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Klipfolio

by Klipfolio

Last updated Mar 29, 2026 · 1 revision

Dashboard and KPI tracking platform with easy integration to ServiceTitan and other HVAC business software via pre-built connectors and APIs.

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About This Product

Klipfolio enables HVAC companies to build custom KPI dashboards from ServiceTitan, Google Analytics, and other data sources. No code required - drag-and-drop dashboard creation. Used by service companies wanting flexible BI without power user requirements. Entry pricing around $100/month for basic dashboard tier.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
No
Public API
Yes
Deployment
Cloud

FSH Score Breakdown

Ease of Use
7.0
Features
4.1
Support
5.0
Value
5.5
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

31 features confirmed across 10categories· Showing confirmed capabilities only

Platform & Customization12features

Single Sign-OnSingle Sign-On (SSO)Custom API AccessREST APIThird-Party Integrationpre-built connectorsData ConnectorsDrag And Drop Form BuilderCustom BrandingAdd Your LogoData ExportDynamic data sourcesCustom FieldsUser and account properties
Show 4 more
Data ImportPull live data straight from Excel or SheetsDedicated Server HostingCustom TemplatesTemplate GalleryExcel and Google Sheets Integration

Reporting & Analytics8features

AnalyticsData Modelling + JoinReportingAutomatic data refreshData WarehousingReporting ForecastingKPI DashboardsMap Based Data VisualizationCross-Dataset BlendingAI Powered Call Tracking and Analytics

Technician Management3features

Applicant Tracking SystemOnboardingIn-app tips and promptsTraining CoursesVideo guides and tutorials

CRM & Sales2features

CRMCustomer Onboarding

Scheduling & Dispatch1feature

SchedulingRefresh scheduling

Customer Communication1feature

Customer SupportPriority Support

Mobile & Field Tools1feature

Auto Data Entry

Equipment & Asset Management1feature

Asset ManagementAsset management API

Accounting Integration1feature

Allocation Formulas and Rules Engine

AI & Automation1feature

Automation Rules

Integrations 61 across 7 categories

Marketing 29
AWeber
ActiveCampaign

ActiveCampaign

Adobe Analytics
Adobe Marketo Engage
Appfigures
Bitly
CallRail

CallRail

Campaign Monitor
ChartMogul
Chartbeat
DoubleClick Campaign Manager
Facebook
GoSquared
Google Ads
Google Analytics
Google Business Profile

Google Business Profile

Google Search Console

Google Search Console

Influitive
Instagram

Instagram Business

Kissmetrics
LinkedIn Ads
LinkedIn Pages
Localytics
Mailchimp

Mailchimp

Mixpanel

Mixpanel

Moz
Nicereply
Oracle Eloqua
X Ads
Productivity 13
Asana

Asana

Basecamp
Box
Dropbox

DropBox

GitHub

GitHub

Google Calendar

Google Calendar

Google Drive

Google Drive

Google Sheets

Google Sheets

Intervals
Jira

Jira

Microsoft Excel

Excel

Microsoft OneDrive
iFormBuilder
CRM 7
Freshdesk
Help Scout
HubSpot

HubSpot

Infusionsoft by Keap
Insightly

Insightly

LiveAgent
Salesforce

Salesforce

Data & Automation 6
Cervinodata
Google BigQuery
Keen IO
Lighthouse
MongoDB
New Relic
Accounting 3
FreshBooks
Harvest

Harvest

Xero

Xero

HR & Payroll 2
BambooHR
Glassdoor
Communication 1
Intercom

Intercom

Pricing

Model
Subscription
Starting at
$120/mo
Notes
14-day free trial for Klips with full access. Prices based on annual subscription billed annually. No hidden setup or onboarding fees.
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