Live Training Courses

Enhance your skills and expertise with our comprehensive live training courses designed for all positions and roles at PatchitUP. Whether you’re a seasoned technician or just starting out in the industry, our courses will provide you with the knowledge and tools needed to excel in your role. From customer service training to technical skills development, we have a program tailored to meet your specific needs. Elevate your career and become a top performer in the drywall repair industry with our specialized training courses.

B.E.S.T. Rep Courses

Course #	Course Name	Description	Topics	Attendees
101	ServiceTitan 101 B.E.S.T. Rep Training	ServiceTitan 101 course covers all the basics of ServiceTitan. During this course, we will provide an overview of the platform as well as begin booking and dispatching jobs.	• Overview of ST • Book a new customer • Notes in Jobs • Assigning Techs • Dispatching	• Owners • Managers • B.E.S.T. Reps
102	ServiceTitan 102 B.E.S.T. Rep Training	ServiceTitan 102 course is an intermediate level course where we will cover more complex job booking and dispatching scenarios. This course is focused on the B.E.S.T. Reps avoiding commonly made mistakes.	• Booking new customer with different location • Booking existing customer with new location • Booking through integrated lead channels • Modifying Existing Customers Utilziing Chat	• Owners • Managers • B.E.S.T. Reps
103	ServiceTitan 103 B.E.S.T. Rep Training	ServiceTitan 103 course is an advanced level course where we will cover Disptach Board management, classifying calls, managing estimates, and working with appointments.	• Book a sold job w/ additional appointments • Updating/modifying the dispatch board • Selling an estimate from the office • How to unsell/delete a sold estimate that was not scheduled • How to review/listen to calls • Classifying a non booked call	• Owners • Managers • B.E.S.T. Reps
104	Intro B.E.S.T Rep Training	Course 104 – Intro B.E.S.T. Rep Training focuses on the PatchitUP processes that must be executed at a high level by your B.E.S.T. Rep for you to be successful. This includes the proper way to answer the phone, workflow procedures, and team communication.	• Call Scripting with Role Play • How to Handle Booking Objections • Dispatching workflow procedures • Customer notifications when running late • Wrap Up Calls • Importance of Notes within Job	• Owners • Managers • B.E.S.T. Reps
105	Advanced B.E.S.T. Rep Training	Course 105 – Advanced B.E.S.T. Training focuses on how to manage the intricasies of the day to day operations. We will discuss B.E.S.T. practices on how to get the day started, how to manage field operations, and how to properly follow up on PPL channels.	• Start of the Day Process • End of the Day Process • Call Forwarding • GPS Tracking • PPL Follow Up Processes • Collecting Payments/Receipts from Technicians	• Owners • Managers • B.E.S.T. Reps

B.E.S.T. Tech Courses

Course #	Course Name	Description	Topics	Attendees
201	ServiceTitan 201 B.E.S.T. Tech Training	ServiceTitan 201 – B.E.S.T. Tech Training will cover the Basics of the Mobile Version of the ServiceTitan platform. We will cover the fundamentals for how technicians should properly use ServiceTitan Mobile when on a job.	• Download ST app • Overview of ST Mobile (Dashboard/Content Portal/Follow Up/Tech History) • Location and Bill to Contact Details in ST Mobile • How to call customer in ST mobile • Job History / Invoices / Estimates • Notes vs Pinned Notes • How to arrive to a job • Adding photos to the job (before/after) • Building estimates using existing template • Emailing estimates properly • Estimate sells – work performed same day • Adding photos to the job (before/after) • Writing the invoice summary • Adding payment to a job • Emailing invoice properly • Sending job back completed	• Owners • Managers • B.E.S.T. Techs
202	ServiceTitan 202 B.E.S.T. Tech Training	ServiceTitan 202 – B.E.S.T. Tech Training is an intermidiate level training on ServiceTitan mobile where we will teach how to use Estimate Templates, how to Build mult-task estimates by bundling, and how to modify task and pricing for one-off scenarios.	• Making custom estimate using existing template • Properly adding H.G. to estimate • Bundling items for estimates • Updating Task description • Custom Task and Pricing	• Owners • Managers • B.E.S.T. Techs
203	ServiceTitan 203 B.E.S.T. Tech Training	ServiceTitan 203 – B.E.S.T. Tech Training is an advanced level training on ServiceTitan mobile where we will teach B.E.S.T practices for Follow Up, bulding complex options, and using Notes for Team Success	• Scheduling Follow Up Reminders • Logging Follow Up Calls • Buidling Complex Options • Using Sub-Items • Using Notes for Material List or internal documentation	• Owners • Managers • B.E.S.T. Techs
204	Intro B.E.S.T Tech Training	Course 204 – Intro B.E.S.T. Tech Training focuses on the fundamentals for the technician. This will include the step by step process and the primary objectives when inside the home to maximize the job opportunity. This is done by understanding the Wants of the customer, not just their needs then providing solutions to meet these Wants and Needs.	• Review of the 7 Step Process • Difference between Wants and Needs • Using Questions to drive solutions	• Owners • Managers • B.E.S.T. Techs
205	Advanced B.E.S.T. Tech Training	Course 205 – Advanced B.E.S.T. Tech Training focuses on the utilization of our systems to maximize the job opportunity. This includes properly Bundling Options within ServiceTitan and utilizing System Reports on every sold job.	• Estimates vs Options • Bundling Options • Using System Reports to drive sales	• Owners • Managers • B.E.S.T. Techs

B.E.S.T. Owner Courses

Course #	Course Name	Description	Topics	Attendees
301	ServiceTitan 301 B.E.S.T Owner Training	ServiceTitan 301 – B.E.S.T. Owner course is an introductory call discussing various topics on ways for you to verify your team is following the correct processes. We will cover reveiwing estimates and invoices and what to look for when reveiwing these.	• Verify call was attached to job • Estimates/Invoices Emailed Correctly • Were there wrap up notes added • Were there pictures added • How to review an invoice • Verifying invoice date and completion date match • How to review an estimate	• Owners • Managers
302	ServiceTitan 302 B.E.S.T. Owner Training	ServiceTitan 302 – B.E.S.T. Owner course is an intermediate level course where we will teach how to create estimates from the office, modifying invoices, reviewing dashboard metrics, and Batching/Posting/Exporting Transactions.	• Create estimate from office • Updating/Modifying invoice tasks and summary • Abandoned Calls • Review dashboard metrics • Batching / Posting / Exporting • Understanding Marketing Campaigns/Numbers • Estimate and Proposal Templates	• Owners • Managers
303	ServiceTitan 303 B.E.S.T. Owner Training	ServiceTitan 303 – B.E.S.T. Owner course is an advanced level course where we will cover topics essential to your team’s success. During this course, we will cover how to add employees, setting up capacity planning, memberships, and the KPI Dashboard.	• Capacity planning / Job skills • How to add employees • Understanding their KPI’s on ST – Best Tech • Reviewing KPI’s / Understanding the dashboard • Reviewing Marketing Dashboard • Content portal for techs • Memberships • Capacity Planning • What does it do? • Setting it up • Keeping up with it. • ServiceTitan Accounting/GL Accounts/Pricebook	• Owners • Managers
304	Building a Winning Team	Course 304 – Building a Winning Team will teach you how to recruite good team members, how to review resumes, the hiring process, pay structure, and Training/Onboarding	• Recruiting • Resume Review / Experience Needed • Pay & Benefits • Hiring Process • Training & Onboarding	• Owners • Managers
305	Advanced B.E.S.T. Owner Training	Course 305 – Advance B.E.S.T. Owner Training is designed to teach you the control measures to have in place to protect your investment and operate effectively. This will cover a wide range of topics.	• Purchasing Methods and Tracking • Sales Tax • 2 Party Accountability • Team Meetings • Time Keeping Measures	• Owners • Managers

PIU Univeristy Training Agenda

Day 1

• Team Introductions
• Company Values
• Operations Models
• Intro to Knowledge Base

Day 2

• Marketing
• Community building
• Software
• Power Partners

Day 3

• Intro to B.E.S.T. Rep
• Booking Leads
• Wrap-Up Call
• Operational Procedures

Day 4

• Intro to B.E.S.T. Tech
• Intro to Van
• Time & Material Pricing
• Estimates
• Job Completion
• Software

Day 5

• B.E.S.T. Leadership
• Recruiting
• Onboarding
• Bookkeeping