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Maximize Service Management with ServiceTitan & Plecto

Drive Your Service Operations: Visualize Metrics and Optimize in Real-Time

ServiceTitan dashboard
ServiceTitan
+
Plecto

Partner website

www.servicetitan.com

About ServiceTitan

ServiceTitan is a cloud-based software platform that helps home service companies streamline operations, improve customer service, and increase sales.

ServiceTitan pricing

See pricing details

Additional help

docs.plecto.com

Tier

Bronze

Dynamic Operational Dashboards

Experience the power of real-time data with customizable dashboards that directly integrate with ServiceTitan. Instantly display key metrics such as job completion rates, average response times, or customer satisfaction scores, enabling your service team to monitor progress and streamline operations from a single, intuitive interface.

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Anywhere Access to Operational Metrics

Ensure that both field technicians and managers can access job performance and key operational metrics from any location, on any device. This feature supports a flexible work environment and allows for continuous oversight and updates on job statuses and team performance, crucial for mobile and remote teams.

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Gamified Operational Motivation

Use ServiceTitan data to fill competitive leaderboards and transform routine service activities into engaging challenges. By displaying performance comparisons and celebrating milestones, your team is motivated to enhance their efforts, which leads to increased productivity and a more vibrant workplace culture.

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Comprehensive Service Reporting

Dive deeper into your service management data by generating detailed reports on job activities, customer interactions, and invoice details. These reports are easy to access and interpret, providing managers with clear insights to make informed decisions that enhance service delivery and customer satisfaction.

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What types of data can you import from ServiceTitan?

Invoice payments

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Job assignments

This data type aggregates all assignments for all jobs.

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Reviews

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Campaigns

Update frequency
Every 1d

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Campaigns Costs

Update frequency
Every 1d

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Job assignments

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Calls

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Services

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Jobs

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Estimates

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Estimate items

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoices

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoice items

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Customers

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Materials

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Job splits

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Reports

Update frequency
Every 1h

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Jobs Timesheets

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Membership Types

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Customer Memberships

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.