Booking-rate measurement
What's actually in the denominator. Most shops are measuring against the wrong population without knowing it.
ServiceTitan Operating Audit
A fixed-scope audit of what your ServiceTitan instance is actually doing.
Not "we'll review your setup." Seven specific things, checked against your own numbers, by someone who has run a ServiceTitan instance for years — not sold you one.
The seven things this audit checks
This is the offer, not a preview of it. Every audit covers all seven.
Callback tagging & attribution
Whether callbacks are actually tagged to the job and technician that caused them — or silently landing on whoever's on the ticket now.
Pricebook structure & rate integrity
Not a rebuild — a check on whether the structure holds up and whether your rates are actually yours, not imported from somewhere else.
Membership configuration
Configuration and agreement documentation — where memberships quietly stop matching what was sold.
Reporting gaps
The numbers you're currently living without, or rebuilding by hand in a spreadsheet because the platform won't produce them.
The accounting seam
A diagnosis, not a repair: where the seam between ServiceTitan and your books is torn, and what it's costing you. The fix goes to your bookkeeper.
Plus: which TitanAdvisor items are actually worth doing, and which are busywork for a checklist nobody's grading you on.
One offer. One price.
ServiceTitan Operating Audit
A fixed-scope diagnostic producing a written baseline you keep.
$750 One-time — no subscription- 60–90 minutes, one on one, plus instance review
- A short intake form beforehand so the call isn't spent on background
- A written summary of what's found and what to fix first
- Credits toward month one if you move into the coaching retainer afterward
Not ready for a fixed engagement yet? See how the audit fits into ongoing coaching →
Vendor-neutral, on purpose
I have no ServiceTitan implementation package to sell you, no software partnership, and no referral fee riding on what I tell you. The audit is measured against a baseline recorded first — your numbers, not a vendor's pitch — which is the only way "is this worth it" gets an honest answer.
Audit questions
What exactly does the audit cover?
Seven fixed items: booking-rate measurement and what's actually in its denominator, callback tagging and whether attribution is really working, pricebook structure and rate integrity, membership configuration and agreement documentation, the reporting gaps you're living with, where your accounting seam is torn and what it's costing you, and which TitanAdvisor items are worth doing versus busywork.
Do you fix my QuickBooks sync?
No — the audit diagnoses where the accounting seam is torn and what it's costing you. The repair goes to your bookkeeper, or to a contractor-literate bookkeeper I can point you to. I've built and matured ServiceTitan instances for years; I'm not going to sell you accounting-integration work I haven't actually done.
What do I walk away with?
A written baseline you keep — not a slide deck, not generic advice. Specific findings against your actual instance, prioritized by what's costing you the most first.
How does the $750 credit toward the retainer work?
If you move into the Coaching Retainer afterward, apply the promo code SESSIONCREDIT at checkout for $750 off month one. It's self-applied, not automatic — no obligation to continue.
Is this ServiceTitan implementation or ServiceTitan sales?
Neither. I have no product to sell you and no referral relationship with ServiceTitan or any vendor. The audit is vendor-neutral by design — it's measured against your own baseline, not a vendor's pitch.