ServiceTitan Revenue Reporting Dashboards

One replacement, three months, three revenue figures.

Revenue definitions

Each figure is pinned to one date and one set of records. That's what lets the three of them be compared without argument.

Booked revenue

Total of estimates marked sold, by the date they were sold. Where a job had several options, only the sold one counts. Estimates sold and later unsold or canceled are removed from the period they were booked in, and the screen notes the change.

Data needed: Estimates (Sales & Estimates): status, sold date, amount, job and business unit. Depends on salespeople marking estimates sold in ServiceTitan rather than on paper.

Invoiced revenue

Invoice totals by invoice date, before sales tax. Adjustment invoices count in the period of their own date unless you choose to restate the original month. $0 invoices are listed but add nothing.

Data needed: Invoices and invoice items (Accounting). Adjustment invoices are part of the same family.

Collected revenue

Payments received, by payment date, across all methods. Payments are applied to the invoices they pay, so deposits taken before the work is invoiced show up as collected but not yet invoiced.

Data needed: Payments (Accounting). Financing payouts and deposits appear only as your office records them in ServiceTitan.

Refunds and credits

Shown on their own line, never netted silently. Whether a refund reduces revenue in the month it was issued or the month of the original invoice is a choice made once and applied everywhere.

Data needed: Payments and adjustment invoices. The rule follows however your office records refunds and credits in ServiceTitan.

Outstanding A/R

Invoiced amounts not yet paid as of a date, grouped by age: current, 31 to 60, 61 to 90, over 90 days. Membership and financing balances can be separated if they behave differently.

Data needed: Invoices with their balances and payments (Accounting). Should agree with ServiceTitan's own receivables report for the same date.

Sold, not yet invoiced

Sold estimate value on jobs not yet invoiced. This is the install backlog in dollars, and the figure that explains a quiet invoicing month after a strong sales month.

Data needed: Sold estimates joined to their jobs and invoices.

Periods and comparisons that hold up

Most revenue arguments are really period arguments. These get settled once.

• Calendar or fiscal months

  If your accountant closes books on a fiscal calendar, the dashboard follows it. Weekly views state which day a week starts.

• Same day, prior period

  Month-to-date compares to the same day last month and last year, never to a full month. A mid-month dip is usually just arithmetic.

• Closed periods

  When an adjustment posts in May against a March invoice, either March changes or May takes the hit. Pick one rule; the dashboard marks restated months.

• Business units

  Revenue by business unit uses one rule for which unit an invoice belongs to, so service, install and maintenance add up to the company total.

• Time zones

  Dates are read in the company's local time so a payment taken at 6 p.m. on the 31st doesn't land in the next month.

ServiceTitan's revenue reports vs a custom revenue dashboard

Where the gaps show up by trade

• HVAC

  Replacement sales booked in a heat wave invoice over the following weeks as crews catch up. Financed systems add another gap between invoiced and collected.

• Plumbing

  Service work is usually invoiced and paid the same day, so booked, invoiced and collected nearly match. Repipes and sewer line replacements are where the three separate.

• Roofing

  Deposits at signing, progress billing and final payment after inspection mean collected can run ahead of invoiced on a tile roof and behind it on insurance work.

• Remodeling

  Long projects billed in stages make the sold-not-yet-invoiced figure the most useful number on the screen.