ServiceTitan – Reports & How They Work

ServiceTitan is a powerful platform for home service businesses, including HVAC, plumbing, electrical, and general contracting. While it tracks financial data, team performance, customer behavior, and operational efficiency, it’s primarily a dispatch system—not a full accounting program. The reports outlined below support your accounting system, but don’t replace dedicated accounting software.

Before we dive into the many reports ServiceTitan offers, it’s important to remember that good reporting starts with a solid foundation. Properly setting up your general ledger accounts, business units, and price books in ServiceTitan ensures that the data used to feed your reports is accurate. For more details, please visit our “ServiceTitan” blog.

With so many reports available, it can be overwhelming to know which ones truly matter. Using the wrong reports or not using them at all can lead to missed opportunities. If you’re unsure where to start or which KPIs to track, check out ServiceTitan’s Reporting 101 – Back 2 Basics webinar recap. It provides guidance on building custom reports and aligning them with your business goals.

In this blog, we’ll break down the most important ServiceTitan reports. We’ll explain what they show, why they matter, and who in your company should review them. By the end, you’ll have a clear roadmap for leveraging ServiceTitan reporting to grow your business efficiently.

Essential Bookkeeping & Accounting Reports

Accurate financial reporting is the backbone of any business. ServiceTitan’s bookkeeping and accounting reports help ensure your financial data is clean and organized.

TSYS Report: Critical for businesses that use ServiceTitan’s credit card processor. It breaks down your daily deposits and the details of individual transactions. You can also see exactly when each transaction was deposited.

Why it matters: When recording credit card deposits in your accounting software, this report helps match payments to the correct deposit. Reconciling credit card transactions can be tricky if deposits don’t match your bank records. The TSYS Report makes it easy to track every dollar and maintain accurate accounting.

Accounts Receivable Report: The Accounts Receivable (AR) Report shows which customers still owe money. This is a must for tracking collections and maintaining healthy cash flow.

By comparing your ServiceTitan AR report with QuickBooks, you can make sure your financials are accurate. It also helps identify overdue invoices so you can follow up promptly. Staying on top of AR ensures you don’t leave money on the table.

Pending Export Report: Sometimes, ServiceTitan fails to export invoices or payments to QuickBooks. The Pending Export Report highlights these errors. It tells you which invoices or payments didn’t transfer, why they failed, and what needs to be corrected.

Using this report regularly ensures your accounting data stays aligned. Without it, you might miss key transactions or have discrepancies that are hard to resolve later. It’s a small step that prevents big problems.

Performance & Efficiency Reports

Tracking financials is important, but you also need to know how your team is performing. Performance and efficiency reports help you monitor technicians, departments, and overall operations.

Technician Performance Report: This report provides insight into how well your technicians are working. It shows close rates, billable efficiency, membership sales, and hours worked versus hours billed.

Technician performance reports are perfect for coaching. If a technician is consistently missing billable hours or struggling with sales, you can address it quickly. Reviewing this report quarterly helps maintain high standards across your team.

Business Unit Performance Report: Provides a high-level view of revenue and performance for each department, trade, or business unit. While it doesn’t show detailed job costing, it helps you spot trends and identify which divisions are performing well or underperforming.

This report is useful for managers who oversee multiple trades or locations. It can guide decisions about staffing, training, or resource allocation.

Daily Huddle Report: The Daily Huddle Report is a snapshot of key metrics for the day. It shows completed jobs, job conversion rates, recalls, and revenue trends. Many teams use this report for morning meetings to discuss performance, plan the day, and address any immediate concerns.

This report keeps everyone on the same page. It also helps identify problems early so you can address them before they escalate.

Financial & Operational Reports

Financial and operational reports give a closer look at profitability and job-level performance. These reports are useful for both daily operations and long-term planning.

Job Costing & Revenue Report: The report shows estimated profitability for each job. It includes labor, materials, and additional expenses.

The accuracy of this report depends on how diligently your team enters data. If labor hours or material costs are missing, the report may not reflect true profitability. When used correctly, it helps you understand which jobs are most profitable and where adjustments may be needed.

WIP (Work in Progress) Report: Tracks long-term or commercial projects. It shows the original contract amount, what has been billed, estimated versus actual costs, and remaining revenue and expenses.

WIP reports are essential for businesses working with bond companies, lenders, or large-scale clients. They also support internal planning and overall financial health assessment. When preparing for a business sale, WIP reports provide insight into the company’s ongoing revenue streams.

Invoice & Invoice Item Reports: These reports are among the most accurate in ServiceTitan. They show what items are selling, how often, and at what price. Trends can be identified by item or category.

This is useful for price book optimization. If certain items aren’t selling, you can adjust inventory, pricing, or marketing efforts. Accurate invoice data ensures your business is making informed decisions about materials and services.

Customer & Membership Reports

Understanding your customers is key to long-term growth. ServiceTitan’s customer and membership reports help you track retention and recurring revenue.

Customer Reports: Customer reports allow filtering by zip code, tags, equipment type, last service date, or marketing activity. You can use these filters for targeted marketing, follow-ups, or outreach campaigns.

For example, if you notice that customers in one zip code have older HVAC units, you can target them with a replacement campaign. Customer reports give you actionable insights for growth and engagement.

Customer Retention Reports: Retention is crucial for profitability. Acquiring new customers is expensive, but repeat customers reduce acquisition costs and increase revenue.

Customer Retention Reports show repeat business, loyalty, and lifetime value. Tracking these trends allows you to focus on building relationships rather than constantly chasing new leads.

Membership Reports: Memberships create recurring revenue and strengthen customer loyalty. ServiceTitan tracks new memberships, renewals, cancellations, and technician performance in selling memberships.

Recurring revenue helps stabilize cash flow and can increase your business’s long-term value by providing predictable income.

Membership reports allow you to identify which products or services are performing well and which need improvement.

Inventory & Marketing Reports

Inventory and marketing are closely linked to operations and profitability.

Inventory Management Report: For companies that track inventory in ServiceTitan, this report is critical. It shows current stock levels, parts used, and reorder suggestions.

Warehouse managers should review this report regularly to prevent stockouts and reduce excess inventory. It ensures you have the right materials at the right time, helping avoid delays and lost revenue.

Marketing Performance Reports: Track lead sources, cost per acquisition, ROI, and conversion metrics.

These reports help you see which campaigns are profitable and which are not. When spending money on advertising, it’s important to track whether it’s generating a strong return on investment and driving meaningful revenue for your business.

Call & Booking Reports

Call and booking reports are essential for tracking CSR and dispatcher efficiency.

Call Booking Rate Report: This report shows how many calls turn into actual jobs. It allows you to compare CSR performance and identify coaching opportunities. Improving booking rates directly impacts revenue.

Call Conversion Analysis: Highlights missed opportunities, scheduling gaps, and call handling issues. It helps improve scripts, training, and overall customer communication. When CSRs perform better, the company books more jobs and increases profitability.

Scheduling & Dispatch Reports

Efficient scheduling and dispatching save time, fuel, and money.

Dispatch Performance Report: This report tracks on-time arrivals, job completion rates, and technician travel time. It helps ensure that jobs are completed on schedule, improving customer satisfaction.

Schedule Efficiency Report: Identifies route inefficiencies, scheduling gaps, and excessive travel. Optimizing routes reduces wasted time, allows more jobs per day, and increases revenue.

Sales & Estimate Reports

Sales reports help you measure the health of your sales funnel.

Estimates Created vs. Sold: This report shows your closing rate, one of the most important KPIs for sales performance. You can identify which technicians or salespeople are converting more estimates into jobs.

Average Ticket Size: Average Ticket Size tracks upsell performance, profitability by technician or business unit, and customer spending trends. It helps you identify growth opportunities and adjust your sales approach.

Warranty, Recall & Equipment Reports

These reports help maintain quality control and long-term customer satisfaction.

Warranty Job Reports: Warranty reports highlight trends in equipment failures, defects, and brand performance. They allow you to decide which products are worth continuing to sell.

Recall Rate Report: This report shows which technicians or job types have higher callback rates. It is a key tool for coaching and quality control.

Installed Equipment Reports: These reports show what equipment was installed, where, and when. They are valuable for troubleshooting, sending the correct parts, and identifying upsell opportunities.

Location-Based & Customer Insights Reports

Location-based reports help you grow strategically.

Revenue by Zip Code or Region: This report identifies high-performing and underperforming areas. It allows you to target marketing spend efficiently and maximize ROI.

Customer Density Reports: Shows where your customers are concentrated. They help you plan campaigns, door hangers, or mailers to neighborhoods with the most growth potential.

Who Should Review Each Report

Role	Key Reports to Review
Owners	Profitability, Accounts Receivable, Job Costing, WIP, Revenue by Region
Managers	Technician Performance, Daily Huddle, Sales Reports, Scheduling & Dispatch
CSRs/Dispatchers	Call Booking Rate, Call Conversion, Daily Huddle, Dispatch Performance
Marketing Team	Customer Reports, Marketing ROI, Revenue by Zip Code, Customer Density

Who Should Review Each Report

OwnersProfitability, Accounts Receivable, Job Costing, WIP, Revenue by RegionManagersTechnician Performance, Daily Huddle, Sales Reports, Scheduling & DispatchCSRs/DispatchersCall Booking Rate, Call Conversion, Daily Huddle, Dispatch PerformanceMarketing TeamCustomer Reports, Marketing ROI, Revenue by Zip Code, Customer Density

ServiceTitan reports provide home service businesses with the insights they need to grow. From tracking financial health to monitoring team performance, customer retention, and operational efficiency, each report plays a vital role.

Owners, managers, CSRs, and marketing teams all benefit when they focus on the reports relevant to their role. Using these reports consistently will improve profitability, reduce wasted time, and make your business run smoothly.

The key is not just to pull reports—but to act on the information they provide. When used correctly, ServiceTitan becomes more than software; it becomes a roadmap for business success.