Dashboards & analytics
ServiceTitan Job Profitability Dashboards
A job can invoice well and still lose money. A profitability dashboard sets each job's revenue against the labor and materials actually recorded, compares that to what the estimate assumed, and says plainly which costs it can and can't see.
Job profitability
Revenue
$742K
Sample data
Labor cost
$188K
If payroll data is available
Materials
$231K
If costs are recorded
Gross margin
43.5%
Sample, see assumptions
Gross margin by job type (sample)
| Job | Est. margin | Actual |
|---|---|---|
| Install #1 | 42% | 38% |
| Install #2 | 45% | 47% |
| Replace #3 | 40% | 33% |
The install went a day over. Did the job still make money?
For example, a two-day system replacement runs into a third: the attic run was worse than the estimate assumed, and a second trip to the supply house added a few hundred dollars of fittings. The invoice still says $14,000, and on the revenue report it looks like any other replacement. Whether it made money depends on labor and materials that live in different parts of ServiceTitan, if they're recorded at all.
A job profitability dashboard brings those pieces together per job, and then by job type, crew and salesperson, so patterns show up: a job type that's always underbid, a crew that runs long, a pricebook item whose cost hasn't been updated since last year.
It's the most data-dependent view in our custom ServiceTitan dashboards work, so it starts with an honest look at which costs your company actually records.
Profitability metrics and their assumptions
Each formula is written down with its assumptions. Change an assumption and the dashboard says so.
- Job revenue
Invoice totals on the job before sales tax, including adjustment invoices. Multi-invoice projects sum every invoice on the job.
Data needed: Invoices and invoice items (Accounting).
- Labor hours
Hours clocked to the job by every tech, including drive time if you choose. Warranty return visits are charged to the original job if linked.
Data needed: Timesheets and payroll timesheet data (Payroll, Timesheets). Only available if techs clock job time in ServiceTitan.
- Labor cost
Labor hours multiplied by a loaded hourly rate per tech or per role (wage plus payroll taxes, benefits and insurance as a percentage you set). Commissions and spiffs can be added from payroll data or left out.
Data needed: Timesheets; pay data from payroll (gross pay items, adjustments) where your company runs payroll through ServiceTitan; otherwise the loaded rate you supply.
- Materials and equipment cost
Cost of parts and equipment used on the job, net of returns. Sourced from purchase orders tied to the job, inventory usage recorded against it, or item costs in your pricebook, whichever your company keeps current.
Data needed: Inventory and purchase orders, pricebook. Depends on whether materials are recorded against jobs and whether costs are maintained.
- Subcontractor cost
Bills from subcontractors (crane, electrician, insulation) allocated to the job.
Data needed: AP bills (Accounting) where they're entered in ServiceTitan and linked to the job; otherwise from your accounting system or not shown.
- Gross profit and margin
Gross profit = job revenue minus labor, materials and subcontractor cost. Gross margin = gross profit divided by job revenue. Overhead is excluded unless you choose an allocation, which is then shown as a separate line.
Data needed: Derived from the rows above. Each job is flagged when any cost line is missing.
- Estimated vs actual
Margin implied by the sold estimate (its price against the cost of its items and estimated hours) compared with actual margin after completion. The variance is split into labor and materials.
Data needed: Sold estimates and their items (Sales & Estimates), pricebook costs, and the actuals above.
Assumptions you'll write down once
Loaded labor rate
Wage plus taxes, benefits and insurance, per tech or per role. The single biggest swing in any labor figure, and an owner's decision.
Drive time
Counted against the job or treated as overhead. Rural service areas make this choice matter.
Truck stock
Whether parts used from the truck are recorded against jobs. If not, materials on small repairs will look lower than they are.
Warranty and recalls
Costs from a return visit charged back to the original job, or tracked as warranty expense on their own.
Commissions
Included as job cost, which many owners prefer for replacements, or left out to compare crews on production alone.
ServiceTitan job costing vs a custom profitability dashboard
| Need | In ServiceTitan | Custom-built |
|---|---|---|
| Job costing | ServiceTitan's own job costing and reporting, depending on your products and how they're configured. | Your formulas and assumptions, with every cost line labeled by source and missing data flagged. |
| Estimated vs actual | Available to the extent your setup tracks estimated and actual costs. | Variance by job, job type, crew and salesperson, split into labor and materials. |
| Costs outside ServiceTitan | Not included. | Can be shown beside ServiceTitan data, such as an overhead rate you supply, clearly labeled as your input. |
Trade examples
HVAC
Replacement margins hinge on equipment cost and install days. Estimated-versus-actual by crew shows whether overruns are a crew pattern or a bidding pattern.
Roofing
A tile roof in monsoon season can lose days to weather. Separating weather days from production days keeps the margin comparison fair to the crew.
Remodeling
Subcontractors and change orders dominate. Margin is only meaningful if sub bills and change-order invoices land on the same job.
Electrical
Panel upgrades with permit and inspection waits stretch labor across visits. Linking every visit to one job is what makes the margin real.
Starting with the data you have
Most companies don't have every cost recorded on day one, and that's fine. A first version often runs on invoiced revenue, clocked hours at a loaded rate, and equipment costs from purchase orders, with materials added once the office starts recording them against jobs. Payroll data is sensitive, so payroll scopes are requested only when the design uses them, and individual pay never appears on a shared screen. Any history kept for margin trends is agreed with ServiceTitan's storage rules in mind.
Revenue-side questions are on the revenue dashboard, and per-tech production on the technician performance dashboard. For estimate and invoice data feeding other business apps, see estimates and invoice integrations. The dashboard itself is a custom web application, priced from the published rates.
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.
- Whether techs clock time to jobs in ServiceTitan, and how consistently
- Whether payroll runs through ServiceTitan, and the loaded labor rates you use
- How materials are recorded: purchase orders, inventory, truck stock or not at all
- Whether subcontractor bills are entered in ServiceTitan against jobs
- Which job types matter most for margin, usually installs and replacements
- Who may see cost and margin figures
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
Find out which jobs make money.
Tell us how labor and materials are recorded in ServiceTitan today. We'll show you what a profitability view can measure now and what it would need next.
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Job profitability: questions we hear a lot.
Can ServiceTitan data show true job profitability?
As true as the costs recorded in it. Revenue is always there; labor depends on timesheets or payroll data, materials on purchase orders or inventory recorded against jobs, and overhead isn't in ServiceTitan at all. The dashboard labels each cost by source and flags anything missing.
How is labor cost calculated?
Hours clocked to the job multiplied by a loaded hourly rate per tech or role, covering wage plus taxes, benefits and insurance as a percentage you set. If payroll runs through ServiceTitan, pay data can refine it; if techs don't clock job time, labor is estimated and labeled that way.
What does estimated versus actual compare?
The margin implied by the sold estimate, using its item costs and estimated hours, against the actual margin after the job is completed. The variance is split into labor and materials so you can see which one moved.
Do we need every cost recorded before we start?
No. Many companies start with revenue, clocked hours at a loaded rate and equipment from purchase orders, and add materials once they're recorded against jobs. The dashboard shows which jobs have complete costs and which don't.
Find out which jobs make money.
Tell us how labor and materials are recorded in ServiceTitan today. We'll show you what a profitability view can measure now and what it would need next.