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  • Improve Communication & Office Operations

Service Titan Consulting & Training

For many Service Industry Small Businesses, Service Titan is your main operating platform. And, as such, it is ground zero for operations management, scheduling, booking, customer accounts, invoicing, and more.

Many businesses do not fully make use of its robust operating system, and quite honestly, many office staff have just not been properly trained to use Service Titan to its fullest capacity.

That’s where WE come in!
Schedule Consultation
  • Training Program

POWER-UP Service Titan Boot Camp

“POWER” your office with Service Titan Best-Practices & improvement of your operations!

At POWER-UP Service Titan Boot Camp for employees, SVP Office Intuition will take your staff through a rigorous 2 day training and “light up” their core knowledge of Service Titan, create valuable tools for operations, and focus on establishing best-practices in every company role, all while having some fun in the process!

What You Will Receive:
  • Group and individualized Service Titan training
  • Guidance to build out defined roles within your company
  • Instructions to build operations basics and SOPs
  • Written set of best-practices for each role
  • Assistance from Service Titan Certified Coach Providers
  • Support for issues your company is struggling with
Who Should Attend:
  • Customer Service Representatives
  • Office Managers
  • Dispatchers
  • General Managers
  • Small Business Owners

This course is focused on the higher-level individuals who use Service Titan every day in their line of work.

It is designed for those who have the decision-making authority to institute changes and determine best practices for the company.
Created to meet all levels of skill, this course is beneficial for all staff members who work in the office, including owners looking for a fun yet effective way to improve their company and their bottom line through Service Titan best-practices.
Ready to Begin Your Boot Camp?

Start your journey by registering below!

Sign Up
  • Executive Program

Service Titan Owner's Course

Are you looking for a Service Titan best-practices course designed specifically for small business owners? Look no further! This course, engineered by SVP’s founder and successful entrepreneurs, was built to teach owners the skills needed to not only operate and manage their company through Service Titan, but also to know how to maneuver through the software, oversee operations, and create a team that performs at max efficiency, all while helping the company to grow.
With over 20 years of teaching experience as multi-business owners, entrepreneurs, and Service Titan Certified Coach Providers, Janice McGuire and Stacey Pelster co-authored this course, bringing a wealth of collective expertise to the curriculum. While both were instrumental in its development, Janice McGuire leads the instruction, sharing her passion for helping small business owners achieve their goals and master the Service Titan platform!
Who Should Come:
This course is designed for small business owners, either just starting up, or who are at $0-$5mil who would like a refresher in the ever-changing Service Titan software. Keep on top of the latest resources and improvements! Learn what is available to you and how to use it to your advantage!
At this course, owners will have the opportunity to build relationships with other owners, improve your personal skills, grow as an individual, and meet others who are just like you, which is what makes it such a popular option!
COURSE - OWNERS BASICS:
Benefits of this Course:
In-depth 2 day OWNERS-ONLY coaching on Service Titan Best-Practices to learn how to operate the CRM system with ease
Day 1 –
  • Understand how to customize your call screen
  • Create custom fields
  • Best-Practices for Job types and Tags
  • Arrival Windows
  • Addressing fees, Refunds, Credits
  • Marketing and Campaigns
  • Learn basics of lead entry
  • Call follow-up best practices
  • Learn how to Close & Classify calls you do not book
  • Dispatch/Scheduling board basics
  • Technician Shifts/On-Call tech scheduling
  • Color code best-practices
  • Route Optimization training
  • Maximize time with customers and minimize drive time & fuel costs!
  • Zones best-practices
Day 2 –
  • General operations using Service Titan
  • Basics of Timesheets & Payroll tracking
  • Detailed instructions on how to maximize use of the Customer/Location/Job files
  • Data Analysis for company improvement
  • Batching, posting and exporting basics
  • Batching, posting and exporting basics
  • Understanding Pricebook and dynamic pricing
An additional time block will be included with time for Q&A, addressing items you are currently struggling with in your own shop, Service Titan issues not yet mentioned.

Ready to Transform Your Operations?

Schedule your one-on-one Owner consultation now and let us equip you with tools and insights and propose options so you can choose what works best for you.
Register for Owner's Course







    • Continuing Education

    Monthly Service Titan Learning Topics

    Become a LIFELONG LEARNER: Sign up for an individual course in our ongoing series, or get a company subscription to attend any course at will!
    These Continuing Education courses serve as great ways to “brush up” on your knowledge, practice makes perfect, or learn something new!
    • Professional Services

    Service Titan Consultation & Setup Services

    Are you establishing your business with Service Titan for the first time?
    Are you looking for ongoing support for problems you are experiencing?
    Do you need assistance to plan and set up your Service Titan system before you go live?
    Check out our consultation services!

    Setting Up New Systems

    We offer many services for new Service Titan users.

    How we can help:

    • Assist with building templates in Service Titan
    • Payroll setup assistance, linked with Accounting needs
    • Account Optimization - from your Call Screen, to zone optimization, Job Types/Tags, Schedule & Dispatch Board setup, custom configurations, more!
    • Account Operations & Communications setup support
    • Assistance with Invoice content setup
    • Membership development assistance
    Request Quote
    Service Titan Consultation Services
    Need more one-on-one support? We offer initial & ongoing consultation services for new and experienced Service Titan users. From large to small companies, we can prepare your team to on-board with full roll-out capabilities.
    Does your whole team need to learn the basics to operate your office?
    Some of our consultation services include:
    • Office Manager & Owner training - using an Employee Seat
    • Technician Training
    • CSR Training and Handbook
    • Basic Training for the new Service Titan user (navigating the program for optimal use)
    • How to use Service Titan for Timesheets and Time Tracking
    Request Quote
    Pricebook Configuration Assistance
    The setup of every Pricebook comes with a hefty learning curve and a large input of your time. Leave the heavy lifting to us. Allow us to incorporate best practices into sculpting your basic Pricebook to meet your needs!
    When configuring the pricebook, we look at:
    • Task labels
    • Material input
    • Labor costing per task
    • Dynamic Pricing matrix and input
    • Adding pictures and videos to task
    • Linking items to your Accounting software
    Request Quote