ServiceTitan Clean-Up & Optimization

Complete ServiceTitan rebuilds, cleanups, and optimization for residential service contractors.

Get Your Platform Working Right

Is your ServiceTitan implementation a mess? Data chaos, unused features, frustrated teams? We specialize in complete platform cleanups and optimization that align with how you actually run your business.

Our team has deep ServiceTitan expertise combined with real field service operations experience. We don't just know the software — we understand your business.

What We Fix

  • Broken pricebooks with missing materials and labor
  • Messy data and duplicate records
  • Poorly configured workflows
  • Integration problems and data silos
  • Low team adoption and resistance
  • Reporting that doesn't drive decisions

Our Approach

1

Pricebook Architecture & Build

Complete pricebook redesign with proper task/material relationships, dynamic pricing, and technician-friendly presentation. This is our specialty.

2

Complete Platform Audit

Deep-dive assessment of your current configuration, data quality, and workflow alignment.

3

Data Cleanup & Standardization

Systematic cleanup of customer records, job history, and inventory data.

4

Workflow Optimization

Rebuild workflows to match your actual business processes, not generic templates.

5

Team Retraining & Adoption

Comprehensive training program designed for adult learners in fast-paced environments.

Results You Can Expect

Pricebooks that sell and track materials accurately
Clean, actionable data across all modules
Workflows that match how you actually work
Higher team adoption and lower resistance
Reporting that drives business decisions
ROI that justifies your ServiceTitan investment

"We'd been using ServiceTitan for 3 years — but it never really worked right. Tradestream helped us reset, rebuild, and train our people. Best money we've spent."

— General Manager, $8M Plumbing Company

Ready to fix your ServiceTitan?

Stop fighting with your platform. Let's get it working the way it should.

Get Your ServiceTitan Assessment