Running an HVAC or plumbing business can feel like juggling too many tools at once.
- CRMs like ServiceTitan and Housecall Pro can transform operations, but setting them up and using them effectively requires guidance.
- The right consultant can save you months of frustration and skyrocket efficiency.
- Here’s a list of standout CRM consultants who specialize in the trades, each with their niche.
1. Titan Pro Technologies
Website: titanprotechnologies.com
Specialty: ServiceTitan setup, coaching, and optimization.
Titan Pro Technologies lives and breathes ServiceTitan. They don’t just get the software; they know the ins and outs of HVAC and plumbing workflows, ensuring ServiceTitan fits your business like a glove. If you’re overwhelmed by pricebook updates, automation, or dispatch setup, they’re the pros to call.
Client feedback often highlights their ability to simplify ServiceTitan’s complex features and provide fast, actionable solutions. Owners consistently mention how Titan Pro transforms pricebooks from a headache into a smooth operation.
2. Beacon (Builtwithbeacon.io)
Website: builtwithbeacon.io
Specialty: Custom CRM consulting and operations optimization.
Beacon isn’t just about one CRM—they take a holistic view of your business’s software and processes. They’re not tied to ServiceTitan or Housecall Pro but instead evaluate what systems best suit your business model. This independent, agnostic approach makes them valuable for businesses looking to integrate multiple tools seamlessly.
One client review praised Beacon for “cutting out unnecessary processes and streamlining how our office and techs interact with our CRM, saving us hours every week.”
3. Go Time Success Group
Website: gotimesuccessgroup.com
Specialty: Business coaching + ServiceTitan training.
Go Time Success Group goes beyond CRM training. They focus on turning HVAC and plumbing businesses into well-oiled machines through business coaching, leadership development, and tech training. Their ServiceTitan expertise is top-tier, but they also guide businesses on operational efficiencies, hiring, and scaling.
“The best thing we ever did for our business was invest in Go Time’s coaching. They helped us not just use ServiceTitan, but fully integrate it into our daily processes,” one business owner shared.
4. Powerhouse Consulting Group
Website: mypowerhouse.group
Specialty: FieldEdge or Service Titan optimization + workflow consulting.
Powerhouse Consulting Group is the go-to for ServiceTitant users. They streamline workflow setups, integrate accounting tools (like QuickBooks), and ensure every feature of ServiceTitan is leveraged. For businesses relying on Service Titan for job tracking and dispatching, Powerhouse helps eliminate inefficiencies and gets everyone on the same page.
Clients appreciate their attention to detail and willingness to tackle complex workflows, often mentioning how their office staff became significantly more efficient after Powerhouse’s involvement.
5. NIFT Business Solutions
Website: niftsp.com
Specialty: ServiceTitan optimization and consulting.
NIFT focuses on squeezing every drop of potential from ServiceTitan. They excel at pricebook optimization, membership management, and payroll configuration. If ServiceTitan feels overwhelming, NIFT simplifies the process, ensuring you get the most out of every feature.
Clients frequently mention NIFT’s ability to turn around lagging ServiceTitan setups and make them highly profitable. “Sheena and her team know exactly what levers to pull to maximize our efficiency,” one review noted.
Which Consultant is Right for You?
- Need help with ServiceTitan specifically? Titan Pro or NIFT are your best bets.
- Looking for broader business coaching with CRM integration? Go Time Success Group.
- Using FieldEdge and need workflow optimization? Powerhouse Consulting Group.
- Prefer a holistic, custom-tailored CRM solution that’s not tied to one platform? Beacon has you covered.
Choosing the right consultant can unlock time, profits, and sanity—and it all starts with the right partner.
