Case study

Client Success Story

Apex Cooling & Plumbing had been on ServiceTitan for two years — but nobody had ever set it up right. Payroll was still half manual, pricing was guesswork, and the owner was working weekends just to close the books.

The Challenge

The System Was There. It Just Wasn't Working.

Marcus Webb had invested in ServiceTitan expecting it to run his business. Instead, his office manager was exporting timesheets to Excel every Friday, techs were signing off on jobs without recording materials, and nobody could tell which service calls were actually profitable.

Payroll Errors Weekly

Manual timesheet reconciliation was eating 6+ hours every Friday — and still producing errors that led to tech complaints and turnover risk.

Invisible Job Costs

Without pricebook discipline, Apex was completing jobs at margin they couldn't measure. Materials were being written off, not billed.

No Visibility on Performance

Marcus had dashboards in ServiceTitan he'd never opened. Nobody had shown him what to look at — or why it mattered.

The Methodology

Audit. Build. Hand Off.

We align your software with the realities of the field, from the supply house to the customer’s living room.

01

Operational Assessment

NIFT spent the first two weeks inside Apex’s ServiceTitan account — mapping every broken workflow, every manual workaround, every place money was falling through the cracks. Marcus got a full written audit before a single change was made.

02

Custom Implementation

NIFT rebuilt Apex’s pricebook from scratch using real job cost data. Configured mobile signoff for all 12 techs. Set up automated payroll exports that eliminated Friday reconciliation entirely.

03

Active Strategic Support

After go-live, NIFT stayed on — monthly calls, dashboard reviews, and direct Slack access. When Marcus hired two new techs in month three, onboarding took one afternoon instead of two weeks.

The Outcome

90 Days.
Measurable Results.

Payroll processing time

6 hrs/week

45 min/week

Recovered monthly revenue

$4,200/mo

Pricebook line items configured

0

340

Tech onboarding time

2 weeks

1 day

Owner weekend hours on admin

8–10 hrs

0

“I’d been on ServiceTitan for two years thinking I was using it. NIFT showed me I hadn’t even started.”

Shawn Mccray

Partnerships Built On Alignment

Just Because We Can Doesn’t Mean We Should