Dashboards & analytics
Custom ServiceTitan Dashboards & Analytics
ServiceTitan's reports tell you a lot. A custom dashboard tells you what your company measures, in your definitions, on one screen built for the person reading it.
Operations overview
Completed jobs
412
Sample data
Invoiced revenue
$268K
Sample data
Average ticket
$651
Sample data
Open estimates
96
Sample data
Invoiced revenue by week (sample)
| Business unit | Jobs | Revenue |
|---|---|---|
| HVAC Service | 188 | $104K |
| HVAC Install | 31 | $121K |
| Plumbing | 193 | $43K |
Monday morning shouldn't take four reports and a spreadsheet.
In a lot of shops the weekly numbers come together the same way. Someone runs a few ServiceTitan reports, pastes them into a spreadsheet only that person understands, and emails a summary by noon. It works until that person is on vacation, or until two managers bring different revenue figures to one meeting because one counted sold estimates and the other counted invoices.
ServiceTitan's own reporting is capable, and plenty of companies never need more than its built-in reports, dashboards and scheduled exports. Custom work earns its place when the question is specific to your company: a metric defined your way, data joined from somewhere ServiceTitan doesn't see (ad spend from Google, targets the owner sets), or a screen designed for one audience, such as a TV in the shop or a branch manager's phone.
A custom dashboard is a small web application. It reads the data your admin approves through ServiceTitan's API, calculates each metric as written down, and shows it only to the people allowed to see it.
What a dashboard is made of
The parts are familiar. What makes a dashboard useful is that every number on it has a written definition behind it.
KPI cards
A handful of headline figures with the period and the comparison printed on the card: invoiced revenue this month against last month, open estimate value, booking rate. If a number needs a footnote to be read correctly, it gets one.
Trend charts
Weekly or monthly bars and lines, so a slow August reads as a pattern or a blip. Trends need history, which raises the storage question covered below.
Filters
Business unit, branch, job type, technician, campaign, date range. Each filter is defined once, so it means the same thing on every screen.
Drill-down tables
Click the open-estimates figure and see the estimates behind it, with job numbers to look up in ServiceTitan. A total nobody can trace is a total nobody trusts.
Roles and views
The owner sees the company, a branch manager sees one branch, a technician sees their own board. Access is enforced on the server, not by hiding buttons.
How a custom dashboard gets built
The order matters. Most dashboard projects that disappoint skipped the first step.
- 1
Write the definitions first
Before any code, each metric gets a written definition: which records count, which date decides the period, and how warranty jobs, $0 invoices, recalls and adjustments are treated. The pages in this section show what those definitions look like.
- 2
Map each metric to ServiceTitan data
Most metrics come from the API's resource families: jobs, estimates, invoices, payments, campaigns, technicians, business units. Where your team already trusts a ServiceTitan report, the Reporting API can return that report's data instead. Which source fits depends on the metric and on the permissions your admin approves.
- 3
Agree storage and refresh
Decide what is read live, what is summarized, how often it refreshes and what, if anything, is kept. ServiceTitan's API Terms limit storage, so this is settled with its rules in mind before anything is built.
- 4
Build the pipeline on a server
Credentials stay server-side. The integration pages through results, stays inside ServiceTitan's rate limits, backs off and retries when throttled, and logs every run. The mechanics are the same as any customer and job data sync.
- 5
Build the screens and the roles
Laid out for the device each role actually uses. A wallboard and a phone screen are different designs, not one design shrunk.
- 6
Reconcile, then hand over
Each figure is checked against the matching ServiceTitan report for the same period. Where they differ, the reason is written down; it's usually a definition, not a bug. You get the definitions document with the dashboard.
Native ServiceTitan reporting vs a custom dashboard
Start with what ServiceTitan already does. Custom work is for the gaps.
| Need | In ServiceTitan | Custom-built |
|---|---|---|
| Metric definitions | Built-in reports and dashboards with their own definitions, configurable within what the product allows. | Your definitions, written down and applied the same way on every screen, including edge cases like recalls and $0 warranty invoices. |
| Data from other systems | ServiceTitan's data, plus marketing data from ServiceTitan products your account includes. | ServiceTitan data shown next to ad spend from Google Ads or other platforms, or targets the owner enters, in a design agreed with ServiceTitan's storage and third-party rules in mind. |
| Audience | Staff with ServiceTitan logins and the permissions to open the report. | A screen built for one audience: the owner's phone, a shop TV, a branch manager who doesn't need the rest of the system. |
| Exports and schedules | Reports can be exported and scheduled inside ServiceTitan as PDF or Excel files. | Live screens that don't depend on someone opening an attachment. For numbers delivered to an inbox, see scheduled report emails. |
Where to start
Most owners start with one screen. The executive KPI dashboard is the usual first build because it forces the definitions conversation: what revenue means here, what counts as a completed job. From there, companies add the view that matches their biggest open question: booked versus invoiced versus collected revenue, technician performance, marketing ROI by channel, the lead-to-booked-job funnel, branch comparisons or job profitability.
If what you want is the data in a tool your team already uses, a Power BI integration or a feed into Google Sheets may fit better than a custom screen. Both move ServiceTitan data into a third-party service, so they're also designs to confirm against ServiceTitan's rules for your account.
A dashboard is a custom web application like any other we build. The HVAC Web Designer project includes sales dashboards that attribute booked calls to their source, which is the same discipline: decide what counts, then count it the same way every time. Web apps, portals and integrations start from $575, priced by complexity.
In this category
- ServiceTitan Executive KPI Dashboards The owner's one-screen view: revenue, jobs, ticket, open estimates and booking rate, defined in writing.
- ServiceTitan Revenue Reporting Dashboards Booked vs invoiced vs collected revenue, adjustments and A/R, by period and business unit.
- ServiceTitan Technician Performance Dashboards Per-tech jobs, revenue, ticket and close rate, with fair credit rules for split and assisted jobs.
- ServiceTitan Marketing ROI Dashboards Ad spend beside ServiceTitan bookings and revenue: cost per booked job and return by channel and campaign.
- ServiceTitan Lead-to-Booked-Job Analytics The funnel from lead to booked, completed and invoiced job, with unbooked reasons and CSR booking rates.
- ServiceTitan Multi-Location Reporting Dashboards Branch roll-ups across business units or separate ServiceTitan accounts, normalized and access-controlled.
- ServiceTitan Job Profitability Dashboards Estimated vs actual labor and materials, margin by job type, and honest notes on which costs are recorded.
What to have ready before we talk
None of this is required for a first call, but each answer makes the scope and the quote sharper.
- The questions the dashboard must answer, in the owner's own words
- The metrics you track today and how each is calculated (bring the spreadsheet)
- Which business units, branches or ServiceTitan accounts are included
- Who views it, on which device, and what each role may see
- Data to show beside ServiceTitan's, such as ad spend or monthly targets
- How fresh the numbers need to be: hourly, daily or weekly
Related ServiceTitan development
Mesa Web Designers is an independent developer. We are not affiliated with, endorsed by, or a partner of ServiceTitan. ServiceTitan is a trademark of its owner. What an integration can do depends on your ServiceTitan products, the permissions your admin grants, and the APIs available to your account.
Start the conversation
Get a dashboard you can trust on Monday morning.
Send us the reports and spreadsheets you use now. We'll show you which numbers a custom dashboard would define differently, and what it depends on.
- Web apps, portals and integrations start from $575, priced by complexity
- The developer who scopes it builds it and answers the phone
- Built for ServiceTitan contractors nationwide
What do you need built?
Pick what fits (pick any)
Rather talk? (480) 525-7582. 0% financing on any project, 25% down. See all pricing
Dashboards & analytics: questions we hear a lot.
Why not just use ServiceTitan's built-in reports?
Often you should. ServiceTitan's reports and dashboards cover a lot, and reports can be exported and scheduled. A custom dashboard makes sense when you need your own metric definitions, data from another system beside ServiceTitan's, or a screen designed for a specific audience.
How current are the numbers on a custom dashboard?
As current as the refresh schedule you choose, within what the API allows. Most owner dashboards refresh hourly or overnight. The same report can run only once per minute per tenant through the Reporting API, and bulk export data generally shows changes after about 15 minutes, so to-the-second figures aren't the goal.
Will the dashboard match ServiceTitan's reports exactly?
Where the definitions are the same, it should, and we check that against matching reports before go-live. Where you've chosen a different definition, such as counting revenue by payment date instead of invoice date, the numbers will differ and the dashboard states why.
Where is our ServiceTitan data kept?
Only what the design needs, in a location agreed up front. ServiceTitan's API Terms limit storing API data unless its documentation permits it, so retention and refresh are settled with ServiceTitan's rules in mind before the build. We recommend confirming the plan with ServiceTitan's integrations team.
Can branch managers or technicians have their own view?
Yes. Each login gets a role, and the server returns only the data that role may see. A branch manager can see one branch and a technician their own numbers without access to the rest of the company.
Get a dashboard you can trust on Monday morning.
Send us the reports and spreadsheets you use now. We'll show you which numbers a custom dashboard would define differently, and what it depends on.