The Money Sitting in Your ServiceTitan: Bernie Ollila of Titan Pro on Getting Paid for the Work You Already Did

Every time Bernie Ollila logs into a home service company's ServiceTitan, he finds money on the table. Open estimates nobody followed up on, invoices that never got collected, leads from Google that never got booked. As he puts it, the conversation usually starts with: "Did you know you have $840,000 on the table right now?" Bernie is Head of Partnerships at Titan Pro Technologies, a ServiceTitan consulting firm that helps plumbing, HVAC and electrical companies run the platform the way it was meant to be run. They handle price books, reporting, payroll, Marketing Pro and team training. Before Titan Pro, Bernie spent years on the marketing side at 1SEO, so he's seen both halves of the growth equation. In this episode, Alex and Bernie dig into why ServiceTitan is so often an expensive tool that companies never get their money's worth from. Bernie's analogy: ServiceTitan built the plane, but somebody still has to teach you to fly it. They also cover how to get techs and office staff to follow the process, and why your CRM, not your agency's dashboard, should be the scorecard for every marketing dollar you spend. What You'll Learn: Where the hidden revenue usually sits in ServiceTitan (open estimates, open invoices, unfollowed leads) Who should be your company's "ServiceTitan champion," and why it usually shouldn't be a CSR How to get techs to stop skipping steps that break your revenue reporting Why "Google" as one lead source hides the truth. You need GBP, LSA, PPC and organic broken out. Why the CRM is your no-BS scorecard for marketing, CSRs and sales What keeps $1–8M shops stuck at the same number for years, and how to stop overthinking the next move Connect with Bernie: titanprotechnologies.com HVACMarketers.com The HVAC Heroes Podcast Text Alex @ (513) 845-1675 – Say Hi! I would love to hear your feedback, pros & cons! Please leave us a review!