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How ServiceTitan and AI Help Contractors Streamline, Save, and Scale

⏱️ 24:29 🎤 Jackie Aubel, Miranda De Shop
AUDIO EPISODE
How ServiceTitan and AI Help Contractors Streamline, Save, and Scale
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Chapters

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  • 0:00
    Introduction to Miranda De Shop
    Host Jackie Aubel introduces Miranda De Shop, office manager at Service Plus Heating and Cooling, and sets the stage for a discussion on growing a business and leveraging technology.
  • 0:10
    Miranda's Journey to Trades
    Miranda shares how she transitioned from a medical career to fully supporting her husband's HVAC business, particularly during the COVID-19 pandemic.
  • 0:56
    Key Learning Resources
    Miranda highlights the valuable resources that helped her learn the trades business, including Service Titan webinars, industry experts, and direct experience with her husband.
  • 8:47
    Learning from Mistakes
    Miranda candidly recounts crashing the company's email for two weeks and how that experience taught her the importance of thorough research and humility.
  • 13:08
    Celebrating Small Victories
    Miranda discusses the importance of celebrating milestones, from hiring new team members to securing their first office space, as crucial for morale and motivation.
  • 15:07
    Leveraging AI for Inventory
    Miranda details how she used ChatGPT to analyze Service Titan data and create an organized inventory system, including specific prompts for the AI.
  • 21:43
    Negotiating with Suppliers
    Miranda explains how Service Titan data is used to negotiate better prices with suppliers, ensuring competitive rates and improved margins.
  • 25:46
    Personal and Family Growth
    Miranda reflects on the personal growth she experienced and how working with her husband strengthens their relationship, setting an example for their children.
  • 28:34
    Future Business Goals
    Miranda outlines Service Plus Heating and Cooling's current focuses, including improving KPIs, developing SOPs, and enhancing their office space for future growth.

Speakers

J
Jackie Aubel
Host
M
Miranda De Shop
Office Manager at Service Plus Heating and Cooling

Key Takeaways

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Utilize Service Titan's webinars and industry experts (like Angie Snow) for continuous learning and business growth.

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Embrace mistakes as learning opportunities, fostering a culture where team members feel safe to try new things without fear of failure.

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Celebrate small victories and milestones to maintain team morale and recognize progress in building your business.

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Leverage AI tools like ChatGPT to analyze Service Titan data for tasks such as optimizing inventory, saving significant time and improving efficiency.

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Use your internal data on material usage to negotiate better prices with suppliers, asking them to match or beat competitors' offers.

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Foster a 'learning mindset' and stay updated on new technologies in the trades, as adoption is crucial to avoid falling behind.

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Build a strong, supportive team, as their contributions are vital to the business's success and ability to navigate challenges.

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