ServiceTitan Analytics & Custom Reporting
Custom reports and end-to-end data and analytics strategy for HVAC business owners and operators
Trusted by
Custom reports and insights on all ServiceTitan modules or APIs
Acccounting
Inventory Bills, Invoices, Journal Entries, Payment Terms, Payment Types, Payments, Tax Zones
Equipment Systems
Installed Equipment
Job Planning and Management
Covering: Appointments, Job Cancel Reasons, Job Hold Reasons, Job Types, Jobs, Project Statuses, Project Sub-Statuses, Projects
Memberships
Customer Memberships, Invoice Templates, Membership Types, Recurring Service Events, Recurring Service Types, Recurring Services
Reporting
Dynamic Value Sets, Report Categories, Reports within the category
CRM
Bookings, Bookings Provider Tags, Customers, Leads, Locations, Tags.
Forms
Form Submissions, Forms, Job Forms
Marketing
Campaign Categories, Campaign Costs, Campaigns, Suppressions
Payments
Type, Method, Amount, Credit Remaining, Status, Date, Customer Name
Sales & Estimates
Estimates endpoint
Customer Interactions
Technician Ratings
Inventory
Adjustments, Purchase Order Markups, Purchase Order Types, Purchase Orders, Receipts, Returns, Transfers, Trucks, Vendors, Warehouses
Marketing Ads
External Call Attributions, Web Booking Attributions, Web Lead Form Attributions
Payroll
Activity Codes, Employee Payrolls, Gross Pay Items, Non Job Timesheets, Adjustments, Jobs, Locations, Payrolls, Technician Payrolls, Timesheet Codes
Scheduling Pro
Schedulers, Scheduler Sessions
Dispatch
Appointment Assignments, Capacity, GPS Pings, Non-Job Appointments, Technician Shifts, Zones
Job Booking
Call Reasons
Marketing Reputation
Marketing Reputation
Pricebook
Categories, Discounts and Fees, Equipment, Materials, Pricebook Bulk Operations, Pricebook Images, Services
Technician
Name, Completed Revenue, Opportunity Job Average, Opportunity Conversion Rate, Opportunity, Converted Jobs, Customer Satisfaction
Innovative data solutions, seamless integrations and expert insights
Data warehousing
Flexible and customizable analytics and data platform
Professional services
Custom data solutions and analytics tailored to your unique challenges and objectives
Middleware iPaaS
Seamlessly integrate your applications and systems
Vertical reporting products
Specialized data and reporting solutions for the Salon and Spa industry
Data integrations
Consolidate disparate data across your business into one source of truth
Artificial intelligence
AI ready platform for predictive analytics and advanced data analysis