Toolboxplaybook-back-btn Playbookplaybook-back-btn Chapter 3

CHAPTER 3

Setting Your Company Up for Success

Success in the trades requires solid, repeatable processes, the ability to KNOW where your company stands in real time, marketing tools that bring in new customers and nurture existing ones. On all this and more, ServiceTitan can help.

SECTION 3 OF 4

Streamlining and Automation

Often, as contractors experience growth, they soon realize that they simply do not have the capacity to do it all anymore. They can feel overwhelmed and stuck. To lighten their load and become more effective and efficient, they often come to the realization that it’s time to delegate, eliminate, or automate some of their day to day tasks. The most effective contractors know that in order to grow their business, they must find easy ways to scale their business through efficient systems and processes, many of which can be automated with operating systems such as ServiceTitan.

It’s not always easy to determine what to automate first. In an Inc. article on growing your business through automation, it is implied that to remain competitive, companies must automate, otherwise your competitors may automate you out of business. Some ideas to begin automating are to start with the easiest processes first. Build a culture of automation, where your team can embrace the automation, and not be fearful of losing a job because of automation. The final suggestion is to choose a technology partner that can help you automate, innovate, and grow with you. 

ServiceTitan is a preferred technology partner for more than 5,000 home services companies because of the many automation features that save home service companies time, money and resources. One ServiceTitan user, Hamid Rod Tehrani with Absolute Plumbing said that ServiceTitan has improved their business by enabling them to go paperless. They were able to save a tremendous amount of time in not having to enter invoices from each job.

That definitely improves our day-to-day by cutting time out from us having to type up each individual invoice and trying to figure out the technician's handwriting… With the ServiceTitan Mobile Pricebook, the technician just adds in their task and they put any notes needed. Now I just go over the invoice instead of having to enter them, and most of them are already correct, so then I can just bill to my customers straight through ServiceTitan.”

From marketing, to reporting, invoicing, and customer communications, there are a variety of ways to automate your business. Don’t be afraid to reach out to other leaders in your industry who have automated their business processes to scale for growth. A good mentor can give you some great insights to help you move your business to the next level without hiring additional staff. 

Go to Section 4: Asset Management (Phones, Tablets, Tools, etc.)