How Contractors Are Using ServiceTitan + CertainPath to Scale Smarter in 2026

Book a free strategy call to see how we can help you hit your goals and beyond: https://bit.ly/4b0wLaZ or call us at: (214)-453-1591 ──────────────────────────────────────────── “How did I do this before?” That’s the number-one thing ServiceTitan hears from contractors after they make the switch. And now, ServiceTitan and CertainPath are officially partnered—which means the best coaching in home services just got paired with the most powerful software platform in the industry. In this episode of The Successful Contractor, Bob sits down with Joseph Morales and Phil Stern from ServiceTitan—recorded live at CertainPath’s Eagles’ Summit—to unpack what this partnership means for contractors, what’s new with ServiceTitan’s Pro Products, and why the AI revolution is already changing how you dispatch, market, and grow. Joseph has spent four years on the road meeting contractors face-to-face. Phil came from 12 years at Google, where he worked on AI solutions and partnerships with brands like Wells Fargo and Ford. Together, they break down ServiceTitan’s biggest announcements—from the commercial and construction expansion to the AI-powered Dispatch Pro that’s already proving your gut instincts wrong. Whether you’re already on ServiceTitan and want to get more out of it, or you’ve been on the fence about making the switch—this episode gives you the inside track on where the software is going and how CertainPath coaching is about to make it even more powerful. Chapters: 00:00 – Meet Joseph Morales & Phil Stern, ServiceTitan 05:22 – What It’s Like Working with Contractors 08:35 – The CertainPath + ServiceTitan Partnership 10:07 – Why Coaching + Software Is a Perfect Fit 15:30 – Roofing Expansion & the GAF Partnership 17:00 – How ServiceTitan Sources Contractor Feedback 18:07 – AI Features: Atlas & Titan Intelligence 20:32 – Automation That Saves You 4 Hours a Day 24:28 – Titan Score: Know Where to Grow Next 27:45 – Technician Workflows, Forms & Photo Documentation 28:46 – CSR & Dispatch Board Value 30:00 – Route Optimization & Decentralized Dispatching 31:10 – ServiceTitan as a Retention Tool 32:20 – 200+ Built-In Reports & Custom KPIs 33:14 – Pro Products Deep Dive: Dispatch Pro 36:38 – Marketing Pro: Campaigns, UTM Tracking & AI Ads 40:35 – Smart Campaigns & Maintenance Contract Automation 41:57 – Scheduling Pro: Online Web Scheduler 43:50 – Coaching Certification: 40–60 Hours of Training 46:30 – Partner Jam: First Impressions from ServiceTitan 48:55 – “We’re All In” – What’s Next for the Partnership Show Notes The Successful Contractor Podcast is a part of the CertainPath family. CertainPath builds successful home service businesses—and has for 25 years. We do it by providing contractors with a proven path to success, professional coaching, software solutions, and a member community of 1,200+ strong. Doubling your sales, with a 20% net profit, and an inspiring company culture is ALL possible. Let us show you the way. With CertainPath, Success is Made Certain. Visit www.mycertainpath.com for more information. FOLLOW CERTAINPATH: Facebook:   / certainpath   LinkedIn:   / certainpath   Instagram:   / certainpath   About ServiceTitan ServiceTitan is the leading software platform built specifically for the trades—trusted by thousands of residential and commercial contractors across HVAC, plumbing, electrical, roofing, and more. From dispatching and scheduling to marketing, reporting, and AI-powered tools, ServiceTitan helps contractors run smarter, grow faster, and deliver a better customer experience. With recent expansions into commercial, construction, and roofing—plus cutting-edge AI features like Dispatch Pro, Marketing Pro, Atlas, and Titan Intelligence—ServiceTitan continues to set the standard for what’s possible in home services technology. Connect with ServiceTitan: Website: https://www.servicetitan.com LinkedIn:   / servicetitan   Facebook:   / servicetitan   Instagram:   / servicetitan   YouTube:    / @servicetitan  

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