Data export available on request
"Transfer your Personal Data to another controller (data portability), to the extent possible;"
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.

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.
How this product is delivered and what's included out of the box.
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
"Transfer your Personal Data to another controller (data portability), to the extent possible;"
"Erase or delete your Personal Data;"
Primary policy document: https://tableau.com/privacy-policy
Databricks
Exasol
Google BigQuery
MongoDB
Snowflake
Google Drive
Jira
Marketo
Google Analytics 4
Eloqua
ServiceNow
Workday
Oracle NetSuite
Slack
Other tools in the same category. Compare to find the best fit.
Microsoft
Low-cost enterprise BI platform with FSM connectors enabling HVAC companies to build custom dashboards on existing Microsoft infrastructure (Excel, Azure).
Databox
Real-time business analytics platform with 500+ pre-built integrations including ServiceTitan, enabling quick KPI dashboard setup for HVAC contractors.
BT Partners / Domo
Enterprise BI platform with pre-built ServiceTitan connector that visualizes HVAC business data across multiple locations in one integrated dashboard.
ServiceTitan
Purpose-built FSM with dynamic KPI dashboards tracking HVAC metrics: revenue, gross margin, booking rate, technician performance, and cost per lead.