For HVAC, plumbing, roofing and electrical contractors
Turn ServiceTitan data into profit answers
ServiceTitan tracks the job. We connect it to the rest of your costs so you can see which work, crews and lead sources are making you money.
Why contractors ask for this
ServiceTitan gives you a strong view of jobs, dispatch and invoices. But the profit answer usually lives outside of it: material and labor costs in QuickBooks, lead spend in Google Ads, payroll hours in another system.
Without those pieces together, it is easy to chase revenue that looks good on paper and ends up costing money. We build the report that closes that gap.
How we connect to ServiceTitan
Export or API
We pull jobs, invoices, technicians and customer data through scheduled exports or a secure read-only API connection.
Cost matching
Labor, materials, subcontractors and overhead are matched to jobs from QuickBooks or payroll so margin is real.
Lead spend tie-in
Google Ads, Angi and other lead costs are matched to the jobs they produced, not just the calls they generated.
The metrics we build
Job profitability by type
Service calls, installs, maintenance agreements and emergencies — real margin after labor, materials and drive time, not just invoice total.
Crew utilization
Billable hours, revenue per technician and completed jobs per crew, by week. Shows whether another truck is justified or whether the current fleet is underused.
Lead source ROI
Cost per booked job and profit per dollar spent, source by source. Some lead providers quietly lose money once job quality is counted.
Estimate versus actual
Compare the original quote to final job cost so you can stop carrying the same underpriced work forward.
Beyond ServiceTitan's built-in reports
ServiceTitan's reporting is built for the ServiceTitan workflow. It does that well. It does not automatically bring in costs from outside the platform, attribute revenue back to marketing spend, or compare estimate-to-actual across job types.
We layer your ServiceTitan data with QuickBooks, payroll and advertising data so the report answers the questions you ask in the Monday morning meeting: which jobs to chase, which crews are productive, and which lead sources are worth the invoice.
What it costs
A ServiceTitan reporting dashboard typically starts with a dashboard build from $1,800. If you are not sure whether your data is ready, start with the $650 Data Health Check and we will tell you exactly what is possible before you commit to the build.
Ongoing monthly reporting keeps the numbers fresh and sends you a clean summary every month.
Questions about ServiceTitan reporting
Do you need admin access to my ServiceTitan account?
No. We can work with read-only exports or a secure data share. If you prefer a live connection, we set up a read-only integration through ServiceTitan's API and never store your credentials.
How is this different from the reports already in ServiceTitan?
ServiceTitan reports stop at the data it holds. We bring in QuickBooks costs, payroll hours, and lead-source spend so margin is measured after every real cost, not just the invoice amount.
How long does the first report take?
Most contractors see their first dashboard within two weeks. A few days for data access, then one round of feedback so the numbers match how you think about the business.
Can you report across multiple locations or brands?
Yes. We tag jobs by location, brand or division during setup, then split every metric the same way so you can compare performance clearly.
See what your ServiceTitan data can tell you
Tell us what you wish you could measure and we will show you how we would build it.