ServiceTitan Dashboards | Dashboard Examples from Plecto

Why ServiceTitan users choose Plecto

Working in the trades? Whether your focus is on HVAC, plumbing, electrics, or another trade, staying on top of your data has never been more important. Done correctly, data visualization helps Home Service businesses identify trends in their data, and as a result, use these data insights to take action on their performance.

The three ServiceTitan dashboard examples below each highlight different operational areas, ranging from calls and jobs booked, to technician-focused metrics, to a high-level management overview.

ServiceTitan Technician Overview

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Invaluable insight into your technicians' performance

With your technicians spending most of the day out in the field, you could be forgiven for losing track of how they're performing. This dashboard showcases the performance of your technicians, focusing on metrics like hours worked, number of completed jobs and how much money they've earned.

This dashboard also functions as a great motivator for the whole team. If you're having a team brief before the start of a shift, then putting this dashboard up on all screens is a surefire way to get your team pumped up and ready to take on the day!

ServiceTitan Call Board

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Book more jobs, reduce response times, and delight your customers

When it comes to answering calls and booking jobs, speed is crucial. This dashboard tracks all things calls, from how many have been answered to the percentage that results in meetings booked. Here, conditional colors are used to check if both the team and individual agents are on track or behind on their targets.

Plecto's update frequency with ServiceTitan Calls - and other popular telephony systems - refreshes every 120 seconds, so you can be sure that you'll never miss a beat.

This dashboard is ideal when displayed on TVs around the office. By doing this, you'll keep your call operators engaged and motivated, ensuring they provide top-quality service to your customers.

ServiceTitan Management Dashboard

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High-level rundown of your performance

Last but not least, we have our Management Dashboard. This dashboard breaks things down by the different areas of your operations namely; your revenue, how your technicians are performing, and how you're doing in customer-focused KPIs. As the name suggests, this is the preferred dashboard of managers as it provides them with a holistic view of their performance.

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