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…
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ServiceTitan
Reporting, integration and revenue questions specific to ServiceTitan.
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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