Mastering Construction Workflows: From Job Level to Project Planning | Podcast Ep. 111

22 Oct 2026 · 29 min
29:15

In this episode of the Mastering ServiceTitan podcast, host Josh Liu interviews James Byer, president of Byer Plumbing (now Byer Electrical), for the third time. James shares how his company migrated its entire operation to ServiceTitan, highlighting the impact of live margin reporting that lets managers drill down into cost overruns in real time. He explains the step‑by‑step “onion” approach to layering construction workflows: first assigning jobs to projects, then mapping jobs to cost codes and phases, and finally moving to a Gantt‑style project planning view that shows backlogs and resource allocation. The conversation covers the challenges of moving from disparate Excel/Smartsheet spreadsheets to a single platform, the importance of consistent terminology, and the need for patience and strong CSM support (especially with Will Manning). James also details the launch of a new electrical division, the hiring of the first apprentice, and the use of ServiceTitan’s MarketingPro for soft‑launch drip email campaigns, social media, and door‑hanger outreach. He describes cross‑trade automation that flags electrical work during plumbing jobs and vice‑versa, and how Zapier and ServiceTitan tags are used to automate task creation. AI tools, particularly ChatGPT, are credited with speeding up job‑type creation, price‑book setup, and documentation. Finally, James outlines his top priorities for the coming year: deeper automation and more sophisticated project‑planning capabilities, emphasizing continuous learning at Pantheon conferences.

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