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Audit, blueprint, implementation and monitoring

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Connect the process. Build the solution.

Hands-on support across ServiceTitan, operations, finance, marketing, automation and analytics. Start with the problem you need to solve.

Not sure where to start? Begin with an audit.Know what’s broken? Bring a defined project.See the engagement path

Focused service pages

Know what you need? Go straight to it.

Each page explains one problem, how it’s approached, what’s included and what you receive.

ServiceTitan consulting

Going live was the beginning, not the finish.

Independent, hands-on help for U.S.

Open the pageServiceTitan audit

You can’t fix what you can’t see.

A structured review of how your team really uses ServiceTitan.

Open the pageServiceTitan dashboards

Reports everywhere. Decisions still on instinct.

Marketing, executive, estimate, call-handling and receivables views built on your ServiceTitan data, with every metric defined and a scheduled refresh.

Open the pageServiceTitan · QuickBooks

Two systems. Two versions of revenue.

Find out why ServiceTitan and QuickBooks (Online or Desktop) disagree, correct the mapping and make the exceptions visible before the books close.

Open the pageServiceTitan automation

Skilled people doing copy-and-paste work.

Integrations and automated workflows built around how your team actually works, with data checks, error alerts and a named owner for exceptions.

Open the pageServiceTitan reporting

Plenty of reports. Little agreement.

Agree what each KPI means, validate the report logic against the source records and put the right reports in front of the right people on a schedule.

Open the page

How we work together

A clear next step at every stage.

Each step builds on the one before, and you can start at any of them. Select a step to see what it covers.

Engagement pathUse the arrow keys to move between steps

Audit

An evidence-based review of how your company actually uses ServiceTitan: configuration, workflows, controls, reporting and reconciliation.

AreaWorkflowTestEvidenceFindingRiskRecommendationRemediationRetest

You leave with

  • Evidence-backed findings report with priorities
  • 90-day improvement roadmap
  • Findings presentation and a clarification round
  • Core audit starts at $2,500 (see Pricing)

Good fit when

  • ServiceTitan is live but the team works around it
  • Reports don’t match accounting
  • You’re not sure where to start

Blueprint

Turns findings into how the company should run: who does what, how often, how long it takes and what it costs.

You leave with

  • Workflow catalog: trigger, owner, frequency, time and system
  • Responsibility matrix: who does, approves, supports and monitors
  • Time and cost model for recurring work
  • SOPs, a staffing view, monitoring KPIs and a roadmap

Good fit when

  • After an audit
  • The team is growing and ownership is unclear
  • You’re onboarding new staff

Implement

Hands-on delivery of the agreed changes in daily operations.

You leave with

  • Configured workflows and cleaned-up data
  • Integrations with accounting and marketing tools
  • Validated reporting and documentation
  • Team training

Good fit when

  • You already know what needs to change
  • An integration or report needs to be built
  • Manual handoffs are eating staff time

Monitor

Make performance and exceptions easier to see, so the changes hold.

You leave with

  • Decision-focused dashboards
  • Refresh monitoring for every data feed
  • An agreed review routine and support scope

Good fit when

  • Leadership wants one view of the business
  • Changes need to stick after launch
  • Reports keep breaking quietly

Scope, deliverables and support are agreed before work begins. Each engagement is shaped around your systems and priorities.

What I can help you solve

More than configuration. The business behind the platform.

Start with the friction you see every day. Filter by topic or search for a tool you use.

01 / Operations

“We have ServiceTitan. We still work around it.”

I review configuration and day-to-day workflows, identify gaps, and turn them into clear processes your team can follow.

  • Implementation, optimization and administration
  • Workflow mapping, SOPs and responsibility matrices
  • Training, task ownership and review routines
Improve how we operate
02 / Financial visibility

“The numbers don’t match. Which report do I trust?”

I trace differences between operational and accounting data, validate reporting logic, and make financial exceptions visible.

  • QuickBooks Online, Desktop and NetSuite
  • GL mapping, AR/AP and reconciliation
  • Job profitability, WIP, inventory and commissions
Connect the financial picture
03 / Marketing & revenue

“We know what we spend. What work does it bring in?”

I connect leads, calls, booked jobs and revenue so your marketing conversations go beyond clicks and lead counts.

  • Google Ads and offline conversion tracking
  • CallRail, campaign and revenue attribution
  • Customer acquisition and lifecycle analysis
Follow the revenue
04 / Automation

“Our team spends too long moving data between tools.”

I build integrations around the actual process, with data checks, documentation and a clear owner for exceptions.

  • APIs, webhooks and scheduled data pipelines
  • Power Automate, Zapier and Azure Logic Apps
  • Google Apps Script and reporting exports
Reduce manual handoffs
05 / Analytics

“We have plenty of reports. We need better decisions.”

I translate operational questions into defined KPIs, reliable data models and dashboards built for the people using them.

  • Power BI, Excel, Power Query and SQL
  • Executive, CSR, estimate and AR reporting
  • Data validation and financial/operational analysis
Explore dashboard examples
06 / Delivery & continuity

“Who keeps everything working after launch?”

I connect technical delivery to ongoing ownership, so refreshes, access and maintenance are part of the plan.

  • Azure and Cloudflare dashboard infrastructure
  • GitHub deployment workflows and access controls
  • Handoff documentation and scoped support
Plan for what comes next

Estimate a manual workflow

What does a repeated task really cost?

Time per run × runs per year × hourly labor cost: the same arithmetic used to size workflows in a blueprint. Replace the example numbers with your own.

Your workflow

Start from an example

Illustrative arithmetic only. It is not a quote or a guaranteed saving.

EstimateUpdates live
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How a blueprint uses this

Let’s find your starting point

What’s getting in the way of better work?

Tell me where your systems or processes are falling short. Your answers build a short brief you can read before anything is sent.

Your brief
Systems you use optional

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