You're Paying for ServiceTitan.Use All of It.

CORE OPTIMIZATION AREAS

The most common mistake is setting pricing once at implementation and never adjusting for cost creep, letting margins quietly erode. Tip: put pricebook review on a recurring calendar quarterly, not someday.

CORE OPTIMIZATION AREAS

The most common mistake is staring at revenue only while ignoring the numbers that predict it: close rate, average ticket, and technician efficiency. Tip: pick 3 leading indicators, not 15 lagging ones, and review weekly.

Core Optimization Areas

Most common mistake, dispatchers manually overriding capacity logic every time, defeating the tool's purpose. Tip: fix the underlying capacity settings instead of working around them daily.

Core Optimization Areas

Most common mistake, CSRs treated as order-takers instead of trained on the actual offer and membership pitch. Tip: script the first 30 seconds of every call, not the whole call.

CORE OPTIMIZATION AREAS

Most common mistake, automations built once during onboarding and never revisited as the business changes. Tip: audit automations twice a year against what is actually happening in the field.

Core Optimization Areas

Mistake: Agreements are sold once, left to auto-renew, and nobody re-engages lapsed members. Tip: Run a lapsed-membership report quarterly.

TimmyBoy Pro Tips

• Revisit membership pricing yearly.

• Texting instead of the app is a workflow problem.

• Check QuickBooks monthly

WHERE IT LEAKS

Go-live treated as the finish line, nobody revisits configuration.

Reporting dashboards built for default KPIs, not the owner's goals.

Pricebook built once, never revised as costs change.

CSRs trained once, never retrained as scripts change.

Automations left on default settings.

This page is independent and not endorsed by ServiceTitan. Just real experience from someone who's implemented it.

The Software Doesn't Fix the Shop.

Everything on this page is yours, free, from 30+ years of learning it the hard way. Look back at that list above, though, and you'll notice none of those are software problems. A pricebook nobody updates, CSRs nobody retrains, and dashboards nobody tied to real goals are habits, and ServiceTitan will run whatever habits you hand it. Calls, Conversion, Profit is the playbook for building a solid foundation first, so the software you pay for actually pays you back. Whether you're on ServiceTitan now or saving up for it, start with the shop underneath it.