*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!

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

ServiceTitan Membership Setup for Success
2025-04-23 12:00 - 13:30
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.

ServiceTitan Marketing Office Hours
2025-05-01 13:00 - 14:00, 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
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

Webinar: When Tech is Too Much - How to Handle Your Tech Options
2025-05-06 12:00 - 13:00
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 Membership Management Made Easy
2025-05-20 12:00 - 13:30
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.

ServiceTitan Inventory Office Hours
2025-05-22 13:00 - 14:00, 2025-06-26 13:00 - 14:00, 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 and 1 more date
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 Membership Reporting
2025-06-25 12:00 - 13:30
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.

Set Up Dynamic Pricing in ServiceTitan
2025-07-10 12:00 - 13:30
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!

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!

Pantheon 2025
2025-09-17 - 2025-09-19 | Anaheim Convention Center, 800 W Katella Ave, Anaheim, CA, 92802, United States
Powerhouse Consulting Group is proud to be a Visionary sponsor for ServiceTitan’s Pantheon 2025!
Join the PCG team in sunny Anaheim, California, September 17-19 at Pantheon 2025! We look forward to seeing you at the Anaheim Convention Center.
PCG Power Sessions:
Thursday, Sept. 18, 9:20am- “Deinfluenced: How to Shut Out the Noise and Build a Technology Plan,” presented by Pam Duffy & Jenny Benbrook
In a world full of hot takes, influencer advice, and endless opinions in Facebook groups, it’s easy to feel pressure to follow what everyone else is doing – especially when it comes to integrations, automations, and adopting the latest technology tools. But just because it worked for them doesn’t mean it’s right for you. In this session, Jenny and Pam from Powerhouse Consulting Group will help you cut through the noise and focus on building a strategy that actually fits your business. We’ll walk through how to evaluate integrations and new tools with a critical lens, align decisions with your team’s capabilities and goals, and avoid chasing shiny objects that lead to unnecessary complexity. You’ll also learn how to build internal confidence in your systems, coach your team through outside chatter, and use data – not hype – to guide your growth. This session is for business leaders who are ready to stop reacting to the industry echo chamber and start making decisions that truly support long-term success. Learn More
Friday, Sept. 19, 2:30pm- “Behind the Scenes, Ahead of the Curve: Mastering Reporting and Back Office Tools,” presented by Pam Duffy
The best businesses don’t just run—they run like clockwork. In this session, we’ll explore how to use reporting and other back office tools to cut down on chaos and stay ahead of the curve. From making sense of your numbers to tightening up your back office operations, you’ll leave with clear takeaways to run a smarter, smoother business. Learn More
Visit Our Booth
We are #118 in the Expo Hall! We’ll have live Discovery conversations, exclusive offers, gifts for clients, swag, and more!
Expo Hall Hours:
Wednesday, September 17: 1-6pm
Thursday, September 18: 7a-4:30p
Friday, September 19: 7a-3:30p
PCG Clients
Be sure to let us know you’re coming by Sept. 9, and stop by our booth for a token of appreciation!

Super Meeting 2025
2025-09-30 - 2025-10-01 | Gaylord Rockies Resort & Convention Center, 3700 North Gaylord Rockies Boulevard, Aurora, CO, 80019, United States
Powerhouse Consulting Group is proud to be a sponsor of Nexstar’s 2025 Super Meeting!
PCG is thrilled to see Nexstar members at this year’s Super Meeting in Aurora, Colorado, September 30-October 1.
Tailgate Party – Monday Night Football
Be sure to chat with a PCG team member to earn a prize drawing entry at the Tailgate Party on Monday from 6-9pm at Mountain Pass! Prizes include autographed football collectibles, and a surprise grand prize.
PCG Power Session
Tuesday, September 30, 11am – Presented by Rosario Garcia
Powerhouse Your Profits: Unlock the Goldmine in Your CRM – Rosario will deep dive on the Follow Up Tab to help you stay ahead of estimates, memberships, leads, recurring services, expiring cards, and more!
Visit Our Booth
The PCG team will be on-site in the Expo Hall with swag, exclusive offers, and conversation about helping you maximize the power of ServiceTitan and your tech stack. Stop by booth #508, and remember to bring your completed worksheet for a free consultation!

TAP Into the Future 2025
2025-10-03 - 2025-10-05 | The DeSoto, 15 E Liberty, Savannah, GA, 31401, United States
Powerhouse is proud to sponsor TAP Into the Future 2025 in Savannah, GA!
Join us for this live, high-impact event that brings together forward-thinking leaders for practical AI tools, automation systems, and proven processes designed to transform service businesses. Be sure to stop and chat with Pam in the expo!
Learn more about TAP Into the Future HERE

Women in HVACR Conference 2025
2025-10-06 - 2025-10-08 | Red Rock Resort, 11011 W Charleston Blvd, Las Vegas, NV, 89135, United States
Powerhouse Consulting Group is a proud sponsor of Women in HVACR, and will be at the 22nd annual conference, Bet On Yourself, in Las Vegas, NV, Oct. 6-8, 2025!
Be sure to stop by booth 305 in the expo hall and chat with Pam! She will also be leading the service providers peer group breakfast on Wednesday!

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!

PHCC Connect
2025-10-27 - 2025-10-29 | DeVos Place, 303 Monroe Ave NW, Grand Rapids, MI, 49503, United States
Powerhouse is thrilled to participate in PHCC Connect 2025 in Grand Rapids, Michigan, October 27-30!
Find us in the Expo Hall in booth 605.
🎤 Don’t miss Powerhouse on stage: Wednesday, Oct. 29 @ 3:30 PM
💡 “11 ServiceTitan Features You Didn’t Know Existed (But Totally Should)”
Get ready to unlock the tools hiding in plain sight — and walk away with real-time wins you can use the minute you’re back in the office, presented by Amanda and Kris.
See the full agenda HERE
Read more about Connect HERE
