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

Jackie Aubel

Host

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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