Hello Everybody, I was looking for some advice on switching to performance pay.  We have Installers, Service Techs, and some of the installers are Hybrids.  Paying the service techs is easy enough with commission and Sold-by rates.  But how do you pay your Installers without jumping up to configurable payroll?  Pay commission on the install labor item?  Also, then how do you get them to do shop work, LOL. What if i have an installer that runs service one day? Any advice, articles, points of contact, would be greatly appreciated. Examples would be helpful too.  Id like to show my guys a clear pathway to $100k. Ive built loads of spreadsheets, but i'd like to hear what Y'all are doin   ... View more

Hello Garage Industry, Whether you're a seasoned participant in our SparkSession Groups or venturing into this concept for the first time, welcome aboard! I'm Ashley, your facilitator here at ServiceTitan. I'm excited to announce the launch of our exclusive Garage Only SparkSessions, tailored specifically for our esteemed friends in the garage industry. It's time to rev up for a Garage-only SparkSession! 🛠️ You asked, and we listened! Your valuable feedback has inspired us to create a dedicated space where garage companies can come together to collaborate and delve into insightful discussions through our SparkSessions. With that in mind, I'm introducing brand-new All-Garage SparkSession Groups, open to both existing participants and newcomers. Here are some key highlights about these sessions: 🔍 The topics covered will stay true to our standard agenda, and as always, participation in these programs comes at no cost. Just like normal SparkSessions, these sessions will not be recorded. 🤝 For those currently engaged in SparkSessions with a mixed group of non-garage companies, fret not. Your existing participation remains unaffected, and you're encouraged to join both sessions seamlessly. 🛡️ We understand the importance of fostering a supportive and non-competitive environment. As you fill out the signup form, you'll encounter a question about competitors. We'll do our utmost to honor your preferences and exclude direct competitors from the same session. Should circumstances demand otherwise, we'll personally reach out to affected participants to ensure their comfort and continued participation. 🕰️ Initially, I'll be offering one session, with the timing determined by the majority preference indicated in the signup form. Please spare a moment to complete the signup form by Friday, April 12th, enabling us to organize the group and gear up for our 1st ever Garage-only SparkSession. Should you have any questions, feel free to reach out. Thanks for rolling with us, and let's make these sessions the high-lift of your ServiceTitan journey! 🚀 ... View more

Happy Friday!! We are starting up an outside sales team and would love to get insight into how you manage this in Service Titan. We have tried the 'Leads' process, but it is not working too well for us. I would like to know your process from start to finish. For example: Sales salesperson either makes a cold call or does a Sales visit (on-site). Would you log this in as a job, so that we can leave an open estimate to be filled in after the sales call?  Would you put this in as a 'Lead' How would you manage his day-to-day activities and be able to track each location he visited that day?   ... View more

Team -  When I set up our Pricebook, I tried looking ahead to inventory. Because of the nature of garage doors being a combination of many parts, I worked under the premise that you have to inventory all of the parts that make up a door, not the whole door itself, to have a meaningful count. The result was a Pricebook in which full garage doors were Equipment and all of the component parts were linked Materials. The perceived benefits of this were that we could accurately track inventory with linked Materials, but that we'd put Equipment on Estimates and Invoices so that we don't have to manually add the Materials to each installation job. But this has a number of problems:  The Pricebook is huge (like, tens of thousands). The biggest drawback of that is decreased performance/speed in ST. It simply struggles with that many items in certain use cases. Example: one piece of equipment is "16x7 LI1000 TW SP" (LI1000 = Door Model; TW = True White; SP = Short Panel). Linked to the "16x7 LI1000 TW SP" are the materials: INT panels, BTM panel, track, hardware box, springs, tube, strut, stop mold, etc. We have 20,000+ doors as Equipment for different models, colors, panel styles, windows, insulation values, etc.  Of course, this also makes it more difficult to find certain items and easier to choose the wrong item. Job Margin numbers within the UI are incorrect and way off because it double counts my costs (once for Equipment and once for Materials). I can download Margin reports and fix that there, but it ruins the UI's helpfulness.  I hear folks in here advise to "simplify" the Pricebook. However, one of my assumptions has to give in order to do that. It sounds like this isn't how other folks do their inventory, but then I'm not sure how that's an effective inventory count.  One idea is to stop using Equipment and start using Services w/ linked Materials to track inventory parts. For ex, the Service "16x7 Non-Insulated White Short Panel Installation" (for lack of better name right now), and then all of the panels, springs, etc. would be linked. This solves the double costing problem but not the Pricebook size problem, so I'm not sure which way to go and hoping for some guidance. Thanks for reading a lengthy post and thanks for any guidance.  - Jared @AdamCronenberg @stashleyk @jeisenman     ... View more