LIVE WEBINAR
Spring Cleanup – Prepping Your ServiceTitan Account for Peak Season - Back 2 Basics Webinar Series
April 21st 2026
11:00 AM (PST)
Guest speakers
Joel Pachefsky
Senior Program Facilitator
ServiceTitan
Full bio
Spring is here, and peak season is right around the corner. Let’s talk about getting rid of your clutter to ensure that you are getting the most out of your ServiceTitan account.
In this Back 2 Basics webinar, we’ll discuss what to check in your account as your prep for the summer season. You’ll walk away with a clear action plan for tidying up your data, streamlining your setup, and actually using different ServiceTitan features. We’ll cover everything from duplicate customers and bloated job type lists to pricebook gaps and membership cleanup, plus a preview of new features worth adding to your workflow now.
Whether you’re an owner, office manager, or admin, this one’s for you.
All registrants will receive a follow-up email with a link to the recording and any relevant resources after the live event.
What you will learn:
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Why too many job types, tags, and campaigns hurt your reporting (and how to fix it fast)
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How to safely deactivate inactive employees, outdated forms, and unused pricebook items without losing historical data
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How to safely deactivate inactive employees, outdated forms, and unused pricebook items without losing historical data
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What’s new in ServiceTitan: a look at recent features your team should be using this summer
