Plecto and ServiceTitan: Two peas in a pod

ServiceTitan is probably the best-known and most effective combined FSM (field service management) and CRM (customer relationship management) platform for home service professionals out there. Its huge range of functionality—spanning everything from scheduling and dispatching features to invoicing and payments, to marketing automation to inventory management—makes it a near-indispensable tool for the modern home service company.

The best part of using ServiceTitan (if we do say so ourselves)?

That it integrates with Plecto. A digital dashboard solution used to track KPIs and build team motivation through gamification, Plecto is the perfect compliment to the home service firm already using ServiceTitan.

Because Plecto offers an extensive range of features with which to automate, track, monitor, and engage with data, it’s one of the best ways to reduce your time spent on trying to interpret and sort through your ServiceTitan data.

In this article, we’ll take a deeper look at what makes the ServiceTitan x Plecto integration such a powerful tool for your home service business, and how you can use this integration to level up your data reporting game. There are three main topics we’ll cover: using Plecto’s ServiceTitan templates, engaging with Plecto’s gamification features, and following best practices for integrations. We’ll go through each of these one by one.

1. Use Plecto’s prebuilt ServiceTitan dashboard templates

ServiceTitan has a problem.

It requires a lot of technical knowledge to use as it’s a huge, complex platform. ServiceTitan might contain and organize all of your data, but actually accessing this data is another matter.

That’s where Plecto comes in. Plecto’s real-time and dynamic dashboards are intended to make your data visual and easy to understand. By displaying your ServiceTitan data on these dashboards for your whole team, you can take the actionable insights from this data as the blueprint for future success.

Unlike ServiceTitan, Plecto is designed to be a platform that anyone can use, regardless of prior technical knowledge or expertise. It also has several prebuilt components that can be used to make your job—and therefore your life—a lot easier.

Most relevant for ServiceTitan users are Plecto’s prebuilt ServiceTitan dashboard templates. All of these can be downloaded for free from the Plecto Store. Here’s what they are:

• 3-Day Call Board Package. Focused on call stats, scheduled jobs, and filter configuration.
• General Package. Includes more in-depth metrics such as CS performance, revenue, booking rate, technician overviews, and call KPIs.
• Management Overview Package. For management to get a clear overview of business operations. Delivers information on completed jobs, total revenue, closing rates, and booking conversions.

Of course, you are free to design your own dashboards to your own specifications. However, if you don’t have the time or patience to do so, being able to access these dashboard templates with zero tech background—or fees attached—is a sure way to save a lot of your time and money!

2. Engage with Plecto’s gamification features to motivate performance

Besides data visualization, Plecto’s other key capabilities lie in its gamification features.

While you might not think that the trades and gamification have much to do with each other…think again! Gamification can be a powerful motivator for home service technicians to perform their best.

Whether you want to…

• display technicians’ personal bests on leaderboards (such as leads converted or jobs booked)…
• use fun contest themes to enhance motivation (for example, to see which employee has the most completed jobs per month)...
• get your team’s adrenaline pumping with the promise of IRL prizes from the Reward Store or Spinning Wheel…
• or celebrate accomplishments big or small with automatic achievement badges and notifications (a funny video, lights, and/or sound),

…you can’t go wrong with gamification to drive individual and team performance, and boost engagement and morale across your office.

Best yet, your gamification setup is the perfect complement to your data dashboards. They can be easily visualized on screens across your HQ for maximum effect.

3. Follow general integration best practices

Finally, there’s some general guidance to follow about using your ServiceTitan integration and Plecto dashboard setup most effectively. This guidance doesn’t apply solely to using ServiceTitan—but is still worth bearing in mind as you get your system set up.

• Clarify your objectives. One of the most important things you can do when using a new integration is understanding exactly what you’ll be using it for. If you’re already a ServiceTitan customer that plans to adopt Plecto, determine what you want to use Plecto for. Is it gamification, visualization, etc
• Test before going live. This one is key! Technical glitches can always occur, even with a seamless setup. Before making your ServiceTitan x Plecto integration live, be sure to check that all your data is updating and transferring as it should.
• Train your team. Thankfully, training your team how to best engage with Plecto won’t be a very difficult or time-consuming process. However, it’s good for everyone to know how and where they can interact with the KPIs and other metrics on display. Pro tip: Plecto offers a free kickoff call, two hours of free CSM training, dashboarding tutorials with our Expert Service, and a dedicated CSM agent to help you get the most out of the platform.

Bring out the best of ServiceTitan with Plecto

As you continue your Plecto journey, you’ll be able to see how the platform, with its visualization and gamification capabilities, will bring out the best of your ServiceTitan data: making it accessible, insightful, and easy to use.

As a small home service firm, you won’t be alone in your Plecto journey. Home service companies have been discovering Plecto’s value for them more and more—here are just a few examples:

Game-Changing Culture Drives 20% Increase in Calls and Jobs at Electrika

Plecto Saves Canadian Home Service Firm Hundreds of Hours

Real-Time Plecto Dashboards Drive 100% Higher Engagement at Arnold & Sons

As a ServiceTitan user, investing in Plecto isn’t just an investment in your data—it’s an investment in your team. Try it for free today, and see the difference firsthand!