisite for this lab:

NA

Recommended pre-work for this lab:

Permissions

Access Settings
Add Adjustment Invoice
Delete adjustment invoice
Edit general ledger accounts
View/Create/Post/Unpost Batches
Bypass Invoice/Bypass posted batches
Edit Payment type
Create payment refund
Refund integrated payments
Edit service
Edit Material
View pricebook

If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group!

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Cost to Attend
This Hands-On Learning Labs is a paid learning opportunity. Grab a ticket to join our webinar and get to learning! Are you an active PCG client? Reach out to your consultant to take advantage of your discount for this session!

Virtual Learning Lab: Optimizing Call Center Operations
2024-05-30 12:00 - 14:00 (America/Chicago)
Are your CSRs ready for the summer season?
Ensuring proper call booking practices and workflows are followed is essential for maintaining accurate information and optimizing operations in a call center. By leveraging ServiceTitan tools effectively, you can ensure that calls are booked accurately, marketing data is tracked efficiently, and overall call center performance is optimized.
This training lab is geared to all Call Center and/or Office Managers, CSRs and Dispatchers.
🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.
Topics

Answering calls
Gathering & entering Information
Job Booking
Customer Communications
Customer Relocation
Membership Recurring Service Visits
Sold Estimate Follow-up
Classifying Calls for accurate marketing tracking

🚨 Pre-requisites for this lab:

Your phones must be integrated with ServiceTitan.

Recommended pre-work for this lab:

Hold/Cancel Reasons configured
Dispatch Alerts configured
ST Permissions required for attendees:

View Alerts
Edit Customer membership
Access dismiss button on recurring service events page
Sell or renew membership from customer or location
View customer Chats
Allow full access to customer chats
Send Message
Reclassify Call
Detach call
Listen to call recording
Outbound Call
View Customer/edit Customer
View Estimate
Sell/unsell estimate
Book/View/edit job
Hold/cancel/recall job
View Location/edit Location
Run search
Task Management
View/edit saved estimates

If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group!

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Cost to Attend
This Hands-On Learning Labs is a paid learning opportunity. Active PCG Clients may register below, and your attendance will be added to your account with us. Contact your Consultant for more details on the special rate available to you. Not a PCG Client? Grab a General Public ticket to join our webinar and get to learning!

Virtual Learning Lab: Adjustable Capacity Planning (ACP) & Schedule Assistant in ServiceTitan
2024-05-09 12:00 - 13:30 (America/Chicago)
Join our upcoming Hand-on Training lab, where we’ll be showcasing the powerful capabilities of Adjustable Capacity Planning (ACP) and Schedule Assistant tools. Learn how ACP provides real-time data on technician capacity, empowering CSRs to make informed decisions when booking jobs, thereby maximizing resource utilization.
Discover how the Schedule Assistant tool enhances efficiency by suggesting optimal technicians for jobs while minimizing drive time and streamlining operations. By combining ACP and Scheduler Assistant, businesses can automate scheduling processes, optimize resource allocation, and reduce downtime, ultimately boosting productivity and profitability.
Don’t miss out on this opportunity to revolutionize your service-oriented business operations. Register now to reserve your spot at the ACP & Schedule Assistant for CSR/Dispatchers Training Lab!
🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.

🚨 Pre-requisites for this lab:

You must have Capacity Planning & Schedule Assistant enabled in your account.

Recommended pre-work for this lab:

Business hours & Arrival Windows
Technician Shifts
Verified Technicians addresses
Job types & Skills

If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group!

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!

Cost to Attend
This Hands-On Learning Labs is a paid learning opportunity. Active PCG Clients may register below, and your attendance will be added to your account with us. Contact your Consultant for more details on the special rate available to you. Not a PCG Client? Grab a General Public ticket to join our webinar and get to learning!

Virtual Learning Lab: Managing Memberships in ServiceTitan
2024-04-23 12:00 - 13:30 (America/Chicago)
Join our upcoming Hands-on Training Lab, where we are talking all things ServiceTitan MEMBERSHIPS!
Managing memberships in ServiceTitan is a crucial skill for office staff. Done correctly, memberships will boost your customer base, drive revenue, and create a steady technician schedule even during slow seasons.
What if you could tap into a seasoned ServiceTitan professional to teach your team everything they need to know about managing ServiceTitan memberships? Sign your team up for our webinar on Tuesday, April 23 where we’ll be sharing our top tips on navigating memberships in ServiceTitan.
Topics will include:

Membership Management Strategies: Learn effective techniques to manage memberships and enhance customer retention.
Tools: Explore the latest tools that can streamline membership processes and improve customer experiences.
CSR Incentives: Discover creative ways to motivate customer service representatives and drive member engagement.
Recurring Services: Implementing successful recurring service models for a consistent flow of revenue.
Loyalty Programs: Establishing loyalty programs to reward and retain your valued customers.

Don’t miss out on this opportunity to maximize your operational efficiency. Register now to reserve your spot!
🖥️ This is a Virtual Event. A Zoom Link will be provided to attendees 24 hours prior to the event.

🚨Pre-requisites for this lab:

This training lab is best suited for companies that already have memberships live in their account.

Recommended pre-work for this lab:

What questions do you have about memberships? Make a list and bring it to our webinar!

If you have questions about the pre-requisites or pre-work, email us at training@mypowerhouse.group!

What is a Hands-On Learning Lab?
Are you the type of person that learns by doing? If so, you’re not alone! When it comes to ServiceTitan training, we know from experience that workflows start to stick when you are practicing and implementing yourself. That’s why we created hands-on learning labs, an interactive training sessions designed to help you optimize your ServiceTitan account with real-time guidance from our expert consultant and lead trainer, Rosario Garcia.
During our learning lab, you’ll be implementing a specific feature or workflow LIVE inside your ServiceTitan account. By the end of the session, you’ll have the feature set up and ready to use!
Here’s a glimpse of what to expect:
✨ Hands-On Experience: Dive into 90 minutes of practical implementation, where you’ll work side-by-side with Rosario to optimize features directly within your ServiceTitan account.
👥 Intimate Group Setting: Our small-group format ensures personalized interaction and dedicated attention to your specific questions, making your learning experience truly tailored to your needs.
🌟 Expert Guidance: Learn from the best! Rosario, a seasoned ServiceTitan power user with extensive experience across various companies, will be your guide throughout the session.
📝 Comprehensive Worksheets: Take home a step-by-step worksheet to ensure you retain and apply what you’ve learned long after the lab is over.
🏆 Finish Strong: Leave the lab with a sense of accomplishment, having successfully implemented the new feature in your ServiceTitan account.

What Previous Learning Lab Attendees Had to Say:

100% of attendees were satisfied with their experience.
100% of attendees said their expectations were met.
100% of attendees would recommend a Learning Lab to others.

The small group format was so nice! Thank you!
