Data export available on request
"Transfer your Personal Data to another controller (data portability), to the extent possible;"
Confidence: high
Source
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.
Highlights
Capabilities
Trust
Media
www.tableau.com
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 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 6.0
Features 8.5
Support 6.0
Value 5.0
Integrations 8.0
AI Capabilities 1.5
Features
62 features confirmed across
10categories· Showing confirmed capabilities only
Platform & Customization30features
Analytics APIHyper APICentralized Data ManagementData Management capabilitiesCustom API AccessREST APIData ConnectorsConnectorsData GovernanceData governanceDesktop AppTableau DesktopDocument APIDocument APIDynamic Table Column Visibility ControlTable Color Values
Show 22 more
ODBC ConnectivityODBC connectivitySingle Sign-OnSingle sign-onAPI-First Platform with HCM and Payroll Tool IntegrationsDashboard ExtensionsFSM Software Development KitMetadata APIMulti-Site GovernancePage EditorMulti-LocationMulti-site governanceRole-Based Access ControlRole-based securityDrag And Drop Form BuilderDrag-and-drop interfaceCloud Data UploadShare Content In SlackCustomizable GUIsBrowser ExtensionsViz ExtensionsIntegrations MarketplaceTableau MarketplaceCustom FieldsCalculated fieldsCustom IntegrationPlatform Development Environment for Custom Applications and ObjectsDocument ManagementData Management capabilitiesCustom Scripting SupportConnector Plugin supportCustomizable HomepageEnhanced Q&A Custom Homepage Queries
Reporting & Analytics9features
ReportingGroups and BinsBI Tool Integration (Crystal, Tableau, Power BI)Data Lineage & Impact AnalysisParameter-Driven FiltersRole-Based DashboardsCross-Dataset BlendingCross-dataset blendingData WarehousingCross-dataset blendingReal Time Performance Monitoring
Show 1 more
Data Analysis
AI & Automation7features
AI Agent (ARIA)Tableau AgentAI Agent BuilderAI Assist for Voice/Text QueriesAI InsightsAI SupportAI/ML capabilitiesAI Driven Task Deviation Alerts and Timing AnalysisAutomation RulesDrag-and-drop interface
Customer Communication4features
AI ConciergeConciergeNotificationsReceive notifications and snapshots of analytics in SlackChat FeatureLive connectionsQ&A Library
Mobile & Field Tools4features
Offline ModeAvailable in Tableau DesktopField Based CalculationsDigital FormsWeb editingOffline Mobile Data Collection
Technician Management3features
Training CoursesInspection ManagementInspectorOnboardingPersonalized Onboarding
Equipment & Asset Management2features
AlertsData-driven alertsAsset ManagementData Management
Estimating & Quoting1feature
Pre-Built Dashboards for Estimation Data
CRM & Sales1feature
AI Search And LLM VisibilityNatural-language Q and A
Compliance & Safety1feature
Calculator SuiteTable calculations
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.
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