About the Course

In this course, you’ll learn how to build the Job Summary Cleaner — a powerful automation that connects ServiceTitan and Zapier with AI to instantly clean up your job summaries. After a job is scheduled, the Zap waits 10 minutes for your CSR to finish their notes, then automatically formats the summary into a clean, bullet-point layout. It highlights possible action items for the technician, corrects spelling and grammar, and formats key info like pricing — all without manual review. This course is perfect for contractors who want more professional, consistent, and actionable job notes without adding extra work for their team.

Meet your Instructor: Bill Brown

With over 25 years in the trades and a proven track record of building, scaling, and optimizing home service businesses, Bill brings real-world experience and actionable strategies to every lesson. Whether you're looking to streamline operations, boost revenue, or implement cutting-edge tools like AI, Bill’s hands-on guidance will help you get there faster—with confidence.

Course Curriculum

1 Chapter · 7 Lessons

  1. 1

    Why Clear Job Summaries Matter

    1. (Included in full purchase)

      The Cost of Confusing Job Summaries

    2. (Included in full purchase)

      Why AI Is the Perfect Solution

    3. (Included in full purchase)

      Setting Up Your Tools

    4. (Included in full purchase)

      Full Automation Walkthrough

    5. (Included in full purchase)

      Giving Clear Prompts to AI

    6. (Included in full purchase)

      Making Sure It Works

    7. (Included in full purchase)

      Next Steps and Bonus Tips

Ready to Transform Your Job Summaries?

Enroll today to revolutionize your communication, save time, and elevate professionalism in your company!

$39.00

Enroll Now