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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.

ServiceTitan Dashboard & Analytics - by ServiceTitan - Business Intelligence & Reporting software - logo 4.9 - Fair
Per User · Contact for pricing Mobile App 35 Features
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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.

FSH Score Breakdown

Ease of Use
5.5
Features
6.8
Support
6.5
Value
3.0
Integrations
6.0
AI Capabilities
1.5

Customer Reviews

Features

35 features confirmed across 14categories· Showing confirmed capabilities only

Platform & Customization5features

Multi-Language SupportMulti-language supportThird-Party IntegrationServiceTitan FindingsSingle Sign-OnMFA/SSO protectionDocument ManagementBulk media uploadsApproval ManagementSupervisor tools

Reporting & Analytics4features

AnalyticsDynamic dashboards for tracking revenue and trendsReportingTransaction sortingBenchmarking ReportsIndustry benchmarksCall TrackingCall tracking tied to specific campaigns

Accounting Integration4features

Job CostingFinancial and profitability trackingCapEx PlanningCapacity planningAccounting IntegrationThird-party accounting integrationAccounts PayableBuilt-in accounting

Scheduling & Dispatch3features

SchedulingDrag-and-drop schedulingWork OrdersField ProProject ManagementProject Plan

Invoicing & Payments3features

InvoicingOn-site invoicing and payment collectionConsumer FinancingIntegrated financingPrice BookPre-built flat-rate pricing

Customer Communication3features

NotificationsAutomated customer notificationsVideo ConferencingCall recording and categorizationSMS MessagingTwo-way SMS communication

Inventory Management3features

Inventory ManagementEquipment and serial number trackingPurchase OrdersPurchase order managementBarcode ScanningOCR scanning

Estimating & Quoting2features

Quoting & EstimatesProfessional visual estimatesChange OrdersRFIs & Change Orders

Fleet & GPS Management2features

GPS TrackingReal-time technician GPS trackingGIS RoutingZone-based routing

CRM & Sales2features

Maintenance Agreement ManagerMembership and service agreement managementLead ManagementLead scoring and conversion tracking

Mobile & Field Tools1feature

Digital SignaturesPhoto and signature capture

Technician Management1feature

Agent ScorecardsTechnician scorecards for real-time revenue and membership tracking

Equipment & Asset Management1feature

Equipment TrackingCustomer history and equipment tracking

AI & Automation1feature

AI SupportAI Voice Agents

Pricing

Model
Per User
Starting at
Contact for pricing
Notes
Dashboard companion is part of the ServiceTitan platform — included with ServiceTitan subscription (starts at $398/month). Same app, same login. Provides real-time KPI dashboards, reporting, and business intelligence for office managers and owners.
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