Tighten the Queue: Jobs & Dispatch
đź“… 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!
