Promotional/demo video explaining how ServiceTitan provides real-time, comprehensive visibility for field service business owners and managers. It emphasizes the Dashboard for high-level trend monitoring (timeframe choices, revenue and missed revenue), scheduled reports (90+ report types, e.g., daily Huddle report) for KPI tracking, and real-time alerts (email/SMS) for immediate action to improve sales and operations.
With so many moving parts, achieving complete transparency into business operations for your field service company can seem daunting. ServiceTitan aims to alleviate that pain by providing owners and managers with the sort of comprehensive data that not only spotlights business performance, but helps improve it. The first of these is the Dashboard. This is Servicetitan giving you A high altitude 30,000 foot view of your business across any timeframe you'd like. Let's go with a seven day view. Here on the dashboard is where you can see how much revenue you've earned and just as importantly, how much you've missed. Once you see that there's over $50,000 in unsold estimates and unbooked jobs out there, motivating yourself and your staff to make the changes to recover it should be easy. ServiceTitan also tracks revenue trends either by month or week. The weekly chart is a great way to spot trends that you can impact with small adjustments. Notice this dip here. It is only with real time monitoring that you can be made aware of this drop in revenue. Research the reasons for the downturn after taking steps to address them, reverse the trend the following week. Sales metrics are some of the most important numbers for any home service business. What percentage of jobs are your techs converting to sales and what is the average sale worth? And all of this data is refreshed in real time and available to you anywhere you have access to the Internet. While Dashboard is a high altitude view, there are times when you'll want specific information at specific times for that. Servicetitan offers over 90 unique reports that cover every facet of your business. Let's run a daily Huddle report. Here are all of your main KPIs up to the second accurate for any time period. Because receiving data on a set schedule increases engagement, ServiceTitan lets you schedule a new report to be emailed to you whenever is best for you to see it. And if there are others in your organization who should see it, ServiceTitan can send it to them too. There are certain situations when business owners want to react immediately with alerts. ServiceTitan can email or message you in the of a cancellation, a large sale, or for a number of other reasons. You may want to get a text when an install is booked so you can work with the dispatch technician to ensure they maximize that sales opportunity or even decide to join them on the call. From high altitude views to specific actionable notifications, Servicetitan is designed to reveal your business's information in all the ways you need to improve performance and maximize every opportunity.
