Hey All. So our company has been around since the 80s. I have been here for almost 9 years. But...the owners (2 brother's) recently sold the company to an equity firm. Which is GREAT! The new company owns us, but not much is changing. They are letting us run business as normal...just with a few changes. The previous owners are still here for 1 year during the transition. (This took place in November 2023). I was the Office Manager and now I am the Director of Operations (Number 1 only under the new owner). Our Service Manager is now our General Manager (Mr. Number 2 under me and the new owner). Our 2 previous owners have been demoted to Finance Manager and Sales Manager. They were brothers. 1 brother is great with this. He is looking forward to retiring. Just is doing his job for the paycheck before saying good buy. The other...is....driving us all nuts. I understand seller's remorse, I understand that some people don't adapt to change well...but he is making this is NIGHTMARE.  I am new at being in charge. Everyone here as really been awesome with accepting me as the go to person and I think I have been doing a pretty good job. But the previous owner is refusing to change to be on the same page and is deciding to do whatever he wants claiming "They can't fire me" because of his contract with the new owner. We are all doing our best to keep our heads down around him and let time play out.... But has anyone been in this position as the New person in charge with struggles to get everyone on the same page? Any advice other than smile and keep my chin up and try to be patient and understanding with him? ... View more

Hello everyone, my name is Levi and I am new to Service Titan. Had our first full day of using Service Titan on Friday and it went extremely well. There are a couple of things with Service Titan that I wish were a little more catered to Locksmiths but I realize that there are probably not a lot of Locksmiths with ST yet. That is where groups like this come into play. I am making a call to all Locksmiths and Security companies with Service Titan to reply to this message and hopefully, we can help each other out and try and get Service Titan to work as best as possible for us. Have a great weekend everyone. ... View more

Welcome to the Pioneering Trades community group! This is a space dedicated for our customers in new markets to learn, thrive, and meet other folks in their industry. We'd love to get your wheels turning with a few intro questions to get to know you better.  1. What industry are you coming from? 2. How long have you been working in the trades? 3. What is your favorite ServiceTitan feature? 4. What is one area of the ServiceTitan product you would want to change?  ... View more

Hi Team- Working with a recommended workflow from ServiceTitan & hitting a bit of a wall with getting some questions answered regarding how this recommended workflow is impacting various facets. Would appreciate any help!  We have a sales to service workflow across various new markets. Here is how it was recommended: 1. A lead comes in. 2. The lead is booked into a $0 estimate job type ($1 sold threshold & NOT marked no charge/unconvertible). 3. The tech works the job & provides the estimate (mobile). 4. Sold or unsold, the job is marked as complete (mobile). This drives the close rate. 5. The estimate is housed in the follow up screen (mobile & office) 6. From the office, the estimate is followed up on. If unsold, trying to get it sold. 7. From the sold estimate, the production job is booked (job #2).  8. The tech works the job (mobile). 9. The tech marks the job complete (mobile). This drives the conversion rate. 10. The invoice needs to be audited, batched, posted & exported to QBO. Currently, a large group of people are reporting their close rates are inaccurate (working with almost 350 tenants here...). To me that's not surprising that it's incorrect. How could a $0 job type, with $1 sold threshold, not marked no charge/unconvertible generate an appropriate close rate? It seems like we should mark this job type as no charge/unconvertible, no? I feel like I'm missing something here. Help! Also, people are trying to collect estimates at this 0$ job type. So they sold this estimate to be booked on the production job (job #2), but theres nothing on this job type to collect deposit against from the office, since itll be a 0$ invoice. Currently having to book the 2nd job out really far into the future, turning off notifications & then collecting deposit against that invoice (from job 2). Any ideas here?? TIA! ... View more

Hi everyone! I wanted to introduce myself. I'm Caitlin & I work with Premium Service Brands. We're a franchisor with brands across all new/emerging markets for Service Titan. I'd love to connect with anyone in: painting, maid services, junk removal, handyman services, grouting.  I've mostly been posting on topic specific boards, but I'm glad I found this and will be coming here more for some suggestions or guidance! ... View more