Projects in ServiceTitan: Keeping Multi-Trade Jobs on Track

22/05/2025 27 min
Projects in ServiceTitan: Keeping Multi-Trade Jobs on Track

Listen "Projects in ServiceTitan: Keeping Multi-Trade Jobs on Track"

Episode Synopsis

ServiceTitan Projects is crucial for organizing complex, multi-trade operations, and Channing Morrison, Residential HVAC Project Manager at Barron HVAC, Plumbing, Electrical & Solar, has become a big proponent of the tool. In this episode, Channing explains how Projects keep large installations on track by coordinating multiple trades, simplifying customer communications, and creating visibility for all team members. He also shares how new features like project templates and Gantt charts are transforming their workflow and speeding up job completion.Join us as we discuss: [1:08] How ServiceTitan Projects helps track jobs in multi-trade operations[6:50] Coordinating tasks between different departments and customization[13:40] A sneak peek at early access features — Projects Templates and GroupsCheck out these resources we mentioned during the podcast:Customer Resource HubServiceTitan Certified User ProgramProject Groups Early Access FormProject Templates Early Access FormYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.