ServiceTitan can become one of the most valuable systems inside a home service company. It can connect scheduling, dispatching, customer management, estimates, memberships, reporting, marketing, and financial visibility within a single platform.
But purchasing ServiceTitan and maximizing ServiceTitan are two very different things.
Many HVAC, plumbing, electrical, roofing, and other home service businesses invest heavily in the platform only to discover that their team is using a fraction of its capabilities. Reports may not provide useful information. The pricebook becomes difficult to navigate. Employees develop different workflows. Managers struggle to understand the numbers. Features that could improve efficiency remain unused.
This is where working with a ServiceTitan certified consultant can make a significant difference.
At Eighty-Seven Degrees Coaching, ServiceTitan consulting is backed by real home service industry experience and certified expertise. Eighty-Seven Degrees provides ServiceTitan implementation, troubleshooting, ongoing support, optimization, reporting, KPI development, pricebook assistance, and business coaching designed to help contractors get more value from both their software and their organization.
What Is a ServiceTitan Certified Consultant?
A ServiceTitan certified consultant is a professional who combines knowledge of the ServiceTitan platform with an understanding of how home service companies actually operate.
The distinction matters.
Learning where settings and reports are located inside software is one thing. Understanding how those tools should support dispatchers, technicians, CSRs, managers, and business owners is another.
An effective consultant looks beyond software configuration and asks bigger questions:
- Are your workflows helping or slowing your team?
- Are you measuring the right KPIs?
- Can leadership trust the reports they’re reviewing?
- Is your pricebook organized for field use?
- Are technicians following consistent processes?
- Are you taking advantage of the features you’re already paying for?
- Does ServiceTitan give ownership greater visibility into the business?
The objective is not simply to make ServiceTitan work. It’s to make ServiceTitan work for your company.
Why ServiceTitan Certification Matters
Home service businesses make important operational and financial decisions based on information inside ServiceTitan.
That makes expertise important.
Working with a ServiceTitan certified consultant gives contractors access to someone who understands the platform while also helping connect its capabilities to real-world business objectives.
Eighty-Seven Degrees Coaching highlights ServiceTitan certification as a core part of its approach and provides assistance ranging from full implementations and troubleshooting to ongoing optimization and support.
Certification alone, however, shouldn’t be the only factor you consider.
The strongest consultant should also understand what happens outside the software.
Your ServiceTitan configuration should support the way your company sells, dispatches, prices jobs, manages technicians, evaluates performance, communicates with customers, and makes financial decisions.
The Difference Between ServiceTitan Support and ServiceTitan Consulting
Technical support is invaluable when something isn’t working.
Consulting addresses a different question:
How should we be using ServiceTitan to operate a better business?
For example, support may help resolve a technical issue with a report.
A consultant may examine whether that report is the right one for leadership to use in the first place.
Support can help you understand a feature.
A consultant can help determine how that feature fits into your operational process.
Support solves problems within the software. Strategic consulting connects the software to the goals of the company.
For growing contractors, both can be valuable.
ServiceTitan Implementation
One of the most important times to work with a ServiceTitan certified consultant is during implementation.
A successful ServiceTitan implementation should begin with your business processes rather than simply transferring information from one system into another.
Implementation may involve:
- Reviewing current workflows
- Configuring departments
- Organizing technician roles
- Establishing scheduling processes
- Building the pricebook
- Creating reporting structures
- Configuring memberships
- Developing KPIs
- Training employees
- Establishing management processes
Eighty-Seven Degrees specifically offers full ServiceTitan implementations as part of its consulting services.
Getting these fundamentals right from the beginning can prevent months or years of inefficient workarounds.
ServiceTitan Optimization for Existing Users
You don’t have to be new to ServiceTitan to benefit from consulting.
In fact, companies that have used ServiceTitan for years can sometimes have the greatest optimization opportunities.
Processes evolve.
Employees change.
Departments grow.
New features become available.
Meanwhile, old configurations remain in place simply because “that’s how we’ve always done it.”
A ServiceTitan certified consultant can review the existing environment and identify areas where the system no longer matches the needs of the business.
Common Optimization Opportunities
These can include:
- Unnecessary manual processes
- Inconsistent technician workflows
- Duplicate pricebook items
- Poorly organized categories
- Underused reports
- Missing KPIs
- Weak membership tracking
- Inconsistent job types
- Inefficient dispatch procedures
- Incomplete management dashboards
Optimization isn’t necessarily about rebuilding everything.
Sometimes a handful of targeted changes can dramatically improve usability and visibility.
ServiceTitan KPI Development
Data is one of ServiceTitan’s greatest strengths, but more data doesn’t automatically mean better decision-making.
Business owners need the right information.
Eighty-Seven Degrees emphasizes reporting and KPI development as core components of its business coaching and consulting approach. Founder Jason Arthur’s philosophy centers on giving owners and operators visibility into their numbers as close to real time as possible, then validating those numbers against financial reporting.
Depending on the company, useful KPIs may include:
- Average ticket
- Close rate
- Revenue per technician
- Revenue per opportunity
- Membership conversion
- Maintenance agreement growth
- Callback rate
- Technician productivity
- Department revenue
- Marketing ROI
- Replacement opportunities
- Gross margin
The exact dashboard should depend on your company and goals.
The objective isn’t to create dozens of reports. It’s to identify the numbers leadership needs to make better decisions.
Turn ServiceTitan Data Into Action
Creating a dashboard is only the beginning.
A strong management process determines what happens after the numbers appear.
Suppose your average ticket drops.
Why?
Did technicians stop presenting options?
Did the mix of calls change?
Did membership customers represent a greater percentage of appointments?
Is one technician pulling down the department average?
Did a pricebook change affect revenue?
A ServiceTitan certified consultant can help leadership move from simply looking at numbers to understanding what those numbers mean and what action should follow.
That is where reporting becomes a management tool rather than another spreadsheet.
ServiceTitan Pricebook Optimization
Your pricebook affects technician efficiency, customer experience, revenue, and profitability.
An unorganized pricebook can make it harder for technicians to find services and present recommendations confidently.
Common problems include:
- Duplicate services
- Outdated prices
- Inconsistent descriptions
- Poor categorization
- Incorrect labor assumptions
- Difficult search terms
- Services nobody uses
- Missing options
Pricebook generation and optimization are among the services offered by Eighty-Seven Degrees Coaching.
A properly structured pricebook should make the technician’s job easier while giving leadership greater control over pricing and reporting.
Improve Dispatching and Scheduling
Every unused hour in a technician’s day represents lost capacity.
ServiceTitan provides tools designed to help companies manage scheduling and dispatching more effectively. Eighty-Seven Degrees highlights dispatch functionality as a way to better match technicians with profitable opportunities.
Consulting can help businesses evaluate factors such as:
- Technician skill sets
- Geographic routing
- Job priorities
- Call types
- Capacity
- Appointment windows
- Maintenance demand
- Emergency calls
The objective is to get the right technician to the right customer at the right time.
At scale, small scheduling improvements can produce significant results.
Strengthen Your Maintenance Agreement Program
Maintenance agreements can provide home service businesses with recurring revenue and stronger long-term customer relationships.
ServiceTitan provides functionality for managing recurring jobs, payments, and agreements.
But software cannot create the strategy by itself.
Companies still need to determine:
- How memberships are structured
- How they’re priced
- How technicians present them
- How renewals are managed
- How performance is tracked
- How members are prioritized
A consultant can help connect the technology with the business strategy behind the membership program.
Improve Marketing Visibility
One of the biggest questions facing any home service company is simple:
Which marketing is actually producing profitable customers?
ServiceTitan can provide valuable marketing attribution and ROI information when configured and used correctly. Eighty-Seven Degrees specifically highlights ServiceTitan’s ability to track marketing performance and ROI.
Better attribution helps owners make smarter decisions about where to invest marketing dollars.
Instead of focusing solely on lead volume, businesses can begin evaluating:
- Booked jobs
- Revenue
- Average ticket
- Customer acquisition cost
- Replacement opportunities
- Return on marketing investment
That provides a much clearer picture of marketing performance.
Create Consistency Across Your Team
Software should create consistency, not complexity.
If five technicians use ServiceTitan five different ways, reporting becomes less reliable and the customer experience can vary from appointment to appointment.
Standardized workflows can establish expectations for:
- Arrival procedures
- Customer information
- Photos
- Equipment documentation
- Estimates
- Recommendations
- Financing
- Memberships
- Payments
- Job completion
The same principle applies to CSRs, dispatchers, managers, and sales teams.
Consistency makes businesses easier to measure, manage, and scale.
ServiceTitan Training Should Be Role-Specific
One of the biggest mistakes companies make is giving everyone essentially the same software training.
Different employees need different information.
Technician Training
Technicians may need to understand estimates, job documentation, customer history, pricebook navigation, memberships, financing, and payment collection.
CSR Training
Customer service representatives may need stronger processes around booking, customer records, call handling, appointment types, and follow-up.
Dispatcher Training
Dispatchers need visibility into technician capacity, skills, locations, job priorities, and scheduling strategy.
Management Training
Managers should understand scorecards, KPIs, reporting, coaching opportunities, and department performance.
Ownership Training
Owners need executive-level visibility into revenue, profitability, productivity, marketing performance, and overall operational health.
Training around the employee’s actual responsibilities can dramatically improve adoption.
ServiceTitan Consulting for HVAC Companies
ServiceTitan is particularly valuable for HVAC contractors because of the complexity involved in managing service, maintenance, replacement, technicians, memberships, and customer relationships.
Eighty-Seven Degrees Coaching has deep HVAC experience. Its founder, Jason Arthur, has nearly 20 years of industry experience spanning smaller family-owned operations through a $100 million multi-location organization. The company states that he grew a consumer department from just over $2 million to a trend exceeding $20 million.
That operational background matters because ServiceTitan doesn’t exist separately from your business.
Software configuration should support the processes that actually generate profitable growth.
ServiceTitan Consulting for Plumbing, Electrical, Roofing, and Other Trades
The same principles extend beyond HVAC.
Eighty-Seven Degrees works with trade and home service businesses and promotes coaching and ServiceTitan expertise across plumbing, electrical, roofing, and related industries.
While KPIs and workflows may differ between industries, the underlying objective remains the same:
Use better systems and better information to make better business decisions.
Signs You May Need a ServiceTitan Certified Consultant
You don’t have to wait until something is broken.
Consider outside expertise if:
- You aren’t confident in your reports
- Your team uses inconsistent workflows
- Managers maintain separate spreadsheets because ServiceTitan isn’t giving them what they need
- Your pricebook has become difficult to manage
- You recently implemented ServiceTitan
- You’re preparing to implement ServiceTitan
- Employees aren’t using important features
- You’re adding locations or departments
- Leadership wants better KPIs
- You feel you’re paying for functionality you aren’t using
If any of those situations sound familiar, there may be significant opportunities to improve your current setup.
Why Choose Eighty-Seven Degrees Coaching?
Software knowledge is valuable.
Software knowledge combined with real operational experience can be much more powerful.
Eighty-Seven Degrees Coaching focuses on implementing tools that help trade businesses scale, monitor, and improve their operations. Its services include business coaching, ServiceTitan consulting, report creation, KPI creation, budgeting, best practices, and pricebook generation.
The company also brings a demonstrated background in home service growth. Its website reports experience managing growth from approximately $2 million to more than $20 million, expanding teams and locations, and developing systems for growing operations.
That creates an important distinction.
The conversation isn’t just:
“How do we configure ServiceTitan?”
It’s:
“How do we use ServiceTitan to operate a better business?”
Get More From ServiceTitan
ServiceTitan represents a significant investment in your company.
You should be getting significant value from it.
Working with a ServiceTitan certified consultant can help your company improve implementation, optimize existing workflows, develop meaningful KPIs, organize your pricebook, strengthen reporting, improve team adoption, and uncover opportunities you may not realize already exist inside the platform.
Most importantly, the right consultant helps connect ServiceTitan to the bigger picture: building a more efficient, measurable, profitable, and scalable home service business.
If you’re ready to get more from ServiceTitan, Eighty-Seven Degrees Coaching can help evaluate your current setup, identify opportunities, and develop a customized roadmap for improvement.