ServiceTitan Exteriors: Lessons from a Customer Turned ServiceTitan Employee | Podcast Ep. 91

But in my mind, the champion is, they're attending the webinars, they're reading the release notes. If nothing else, they're leading the charge to bring the updates, the feature changes, and the decisions that you have to make to a potential meeting. Hey, ServiceTitan last week just released this. This is now in general availability. I have taken two courses on it and attended a webinar, and I really think this could help us.

Welcome to Mastering ServiceTitan, where you get expert advice from power users. I'm your host, Josh Lew, and today I'm joined by Dan Lizette, the delivery manager here at ServiceTitan for exteriors. And we are talking about, uh, Dan, your journey to ServiceTitan and all the lessons you're learning now on this side of ServiceTitan. You joined about 5 weeks ago, and maybe you can kick us off with a quick background intro for people who don't know you, and then what the journey has been like getting here.

Yeah, thanks, Josh. Thanks for having me back. I last appeared on the show, I guess, a little over a year ago, and at that time I was the director of process improvement at Mattioni Plumbing, Heating and Cooling, where I spent the just shy of 5 years, my only 5 years in the trades, if you will. Prior to that, I had a lot of other experience in management and with the U.S. Census Bureau and with an advertising research company. But like so many of the people listening to the show, got a calling to come to the trades and immediately fell in love with the work and with the customers and with the work that everybody in the trades does each and every day. I had a lot of experience in the past 5 years working with yourself, your colleagues, and a lot of the folks at ServiceTitan through Pantheon. Maybe somebody listening to this heard one of my presentations in '24 or attended the panel on DispatchPro I sat on in '25. Or maybe you were at a Toolbox Live where I talked about dispatch in Vegas earlier this year. But I've had a lot of great experience implementing some of the Pro products and really just sort of driving adoption at the shop that I was a part of for nearly those 5 years, first as call center manager and then sort of working across the organization in process improvement in general. Coming on the heels of the Las Vegas Toolbox Live I did this past year, I got a lot of great feedback from the ServiceTitan staff who was there and through the 50 or so attendees at that Toolbox Live and dinner that evening. I really didn't get to do much dining. Instead, I had a lot of people sort of lining up to sort of have conversations with me about the topic at hand for my presentation, which was Dispatch, both Dispatch Pro and Dispatch as, you know, the core component and just had conversation after conversation after conversation with people sort of picking my brain with the processes that we had in place at Mattioni. And I sort of had this enlightenment moment of sort of like, I really enjoy talking about the product. I really enjoy helping others who are earlier on in the journey use the product the best way that they can. And really just sort of decided to realistically explore what had been a running joke for the last several years with my involvement with ServiceTitan. In terms of me potentially moving to join the ServiceTitan team. And I explored some of the job postings, threw out my name in the hat, and the rest is history. And now I get to call you a teammate, Josh.

It's amazing. It's so funny because I'm on a panel for our new Titan onboarding. And so every few months or so, I'll get selected. I'll be one of the panelists to speak on my experience here as working at ServiceTitan, welcoming the new hires. And then I'm in that class and I see Dan, you see, I see your name and then you pop up in there, pop on camera. I'm like, oh my gosh, it just, I was so excited to see you here. What have been your first impressions? It's been 5 weeks. You already went on a shop visit. You're going on another shop visit. You're in exteriors now, um, helping people onboard versus coming from HVAC plumbing. Lot, lot of questions I kind of threw at you there, but first impressions.

It's a completely different world, right? And it's a sort of a, um, it's the same coin, but it's 2 different sides of it. First of all, just in terms of, you know, an employment experience at ServiceTitan, I was immediately blown away with sort of the onboarding process. The interview process was in-depth, but you could see how it was finding the aspects of those that they were looking for to join the team, right? Were they, you know, certainly strong in this particular area or strong in this particular area? You get to deal with a recruiter during the whole process who the one I dealt with was wildly communicative and very responsive and, and answered all the questions I had about the whole process, uh, to a tee. Um, and then as I met different people through the interview process, sort of affirmed my decision to move forward. And once I was brought on, um, it became even more impressive in terms of, uh, the onboarding process that Josh was just referring to there. They call it Startup, which, uh, perfect name, starting your new career. Uh, and it was so very well done. It was In my particular class, we had over 50 people in that session, and it is scheduled to happen nationwide in terms of time zones and self-paced material and group sessions and breakout rooms. And it was really, really, really well done. It just sort of sets you off on the right foot in terms of, you know, starting something new. And not all of ServiceTitan is fully remote, but a lot of it is. And I am, and it is my first role, if you will, that's primarily remote. And you always have this thought in the back of your head about what's communication going to be like, what's culture like, what's sort of the interactivity with your peers going to be like. And so far, these 5 weeks in, all those fears are gone, right? There's multiple communication methods. The documentation is extraordinary in terms of the world that I've stepped into here in Exteriors. And lots to learn, lots of resources and Yeah, it's, it's really been neat now to hear the teams of the roofing customers that I've just started to get to know. And if any of my colleagues in roofing are listening to this, I have nothing in terms of experience that all of you do. And I've learned so much from all of you guys so far. But in the little bit of customer interaction I've heard, you can hear ownership and leadership sort of reaching out to say, you you know, we're in, but how do we make this work for us? And the exteriors team here at ServiceTitan has gone so far to be able to create such a unique product, to be able to speak to so many of their needs. And it's a growing product, right? ServiceTitan in general is an ever-evolving product. So it's not a finished product. I don't know that it ever will be. The industry itself is constantly evolving, but it has gotten so customized versus the HVAC and plumbing world that I came from, which of course is wildly successful in terms of its speaking to those trades and roofing right up behind it now.

Yeah. So can you talk a little bit about your, your role? Delivery manager, we call it exteriors here. What, what does it all entail?

Right. So the delivery manager, basically when I'm fully ramped up, which I am not quite yet, but starting to get my hands dirty, if you will, I will manage a team of enterprise implementation consultants. These are the folks that actually do the onboarding, bringing a customer from sort of their signed contract, um, they've decided to purchase and sign up for ServiceTitan, uh, and bringing them along the road of sort of understanding their business top to bottom, every aspect from their call center to their accounting, to their sales team, to their dispatchers, so on and so forth. How they do what they do today, uh, potentially with existing systems and processes and sort of showing them how ServiceTitan can do it for them. Potentially adapting how ServiceTitan can do it for them and really putting in the best solutions for the goals that the ownership leadership wants to accomplish. And so that process can vary in lift, in effort, in timeline, depending on, you know, the scale of those goals or the size of that company. And so delivery managers work with their staff, the enterprise implementation consultants, to bring them along that road to get them fully live ultimately. And then there's a period of time after live where we're addressing all the other concerns or questions or refinements to what has been put in before ultimately the customer, the company is passed off to the success department where they are managed from there on for any further needs.

Got it. And I know ServiceSign's been keeping you busy. They flew you out to a shop last week and you're going to go to another shop next week.

I drove to a shop last week. Oh, you drove to a shop. I drove. So I'm out in the Philadelphia area and we were, working with a company in Boston. And I said, oh, that's just under a 6-hour drive. Let me do that. And it was great. And I was sort of thrown in at the last second. And that was perfect for me because I was part of a small team who was sort of— were in the process of trying to gather information on how the product's working for them so that we can basically implement it at some of their sister shops. And we did that. And it was wildly informative for me. I learned an absolute ton. I was really appreciative to be brought along, uh, to that experience. And then I'll be out in Indianapolis in a couple of weeks, uh, helping, uh, somebody else in the department, you know, work through some implementation, uh, work with another shop out there. So yeah, the ServiceTitan comes to you, uh, if you sign up and, and it's needed. Uh, it's all part of, I believe, most contracts, uh, and, uh, I'm helping, uh, learning how to do those things.

That's amazing. Hopefully my geography is not the best, but hopefully you get to fly to Indianapolis.

I'm flying to Indianapolis. I will not make that drive. It's like 10 hours. There's no way. I'm going to try to pull that one off. No.

So coming from HVAC and plumbing and now here in roofing, I'm sure there's a lot of learnings both sides can learn from each other. And being at the shop, were there any key takeaways or learnings about how ServiceSign is fitting into roofing and exteriors?

Yeah, absolutely. I mean, there's, look, there's a huge core inside ServiceSign. I think it's called core of the product that works across to any trade, right? The customer, the job, right? The, you know, uploading photos, you know, things like the follow-up functionality in terms of estimates. There's a lot of things with Marketing Pro that, that can work for that. There's the phone system, right? So at its basics, ServiceTitan speaks so well to so many different trades. But once you get a little more in-depth and a little more into the nuts and bolts, then that's where the customization starts to come in. And I'm still learning a lot of those details, but it has been wildly impressive to see not just what works in functionality in, say, an HVAC and plumbing world that also could apply to roofing, but the extent to which ServiceTitan has created not just, you know, changing of words on the screen, but we're talking about whole bolt-on modules that have been designed and tested from the ground up for months and months to work specifically towards what roofing customers need. Everything from what's called a spec-based estimate template, which can auto-ingest measurements from aerial companies to, you know, contracts and to be able to send customers, you know, really branded contracts from the shop themselves, all the way to insurance and production work queues that are just really impressive. I remember seeing the first time I saw the production work queue. You could see that it was for roofing because it's got stages and names that are relevant to a roofing workflow. But all I could think was like, oh, HVAC and plumbing could probably find some kind of use for that. I bet if we change this name and change that and I got all excited when I saw something like that. But that's really representative of just a handful of the things that ServiceTitan has done on the roofing side to make sure that those things specific to that industry have the tools to be able to enable those owners and leadership teams to make sure that ServiceTitan can bring them to the heights that they've been doing forever in the HVAC and plumbing world.

So as a delivery manager, you know, managing implementation, new people joining ServiceTitan, I'm sure you're starting to get some insights or like maybe things that the team is emphasizing a lot of the different parts that make a very successful implementation versus things that make implementation a little rougher for people. Maybe we can dive into some of those first learnings of like, wow, if you're going to implement ServiceTitan and particularly for roofing, what are the things you really need to get right? And, or what do you wish people knew more of?

Yeah. Uh, communication, right? Communicate, communicate, communicate. I think that from what I've learned in my very limited time and, and even from coming from the HVAC and plumbing world where I did a lot of pro product implementation, everything that worked the best in the end was because, uh, back previously I communicated with the Pro Products person to make sure that our needs were spoken to in that implementation. And in the roofing world, it's, you know, that sales director, that director of operations, that owner being very, very clear with their onboarder, with their implementation consultant on what it is that they're looking to accomplish. There's all parts of the process from, you know, kickoff to go-live where there is sort of scheduled and planned communication and somebody from ServiceTitan will constantly be in your inbox or you're, you know, on your phone or in your Zoom meetings asking you questions. And, you know, it is, I think, the most important part of that process is to communicate all the way through. And when you start to see what they're building for you, right, we call it you know, build and demo, right? We're going to basically build the application. And what that means is applying all the settings, all the changes, uploading the specific forms, making sure that this is exactly what that customer wants. But when you get it, you know, I think the most important part is to have that communication returned, right? How is it really working for you? Like, if there's something that's not here, tell us, right? That feedback not only helps us deliver a better product for you, but helps us collect information across the department on what roofing customers in general are looking for. And I'm saying roofing because that's where I'm sitting today, but really everywhere, right? Feedback towards your CSM if you've been a longtime customer, or, you know, your Pro Products person if you're looking to bring on one of those. That feedback, that communication, that what's working for you, what's not working for you, really does inform future development, future discussions. You know, I always assumed those things when I was back in my previous life, and I'd hear interactions from others that made me believe that, you know, I'd get an email response from support or something of that nature. But now I can sort of have a firsthand testimonial where I'm sitting in meetings, I'm hearing conversations, I'm seeing discussion about customer feedback, about what's working and what's not working, and about the potential path and roadmap to get that updated, fixed, amended, changed, things of that nature. So I do believe that ServiceTitan, especially in the roofing, but across end-to-end, is always listening. But you have to speak in order to be heard. So that's one of the things I would say is just that communication, that feedback. And it goes both directions, right? You need to get that from your ServiceTitan representative and they need to get it from you.

So, now that you've seen like the inside a little bit, what do you wish more people knew about when they're considering or implementing ServiceNow?

Yeah, I think, you know, I had a few light bulb moments, if you will, as I was starting my process here. And it was this thing, I was like, oh, that I just learned this thing. This would have solved the problem that I had 6 months ago. And, or I find this process and I'm like, I don't know if that's on in our system, you know? And so, I, it, and it just sort of come to a realization. Your show here, Josh, Mastering ServiceTitan. I hope this is bringing on some folks that have been on the platform for a while because they're trying to master it, right? And if you're really trying to master the platform, maximize your ROI of what you already bought. I know the world I came from, our owner at one point in time had said, you know, we had 4 or 5 pro products, but before we get one more, we want to maximize what we're doing so far. Some of the ways that you can do that is really sort of take a committed approach to understanding the platform and to utilizing an immense amount of resources that are at your disposal, from this podcast to the ServiceTitan Academy, to the ServiceTitan Knowledge Base, to multiple webinars. I, Josh, you may know what the webinar cadence is right now, but it seems like there's multiple per month at a minimum. And it was in my last year or so in my previous role where I really started to get to that point. But now seeing it, um, and having those light bulb moments as I dug deeper into the platform since being on this side of the fence made me realize that if you're somebody who's been on the platform for a long time, you have probably seen the blue bars at bottom of your Chrome page dozens of times at this point due to an update being pushed. And I just want to ask anyone listening to this, how many times did you click in and read those release notes? And really read them, you know, not just pay attention to maybe the pieces that affected your particular department or team, because there are so many features, updates, enhancements that are coming out all the time. And it's impossible for, say, your CSM to hop on the phone and start explaining and screen sharing everything with you every single time. This is really, really important at that, especially if you're trying to maximize or master ServiceTitan. Having a champion in your shop, having somebody who owns ServiceTitan inside your shop, somebody who's going to read those release notes, share them out to every manager and department head that needs to know about them. Who will convey meetings about these topics and say, do we want to flip this feature on? Do we want to explore this pro— product? You will get so much benefit from somebody remaining laser-focused on this. And I'm not talking about like, I'm going to make my AP person who has 8 different duties also do this. I mean like somebody who's— maybe it's not their full-time role. I understand that may be a big ask, but somebody who has at the core of their responsibilities to understand the platform, its capabilities, and, and what it can do. Uh, quick side story: the company I came from, Mattioni Plumbing, Heating, and Cooling, signed up for ServiceTitan in 2016. I joined the company in 2021 as a call center manager. I didn't start really digging into the platform till probably 2023, so 7 years after it had started. There were more or less what I believe to have been 7 years of feature releases, updates, versions, enhancements that I was never given a lot of information on. And sure, I was able to kind of learn through the ServiceTitan Academy, which I am a huge fan of, the training programs, the resources, and that did a good deal to, to bring me up to speed. But as I am one to say a lot here, especially in the last few weeks, you don't know what you don't know. And so you may see the title of something in Academy or, or see something in the knowledge base and be like, Oh, what's that? I don't understand what that is. And you may just pass it off because you think it doesn't apply to you, where in reality that may be the key to saving hours and hours of time that your shop's putting in today. But you just needed to explore it more or, or understand it as it was coming out. There's Certified Administrator programs that can really go that level of depth to make sure you're capturing all those features. So even if your champion or designated person can become a Certified Administrator, you will have even a better shot of mastering ServiceTitan and getting the ROI that you're looking for. But to me, that's the biggest light bulb that's gone off for me in the last 5 weeks of being now on Team ServiceTitan from being Team Customer, uh, is that there's so much out there. I, I'm telling you, there's at least 3 or 4 features that I learned about that I did not know, and they were part of core. All of them were. They were just needed to be turned on. and it would've been huge for my prior life. And so definitely, definitely, definitely my, my biggest realization.

Do you have any examples of any of those features just in case people are listening?

I'm like, what? Yes.

That exists?

Uh, units of measure in inventory. So this is if you're in the HVAC and plumbing world, and in HVAC maybe you've got ounces of refrigerant that a tech uses, but you're ordering by, you know, a 64-ounce jug. Or if you're in plumbing, you've got maybe pipe that they are, bought in 6-foot strips, but they are using 2 and 3 feet at a time. You can turn on a feature called units of measure that will allow your technician to log usage by that unit, by either individual feet or, you know, 6 ounces of 64, and the system will keep track— ServiceTitan inventory will keep track of the usage of that unit of measure and replenish based on when the jug or the 10-foot strip is consumed. Had no idea that that was a feature, and that is something that is was huge. And as I understand it, that's simply a feature that can be turned on for even core customers. Content Portal was another thing. In the world that I came from, our teams were using a lot of Dropbox and a lot of OneDrive and a lot of, you know, here's a link to a YouTube video. And Content Portal allows you to make announcements to your field staff, store videos, time them to expire in a month or a week, or be able to potentially send them to certain technicians, certain groups, certain business units. And be able to really communicate out to the field. And that's right there on, you know, either version of the app, the legacy app or the new Field Mobile app. The content portal is available for field staff. I had no idea about that. So those are just two examples that are, you know, as I understand them, older features that have been around for a bit that would be huge and we weren't even utilizing them.

Such good examples. I'm sure someone's listening like, oh my gosh, I had no idea. So, and that happens all the time, I bet.

Yeah.

Going back to the topic of champions, if there's a business owner out there and they don't yet have that service titan champion, maybe everyone's underwater, you know, they got plenty of responsibilities in their roles as it is. Sure. How do they go about creating that champion?

It's tough because I was— so the shop I came from, you know, when I started, I was employee number 51. By the time that I took this opportunity, I was, you know, we had about 100 and 10 employees. So we doubled in, in the 5 years I was there. And all during that whole time, it felt like a startup. It felt like everybody was giving 150% all the time. It's tough, right? So to start, I would think that obviously you'd want to identify somebody who is a prime user, right? I came from the call center. Obviously in the call center, you have people who are looking at ServiceTitan most of the day, right? Maybe your call center includes dispatchers, maybe it doesn't. But dispatchers are another one if you have a dispatch manager. If you potentially have, you know, any type of— a service manager would be tough because they're oftentimes managing field staff. But if you've got a call center manager and you have 3 or 4 CSRs, I'm here to tell you that call center manager has bandwidth. I know because I, I did that in most cases, um, especially now, right, in the world of Contact Center Pro, where you could potentially have virtual agents who can, you know, handle a lot of inbound volume. And, and there's so many things with call classification happening there that, that would help a call center manager in terms of bandwidth. That's one area I would definitely look at. If you've got somebody who is on a leadership team who maybe has a minimized number of direct reports, maybe a marketing manager, if you have sort of an operations lead, if you will, somebody who has multiple departments underneath of them that may have knowledge of, you know, say across call center marketing dispatch. And the field. Any of those individuals I think are, could be resources for somebody like this. And more often than not, in my mind, the champion is, they're attending the webinars, they're reading the release notes, they're completing academy courses, or hopefully maybe the Certified Admin. But if nothing else, they're leading the charge to bring the updates, the feature changes, and the decisions that you have to make to a potential meeting. Right? So if there's a manager meeting, a leadership meeting, anything like that, that champion's responsible for bringing to the agenda, hey, ServiceTitan last week just released this. This is now in general availability. I have taken 2 courses on it and attended a webinar, and I really think this could help us. What do you guys think? Should we roll this out? Right? That's the prime role. That person doesn't necessarily have to be so high up like a general manager or an owner that they have to make the decisions, but but they have to be just tuned into the cadence of releases, understanding of feature and functionality to be able to at least sit at the table and have group discussions on what we're going to do next. And I think that's the best way to go about it.

Wow. I think I just had a lightbulb moment because I think the listeners of this show are either those existing champions at shops or champion— or people who want to become those champions at those shops.

Yeah.

And clearly you've become that, that champion and, and much more in your years, uh, at Mattioni and now here at ServiceSign. I'm wondering for the category of people who listen who just love to nerd out on the, like they are these ServiceSign nerds and love this stuff, but they want to take their influence, leadership ability to change to the next level. Do you have any advice for those folks who are maybe starting out?

From a change management perspective, you mean, or for sort of almost like a people persuasion thing for adoption, right? Yeah. Right.

Yeah.

It's, yeah, one of the things that I love about ServiceTitan is they are so technology forward. AI is everywhere. It is in so many of the different aspects of both Core and Pro in every corner of this business. But sometimes some people who are involved in any trade, may be resistant to change because for so long, all of these trades, you know, let's say from— I don't know what you could say— through the '50s, through the early '90s, let's say, probably didn't change all that much, right? In terms of the materials they use, the suppliers that they had connections with, the process that they did, right? The bulletin boards and the whiteboards where the day's work was put up. Things went decades without changing and Now, though, everything's changing all the time, from the products to the capabilities of AI and how it works with the products, to material costs, you know, are changing all the time, to what the customers want all the time from their, you know, how they even select companies from reviews and booking online. Now, I said virtual agents, right? Who would have even thought that would be a statement even 5 years ago? So everything's changing all the time. And I have had the question asked to me many times after both of my presentations at Pantheon, in many instances where I would talk to somebody at a shop who would say, this all sounds great, I'm fully on board and I really want to do this, but I got 5 people back at the office that are just set in their ways. How did you convince everybody to da da da da da da? And the reality is that is often going to be one of the largest challenges. And unfortunately, I don't know that there is a one-size-fits-all solution to that. For some of the people that I brought along on this journey in my previous life, really wanted to see the results, right? So they were willing to change if the results were there. So starting small, taking, you know, 1 or 2 technicians or 1 or 2 CSRs or 1 or 2 salespeople and trying this this particular pro product, this particular core feature, you know, in showing the results from that, got those people on board. For others, it was sort of more of maybe kind of a mini version of the speech I just said now, right? In terms of change. It's 2026, you know, turn on the news, read the articles, you know, look at where technology is heading. It just means we have to, we have to keep up. I think it was, uh, to plug a podcast. I think I'm like 3 weeks behind on, on you and Jackie's show. And there was a podcast just a few weeks ago where they were talking about the articles and content they were building for the blogs and the automation that was coming from that and the SEO that was happening. And it was all being done by like Agentic AI and it was almost fully automated. And like anybody who doesn't think that this is the way we've always done it is the best approach. Should probably listen to that episode because it was super eye-opening. And I consider myself to be somewhat, you know, forward-looking and very comfortable with change and technology comfortable. But that conversation just blew my mind for like what is actually happening out there. And so I think some of your old stalwarts who say, you know, hey, what is it that you're doing today? And what if I could cut 4 hours out of that? Then they may say, you know, I don't really like change. And yes, I like how I do things, but I could use 4 hours. And sort of speaking to those folks on what is it that would allow them to consider something new or adopt something you haven't done before. Is it time saved? Is it, you know, is it, you know, coachability and improvement of staff? Is it revenue? Is it, you know, what is it that everybody in these departments, even those who don't want to change, they do want to be successful. They wouldn't be in the business. They wouldn't be retaining their role, especially one in leadership or management, if they didn't want to drive the business to success. So connecting the tools that, you know, ServiceTitan, whether it be core, pro, exteriors, HVAC, plumbing, you name it, and showing how those can improve the success to help them accomplish, you know, their goals in terms of success, any of those metrics I mentioned, I think that's when you can slowly start to bring people who are reluctant to change on board.

Maybe to close out, I do want to go on a quick topic about exteriors and implementation and like what you wish, maybe almost like the state of roofing and implementation, because entering a new trade is always— there's like a lifecycle to it. I feel like it starts and it's maybe there's some bugs to figure out and like new workflows. I feel like we're past that stage a little bit now, but I'm not sure. I'm not as close to it. What would you say the state of roofing, service design?

I would have to say for first, I'm barely qualified to answer that question, Josh, as new as I am. But, uh, since you, since you put it to me, I will go back to sort of what I mentioned before. Like, I am seeing so much customization. So much listening, so much response that I've heard even in the few calls I've been on that customers would like A, and it's like, oh, that's in the pipeline. Give us, you know, 3 weeks. It should be out. And, or we're looking for this. Yep, that's on our roadmap. It's coming here. Or, or yes, this just came out last month. Have you tried it? It's a new field mobile app. Da da da da da. It's almost to a T everything that that industry has been asking for is either out in early access or, you know, on the roadmap. And it feels like long before I got here, a lot of my teammates in management and leadership have put in the time, put in the focus, had the meetings, did the listening sessions, tons of listening to these customers to be able to say, how do we best serve you? And I would suspect from some of the stories I've heard about the last year or two that you're right, the original bumps in the road, the original hurdles have been cleared. A lot of the, you know, things we couldn't do before, um, have been in practice for, for months or a year or more now, um, as I understand them. So it does appear as if sort of a, a phase one, that the low-hanging fruit has been plucked off in terms of needs from these customers, and now we're really dialing in like next-level type stuff. I mean, I, I, I just saw, you know, some reporting features that are are launching imminently that just were mind-blowing to me in terms of being able to pull this information out of the system and how we deliver essentially exactly what a roofing owner is really looking for in terms of the performance of their sales staff. And, and it's, it's amazing to me. It could not be a better team that, that I could have landed with. A little biased, but I'm really, really excited to, to just contribute in any way I can to, to help. This team move forward because so much has been done and so much more is coming.

I can't let you get away with that. That roofing, the reporting, maybe we won't, you know, commit to any timelines of like when this is going to come out. But can you give people a little sneak preview? Like, what was it that—

I was focused on sales KPIs and on what a sales guy, salesperson in the home would do in terms of estimates that they presented. To the homeowner, the quality of those estimates, good, better, or best, or, you know, three multiple options. And if any of those ultimately sold or not. So it was being able to look inside this data to be able to say, you know, did this lead have estimates presented? How many of those estimates were presented? How many of those estimates were ultimately sold? What was, you know, all the data sort of associated in and around that in terms of, you know, obviously the stuff that we all know in reporting like business units and job types and things of that nature, but It was all geared to and configured to the concept of, were estimates presented, you know, was it a good lead or a bad lead, things of that nature, and being able to answer multiple questions about the in-home sales process, uh, for a roofing sales rep. You know, one could say that the reporting module, you know, had something that may have worked or could have worked or would have gotten them close. But no, this, this new stuff, it seems to be dialing into exactly what they're looking for. For. So that's the type of thing that I've been able to see so far, especially in the, the roofing area where, you know, good enough is not what we're trying to do here. We're trying to deliver exactly what the customers need. And this little reporting I saw was just sort of one of many examples of so much customization in the price book, in estimating, in contracts, you know, in the insurance workflow, in the production or insurance queue, production queue. There's So much out there for a roofing customer coming on to ServiceTitan now that has been built just for you. Wow.

Super exciting. So roofing sales folks or those tied to the sales dashboard or reporting, one thing to look out for. So yeah, what's next for you? What are your goals? You got another shop coming up, visit coming up.

Yeah.

What do you—

Yeah, we've got probably two more, one coming towards the end of the month, one towards the beginning of next, and then Really, to be honest, I am still learning. I have not been here long enough to be able to say, other than maybe this conversation, I've contributed too much to the overall world of roofing yet. But there I am surrounded by a ton of great people, a ton of great people on this team. I'm going to be learning, learning, learning. I have— I mentioned earlier the ServiceTitan Academy just to sort of hammer it through to everyone. Like, I have— I think I am 117 courses complete in the last 5 weeks. And so I I was a little upset because when I came over as a customer, I had a bunch before in my previous life. I was like, I wonder if those carry over. They didn't carry over. So I got to start again, which just reaffirmed a lot of my learning at this point. So just doing a lot more learning. I'm going out to these shop teams. My team will be formalized in the coming weeks and months in terms of my actual, my actual pod, if you will, my actual team. But right now I'm just learning from so many of the great people that are part of this side of the team and hoping to help folks out.

Amazing. I'm so glad we caught you 5 weeks in just to capture first impressions and, and all the lessons and, and, uh, life-altering moments along the way. So thank you so much for coming on and sharing.

Thanks for having me, Josh.