Climate Works
ServiceTitan Rollout Dashboard
Ottawa  ·  Lead: Amanda Foran  ·  Updated for the team
● ON TRACK FOR AUG 8

Rollout Overview

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

—
DAYS TO GO-LIVE
Target: Aug 8, 2026
—
TEAM TO ONBOARD
Ottawa staff
16
WORKSTREAMS
+ 5 field crews
0
SESSIONS SCHEDULED
of 22 total
0%
TEAM VERIFIED
onboarding complete
—
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 itemHow it's handled
    Chart of Accounts ownerThe 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 costPayroll 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 weeksStructured schedule starts now; weekly retention checks so the team is genuinely ready, not just enrolled.
    Final data pullOnly 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

      Training Schedule

      Sessions organized by ServiceTitan 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. 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.