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ServiceTitan Dashboard & Analytics
by ServiceTitan
Last updated Mar 29, 2026 · 1 revision
Purpose-built FSM with dynamic KPI dashboards tracking HVAC metrics: revenue, gross margin, booking rate, technician performance, and cost per lead.
Media
www.servicetitan.com
About This Product
ServiceTitan is a major field service management platform for HVAC contractors with built-in BI dashboards. Tracks KPIs including average ticket size, cost per qualified lead, booking rate, conversion rate, service response time, revenue per service call, and first-time fix rate. Integrates with Domo, Tableau, and Power BI for advanced analytics. Used by hundreds of HVAC companies.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://servicetitan.com/privacy-policy
FSH Score Breakdown
Ease of Use 5.0
Features 8.0
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Features
126 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales17features
CRMContact Center ProAd Performance And ROAS Trackingrevenue attributionAutomatic Customer Membership Status RecognitionAutomatic customer membership status recognitionBulk Media UploadsBulk media uploadsContract ManagementUpload, create, and edit service agreementsGoogle Business Profile ManagementGoogle integrationMaintenance Agreement ManagerAutomated renewal remindersMarketing ToolsMarketing Pro
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Membership Renewal ManagementMembership renewal managementLead ManagementSecond Chance LeadsAutomated Email Marketing for RenewalsAir Filter Sales AutomationMobile membership salesCustomizable Membership ManagementCustomizable membership tiers and opt-insMembership Add-OnsMembership add-on salesAutomated Customer TouchpointsMobile service remindersIntegrated Marketing Campaignshyper-targeted email marketing campaignsCentralized Marketing Hubcentralized marketing hub
Platform & Customization17features
Contract and Form CustomizationCustomizable contract templatesCustom API AccessAPI Key ManagementCustom BrandingBranding customizationCustom TemplatesMulti-Template ReportsData ExportDownload call and chat summaries as CSVMulti-Language SupportMulti-language supportThird-Party IntegrationServiceTitan FindingsDouble Entry PreventionEliminate Double Data Entry
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Automated Form Routing Based on Form ValuesBack Office Data SyncIntegrations MarketplaceScheduling And Dispatch IntegrationScheduling & DispatchDeveloper PortalAPI Developer PortalSingle Sign-OnMFA/SSO protectionDepartments And PermissionsReport access permissionsDocument ManagementBulk media uploadsApproval ManagementSupervisor tools
AI & Automation15features
AI Agent BuilderAtlas AIAI Feedback AnalysisCustomer sentiment analysisAI Field Auto-FillField ProAI Powered Matching AlgorithmAutomated bidding suggestionsAI SupportAI Voice AgentsAI TranscriptionReal-time call transcriptionAutomation RulesCustomizable workflowsCall SummarizationView call and chat summaries
Show 7 more
AI AssistantsAI Curated Building Permit RecordsAI Email AssistantPersonalized AI AssistantAI CallingAI Voice Agent for call bookingAI EstimatesAI Bid & QuoteAutomated bidding suggestionsAI Automation for SchedulingSend automated reminders for upcoming appointments, expiring services, and expiring credit cards
Reporting & Analytics14features
AnalyticsDynamic dashboards for tracking revenue and trendsReportingTransaction sortingCall InsightsCall InsightsCall TrackingCall tracking tied to specific campaignsDynamic DashboardDynamic dashboardMembership ReportingMembership reportingRevenue and Trend TrackingRevenue and trend trackingCustomer Profitability Tracking
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Departmentalized Performance TrackingDesign Your Own ReportsMulti-Template ReportsReal Time Operational Data Collection and AnalysisBenchmarking ReportsIndustry benchmarksCustomizable Data Views and FilteringAdvanced report filteringContract Performance ReportingContract performance summary reports
Scheduling & Dispatch12features
DispatchingDispatch AssistSchedulingDrag-and-drop schedulingWork OrdersField ProAdaptive Capacity ManagementAdaptive CapacityGantt ChartsGantt viewOnline BookingOnline bookingProject ManagementProject PlanRecurring Job SchedulingAutomatic recurring service scheduling
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Email to Job ConversionAutomatic call-to-job connectionEmail & Calendar SyncReal-time availability syncScheduling OptimizationDispatch AssistDepartment Based Job ViewsPre-job Briefs
Customer Communication9features
AI ReceptionistAI Voice AgentCall RecordingCall recording and categorizationCall RoutingSoftphoneNotificationsAutomated customer notificationsSMS MessagingBusiness text messagingVoIP Phone SystemSoftphone integrationExplicit Opt-In For Marketing TextsSMS consent checkbox for complianceAI Chat ReceptionistAI Virtual Agents
Show 1 more
Video ConferencingCall recording and categorization
Estimating & Quoting8features
Quoting & EstimatesMobile proposalsChange OrdersRFIs & Change OrdersCustomizable Job TemplatesEstimate templates for techniciansMobile EstimatesMobile EstimatesEstimate Templates for Add-On SalesLabor and Material Cost CalculationGood Better Best OptionsMultiple option presentationMulti-Tier Proposal GenerationMulti-option estimate presentations
Invoicing & Payments7features
InvoicingAutomated recurring billingPayment ProcessingOn-site invoicing and payment collectionConsumer FinancingIntegrated financingPrice BookPricebook ProAuto Bill Service Agreements on Recurring SchedulesAuto Apply PricingPre-populated flat-rate pricingMemberships and Subscriptions with Automated BillingAutomate service agreement renewals
Technician Management7features
Agent ScorecardsTechnician scorecards for real-time revenue and membership trackingEmployee Performance TrackingEmployee revenue production trackingCall Monitoring & CoachingCall RecordingChecklistsAutomated ChecklistsCommission TrackingCommission TrackingAI Supervisor AssistAI Manager AssistReal-Time Schedule and Staffing Monitoring
Mobile & Field Tools5features
Digital FormsMandatory inspection forms triggered by job typeDigital SignaturesDigital signaturesTechnician Mobile AppMobile AppLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentImage And Video Upload For Problem SolvingPhoto and video upload
Equipment & Asset Management5features
Equipment TrackingCustomer equipment history trackingAlertsActionable alertsMulti-Brand Equipment CompatibilityUniversal CompatibilityFindingsAir Filter Change Reminders
Accounting Integration5features
Job CostingBudgeted vs. actual cost trackingAI Bill ScanningOCR scanningAutomated PayrollPayroll ManagementReal Time Job Costing Tracking Across Multiple Projects and EntitiesBurden Rate And Margin CalculationBudgeted vs. actual cost tracking
Fleet & GPS Management2features
GPS Trackingtechnician trackingGIS RoutingZone-based routing
Inventory Management2features
Inventory ManagementInventory tracking for trucks and warehousesPurchase OrdersPurchase order management
Training & Education1feature
Gamification Leaderboards
Integrations 49 across 12 categories
Marketing 10
Birdeye
Broadly
FreshLime
Google Local Service Ads
Google Local Services Ads
LeadsNearby
Nearby Now
PulseM
ReviewBuzz
ReviewBuzz
To Your Success
Vital Storm
GPS & Fleet 8
Azuga
Azuga
ClearPath GPS
Fleet Nova
Fleet Nova
GPS Insight
GPS Insight
InTouch GPS
InTouch GPS
One Step GPS
One Step GPS
US Fleet
US Fleet
Venture
Venture
Industry-Specific 7
AirAdvice
American Standard
American Standard
Clopay MyDoor
Lennox
Lennox
OnCall Air
OnCall Air
Trane
Trane
XOi
Accounting 4
NetSuite
Netsuite
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks
Sage Intacct
Intacct
CRM 4
HubSpot
HubSpot
Opportunity Manager
Podium
Podium
Salesforce
Salesforce
Field Service 4
Sales Builder Pro
Sales Builder Pro
ServiceChannel
ServiceTitan
Trakopolis
Trakopolis
HR & Payroll 4
ADP
ADP
Inova
Inova
Paychex
Paychex
Zubie
Zubie
Communication 3
CallPoint
Dialpad
Dialpad
Nationwide Inbound
Payment Processing 2
GreenSky
Turns
Turns
Productivity 1
Schedule Engine
Schedule Engine
eCommerce 1
Ferguson
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Per User
- Starting at
- Contact for pricing
- Notes
- No pricing information found for this product on the provided page.
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