Year-End ServiceTitan Essentials: Jobs & Dispatching

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.

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

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• Jobs Clean-Up: Learn how to effectively clean up outdated or duplicate jobs in ServiceTitan.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!
• 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!