Danny - ServiceTitan Back Office

🔧We help residential HVAC, plumbing, and electrical companies run more profitably on ServiceTitan.🍿Follow for stories from inside the trades.

[Danny - ServiceTitan Back Office @dannypeavey]

Today I met with a $3.5M home service business owner in South Carolina.

He’s been in business for 20 years.

He wants to pass the business on to his son.

He’s also one of the sweetest people I’ve ever met.

But there’s a problem.

He has ServiceTitan.

But his costs aren’t in ServiceTitan.

So he has no idea if he’s actually profitable.

We’re going to:

• Rebuild his pricebook
• Audit his bookkeeping
• Clean up his financials
• Give him a Scorecard that shows exactly how the business is performing

And we’re doing it for a fraction of what it would cost him to hire the people necessary to do this internally.

There’s nothing I enjoy more than helping family-owned home service businesses.

These are the licensed professionals who make our homes comfortable, safe, and functional.

They’re some of the most important businesses in America.

And getting to help a 20-year business owner prepare his company for the next generation?

A true joy.

[Danny - ServiceTitan Back Office @dannypeavey]

@WilsonCompanies Massive man

[Danny - ServiceTitan Back Office @dannypeavey]

Actual operators like @therobertbrooks @rack_jesse @WilsonCompanies @Will_Schryver are going to win the acquisition game over the private equity firms because they KNOW THE BUSINESS or have taken the time to learn it.

[Jesse Rack @rack_jesse]

Private equity has pile driven the generator industry. Bought up local competitors. Installed managers who've never touched a panel, gas work, hvac. The real techs the ones who actually know what they're doing are walking out, not for more money but for more respect. Because nobody respects the quality of the craft anymore. Rack is the program. Come find us. Rack to the future. ⚡

[Danny - ServiceTitan Back Office @dannypeavey]

@toddsaunders That’s because they haven’t met us

[Danny - ServiceTitan Back Office @dannypeavey]

A mess I found inside a client's ServiceTitan: memberships set up with no recurring billing.

The company sold 300+ memberships. Techs are in the field honoring them. But nobody's getting billed because the billing templates were never configured.

So you've got a maintenance program that's costing you labor, parts, and truck rolls every month, and the revenue side is just... missing.

Owner had no idea until we pulled the report.

[Danny - ServiceTitan Back Office @dannypeavey]

@ClintFiore i always tell people that the market people select is THE the most important factor in buying a business. buying an hvac company in florida is a lot easier to grow than buying an hvac company in north dakota

[Danny - ServiceTitan Back Office @dannypeavey]

@guessworkinvest This branding is making a comeback

[Danny - ServiceTitan Back Office @dannypeavey]

@Tannermullen i tell them zig ziglar called and he wants his 1988 sales training back

[Danny - ServiceTitan Back Office @dannypeavey]

@Tannermullen i'd feel like their painting company isn't good at sales and offer their company sales training

[Danny - ServiceTitan Back Office @dannypeavey]

@patrickdichter When you buy them do you fold them under your brand or keep them operating under their brand?

[Danny - ServiceTitan Back Office @dannypeavey]

totally. i always go back to optimizing around the human incentive. i think the other thing that's really cool about this is there's no fake talk around business being a family. i hate it when businesses say that they are family. however i think you could flip that on his head and you could say "guys this business is not a family; however we are a family-orientated business. what that means is we're going to optimize your job for the best lifestyle possible, as much time with family as possible, and you making as much money as possible." i think if you say it like that, it kind of creates an atmosphere of transparency and honesty and it's really refreshing because at the end of the day nobody wants to do corporate politics stuff.

[Danny - ServiceTitan Back Office @dannypeavey]

Just had a plumber owner up in Massachusetts tell me that the average age of a plumber is 61 years old.

😮

[Danny - ServiceTitan Back Office @dannypeavey]

This is what corporate franchise systems do. They make decisions at the top that sound great in a boardroom and then abandon the operators who actually have to live with them.

ServiceTitan is a powerful platform but it is not intuitive. You don't just flip it on. It takes real configuration, real training, and ongoing maintenance. Handing it to someone with no support is setting them up to fail.

[Danny - ServiceTitan Back Office @dannypeavey]

A 65-year-old franchise owner called us a while back. Been in the trades his whole life. Getting close to retirement.

Corporate mandated a switch to ServiceTitan. Told him this is the new platform, get on it.

Then they disappeared. Handed him a login with zero training and no dedicated person to help him configure it.

This guy was drowning. He'd built a real business over decades and now he's staring at a platform he doesn't understand with zero help from the franchise that forced it on him.

[Danny - ServiceTitan Back Office @dannypeavey]

@sayed64145 All we do is ServiceTitan

[Danny - ServiceTitan Back Office @dannypeavey]

@dirtyhandsops man there's no doubt God intervenes in business

[Danny - ServiceTitan Back Office @dannypeavey]

@theppcdude i love what converts. do you work with any clients on service titan? if so do you use what converts DNI for any google ad leads that forward to a service titan tracking number?

[Danny - ServiceTitan Back Office @dannypeavey]

When I go play golf, I have a scorecard. I write my strokes down. I know if I won or lost. I don't need the stats of a PGA analyst.

Techs need the same thing. A simple score that tells them where they stand, every day, without someone walking to the back of the training room.

[Danny - ServiceTitan Back Office @dannypeavey]

There's a whiteboard in the back of this company's training room.

It tracks tech performance. Completed revenue, TGL revenue, memberships.

20+ techs in an HVAC and plumbing company, and the only way they know where they stand is if someone physically walks back there and writes the numbers down.

Managers don't find out a tech is struggling until the weekly meeting. By then, the tech has already run 20 or 30 calls.

[Danny - ServiceTitan Back Office @dannypeavey]

The owner told me his gut says the whiteboard isn't being used as much as it needs to be. He's right. A scoreboard nobody looks at isn't a scoreboard.

These techs have performance-based pay. Hourly bumps tied to hitting certain revenue and TGL targets. But they can't track their own progress toward the next pay bump.

How do you expect someone to hit a target they can't see?