BI & Reporting

Business intelligence dashboards and reporting tools for tracking KPIs, revenue metrics, and operational performance across HVAC companies.

12 products

BuildOps Reporting

BuildOps

5.7 - Good

Fully customizable field service dashboards built for commercial contractors with real-time data from every job.

Custom · Contact for pricing

Databox

5.2 - Good

Real-time business analytics platform with 500+ pre-built integrations including ServiceTitan, enabling quick KPI dashboard setup for HVAC contractors.

Subscription · $50/mo Strength: 78

Domo + ServiceTitan Connector

BT Partners / Domo

4.9 - Fair

Enterprise BI platform with pre-built ServiceTitan connector that visualizes HVAC business data across multiple locations in one integrated dashboard.

Custom · Contact for pricing Strength: 62

Klipfolio

5.0 - Good

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

Subscription · $100/mo Strength: 63

Microsoft Power BI

Microsoft

5.5 - Good

Low-cost enterprise BI platform with FSM connectors enabling HVAC companies to build custom dashboards on existing Microsoft infrastructure (Excel, Azure).

Subscription · $10/mo Strength: 69

Plecto

Plecto ApS

6.3 - Good

Real-time KPI dashboards with gamification, ServiceTitan integration, and team performance leaderboards for home service businesses.

Subscription · $230/mo Free Trial

Precog

5.0 - Good

ServiceTitan-specific analytics and reporting platform that turbocharges data visualization with pre-built HVAC KPI templates and custom integrations.

Custom · Contact for pricing Strength: 65

Sera Analytics

Sera Systems

5.8 - Good

100+ live KPIs with real-time job profitability, membership conversion tracking, and margin pricing for residential HVAC.

Per User · Contact for pricing Free Trial

ServiceTitan Dashboard & Analytics

ServiceTitan

4.9 - Fair

Purpose-built FSM with dynamic KPI dashboards tracking HVAC metrics: revenue, gross margin, booking rate, technician performance, and cost per lead.

Custom · Contact for pricing Strength: 68

ServiceTrade Smart Insights

ServiceTrade Inc.

6.2 - Good

AI-powered analytics for commercial contractors with natural language queries, real-time profitability tracking, and automated reporting.

Custom · Contact for pricing

Simpro BI Reporting

simPRO Software

5.3 - Good

SQL-driven business intelligence with custom dashboards, automated scheduled reports, and field service analytics for trade businesses.

Per User · $300/mo

Tableau

Tableau (Salesforce)

4.7 - Fair

Market-leading BI platform with ServiceTitan API/CSV connectors enabling real-time analytics, bottleneck identification, and financial forecasting for HVAC ops.

Subscription · $70/mo Strength: 65