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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 8.6
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
72 features confirmed across
15categories· Showing confirmed capabilities only
Reporting & Analytics13features
AnalyticsDynamic dashboards for tracking revenue and trendsReportingTransaction sortingAutomated Dashboards and System Status ReportsContract Performance ReportingCustomer Profitability TrackingDepartmentalized Performance TrackingDesign Your Own ReportsMulti-Template ReportsDynamic Dashboard
Show 5 more
Membership ReportingReal Time Operational Data Collection and AnalysisRevenue and Trend TrackingBenchmarking ReportsIndustry benchmarksCall TrackingCall tracking tied to specific campaigns
Platform & Customization9features
Multi-Language SupportMulti-language supportThird-Party IntegrationServiceTitan FindingsAutomated Form Routing Based on Form ValuesBack Office Data SyncContract and Form CustomizationCustomizable contract templatesIntegrations MarketplaceSingle Sign-OnMFA/SSO protectionDocument ManagementBulk media uploads
Show 1 more
Approval ManagementSupervisor tools
CRM & Sales8features
Ad Performance And ROAS TrackingAutomated Email Marketing for RenewalsAutomatic Customer Membership Status RecognitionAutomatic customer membership status recognitionBulk Media UploadsCentralized Marketing HubCustomizable Membership ManagementMaintenance Agreement ManagerMembership and service agreement managementLead ManagementLead scoring and conversion tracking
AI & Automation7features
AI SupportAI Voice AgentsAI Feedback AnalysisCustomer sentiment analysisAI Agent BuilderAI AssistantsAI Curated Building Permit RecordsAI Powered Matching AlgorithmAI Estimates
Scheduling & Dispatch6features
SchedulingDrag-and-drop schedulingWork OrdersField ProProject ManagementProject PlanAdaptive Capacity ManagementDepartment Based Job ViewsPre-job BriefsRecurring Job Scheduling
Invoicing & Payments5features
InvoicingOn-site invoicing and payment collectionConsumer FinancingIntegrated financingAuto Apply PricingPre-populated flat-rate pricingAuto Bill Service Agreements on Recurring SchedulesPrice BookPre-built flat-rate pricing
Estimating & Quoting4features
Quoting & EstimatesProfessional visual estimatesEstimate Templates for Add-On SalesLabor and Material Cost CalculationChange OrdersRFIs & Change Orders
Technician Management4features
Agent ScorecardsTechnician scorecards for real-time revenue and membership trackingAI Supervisor AssistAI Manager AssistEmployee Performance TrackingReal-Time Schedule and Staffing Monitoring
Mobile & Field Tools3features
Link Notes And Photos To Customers, Sites, Work Orders, Or EquipmentTechnician Mobile AppDigital SignaturesPhoto and signature capture
Equipment & Asset Management3features
Equipment TrackingCustomer history and equipment trackingFindingsAir Filter Change Reminders
Accounting Integration3features
Job CostingFinancial and profitability trackingReal Time Job Costing Tracking Across Multiple Projects and EntitiesAccounting IntegrationThird-party accounting integration
Fleet & GPS Management2features
GPS TrackingReal-time technician GPS trackingGIS RoutingZone-based routing
Customer Communication2features
NotificationsAutomated customer notificationsSMS MessagingTwo-way SMS communication
Inventory Management2features
Inventory ManagementEquipment and serial number trackingPurchase OrdersPurchase order management
Training & Education1feature
Gamification Leaderboards
Integrations 28 across 10 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
Industry-Specific 4
AirAdvice
Clopay MyDoor
OnCall Air
OnCall Air
XOi
Accounting 3
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks
Sage Intacct
Intacct
Payment Processing 2
GreenSky
Turns
Turns
CRM 2
Opportunity Manager
Podium
Podium
Communication 2
CallPoint
Nationwide Inbound
Field Service 2
ServiceChannel
ServiceTitan
Productivity 1
Schedule Engine
Schedule Engine
eCommerce 1
Ferguson
GPS & Fleet 1
ClearPath GPS
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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