Powerhouse Consulting Group

Virtual Learning Lab: ServiceTitan Membership Management 101
2024-09-19 12:00 - 13:30 (America/Chicago) | MI
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) | MI
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) | MI
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) | MI
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) | MI
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) | MI
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) | MI
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!

5 Daily Habits to Help Drive Performance using FieldEdge
2024-04-17 12:00 - 13:00 (America/Chicago) | MI
Join us for this FREE session on 5 daily habits to supercharge your FieldEdge usage!
🔍 Are you A.W.A.R.E. of what is going on in your software?
🤔 Are you having a hard time trusting your Reports?
✔️ Would you like to learn how to close on the first Monday of the Month?
Dawn and Briana will show you how to drive the performance of your company by leveraging FieldEdge. From work orders and service agreements to timesheets, invoicing and estimate follow-ups. If you’re using FieldEdge, you won’t want to miss this! 🎟️ Secure your spot NOW

Marketing For the Trades hosted by ServiceTitan
2024-03-27 - 2024-03-28 | Renaissance Arts District, 700 Tchoupitoulas Street, New Orleans, LA, LA 70130, United States
Gear up for an electrifying experience at the Marketing For The Trades Summit hosted by ServiceTitan, where Pam Duffy will be unleashing her marketing prowess! 🔥

This in-person event is two action-packed days on March 27-28, 2024, filled with interactive learning, hands-on insights, and networking with industry titans and fellow contractors. 🌐💼 This isn’t your average event – it’s a rendezvous of marketing trailblazers!
🎟️ Secure your spot NOW

Virtual Learning Lab: Dynamic Pricing Rules for ServiceTitan Pricebook
2024-03-21 12:00 - 13:30 (Pacific/Auckland) | MI
Join our upcoming Hands-on Training Lab, where we’ll delve into the strategies for setting up Dynamic Pricing in the ServiceTitan Pricebook for flat-rate services. This engaging session will explore various factors such as after-hours jobs, add-ons, membership discounts, and other relevant considerations to help you compute prices effectively and optimize margins.
During the training lab, you’ll gain practical insights and techniques for implementing dynamic pricing strategies in your business. We’ll cover industry best practices and provide real-world examples to help you understand how dynamic pricing can benefit your organization.
Don’t miss out on this opportunity to learn how to maximize your profits and stay competitive in today’s market. Register now to reserve your spot at the Dynamic Pricing 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 Pricing Builder enabled in your account.

Recommended pre-work for this lab:

Services set up with Sold Hours
Materials or Equipment linked to Services
Materials cost loaded
Equipment cost loaded

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!

LadyTitans Spotlight Series: Developing High Performance Teams with Healthy Culture
2024-03-19 12:00 - 13:00 (America/Chicago) | MI
Join us for the March 19 edition of the LadyTitans Spotlight Series! This session will be led by one of our expert Consultants, Kris Smith! The topic is: Developing High Performance Teams with Healthy Culture. See you there!
