Bill BrownFounder of ServiceTitan Hacks community (9k+ pros) | INC 5000 Contractor | Helping contractors win with AI & Automation

Use the Financing Dashboard to See What's Really Happening in the Field

8 Aug 2025

Watch on YouTube

A short YouTube talk aimed at business owners and contractors about verifying whether technicians actually offer financing in the field. The speaker argues owners can and should use existing data/dashboards to measure real field activity and promises to demonstrate two ways to see what's happening.

Whenever I talk to contractors, they're like, yeah, we offer good, better, best, and we offer finance. And I'm like, okay, how often do you do that? And they're like, oh, all the time. Happens all the time. But I challenge you as the business owner. Do you really know how often that your techs are doing that? We have the data. You have the data to access that. And we're going to show you here in a little bit two ways that you can actually see what is really happening in the field, and if you're. If you're really getting what you expect to happen out of it.