ServiceTitan Technician Overview

With your technicians spending most of the day out in the field, you could be forgiven for losing track of how they're performing. This dashboard showcases the performance of your technicians, focusing on metrics like hours worked, number of completed jobs and how much money they've earned.

This dashboard also functions as a great motivator for the whole team. If you're having a team brief before the start of a shift, then putting this dashboard up on all screens is a surefire way to get your team pumped up and ready to take on the day!

ServiceTitan_Technician_overview

ServiceTitan Call Board

When it comes to answering calls and booking jobs, speed is crucial. This dashboard tracks all things calls, from how many have been answered to the percentage that results in meetings booked. Here, conditional colors are used to check if both the team and individual agents are on track or behind on their targets.

Plecto's update frequency with ServiceTitan Calls - and other popular telephony systems - refreshes every 120 seconds, so you can be sure that you'll never miss a beat.

This dashboard is ideal when displayed on TVs around the office. By doing this, you'll keep your call operators engaged and motivated, ensuring they provide top-quality service to your customers.

ServiceTitan Call Board

ServiceTitan Management Dashboard

Last but not least, we have our Management Dashboard. This dashboard breaks things down by the different areas of your operations namely; your revenue, how your technicians are performing, and how you're doing in customer-focused KPIs. As the name suggests, this is the preferred dashboard of managers as it provides them with a holistic view of their performance.

ServiceTitan_Management_Dashboard

Essential KPIs for ServiceTitan users

Total Job Cost

Measures the full cost of completing a job, factoring in materials, labor and overhead.

Average Hours per Job

Tracks the average time technicians spend on jobs, helping to balance efficiency with quality work.

Calls Booked

Simply put, this KPI tracks the number of service calls scheduled.

Gross Margin

This metric reveals profit after subtracting the cost of goods sold.

Customer Satisfaction (CSAT)

Measures customer happiness via survey scores, indicating

Jobs by Type

Counts and categorizes jobs by service type (e.g., plumbing, HVAC), enabling smarter workforce and resource distribution.

Number of New Jobs

Keeps track of the number of incoming jobs, indicating workload and general busyness.

Closing Rate

Measures the percentage of leads that successfully convert into paying jobs, indicating the effectiveness of your sales process and team performance.

Revenue

Always stay on top of the money coming in by measuring this metric daily, weekly, monthly, quarterly, and yearly.

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