HVAC Industry Experts
HVAC
ServiceTitan for HVAC companies requires industry-specific configuration that generic setup guides don't cover.
Chimney Industry Experts
ServiceTitan for Chimney Companies
ServiceTitan for chimney companies has to handle a job mix that starts with an inspection and only becomes revenue when that inspection turns into repair work. A sweep, a Level 2 inspection, a stainless liner, a crown rebuild, and a cap replacement are five different jobs with different durations, different crews, and very different tickets. Chimney work is also sharply seasonal, with the bulk of demand arriving in a few autumn weeks. TradeWeave configures ServiceTitan around that shape: inspection findings that carry photos into an estimate, pricebooks that separate sweep work from masonry and relining, and capacity planning built for the fall rush rather than a flat year.
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The inspection is the front door of a chimney business, so the configuration has to make the handoff from finding to estimate effortless. We set up inspection job types that capture findings and photo documentation in the field, then attach them to a follow-up estimate, so a cracked flue or a failed liner arrives with the customer as evidence rather than an assertion. Levelled inspections are set up as distinct job types, because a Level 2 scope before a property sale is not the same work, the same duration, or the same price as an annual Level 1.
We structure the pricebook so sweep and service work stays separate from masonry, relining, and waterproofing, which have different margins and different crews. Dispatch is configured for the autumn peak, with capacity planning and follow-up workflows that keep deferred repairs from going quiet once the weather turns, and reporting tracks the number that actually runs the business: how many inspections became repair jobs.
Operational Benefits
What this work unlocks in the platform and in the business
1
Inspection-to-repair conversion tracking
2
Levelled inspection job types
3
Photo documentation attached to estimates
4
Sweep, masonry, and relining pricebook separation
5
Seasonal capacity planning for the fall peak
6
Deferred repair follow-up workflows
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FAQ
Common Questions
Direct answers to the questions home-service contractors ask most about this topic.
Why does ServiceTitan need chimney-specific configuration?
Chimney work runs inspection-first: most jobs begin as a sweep or an inspection and only become significant revenue when findings turn into repair work. A generic setup treats those as unrelated calls. TradeWeave configures inspection job types, photo documentation, and the estimate handoff so the path from finding to booked repair is built into the platform.
Can ServiceTitan handle levelled chimney inspections?
Yes. Level 1, Level 2, and Level 3 inspections are configured as distinct job types with their own durations, pricing, and forms, because a pre-sale Level 2 is a different scope of work from an annual Level 1 and should not be booked or priced as though it were the same visit.
How does the setup handle the seasonal rush?
Chimney demand concentrates into a short autumn window. Dispatch and capacity planning are configured for that peak rather than an even year, and follow-up workflows keep deferred repairs from going quiet after the busy weeks pass, so estimates written in October still get worked in January.
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ServiceTitan for chimney companies has to handle a job mix that starts with an inspection and only becomes revenue when that inspection turns into repair work. A sweep, a Level 2 inspection, a stainless liner, a crown rebuild, and a cap replacement are five different jobs with different durations, different crews, and very different tickets. Chimney work is also sharply seasonal, with the bulk of demand arriving in a few autumn weeks. TradeWeave configures ServiceTitan around that shape: inspection findings that carry photos into an estimate, pricebooks that separate sweep work from masonry and relining, and capacity planning built for the fall rush rather than a flat year.
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Sources & References
Where this guidance comes from
TradeWeave is a ServiceTitan Certified Provider; the platform details on this page trace to ServiceTitan's own first-party documentation.