What You'll Learn
Understand the Cost of Confusing Job Summaries
Learn why clear communication matters and how messy job summaries hurt your team's efficiency and customer experience.
AI-Powered Automation
Discover why AI is the perfect solution for cleaning up job summaries and how it can transform your ServiceTitan workflow.
Complete Setup Guide
Get step-by-step instructions for connecting ServiceTitan, Zapier, and ChatGPT to build your automated job summary cleaner.
Full Automation Walkthrough
Follow along as we build the complete automation from start to finish, including all triggers, delays, and AI formatting steps.
Master AI Prompts
Learn how to write effective prompts that tell ChatGPT exactly how to format your job summaries, highlight action items, and fix errors.
Testing & Optimization
Ensure your automation works perfectly with comprehensive testing strategies and tips for ongoing optimization and expansion.
What You Get
About the Course
In this course, you'll learn how to build the Job Summary Cleaner — a powerful automation that connects ServiceTitan and Zapier with AI to instantly clean up your job summaries. After a job is scheduled, the Zap waits 10 minutes for your CSR to finish their notes, then automatically formats the summary into a clean, bullet-point layout. It highlights possible action items for the technician, corrects spelling and grammar, and formats key info like pricing — all without manual review. This course is perfect for contractors who want more professional, consistent, and actionable job notes without adding extra work for their team.
Meet Your Instructor
With over 25 years in the trades and a proven track record of building, scaling, and optimizing home service businesses, Bill brings real-world experience and actionable strategies to every lesson. Whether you're looking to streamline operations, boost revenue, or implement cutting-edge tools like AI, Bill's hands-on guidance will help you get there faster—with confidence.