Service Titan
Optimizations,
Setup,
Consulting & Training
Improve Communication & Office Operations
For many Electrical/HVAC/Plumbing companies, 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 it's 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!
Service Titan Setups, Consultation & Trainings
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
In Service Titan
Pastries - $4
Butter Croissant - $2.5
Coffee/Tea - $1
Fresh Juice - $2
We offer many services for new Service Titan users.
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How we can help:
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Assist with building templates in Service Titan
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Payroll setup assistance, linked with technician timesheets
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Account Optimization - from your Call Screen, to zone optimization, Job Types/Tags, Schedule & Dispatch Board setup, custom configurations, more!​​
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Account Operations & Communications setup support
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Assistance with Invoice content setup
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Membership development assistance
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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.
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Does your whole team need to learn the basics to operate your office?
Some of our consultation services include:
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Office Manager & Owner training - using an Employee Seat
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Technician Training (see above)
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CSR Training and Handbook
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Basic Training for the new Service Titan user (navigating the program for optimal use)
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How to use Service Titan for Timesheets and Time Tracking
Service Titan Consultation Services
Pastries - $4
Butter Croissant - $2.5
Coffee/Tea - $1
Fresh Juice - $2
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!
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When configuring the pricebook, we look at:
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Task labels
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Material input
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Labor costing per task
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Dynamic Pricing matrix and input
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Adding pictures and videos to task
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Linking items to your Accounting software
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More!
Pastries - $4
Butter Croissant - $2.5
Coffee/Tea - $1
Fresh Juice - $2
Pricebook Configuration Assistance
SERVICE TITAN TRAINING OPPORTUNITIES
POWER-PRO Service Titan Boot Camp
"POWER" your office with Service Titan Best-Practices
& improvement of your operations!
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At POWER-PRO 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! ​
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WHAT YOU WILL RECEIVE:
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Group and individualized Service Titan training to
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Build out defined roles within your company
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Directed training toward those specific roles​
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Why hire a costly consultant when you can
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get what you need here!​
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Instructions to build your operations basics and Standard Operating Procedures, so that all operations are handled through imbedded practices, not "tribal knowledge" passed along only by word of mouth
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You will leave with a written set of best-practices and operational procedures set up for each pertinent role in your company
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Assistance and consult from our Service Titan Certified Coach Providers, who have years of experience in Service Titan and company operations.
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Support for issues your company is struggling with in Service Titan or the operational side of your company
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WHO SHOULD ATTEND:
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Customer Service Representatives
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Office Managers
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Dispatchers
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General Managers
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Small business owners
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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.
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SVP Office Intuition employs a team of
SERVICE TITAN CERTIFIED COACH PROVIDERS
that are trained not only in the best practices of each position - CSRs, Bookkeepers, Office Managers - we also teach Service Titan best practices so that your staff learn how to put to use as many aspects of Service Titan as possible, increasing their efficiency and your bottom line!
SCHEDULING & DISPATCH BOARD BEST PRACTICES for Dispatchers
ADMIN FIELD-TO-OFFICE COMMUNICATION ON INBOUND CUSTOMER CALLS
CONVERTING
QUOTES TO
SIGNED CONTRACTS
INBOUND AND OUTBOUND STANDARD SERVICES
CAPTURING
UPFRONT JOB
DEPOSIT PAYMENTS
IMPROVE OFFICE EFFICIENCY AND UNIFORMITY OF CALL HANDLING
With over 25 years of experience in the service industry, and created by owners with multi-business service industry experience, we at SVP Office Intuition have successfully developed and mastered successful systems and protocols needed for Electrical, HVAC, and Plumbing industry leaders to build a strong and profitable company; we know personally what it takes to operate and maintain a thriving office in the Service Industry.
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