Why ServiceTitan with Mountainise?
Because a Pricebook Is Not a Revenue Strategy
Revenue-Driven Data Architecture
We build the data architecture that connects every call, dispatch, invoice, and marketing dollar to closed revenue.
Deep Operational Expertise
We understand the accounting sync, marketing attribution model, and CRM logic that most coaches never touch.
AI-Ready Business Systems
Atlas AI and the Pro products require clean data, mapped workflows, and configured business rules to produce accurate results.
Built for Growing Trades Businesses
Trades businesses at 10+ trucks need RevOps, not software coaching.
16%
Higher annual revenue for contractors on ServiceTitan 2+ years
21%
Lift in service agreement renewals with full platform adoption
4000+
Unmapped pricebook items we typically find in QuickBooks
Our ServiceTitan “Revenue Layer” Services
One goal: gross profit per job, per technician, per business unit, in real time.
Pricebook Architecture & Revenue Mapping
We build pricebooks mapped to the correct income GL accounts, business units, and cost categories. Every service, material, and task feeds clean data into QuickBooks or Intacct from the first invoice.
Atlas AI & Titan Intelligence Configuration
We configure Atlas prompts, connect it to your job history and customer records, and build the workflows that let your team run reports, dispatch techs, and surface insights in plain English.
Marketing Pro Attribution & Closed-Loop Reporting
We connect ad spend to booked jobs to completed revenue to gross profit. Google LSA, paid search, direct mail, referral tracking, all mapped to actual job revenue, not just phone calls.
Dispatch Pro & Schedule Optimization
We configure job type rules, capacity settings, and technician skill tags so the AI dispatching is accurate, not just automated.
QuickBooks & Intacct Financial Integration
Business units to classes. GL account mapping. Merchant fee reconciliation. Daily close automation. Inventory asset tracking. We build the sync so your books close cleanly.
CRM Build-Out (Residential & Commercial)
We configure both CRM modules, build lead routing rules, set up follow-up queues, and connect CRM data to your marketing attribution and financial reporting.
What ServiceTitan Looks Like
When the Revenue Layer Is Built
01.
Marketing Attribution That Reports on Revenue, Not Calls
- Every inbound call tagged to the campaign and channel that generated it
- Booked jobs tracked from first touch through completed invoice
- Ads Optimizer feeds revenue data back into Google to optimize for sales, not clicks
- Cost per booked job and cost per revenue dollar reported by campaign
- Atlas Campaign Recommendations allocate budget based on actual revenue data
02.
Dispatch & Scheduling That Optimizes for Profit
- Dispatch Pro assigns jobs by predicted value and technician close rates
- Smarter Routing cuts drive time and increases daily job capacity
- Capacity planning connects demand to availability in real time
- Schedule Pro fills the board by demand patterns, not open slots
- Skill tags route the right tech to the right job type
03.
Financial Reporting That Closes the Books
- Two-way QuickBooks or Intacct sync with correct GL mapping
- Pricebook items mapped to income accounts for automatic revenue categorization
- Daily close reconciles payments, merchant fees, and undeposited funds
- Job costing shows direct labor, materials, and gross profit per job
- Inventory tracking adjusts COGS when parts are used
04.
Atlas AI That Actually Knows Your Business
- Field techs get instant answers inside ServiceTitan Mobile
- Office staff run reports and check status in plain English
- Flagged unbooked calls recovered with callbacks
- AI invoice review catches errors before they hit accounting
- Field Pro gives Atlas-enhanced guidance on-site
05.
CRM & Lead Management That Closes the Loop
- Residential CRM with speed-to-lead workflow and centralized follow-up
- Commercial CRM with multi-project pipeline and lead scoring
- Chat and email centralized per job
- SMS Booking Agent books via text without a CSR
- AI Voice Agents handle overflow and after-hours booking
06.
Service Agreements That Renew Without Chasing
- Automated renewals trigger before agreements expire
- Membership tracking by revenue, renewal rate, and churn
- Upsell paths based on equipment age and service history
- Agreement revenue as a distinct forecasting category
- Mobile app prompts agreement offers during service calls
The Trades Industries We Configure For
Each vertical has different dispatch logic, job costing, and CRM requirements. We configure for the way each trade actually operates.
HVAC
Seasonal demand planning, maintenance agreement automation, install vs. service dispatch separation
The Mountainise 60-Day ServiceTitan Revenue Layer Build
01
Operational Audit & Data Health Check
We audit your pricebook structure, business unit mapping, GL sync, marketing tracking, dispatch rules, and CRM settings. What is broken, what is missing, what is costing you money you do not know about.
02
Architecture & Integration Design
We design the revenue layer: pricebook restructure, financial integration, attribution model, dispatch rules, and Atlas configuration. Every data point mapped from inbound call to GL entry.
03
Build & Go-Live
Systems go live. Pricebook remapped. Accounting sync running clean. Marketing Pro tracking to revenue. Dispatch Pro active. Atlas configured. Role-specific training for CSRs, dispatchers, technicians, and office managers.
04
Optimization & Pro Product Expansion
First cycle of live data analyzed. Dispatch rules tuned. Attribution model refined. Additional Pro products (Fleet Pro, Phones Pro, Pricebook Pro) activated based on what the data shows.
Frequently Asked Questions
Coaches focus on onboarding, pricebook setup, and training. We build the revenue operations architecture: financial integration, marketing attribution, dispatch optimization, and AI configuration. The coach teaches the tool. We build the system the tool runs inside.
Most of our engagements are shops already running ServiceTitan that know something is off. Books do not reconcile. Marketing spend cannot trace to revenue. Pricebook grew organically and nobody trusts the job costing. We audit and rebuild the operational layer.
Shops running 10+ technicians that need operational precision. Under five trucks, standard onboarding and a certified coach will get you there. At scale, financial accuracy, marketing attribution, and dispatch optimization directly impact profitability.
Atlas can run reports, dispatch techs, flag unbooked calls, review invoices, and guide field techs. It needs clean data and configured workflows to be accurate. We set up the data layer so Atlas gives reliable answers.
Yes. We build the bidirectional sync so customer records, job data, and revenue attribution flow between platforms. Marketing and field operations work from the same numbers.
Scoped after the audit. A pricebook and financial integration rebuild for a 15-truck HVAC shop is a different project than a full RevOps build for a 60-truck multi-trade operation. Fixed fees for defined deliverables. No retainers for undefined work.
Your Pricebook Is Not Your Revenue Strategy.
Let’s Build What Is Missing.
A working conversation about your ServiceTitan configuration, financial integration gaps, and what a revenue operations layer looks like for the way your shop runs.