I will setup and optimize your servicetitan servicem8 for hvac plumbing electrical


About this gig
Struggling with ServiceTitan setup or a messy account that no one fully understands?
I help HVAC, plumbing, and electrical businesses get ServiceTitan working the way it should clean, efficient, and built for real field operations.
What I deliver:
Complete or partial account setup / cleanup
Professional pricebook structure (categories, services, materials, Dynamic Pricing)
Job types, tags, forms, custom fields & business units
Dispatch board & scheduling optimization
User roles, permissions & technician profiles
Email & SMS templates
Basic automations & workflow recommendations
Team training (CSR, dispatcher, admin, or tech)
Whether you just purchased ServiceTitan or have been fighting with a poorly set up account for months, Ill get it dialed in so your team actually uses it and you start seeing the ROI.
Message me first with:
1. Your trade (HVAC / Plumbing / Electrical / Multi-trade)
2. Current status (brand new account or existing)
3. Biggest pain points
Lets make ServiceTitan work for your business instead of against it.
Get to know Elijah O
Automation Expert
- FromNigeria
- Member sinceJun 2026
- Avg. response time1 hour
Languages
English
FAQ
Do you need full admin access?
Yes, temporary admin access is required. You can create a temporary user or share credentials securely. Access can be revoked after the project.
Do you work with existing (messy) accounts?
Yes, cleaning up and optimizing existing ServiceTitan accounts is one of my strongest services.
Can you help with pricebook?
Yes. I specialize in building clean, profitable, technician-friendly pricebooks including categories, services, materials, and Dynamic Pricing rules.
Do you offer training?
Yes. I provide live training for CSRs, dispatchers, technicians, and admins (included in Standard and Premium packages).
What trades do you specialize in?
Primarily HVAC, Plumbing, and Electrical. I also work with multi-trade and other field service businesses.
How is this different from ServiceTitan’s own onboarding?
ServiceTitan’s official onboarding is general. I customize everything specifically to how your business actually runs and make sure your team can use it day one.
Do you do integrations (QuickBooks, Zapier, GHL, AI)?
Basic integrations and Zapier workflows are included in Premium. Complex custom API work can be quoted separately.

