Do I need a data warehouse to do custom reporting on ServiceTitan?
Not for every question. You need one when a question spans systems, requires history the source system overwrites, or has to be answered the same way ever…
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ServiceTitan
Reporting, integration and revenue questions specific to ServiceTitan.
What are the most common data-quality problems in ServiceTitan?
Duplicate customers, jobs stuck in non-final statuses, completed work that sits uninvoiced, job types used as informal tags, business units that encode tw…
How current is the ServiceTitan data in my dashboard, really?
Later than most people assume, and the lag is mostly human rather than technical. Sync interval adds minutes. Technician paperwork and invoicing add hours…
How do customers, locations and equipment relate in ServiceTitan?
A customer is the billing relationship. A location is a service address under that customer. Equipment records live at a location. One customer can hold m…
Should I export ServiceTitan data to spreadsheets, pull it by API, or build a warehouse?
Spreadsheet exports are right for one-off questions and wrong for anything recurring, because they capture a moment and cannot be re-run identically. API …
How should adjustments, credits and refunds be handled in revenue reporting?
Keep them as signed rows in the same dataset and let them net out, rather than filtering them away or storing them separately. Filtering negatives out inf…
How do you connect ServiceTitan to Google Ads so you can see real revenue?
You connect them through a shared identifier — usually the phone call or web lead — then follow that identifier into ServiceTitan's booking, job and invoi…
Why is the campaign field in ServiceTitan so often wrong?
Because it is usually set once, by a person, under time pressure, and then inherited forever. A customer created under one campaign keeps that campaign on…
Why does marketing attribution in ServiceTitan get worse the longer a customer has been with us?
Because the campaign or source field usually reflects the most recent booking path, not the original one, and repeat customers book through channels that …
How do I track callbacks and warranty recalls properly?
Define a callback as a return visit to the same location and equipment within a set window, related to prior work. Do not rely only on someone remembering…
How do I match tracked phone calls to ServiceTitan jobs?
Match on normalized phone number first, then narrow with a time window around the call, then confirm against the customer or location record. Expect a mea…
Should a multi-location company run one ServiceTitan tenant with business units or separate tenants?
One tenant with business units gives you unified reporting, shared customer history and a single integration surface, at the cost of tighter coupling betw…
Should I report on business units or job types in ServiceTitan?
Both, because they answer different questions. A business unit says who owns the result — which crew, trade, division or location carries the profit and l…
Should I slice reporting by business unit, job type or tags?
Business unit for anything financial, because it is the dimension that maps to how the company is managed and it is enforced on every job. Job type for op…
How do I get API access to my ServiceTitan data?
ServiceTitan exposes a REST API, but access is not on by default. You request it, register an integration application, scope it to the endpoints you need,…
How should booking rate be calculated using ServiceTitan data?
Bookings divided by bookable calls, not by all calls. Wrong numbers, vendors, employees, spam, and customers checking on an existing appointment are not o…
What can ServiceTitan's built-in reporting not do?
Built-in reporting is strong inside a single data category and weak across boundaries. It cannot pull in outside data such as ad spend, call transcripts o…
What is the difference between a booking, a job and an invoice in ServiceTitan?
A booking is a request to be scheduled and may never become anything. A job is scheduled work with appointments, a business unit and a technician. An invo…
Why do I have more bookings than jobs, and where do the missing ones go?
A booking is a request to be scheduled; a job is work that got created and dispatched. Bookings disappear when they are duplicates, when the customer cann…
Why does average ticket come out different in every report?
Because both halves of the fraction are ambiguous. The numerator can be invoice total, subtotal before tax, or revenue excluding memberships and financing…
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