Free live webinar
4 options in under 2 minutes
It is not a training problem. Building an accurate four option quote in ServiceTitan takes 35 to 45 minutes, so your comfort advisor does the two option version in ten and gets back in front of the homeowner. Here is how to close that gap without another ride-along.
Replay goes to everyone who registers, even if you cannot make it live.
The 45 minute problem
Every owner I talk to says the same thing. My guys need training on giving more options.
Then you ask the guys. Same answer every time. It takes too long.
Think about what actually happens. You have just convinced a homeowner their 14 year old system is done. They are finally starting to accept that this is going to cost more than they hoped. That is the moment. And you go sit in your truck for 45 minutes.
By the time you walk back in, they have called their brother, gotten a name, and you are in a multi-bid situation. Time kills deals. Your guy knows that, so he builds two options in ten minutes instead. He is not being lazy. He is protecting the sale.
"I switched to ServiceTitan in 2022 and moved my equipment into Price Book Pro. My average sale dropped $3,300."
I went back to the proposal tool I had built myself and learned the ServiceTitan API to connect it. Not because I wanted a project. Because my techs would actually use it.
The system is the problem, not the people. If everybody on your team is failing the same process, it is the process.
What we are covering
- 01Where the 45 minutes actually goes. Equipment, materials, IAQ, financing, and the pieces nobody builds in ahead of time.
- 02How to find your real number. ServiceTitan will tell you the average options per estimate by comfort advisor. Most owners have never pulled it.
- 03Building financing into the option instead of quoting it after. Including how a better option can carry a lower monthly payment than your base.
- 04A live look at building four priced options with equipment, add-ons and payments, start to finish, on the clock.
- 05Open Q and A. This runs long when the questions are good, and the good ones usually are.
Who you are hearing from
Two contractors and the guy building the software. No slide deck marathon.
Bill Brown
HOST, SERVICETITAN HACKS
Built and sold an INC 5000 HVAC company. Runs the 11,000 member ServiceTitan Hacks group. Spent ten years building his own proposal tool.
Cody Brasseal
CONTRACTOR, ACADIANA COMFORT
A contractor running replacement sales who hit the same 45 minute quote wall everyone hits. Cody will walk through what the process looked like before and what changed, in plain numbers.
Seth Ure
CRO AND COFOUNDER, SETSALE
Sits with ServiceTitan contractors every week on exactly this problem. He is on for the Q and A, so bring the hard questions about your own setup.
Who this is for
- Owners who set the expectation and are not sure it is being met
- GMs and sales managers who own the close rate number
- Anyone running replacement sales through ServiceTitan estimates and proposals
Not really built for techs and comfort advisors. This is a conversation about the process you are handing them, not about how they are working it.
About SetSale
The HVAC sales process you've always wanted.
SetSale is the AI-powered system behind your entire sales process. It takes the admin work off your plate so your team can sell.
The system is the solution. Standardize how every rep sells so your process isn't stuck in one person's head.
Stop guessing on price. Accurate, data-backed pricing built from your real distributor data - so every quote protects your margins.
AI manages the details. You build the relationship. SetSale takes the busywork off your plate so your team can focus on the customer in front of them.
Turn hours of work into seconds. You no longer have to trade speed for accuracy.
Watch live
Thursday, September 24 at 1:00 PM ET. Free.