Climate Works
ServiceTitan Rollout Dashboard
Ottawa  ·  Lead: Amanda Foran  ·  Updated July 20, 2026
● ON TRACK · DEMOS WK JUL 27 · RELOAD AUG 10 · LIVE AUG 13

Where Things Stand — July 20

Go-live: Thursday August 13  ·  final clean data load: Monday August 10  ·  live demos: week of July 27  ·  training week: August 3.

DAYS TO GO-LIVE
Thursday Aug 13
DAYS TO DATA RELOAD
final clean load: Aug 10
OPEN ITEMS
each owned & tracked
This week in one paragraph: the data workstream is in strong shape — ServiceTitan has everything they need from us (their words, in writing), our AR exceptions file is delivered and thoroughly reviewed on their side, and the full data review of the rehearsal load is done with fixes agreed for the Aug 10 reload. Live demos move to the week of July 27 (our implementation consultant is recovering from an injury; ServiceTitan has confirmed the timeline holds) and training week is locked for August 3. In flight this week: Tuesday's data call, the Business Unit decision, and written confirmation of the demo dates and coverage.

This week click to update

    What I own end-to-end

      ✓ Done to date

      Timeline — the Path to Aug 13

      Demos → revisions → training + UAT → clean reload → validation → live. Click a status to advance it.

      The honest read: the date holds, and the remaining steps now run back-to-back with no spare week. That's manageable — each step has an owner and gets confirmed in writing as it lands — but it's why any slip gets flagged the day it happens, not at the end of the week.

      Open Items

      The real open items — nothing else. Statuses advance as each is confirmed in writing or verified live in the system.

      Training & Demos

      Live demos: week of July 27 — dates fill in below as ServiceTitan confirms them. Training week: August 3, led by ServiceTitan's training team (logistics call this Thursday); technician training runs as two sessions so the field stays covered. Amanda attends every demo and turns each workflow into a written SOP.

      Already held (Jul 15): Dispatch & Call Center, and the Estimating Workflow session — recaps on file.
      After the demos: ServiceTitan applies the feedback and hands over the UAT book; staff test their own workflows before go-live week. In the meantime everyone with a login is encouraged to get in and try to break things — the system resets fresh on Aug 10 anyway.

      Post-Launch — After Aug 13

      Go-live isn't the finish line; it's the handoff to real use. The support structure for the first weeks and beyond.

      Organizational Chart — Current State (Ottawa)

      Scott Cummings — President  ·  Lisa Boyd — General Manager. Toronto / GTA onboards separately in the fall.