Skip to main content

Tableau

by Tableau (Salesforce)

Last updated Mar 29, 2026 · 1 revision

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

Media

About This Product

Tableau connects to ServiceTitan via API or CSV for analyzing HVAC service company operations. Enables visualization of operations metrics, identification of process bottlenecks, and real-time data presentation to stakeholders. Used by HVAC contractors with FSM systems wanting enterprise-grade BI. Starter plan at ~$70/user/month.

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.

Data export available on request

"Transfer your Personal Data to another controller (data portability), to the extent possible;"
Confidence: high Source

Data deletion honored on request

"Erase or delete your Personal Data;"
Confidence: high Source

Primary policy document: https://tableau.com/privacy-policy

FSH Score Breakdown

Ease of Use
7.0
Features
8.5
Support
6.0
Value
5.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

60 features confirmed across 9categories· Showing confirmed capabilities only

Platform & Customization30features

Custom API AccessREST APISingle Sign-OnSingle sign-onDrag And Drop Form BuilderAnalytics APIAPI-First Platform with HCM and Payroll Tool IntegrationsCentralized Data ManagementDashboard ExtensionsData Connectors
Show 22 more
Data GovernanceData governanceDesktop AppDocument APIDynamic Table Column Visibility ControlFSM Software Development KitIntegrations MarketplaceMetadata APIMulti-Site GovernanceODBC ConnectivityPage EditorThird-Party IntegrationWeb Data ConnectorCloud Data UploadMulti-LocationMulti-site governanceRole-Based Access ControlRole-based securityShare Content In SlackCustomizable GUIsBrowser ExtensionsViz ExtensionsMultiple Data Source ConnectivityCustom IntegrationPlatform Development Environment for Custom Applications and ObjectsDocument ManagementDocument APICustom FieldsCalculated fields

Reporting & Analytics10features

AnalyticsData visualizationReportingSankey ChartBI Tool Integration (Crystal, Tableau, Power BI)Cross-Dataset BlendingData Lineage & Impact AnalysisParameter-Driven FiltersRole-Based DashboardsData WarehousingCross-dataset blending
Show 2 more
Real Time Performance MonitoringData Analysis

AI & Automation7features

AI Agent (ARIA)AI Agent BuilderAI Assist for Voice/Text QueriesAI InsightsAI SupportNatural-language Q and AAI Driven Task Deviation Alerts and Timing AnalysisAutomation RulesDrag-and-drop interface

Mobile & Field Tools4features

Offline ModeInteractive previews for offline data accessField Based CalculationsDigital FormsWeb editingOffline Mobile Data Collection

Customer Communication3features

NotificationsReceive notifications and snapshots of analytics in SlackAI ConciergeConciergeQ&A Library

Technician Management2features

Training CourseseLearningOnboardingPersonalized Onboarding

Equipment & Asset Management2features

AlertsData-driven alertsAsset ManagementData Management

Estimating & Quoting1feature

Pre-Built Dashboards for Estimation Data

Training & Education1feature

1:1 Expert Coaching

Integrations 108 across 9 categories

Data & Automation 88
Actian
Actian Vectorwise
Alibaba AnalyticDB for MySQL
Alibaba Data Lake Analytics
Alibaba MaxCompute
Alteryx API
Amazon Athena
Amazon Aurora for MySQL
Amazon DocumentDB
Amazon EMR Hadoop Hive
Amazon Neptune
Amazon Redshift
Amazon S3
Apache Drill
Apache Hive
Apache Impala
AtScale
Automate.io Zapier
Azure Data Lake Storage Gen2
Azure SQL Database
Azure Synapse Analytics
CData Virtuality
ClickHouse
Cloudera
Couchbase Analytics
Data360
Databricks

Databricks

Datadog API
Denodo
Dr.Sum
Dremio
Exasol

Exasol

Firebird
Firebolt
Google BigQuery

Google BigQuery

Google Cloud
Google Looker Studio Partner
IBM Informix
IBM Netezza Performance Server
Incorta
Infotopics
Integrately Zapier
JethroData
Kyligence
MATLAB
Make API
MarkLogic
Microsoft Access
Microsoft Analysis Services
Microsoft Fabric API
Microsoft Power BI Partner
Microsoft SQL Server
MongoDB

MongoDB

MotherDuck / DuckDB
MuleSoft
Ocient
OpenSearch
Oracle BI (OBIEE)
Oracle Essbase
Pabbly Connect Zapier
Palantir Foundry
Pivotal Greenplum
PostgreSQL
Progress OpenEdge
Qubole
Qubole Presto
Rockset
SAP Business Data Cloud
SAP HANA
SAP NetWeaver Business Warehouse
SAP Sybase ASE
SAP Sybase IQ
SQream
SingleStore
Skyvia API
Snowflake

Snowflake

Splunk
StarRocks
StarTree
Starburst
Stratio Crossdata
Syncezy API
Tableau
Workato API
Yellowbrick Data
Zapier Zapier
dbt Semantic Layer
n8n API
Productivity 7
Agiloft
Google Drive

Google Drive

Google Sheets CSV
Jira

Jira

Microsoft Excel CSV
Microsoft OneDrive
Microsoft SharePoint
Marketing 4
Adobe Marketo Engage

Marketo

Google Analytics

Google Analytics 4

Marketing Cloud Intelligence
Oracle Eloqua

Eloqua

CRM 2
Agentforce
Salesforce Native
Field Service 2
ServiceNow

ServiceNow

ServiceTitan CSV
HR & Payroll 2
SAP SuccessFactors
Workday

Workday

Accounting 1
NetSuite

Oracle NetSuite

Communication 1
Slack

Slack

Industry-Specific 1
ArcGIS

Pricing

Model
Subscription
Starting at
$70/mo
Notes
Tableau Cloud pricing is per user/month, billed annually. Enterprise edition has higher per-user pricing with additional features (Tableau Pulse, advanced management). Discounts available: nonprofit (40-80% off), education (50-90%), startup programs (50-90%), volume (10-30%). Tableau Desktop (on-prem) also available. Requires Tableau Server or Cloud account for mobile app.
Compare all →

Other tools in the same category. Compare to find the best fit.