Year-End ServiceTitan Essentials: Accounting + AR/AP

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.

Buy 2, get the 3rd session FREE! If you want to join all three sessions of our Year-End ServiceTitan Essentials, buy the series pass to get your third session on us!

• Session 1: Year-End ServiceTitan Essentials: Jobs & Dispatching
• Session 2: Year-End ServiceTitan Essentials: Accounting + AR/AP
• Session 3: Year-End ServiceTitan Essentials: Payroll & Reporting

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.

🚨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!
• Buy 2, get the 3rd session FREE! If you want to join all three sessions of our Year-End ServiceTitan Essentials, buy the series pass to get your third session on us!