About US
At GOTIT Trade Templates, we’re not just selling templates — we’re building the future of sales and service departments for trade companies across the country.
Born out of the field, not the boardroom, our company was founded by a former Operational Sales Manager who helped grow an HVAC sales department from $10 million to over $20 million annually.
We know firsthand what it takes to run a high-performing team — and what tends to fall through the cracks when business gets busy.
During the peak seasons, we noticed a trend: techs and comfort advisors would get complacent, leaving money on the table by skipping valuable add-ons — the very items that bring in the best ROI and profit margins. After attending over 20+ Nexstar events and working closely with Joe Crisara, we developed a system that blends the best of what top training organizations teach with real-world, field-proven tactics. That system? Prebuilt templates packed with strategic add-ons, powerful verbiage, and smart options that simplify selling for your team — and boost your bottom line.
What started as a few templates to help our own team grew into a full-service operation. Trade business owners began asking for them, and GOTIT Trade Templates was born. Today, we’re a small but mighty team of passionate trade professionals (with a growing staff of three and counting), offering custom-built templates and pricebooks for ServiceTitan and Housecall Pro users across HVAC, plumbing, electrical, and drain — and even expanding into other industries like landscaping and garage doors.
We’re not here for a one-time transaction — we’re here to build long-term partnerships. Whether you need a plug-and-play sales system, a pricebook with customer-verbiage that eliminates price shopping, or a custom plumbing probe that closes more jobs, we’ve got you covered. We also offer in-person or virtual training options, including ride-alongs, to ensure your team actually knows how to use the tools we give them.
This is personal for us — because we’ve been where you are. And we want to help you go even further. At GOTIT, we don’t just hand you a template. We stand beside you from day one — from onboarding to implementation and beyond.
Trust your sales and service team with us—we’ll train, empower, and elevate them to deliver real results. Let’s grow together and win as one!
