Toolboxplaybook-back-btn Playbookplaybook-back-btn Chapter 13

CHAPTER 13

Management and Office Best Practices

The day-to-day visibility into KPIs on the ServiceTitan dashboard puts trade company managers in position to recognize and act on business trends. Setting alerts, building custom reports and automated delivery of information to key stakeholders supercharge what you know.

SECTION 1 OF 6

Reporting

Most Impactful Reports

The most impactful KPIs for your business are on the dashboard within ServiceTitan for easy and fast monitoring in real time. There are additional dashboards in the upper-left-hand drop-down that provide additional information and easy to understand drop downs that compile the data behind the metrics. 

You can also add custom reports you find most impactful for quick access and customize these dashboards. 

Within ServiceTitan you get a customized reporting experience with hundreds of KPIs. You can get easy insight into every area of your business, and if you don’t like the report, you can add or remove KPIs so that the right information is at your fingertips. 

Some pre-built reports that are especially helpful to monitor are: 

  • Daily Huddle Report: A bird’s eye view of performance and one of ServiceTitan’s most popular reports. 

  • Accounts Receivable: Pulled periodically to keep an eye on cash flow

  • Campaign Tracking Details: Used to monitor how successful each campaign is. Keep a pulse on how impactful your marketing investment is.

Automating and Scheduling Reports

Reports that should be monitored continuously throughout the day should be added to the custom dashboard, providing quick access to everything the team needs to see at a glance. 

For reports that should be monitored less frequently, once a day/week/month scheduling is available. 

Scheduling reports to come to your team’s email inbox at certain times improves efficiency and encourages consistency in monitoring impactful business trends. Collaboration with the team is recommended when determining what reports should be monitored and when. Be sure to set clear expectations for monitoring, and steps to be taken for metrics not trending to goal. 

Anyone who is receiving a report should be given clear direction for what is expected. 

Use scheduled custom reports

ServiceTitan users can also track the metrics mentioned above by utilizing scheduled custom reports. You can create automated reports that send you your schedule for the date, daily booking rates for your office staff, or technician performance. This keeps things top of mind for the business owner and ensures things are getting done even when in-person meetings aren’t possible.

» For ServiceTitan customers, here’s a guide to setting up custom reports and another guide to scheduling them.

Upcoming Jobs report: If you haven’t done so already, the first report you should schedule is the Upcoming Jobs report. Given the increased load all telecommunications providers are seeing on their infrastructure, in case there is a global internet outage, you want to make sure you have access to your scheduled jobs so you can run them without disruption. To schedule this report, navigate to Reports > All Reports > Upcoming Jobs Report.

Here are a few other reports to consider: 

  • Call Center Performance Summary

  • Revenue by Job Type or Revenue by Account

  • Technician Performance Board

  • Sales by Business Unit or Sales by Technician

Go to Section 2: Setting Alerts Within Your Company