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Custom ServiceTitan dashboards

Build customized real-time ServiceTitan dashboards that visualize your service KPIs and business metrics. Import your data directly from ServiceTitan and create your own dashboards in minutes

ServiceTitan dashboard
ServiceTitan
+
Plecto

Partner website

www.servicetitan.com

About ServiceTitan

ServiceTitan is a cloud-based software platform that helps home service companies streamline operations, improve customer service, and increase sales.

Additional help

docs.plecto.com

Tier

Bronze

Create real-time ServiceTItan dashboards with Plecto

CUSTOMIZABLE REAL-TIME DASHBOARDS
Whatever industry you are specializing in, Plecto puts you in control of what you want to visualize. Create a customizable dashboard that displays the metrics and KPIs that are most important to your business. This could include call data, invoice information, job assignments and more. We leave it up to you!

VISUALIZE WHEREVER YOU ARE WORKING
As many ServiceTitan users will spend much of their day working on location, using our app is a must. By downloading the free iOS and Android Plecto app you can check your dashboards when working out in the field. Remember to set up notifications so you can never miss a beat.

KEEP TRACK OF YOUR SERVICES IN REAL-TIME
Our integration with ServiceTitan updates in real-time, meaning that you can always keep on top of your’s company workflow. Build your dashboard up of clear widgets so that even the most complicated of information is easy to understand.

GAMIFY YOUR DATA
Did you know that gamification can be used in all sorts of trade jobs? Make use of Plecto’s gamification features to recognize your team’s performance and hard work. Introduce achievements, contests, notifications and more to spark motivation within your team!

What types of data can you import from ServiceTitan?

Calls

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Job assignments

This data type aggregates all assignments for all jobs.

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Materials

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Services

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Customers

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Estimate items

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Estimates

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoice items

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoice payments

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoices

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Jobs

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Reports

Update frequency
Every 1h

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.