ServiceTitan reporting.
Know what drives your results.

Review completed jobs, revenue and average ticket by technician. Compare like-for-like job types and business units to make coaching conversations more useful. Agree how multi-technician jobs and callbacks are counted before comparing results.

Follow incoming leads through to booked jobs and review booking rates by customer service representative. Identify where opportunities are being missed. Confirm which calls qualify as leads and how missed, abandoned and non-bookable calls affect the calculation.

Connect campaign activity to booked jobs and completed revenue. When spend data is available, compare cost per booked job and return on ad spend. Agree the attribution model and time window before deciding which campaigns deserve more budget.

Bring active memberships, renewals and cancellations into a focused review. Look at trends by business unit and time period, and identify renewal questions worth investigating. Available views depend on the membership records and dates your team maintains.

Compare performance across HVAC, plumbing, electrical and other business units. Where reliable labor, material and other cost data is available, build a job-profitability view alongside revenue. Discuss relevant accounting data, including QuickBooks or Sage Intacct, during your session.

Start with a question your team discusses regularly: which business unit is driving revenue, where booking rates are falling, or how technician performance is changing. A weekly revenue and jobs review is a practical starting point. We’ll agree the scope and source data in your guided session.

Bring the systems you want to compare to the session. The walkthrough shows ServiceTitan alongside QuickBooks and Google Ads. We’ll confirm the connections, available fields and matching rules needed for your specific report.

The first view needs a clear definition for each metric, including date range, job status, business unit and exclusions. Validate the results against a ServiceTitan report your team trusts. Differences between booked sales, completed revenue and payments should be explained rather than combined into one total.

Refresh timing depends on the connected sources and the report being built. We’ll confirm the available refresh and scheduled delivery options for your dashboard, so your team knows when the figures were last updated.

Your first analytics page is free during the limited beta evaluation, with a guided 30-minute session and no credit card required. Start with one focused question. Any broader implementation, additional reporting or ongoing paid scope is discussed separately.

Bring the question you want answered, the ServiceTitan report you use today and any other systems involved. A short description is enough to start; no report upload is required. We’ll discuss authorized access and the data needed to build and validate the first view.