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.
4.7 - Fair Subscription · $70/mo Mobile App 25 Features
18 Integrations
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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.
FSH Score Breakdown
Ease of Use 4.4
Features 6.5
Support 5.4
Value 5.5
Integrations 4.9
AI Capabilities 1.5
Customer Reviews
Features
25 features confirmed across
9categories· Showing confirmed capabilities only
Platform & Customization8features
Custom API AccessREST APISingle Sign-OnSingle sign-onThird-Party IntegrationWeb Data ConnectorMulti-LocationMulti-site governanceRole-Based Access ControlRole-based securityBrowser ExtensionsViz ExtensionsDocument ManagementDocument APICustom FieldsCalculated fields
Technician Management4features
Training CourseseLearningTechnician CoachingExpert Coaching SessionsInspection ManagementInspectorOnboardingPersonalized Onboarding
Reporting & Analytics3features
AnalyticsData visualizationReportingSankey ChartData WarehousingCross-dataset blending
Customer Communication2features
NotificationsReceive notifications and snapshots of analytics in SlackAI ConciergeConcierge
Mobile & Field Tools2features
Offline ModeInteractive previews for offline data accessDigital FormsWeb editing
Equipment & Asset Management2features
AlertsData-driven alertsAsset ManagementData Management
AI & Automation2features
AI SupportNatural-language Q and AAutomation RulesDrag-and-drop interface
Estimating & Quoting1feature
Assembly BuilderDrag-and-drop authoring
Compliance & Safety1feature
NIST Calibration TrackingQ&A Calibration
Integrations 18 across 4 categories
Data & Automation 14
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Skyvia API
Syncezy API
Workato API
Zapier Zapier
n8n API
Productivity 2
Google Sheets CSV
Microsoft Excel CSV
CRM 1
Salesforce Native
Field Service 1
ServiceTitan CSV
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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