Toolbox Takeover - Mastering ServiceTitan - Implementing ServiceTitan's New Construction Workflows

Toolbox Takeover - Mastering ServiceTitan - Implementing ServiceTitan's New Construction Workflows

From Toolbox for the Trades by ServiceTitan

June 2, 2026 · 38 min

About this episode

James Beyer discusses implementing ServiceTitan's new construction workflows and the challenges faced during the process.

High season is heating up and this summer we're bringing you some of the best episodes from both our shows on the ServiceTitan Podcast Network. Between new episodes, ones from the past you might have missed, and conversations and checkins from over 5 years and 280 episodes - there's so much to learn about running your trades business better than ever. Episode originally Aired 3/26/2026. In this episode, James Beyer , Owner of Beyer Plumbing , returns to share the story behind moving his construction operations into ServiceTitan and helping test the platform’s new construction workflows. He discusses work breakdown structures, cost codes, and real time reporting, along with the challenges of implementing new workflows across an entire company. James also talks about lessons learned and how better reporting can help teams improve efficiency and profitability. Join us as we discuss: [6:01] How to use cost codes and cost types for financial reporting ]14:22] Why real time reporting and labor tracking impacts profitability [26:29] Implementation challenges, lessons learned, and getting buy-in Check out these resources we mentioned during the podcast: ServiceTitan Pantheon ServiceTitan…

People in this episode

Guest: James Beyer

Topics covered

  • ServiceTitan
  • construction workflows
  • financial reporting
  • real time reporting
  • efficiency
  • profitability

Keywords

  • ServiceTitan
  • construction operations
  • cost codes
  • real time reporting
  • implementation challenges
  • efficiency
  • profitability

Mentioned in this episode

Organizations: Beyer Plumbing, ServiceTitan

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