Rollout Overview

Where the ServiceTitan implementation stands and the path to our August 8 go-live.

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DAYS TO GO-LIVE

Target: Aug 8, 2026

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TEAM TO ONBOARD

Ottawa staff

WORKSTREAMS

+ 5 field crews

SESSIONS SCHEDULED

of 22 total

TEAM VERIFIED

onboarding complete

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OPEN ST ITEMS

tracked & owned

Two priorities are driving this rollout, owned end-to-end by Amanda: 1) Every team member onboarded and trained for their area. 2) All configuration and data entry completed and verified before launch.

Launch readiness

Sessions scheduled

Team verified in ServiceTitan

This week's set-up tasks

This week click to update

Scope being led to go-live

System configuration

Business units, job types, PO approval routing, job costing, roles & permissions — built and tested.

Data & financials

Service Fusion → ServiceTitan migration, Chart of Accounts, QuickBooks & Fintech connections.

Price book

Finalize the TNFR integration into ServiceTitan.

Training

16 workstream sessions + mobile onboarding for ~30 field staff, with retention checks.

SOPs & KPIs

Standard operating procedures + reporting layer, incl. Construction job-cost KPIs.

Through go-live

Weekly status, issue triage, and cutover management to August 8.

Risks & how they're handled

Watch item	How it's handled
Chart of Accounts owner	The one item that gates go-live — a quick decision, not a big build. Being finalized with Rebekka this week, loaded and tested well before launch.
Operational config (BUs, PO approval, job costing)	Each workstream has an owner and a session being scheduled. Reviewing what's built and finishing the rest — where the Construction profitability gains come from.
Labour hours → job cost	Payroll moves to ADP, kept separate at launch. ServiceTitan still captures technician time against jobs for costing; ADP linkage can follow after go-live.
Training in six weeks	Structured schedule starts now; weekly retention checks so the team is genuinely ready, not just enrolled.
Final data pull	Only external dependency (Service Fusion). Pre-launch re-pull scheduled now, with buffer, so vendor timing can't affect Aug 8.

My Responsibilities & Open Items

What I'm personally accountable for on this rollout, and the live status of everything still outstanding in ServiceTitan (per the implementation team's June updates).

What I own end-to-end click to check off

Open items at a glance

Resolved

Items advance Not started → In progress → Done as I work them; anything blocked shows red. Click a status to update.

Source of truth for full task detail: the ServiceTitan project Smartsheet + weekly status / working-session calls.

Outstanding in ServiceTitan

Live Sessions & Demos

How ServiceTitan training works — two parts:
1) Self-paced ServiceTitan Academy — short video courses assigned to each person by their role and completed on their own time (technicians do theirs right in the Field Mobile App). Progress is tracked per person in the Onboarding Tracker.
2) Live workflow demos (below) — scheduled with our ServiceTitan consultant to reinforce the self-paced learning. Everyone practices in a sandbox before go-live.

Live sessions by workstream — dates & times are set as each is booked with the ServiceTitan consultant. Click a status to advance it.

Onboarding Tracker

Every team member mapped to ServiceTitan. Academy = their role-based self-paced video courses; Verified = signed off as ready for go-live. Click a status pill to advance it (Not started → In progress → Done → N/A).

Organizational Chart — Current State (Ottawa)

Scott Cummings — President · Lisa Boyd — General Manager · reconciled to the June 23 staff list. Toronto / GTA onboards separately in the fall.