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“How did I do this before?”
That’s the number-one thing ServiceTitan hears from contractors after they make the switch. And now, ServiceTitan and CertainPath are officially partnered—which means the best coaching in home services just got paired with the most powerful software platform in the industry.
In this episode of The Successful Contractor, Bob sits down with Joseph Morales and Phil Stern from ServiceTitan—recorded live at CertainPath’s Eagles’ Summit—to unpack what this partnership means for contractors, what’s new with ServiceTitan’s Pro Products, and why the AI revolution is already changing how you dispatch, market, and grow.
Joseph has spent four years on the road meeting contractors face-to-face. Phil came from 12 years at Google, where he worked on AI solutions and partnerships with brands like Wells Fargo and Ford. Together, they break down ServiceTitan’s biggest announcements—from the commercial and construction expansion to the AI-powered Dispatch Pro that’s already proving your gut instincts wrong.
Whether you’re already on ServiceTitan and want to get more out of it, or you’ve been on the fence about making the switch—this episode gives you the inside track on where the software is going and how CertainPath coaching is about to make it even more powerful.
Chapters:
00:00 – Meet Joseph Morales & Phil Stern, ServiceTitan
05:22 – What It’s Like Working with Contractors
08:35 – The CertainPath + ServiceTitan Partnership
10:07 – Why Coaching + Software Is a Perfect Fit
15:30 – Roofing Expansion & the GAF Partnership
17:00 – How ServiceTitan Sources Contractor Feedback
18:07 – AI Features: Atlas & Titan Intelligence
20:32 – Automation That Saves You 4 Hours a Day
24:28 – Titan Score: Know Where to Grow Next
27:45 – Technician Workflows, Forms & Photo Documentation
28:46 – CSR & Dispatch Board Value
30:00 – Route Optimization & Decentralized Dispatching
31:10 – ServiceTitan as a Retention Tool
32:20 – 200+ Built-In Reports & Custom KPIs
33:14 – Pro Products Deep Dive: Dispatch Pro
36:38 – Marketing Pro: Campaigns, UTM Tracking & AI Ads
40:35 – Smart Campaigns & Maintenance Contract Automation
41:57 – Scheduling Pro: Online Web Scheduler
43:50 – Coaching Certification: 40–60 Hours of Training
46:30 – Partner Jam: First Impressions from ServiceTitan
48:55 – “We’re All In” – What’s Next for the Partnership
Show Notes
The Successful Contractor Podcast is a part of the CertainPath family. CertainPath builds successful home service businesses—and has for 25 years. We do it by providing contractors with a proven path to success, professional coaching, software solutions, and a member community of 1,200+ strong. Doubling your sales, with a 20% net profit, and an inspiring company culture is ALL possible. Let us show you the way. With CertainPath, Success is Made Certain. Visit www.mycertainpath.com for more information.
FOLLOW CERTAINPATH:
Facebook: / certainpath
LinkedIn: / certainpath
Instagram: / certainpath
About ServiceTitan
ServiceTitan is the leading software platform built specifically for the trades—trusted by thousands of residential and commercial contractors across HVAC, plumbing, electrical, roofing, and more. From dispatching and scheduling to marketing, reporting, and AI-powered tools, ServiceTitan helps contractors run smarter, grow faster, and deliver a better customer experience. With recent expansions into commercial, construction, and roofing—plus cutting-edge AI features like Dispatch Pro, Marketing Pro, Atlas, and Titan Intelligence—ServiceTitan continues to set the standard for what’s possible in home services technology.
Connect with ServiceTitan:
Website: https://www.servicetitan.com
LinkedIn: / servicetitan
Facebook: / servicetitan
Instagram: / servicetitan
YouTube: / @servicetitan
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