Reporting & Dashboard Navigation

Purpose

How office staff use ServiceTitan's reporting and dashboard features to track performance and support decision-making.

When to Use

Daily for operational monitoring, weekly for team performance, and monthly for business reviews.

Procedure

Key Daily Reports

Dispatch board summary: Jobs scheduled, completed, canceled, rescheduled.

Revenue report: Total invoiced and collected for the day.

Tech utilization: How much of each tech's day was spent on billable work.

Open jobs: Jobs that are incomplete or missing invoices/payment.

Key Weekly Reports

Sales performance: Revenue by tech, close rate, average ticket, financing conversion.

Follow-up pipeline: Unsold estimates and their status.

Callback/rework report: Jobs that required return visits.

Membership enrollment: New enrollments and cancellations.

Key Monthly Reports

P&L overview: Revenue, cost of goods, gross margin, net margin.

Tech scorecards: Individual performance on revenue, satisfaction, callbacks, and documentation.

Marketing ROI: Lead source performance — cost per lead, booking rate, revenue by source.

AR aging: Outstanding balances by age bucket.

Navigating ServiceTitan Dashboards

Log in to ServiceTitan → Reports section.

Select the report type from the available categories.

Set the date range and any filters (by tech, job type, source, etc.).

Most reports can be exported to CSV or printed.

Dashboards update in real-time or near-real-time depending on the report.

Creating Custom Reports

• If a standard report doesn't answer the question, use ServiceTitan's custom report builder.
• Define the data fields, filters, and date range needed.
• Save custom reports for reuse.
• For complex analysis beyond ServiceTitan's capabilities, export data and use Excel.

Important Notes

• Reports are only as good as the data that feeds them. Clean data entry = accurate reports.
• Don't make decisions on incomplete data — if a report looks off, verify the source data.
• KPIs and dashboards are reviewed in weekly operations meetings and monthly business reviews.
• If you need a report that doesn't exist, request it from the office manager or Josh.

Related SOPs

• Customer Record Management — data quality
• End-of-Day Financial Reconciliation — daily financial data
• Revenue Targets & KPI Dashboard Guide — leadership reporting