Tersh Blissett
Tersh Blissett
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Bill Brown's Zap to Clean Up Job Summary in Service Titan
Welcome to the course designed to revolutionize your ServiceTitan workflows! This training is tailored for business owners and technicians aiming to streamline job summary updates, leveraging the power of automation with Zapier and ChatGPT.
Key Points:
ServiceTitan Integration: Automate job summary cleanup with real-time data syncing.
ChatGPT Setup: Optimize AI for generating clean, professional summaries.
Zapier Workflow: Build an efficient multi-step Zap for seamless automation.
Detailed Steps:
1. Setting Up ServiceTitan Integration:
Connect ServiceTitan to Zapier using the "New Job Event" trigger.
Configure filters to target specific job types, business units, or technicians.
2. Adding a Delay:
Include a 15-minute delay to allow CSRs to make initial edits.
3. Configuring ChatGPT:
Use the ChatGPT “Conversation” action for advanced cleanup.
Train ChatGPT with specific instructions to generate tailored outputs.
4. Testing Outputs:
Review ChatGPT’s responses to ensure formatting and content accuracy.
Experiment with different GPT models (e.g., GPT-4 or Turbo 3.5) for optimal results.
5. Formatting in HTML:
Output summaries in HTML for compatibility and a polished look.
Attach the cleaned summary back to the original job using job ID mapping.
6. Final Testing:
Compare pre-automation and post-automation summaries to validate improvements.
Integration and Automation Tips:
- Cost Optimization: Use GPT models suited to your budget, balancing accuracy and cost-effectiveness.
- Agent Training: Pre-train AI agents for faster and more consistent outputs.
Advanced Considerations:
- Learn how to handle edge cases, like missing data or unique formatting challenges.
- Explore further automation opportunities, such as integrating notifications for CSRs.
Complete this course to transform your ServiceTitan workflows, reduce manual effort, and deliver professional job summaries effortlessly.
Ready to take your ServiceTitan experience to the next level? Join us now and start automating your business! www.skool.com/automation-foundation/about
Connect with Bill Brown here www.linkedin.com/in/billbrown80/
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ความคิดเห็น

  • @Peter-bv3wo
    @Peter-bv3wo 3 หลายเดือนก่อน

    Will a mister or spray work to prevent freeze ups in the heating mode, as my unit in the winter goes into defrost mode when the sensor says it's to cold... I think the sensor is controlling way to much and way to early so I am thinking of just adding either a mister or a spray of water directly onto the coils to keep them from freezing up....??

    • @TershBlissett
      @TershBlissett 2 หลายเดือนก่อน

      @@Peter-bv3wo I wouldn’t do that personally. I would adjust the defrost controller

  • @Workingcockers
    @Workingcockers 3 หลายเดือนก่อน

    I’m a handyman and not a licensed HVAC contractor. Is it a problem to do these repairs? I do them all the time but wonder if I need a license.

    • @TershBlissett
      @TershBlissett 6 วันที่ผ่านมา

      Honestly, it depends on the state but the true risk is for the home owner. Most insurance companies wont cover the cost of any damages that occur when someone who isn't licensed performs the repairs.

  • @SadySubha
    @SadySubha 4 หลายเดือนก่อน

    Can i put water with a bucket and mug while its in running mode ??

    • @TershBlissett
      @TershBlissett 6 วันที่ผ่านมา

      for sure! I just wouldn't dump the mud on the unit...

  • @mikegarcia7743
    @mikegarcia7743 4 หลายเดือนก่อน

    how would you wire a 40/5 configuration since you need two jumper wires, what do I do with the extra wire? Thanks!

    • @danielecheverri4297
      @danielecheverri4297 หลายเดือนก่อน

      You can’t. I’ve tried. Either the fan or compressor won’t run if you wire a 40/5 because the 5 is either the 6 or the 4.

  • @matterequalsli4e
    @matterequalsli4e 6 หลายเดือนก่อน

    Dude now I can go to sleep thank youuuuuuuuuuuu

  • @sinbin_36
    @sinbin_36 7 หลายเดือนก่อน

    Literally turned this off as soon as I saw him in a suit😂

    • @TershBlissett
      @TershBlissett 7 หลายเดือนก่อน

      Lulz…so what you’re saying is if you don’t see butt crack then the tech isn’t educated?!?

  • @michaelreeve7694
    @michaelreeve7694 9 หลายเดือนก่อน

    Can you use ortho home defense or another spray pesticide in your unit if you have spiders in there?

    • @TershBlissett
      @TershBlissett 6 วันที่ผ่านมา

      If its covered with spiders, I wouldn't use pesticides...I'd use gasoline and a match and then move... jk, jk...yes, we spray them in units all of the time. We run into ants in the contactors from time to time. Just make sure the power is off when you do something like that and don't spray anything directly on control boards

  • @jacquelinejohnson3820
    @jacquelinejohnson3820 ปีที่แล้ว

    Thank you for sharing. I just found it and it was the information I needed. I will be read the books mentioned.

  • @rebeccachilders5549
    @rebeccachilders5549 ปีที่แล้ว

    Thanks so much. I just used your video to help me with my ac unit. It just wasn't cooling down properly. The coils were filthy...omgosh...and thank God you said there could be a delay on it coming back on...I would have freaked out 😂...it's already blowing cooler air and much harder. I really appreciate folks like you who just try to help regular folks like me. There's no telling how much someone would have charged just to come check it out....I will share this with my family....

    • @TershBlissett
      @TershBlissett 6 วันที่ผ่านมา

      That is awesome to hear! Let me know if you ever have any questions.

  • @akanesoratobu8889
    @akanesoratobu8889 ปีที่แล้ว

    could u do a video on how to change a capacitor? I heard that it has too be properly discharged before removing it do you happen to know what that means?

  • @murdaworthent8821
    @murdaworthent8821 ปีที่แล้ว

    So I need to turn it off that way?

    • @TershBlissett
      @TershBlissett ปีที่แล้ว

      You can turn off the power at the breaker panel as well.

  • @BurrBones
    @BurrBones ปีที่แล้ว

    Meanwhile his prom date is still waiting

    • @TershBlissett
      @TershBlissett ปีที่แล้ว

      @BurrBones, if you think this is fancy, you should see my “goin out” attire. lol.

    • @SlyDellian
      @SlyDellian ปีที่แล้ว

      @@TershBlissettFor a second, I thought you said “groin out” attire. I was worried.

    • @TershBlissett
      @TershBlissett ปีที่แล้ว

      @@SlyDellian hahaha…you never know…

  • @casperoner2352
    @casperoner2352 ปีที่แล้ว

    Wrong hat? 🤡🤡🤡

    • @TershBlissett
      @TershBlissett 6 วันที่ผ่านมา

      I went to your channel to check out what sort of hats you may wear so I could get some fashion advice, but funny thing...you have literally 0 videos that I can watch and get fashion advice, or where I can make some passive aggressive comments...

  • @brianbbb7931
    @brianbbb7931 ปีที่แล้ว

    You don’t have to turn it off.

    • @OnewheelAsh
      @OnewheelAsh 6 หลายเดือนก่อน

      did you see the part where he had the fan blades exposed in the up position? With that scenario, you definitely want to turn it off

    • @TershBlissett
      @TershBlissett 6 วันที่ผ่านมา

      lol, some people love living life on the edge...when I pull the tops, I always turn off the power so I don't get my fingers chopped off.

  • @E042588
    @E042588 ปีที่แล้ว

    Single woman, new homeowner... VERY helpful! Bless you!

  • @X-Fluid
    @X-Fluid ปีที่แล้ว

    I just sprayed water on mine for 30 minutes to test it. Everything was fine. Thankyou

    • @DianaRodriguez-i4s
      @DianaRodriguez-i4s 6 หลายเดือนก่อน

      I just spray mine and the fan and motor stop working 😢I think I ruin it

    • @lilwhatshisname9448
      @lilwhatshisname9448 6 หลายเดือนก่อน

      @@DianaRodriguez-i4somg 😢

  • @byronaguilar4410
    @byronaguilar4410 2 ปีที่แล้ว

    Excellent 👏👏👍👍

  • @7HEREALDON
    @7HEREALDON 2 ปีที่แล้ว

    It's been raining here lately and water ends up sitting where the AC sits, should I be concerned about mold coming into the home? I'm highly allergic to mold unfortunately after living in hidden mold for an extended time

    • @TershBlissett
      @TershBlissett ปีที่แล้ว

      If you have a split system versus a package unit, you don’t have to be concerned with mold getting into your home from the outdoor unit sitting in water constantly. But you will need to get that water away from the unit because if the water is flooding the condenser, it could be blocking airflow to the coil, and could also cause the bottom of the unit to rot/rust out.

  • @Zane.Wellnitz
    @Zane.Wellnitz 2 ปีที่แล้ว

    Does anyone actually need to watch this? Really? Come on think people. Ask yourself "DOES IT RAIN?" IS YOUR AIR CONDITIONER OUTSIDE? There's your answer.

    • @FlyingSquadYT
      @FlyingSquadYT 2 ปีที่แล้ว

      Then why the F are you here?

    • @Zane.Wellnitz
      @Zane.Wellnitz 2 ปีที่แล้ว

      Because when I seen the title I was like what the F. People can't be that Dumb.

    • @E042588
      @E042588 ปีที่แล้ว

      Helpful to me and I'm grateful. I'm an well knowledgeable about some things... but not everything, and not this. I'm glad he was thinking for me on this one. 😅

    • @TershBlissett
      @TershBlissett ปีที่แล้ว

      @Zane.Wellnitz you make a valid point, but these systems are designed to divert water that is coming down from the sky versus water being sprayed from the ground up…especially at the bottom of electrical panels that may not be sealed properly where the wires are coming into the cabinet. I’ve been shocked by 24v coming from the indoor unit while performing a maintenance on a system. Didn’t kill me but made me jump out of the way for sure. My message to those who may wonder would be to be cautious and ensure you’ve turned off the power before spraying a bunch of water on something that could potentially hurt you.

    • @Zane.Wellnitz
      @Zane.Wellnitz ปีที่แล้ว

      @@TershBlissett true, I should have mentioned turning the power off first. It's not going to hurt the ac though.

  • @2lock2
    @2lock2 2 ปีที่แล้ว

    It's not like it's been raining on it all year can I spray it with my hose 😂

    • @TershBlissett
      @TershBlissett ปีที่แล้ว

      Very valid point, but spraying water in a different direction than how the rain typically falls could result in spraying water into the live electrical panels. I’d always just advise that people proceed with caution.

    • @notadoctor2598
      @notadoctor2598 ปีที่แล้ว

      That and rain isn't generally pressurized

  • @rikyjo8966
    @rikyjo8966 2 ปีที่แล้ว

    liked and subbed. I mean the info was great. No doubt about that. But performing this tutorial while wearing your best prom or wedding outfit was daring. You are a brave, brave man, sir. Very brave indeed.😁

    • @TershBlissett
      @TershBlissett 2 ปีที่แล้ว

      Haha. That’s what I wear every day…whether I’m in an attic or in my office.

  • @andrewjoseph958
    @andrewjoseph958 2 ปีที่แล้ว

    Sound is horrible

  • @johnmosier4652
    @johnmosier4652 2 ปีที่แล้ว

    At around 4:25, what is the piece called that has 2 pipes coming out of the top? My unit is showing a leak from one of those pipes... Thanks for your help! :)

    • @TershBlissett
      @TershBlissett 2 ปีที่แล้ว

      That’s your accumulator. It’s leaking refrigerant? It’s pretty common for them to sweat during operation. They will often rust through and leak refrigerant too.

    • @johnmosier4652
      @johnmosier4652 2 ปีที่แล้ว

      @@TershBlissett yes, at the connection point, one pipe has some liquid around it. And the other pipe looks good and sealed... I just trying to gather as much info as I can before a technician comes out so they don't try to overcharge me. Lol. Thank you so much!!

  • @patd4u2
    @patd4u2 2 ปีที่แล้ว

    I'm in Arizona, 112° in the summer, I go outside and spray off my outdoor Condenser two or three times a day to cool it down.

    • @TershBlissett
      @TershBlissett 2 ปีที่แล้ว

      Does it help? In theory, it should…it’s just so wet here in the southeast that we would create a mess quickly if we did that.

    • @patd4u2
      @patd4u2 ปีที่แล้ว

      @@TershBlissett I think it helps, it's on the side of my house under the carport but it still gets really hot when it was 117°, hosing it down when it's on definitely cools the condenser off so I think it helps.

  • @ClearwaterChad
    @ClearwaterChad 2 ปีที่แล้ว

    you clean the coil from the inside with hose

  • @linogenio3967
    @linogenio3967 2 ปีที่แล้ว

    Hello Tersh, I need to replace a capacitor on my condenser. The old one has 3 terminals (com/fan/herm). The new one I got has 4 terminals (com/fan/herm/cpt) How do I connect the wiring to the condenser? Just don't use the cpt terminal? thank you.

    • @jollyscaria1922
      @jollyscaria1922 ปีที่แล้ว

      Comprssar

    • @jollyscaria1922
      @jollyscaria1922 ปีที่แล้ว

      Comon power runing herom starpointed fan point fan 5 mfe or 6....or7 mfd

  • @chaddowns901
    @chaddowns901 2 ปีที่แล้ว

    Dude got lost on his way to law school

    • @TershBlissett
      @TershBlissett 2 ปีที่แล้ว

      Ha, been there…done that…got the T-shirt.

  • @johnstutt5927
    @johnstutt5927 2 ปีที่แล้ว

    Would love to hear how to go from an owner on a truck to having a company that can run on its own.

  • @johnstutt5927
    @johnstutt5927 2 ปีที่แล้ว

    Would love to hear how to grow from an owner on the tools to building a team

  • @dobermanguy9437
    @dobermanguy9437 2 ปีที่แล้ว

    I took out a turbo 200 capacitor out of my unit I had someone check it with the meter and they said the one side of the capacitor was bad anyway I ordered a brand new one on Amazon is also a turbo 200 it's identical in every way except the new one has a CPT terminal Orange I'm not sure if I have to hook to that connection I basically wired it the same way as the old one but this CPT oranges got me a little confused

    • @TershBlissett
      @TershBlissett 2 ปีที่แล้ว

      If you can send me an e-mail with a picture of the new one, I’ll let you know for sure how it’s supposed to be wired.

    • @TershBlissett
      @TershBlissett 2 ปีที่แล้ว

      Admin@serviceemperor.com

    • @dobermanguy9437
      @dobermanguy9437 2 ปีที่แล้ว

      @@TershBlissett I went outside and and hooked up the capacitors I first disconnected the power from the main box outside to be safe hooked up all the wires turned it on the fan is running pretty slow and a compressor does not seem to be running at all🤕

  • @tonyf2268
    @tonyf2268 3 ปีที่แล้ว

    Dhould I wear a suite to perform a maintenance on my system as well?

    • @Bnguyen276
      @Bnguyen276 2 ปีที่แล้ว

      Just turn off your ac and spray the outside twice a year, once during spring and middle of summer when it’s hot. You will feel your ac blow colder also. My ac unit has last 20 years doing so. The coil outside acts as a cooling device for the ac compressor, the dirt on the coil makes the compressor work harder and it’ll bust your stuff. He went the full 10 yards, that was unnecessary.

    • @tonyf2268
      @tonyf2268 2 ปีที่แล้ว

      Just messing with you man. It is a great video. This is the proper way to clean your outdoor system and spraying it off with just a water hose from the outside will push the dirt back into the coil. It's not just a way to cool the compressor. This is the heat removal from your home.

    • @Bnguyen276
      @Bnguyen276 2 ปีที่แล้ว

      @@tonyf2268 I don’t know , it works for me, I see dirty water coming out every time I do it.

    • @tonyf2268
      @tonyf2268 2 ปีที่แล้ว

      That's good it will work not saying it's a complete waste. I tell my customers who want to go ahead and spray it between my maintenance visits. It can't do anything but help.

    • @Bnguyen276
      @Bnguyen276 2 ปีที่แล้ว

      @@tonyf2268 yup, I do the same for my fridge when it don’t cool as much as it use to. I’ll pull it out and start spraying it with water and soap. Then next thing you know it, it’s cold again.

  • @RJAUS2011
    @RJAUS2011 3 ปีที่แล้ว

    Great video on keeping your AC clean. Very informative. Thanks for sharing!

  • @jayortiz8617
    @jayortiz8617 3 ปีที่แล้ว

    Do you sell just the jumper wires? I need one to get up to 35 5. Thank you.

    • @TershBlissett
      @TershBlissett 3 ปีที่แล้ว

      Hi there @Jay Ortiz. The kits come with the jumper wires and I can give you some of them if you’re local in Savannah GA.

    • @jayortiz8617
      @jayortiz8617 3 ปีที่แล้ว

      @@TershBlissett bummer…. I’m in TX….Happy to purchase if at all possible.

    • @jayortiz8617
      @jayortiz8617 3 ปีที่แล้ว

      @@TershBlissett if not, is there a different brand of “jumper wires” I can buy online? Or are these specific to the Turbo?

    • @TershBlissett
      @TershBlissett 3 ปีที่แล้ว

      There’s nothing special about these jumpers. You can actually build your own with two female spade connectors and some wire. You can pick all of that stuff up from your local hardware store.

    • @jayortiz8617
      @jayortiz8617 3 ปีที่แล้ว

      @@TershBlissett Thx

  • @louisecody9181
    @louisecody9181 3 ปีที่แล้ว

    we use jamf for ipads and phones

    • @TershBlissett
      @TershBlissett 3 ปีที่แล้ว

      That’s what we are using now. That was an extremely expensive learning mistake for me.

  • @creativetradesman6833
    @creativetradesman6833 3 ปีที่แล้ว

    How would punctuality fall on the list from a bosses perspective

    • @TershBlissett
      @TershBlissett 3 ปีที่แล้ว

      This is a tough one, and I was just talking with some buddies of mine, who are in a business owners’ mastermind group with me, about this exact topic last week…first off, I’d work hard to determine the why…why are they late constantly? Is it that they are late in the morning because they have to drop of kids at school? Or is it because they worked until 2am the previous night? Or was it because they aren’t a morning person? And finally, is it because that is their personality and they will simply always be late? The answer to these questions will help me a leader a million times more than simply getting frustrated with someone who is having a punctuality issue. If they are working late every night bc I’m overloading them, then that’s obviously on me… If they are having scheduling issues, then I’m going to work to start their day later… If it’s their personality, and they will always be late, then they had been win me over in other areas…and win MASSIVELY bc we can’t provide wow service to our clients if we break the first promise of a prompt arrival time for their servicing. If they don’t wow me in other areas, they would need to exit to business…after the proper coaching though…we have the four steps of improvement for this reason right here. Does that help any? This is based on my experience anyways…

    • @creativetradesman6833
      @creativetradesman6833 3 ปีที่แล้ว

      @@TershBlissett Yes , immensely I like your approach in taking situational matters in to account. It separates the guy staying up late to help put his family to bed from the guy who’s staying up at the bar till 2am. 😂 Thank You

    • @TershBlissett
      @TershBlissett 3 ปีที่แล้ว

      @@creativetradesman6833 absolutely! It’s my pleasure!!

  • @mariacobb9264
    @mariacobb9264 3 ปีที่แล้ว

    evmhz vyn.fyi

  • @joneaton1972
    @joneaton1972 4 ปีที่แล้ว

    Great video!

  • @HVACPete
    @HVACPete 4 ปีที่แล้ว

    Great job guys!

  • @jhhvacplumbing1944
    @jhhvacplumbing1944 4 ปีที่แล้ว

    Good info and words my friend... stay safe bro.

    • @TershBlissett
      @TershBlissett 4 ปีที่แล้ว

      Thanks brother! You too!

  • @mingledorffs
    @mingledorffs 5 ปีที่แล้ว

    Thanks for attending, Tersh. Looking forward to the Part II video.

  • @jhhvacplumbing1944
    @jhhvacplumbing1944 5 ปีที่แล้ว

    I hate wet bills in the back pocket during the summer months. Man we go to highlight your channel and get u some clicks cause u have great information.

    • @TershBlissett
      @TershBlissett 5 ปีที่แล้ว

      Same brother...same! Lol. Heck yea you do!!! Haha. I have 10 more ready to be uploaded, but it just takes so long to upload!!

    • @jhhvacplumbing1944
      @jhhvacplumbing1944 5 ปีที่แล้ว

      @@TershBlissett what r u using to upload? A few minutes vid really should take all that long plus u dont have many edits , graphics and so on .

    • @TershBlissett
      @TershBlissett 5 ปีที่แล้ว

      JH HVAC & Plumbing premier pro

  • @dLion369
    @dLion369 5 ปีที่แล้ว

    Hello new friend 🔔I’m join with you. Nice share . Wish you hug back