--- title: "Set up your account for the Modular Dashboard" slug: "set-up-your-account-for-the-modular-dashboard" tags: ["Area - Dashboards, Scorecards", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"] updated: 2026-11-04T19:25:30Z published: 2026-11-04T19:25:30Z canonical: "help.servicetitan.com/set-up-your-account-for-the-modular-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up your account for the Modular Dashboard ## Overview The Modular Dashboard lets you view up-to-the-minute performance metrics on all aspects of your business. Make sure your account is configured to take advantage of the insights the dashboard can provide. > [!NOTE] > **Note:** Depending on your account's configuration, you might see one or more of the following: > > - *Items and Pricing* instead of *Pricebook*. > - *Customer* instead of *Homeowner*. > - *Procurement* instead of *Inventory*. > > The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq). --- ### #### Who uses this feature - Administrators and managers ## Update your browser The Modular Dashboard supports Google Chrome version 86 and above. Make sure to [update your browser](https://www.google.com/chrome) to the latest version to access all the dashboard features. ## Set up divisions and business units The Technician Scorecards section of the dashboard uses Business Unit (BU) divisions to analyze technician performance. Each division corresponds to a scorecard. For example, if you have a plumbing maintenance BU, you can map it to the Maintenance scorecard. Metrics from plumbing maintenance work orders are included on the Maintenance scorecard. ### Create divisions A technician scorecard is created for each of your active BU divisions. We recommend creating divisions with the names *Install*, *Maintenance*, *Service*, and *Sales*. > [!NOTE] > **Note:** If a technician sells estimates on a non-sales work order, the sales metrics are included on the *Sales* tab of the work order type’s division. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-your-account-for-the-modular-dashboard-image-1j1a8soi.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A41Z&se=2026-11-09T12%3A18%3A41Z&sr=c&sp=r&sig=2E9SW3Ev2X3jNisX1gfYJEu%2BpOZMEVZyYVJdCpPE5rw%3D) For more, see [Add a business unit category](/commercial/docs/add-and-edit-a-trade-or-division). ### Assign business units to divisions Assign your BUs to divisions to include them on the dashboard. For example, if you serve multiple trades, you can have separate HVAC install and plumbing install BUs. You can assign them both the *Install* division you created earlier. > [!NOTE] > **Note:** A BU can only be mapped to one division. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-your-account-for-the-modular-dashboard-image-cey7u2pf.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A41Z&se=2026-11-09T12%3A18%3A41Z&sr=c&sp=r&sig=2E9SW3Ev2X3jNisX1gfYJEu%2BpOZMEVZyYVJdCpPE5rw%3D) For more, see [Add and edit business units](/commercial/docs/add-and-edit-business-units). ## Set up your Items and Pricing To track revenue from items in Items and Pricing, configure your Items and Pricing to work with the Modular Dashboard. #### Add sold hours Sold hours, also known as billable hours, are the number of labor hours estimated to complete a service or equipment installation as set in your pricebook. ServiceTitan compares sold hours to actual job hours to measure technician efficiency. For more, see [Add sold hours to pricebook items](/v1/docs/add-sold-hours-to-pricebook-items). #### Set up general ledger accounts To properly calculate revenue, set up general ledger (GL) accounts for your ServiceTitan account. Make sure you have the following GL account types: *Income*, *Liability*, *Asset*, *Expense*, and *Equity*. > **Note:** This feature requires account configuration. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. For more, see [Set up general ledger accounts](/v1/docs/set-up-general-ledger-accounts). #### Connect pricebook items with income GL accounts ServiceTitan uses income items to calculate revenue. Income items are pricebook items assigned to an income general ledger (GL) account. To assign an income account, edit the pricebook item and enter the income account in the **General Ledger Account** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/db-setup-gl-account.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A41Z&se=2026-11-09T12%3A18%3A41Z&sr=c&sp=r&sig=2E9SW3Ev2X3jNisX1gfYJEu%2BpOZMEVZyYVJdCpPE5rw%3D) > **Note:** If you use QuickBooks Desktop, select the account from the **Income Account** dropdown. For more, see [Edit pricebook items](/v1/docs/edit-pricebook-items). #### Set up replacement opportunities When installed equipment at a service location reaches the replacement age for that equipment type, it is considered a *replacement opportunity*. This triggers a replacement tag to appear on the customer record. To set up your account for replacement opportunities: 1. [Create conversion opportunity tags](/v1/docs/create-conversion-opportunity-tags). 2. [Create equipment types](/v1/docs/create-equipment-types). 3. Assign equipment types by [editing the type field for equipment items](/v1/docs/edit-pricebook-items#view-and-edit-all-details-of-an-item) in your pricebook. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/db-setup-equipment-type.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A41Z&se=2026-11-09T12%3A18%3A41Z&sr=c&sp=r&sig=2E9SW3Ev2X3jNisX1gfYJEu%2BpOZMEVZyYVJdCpPE5rw%3D) ### Add sold hours Sold hours, also known as billable hours, are the number of labor hours estimated to complete a service or equipment installation as set in your Items and Pricing. ServiceTitan compares sold hours to actual work order hours to measure technician efficiency. For more, see [Add sold hours to items in Items and Pricing](/commercial/docs/add-sold-hours-to-pricebook-items). ### Set up general ledger accounts To properly calculate revenue, set up general ledger (GL) accounts for your ServiceTitan account. Make sure you have the following GL account types: *Income*, *Liability*, *Asset*, *Expense*, and *Equity*. > [!NOTE] > **Note:** This feature requires account configuration. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. For more, see [Set up general ledger accounts](/commercial/docs/set-up-general-ledger-accounts). ### Connect items in Items and Pricing with income GL accounts ServiceTitan uses income items to calculate revenue. Income items are Items and Pricing items assigned to an income general ledger (GL) account. To assign an income account, edit the item in Items and Pricing and enter the income account in the **General Ledger Account** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-your-account-for-the-modular-dashboard-image-kyksilh1.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A41Z&se=2026-11-09T12%3A18%3A41Z&sr=c&sp=r&sig=2E9SW3Ev2X3jNisX1gfYJEu%2BpOZMEVZyYVJdCpPE5rw%3D) > [!NOTE] > **Note:** If you use QuickBooks Desktop, select the account from the **Income Account** dropdown. ## For more, see [Edit items in Items and Pricing](/commercial/docs/edit-pricebook-items). ### Set up replacement opportunities When installed equipment at a service location reaches the replacement age for that equipment type, it is considered a Replacement opportunity. This triggers a replacement tag to appear on the Customer Record. To set up your account for replacement opportunities: 1. [Create conversion opportunity tags](/commercial/docs/create-conversion-opportunity-tags). 2. [Create equipment types](/commercial/docs/create-equipment-types). 3. Assign equipment types by [editing the type field for equipment items](/commercial/docs/edit-pricebook-items) in your Items and Pricing. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-your-account-for-the-modular-dashboard-image-mf8dlcmo.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A41Z&se=2026-11-09T12%3A18%3A41Z&sr=c&sp=r&sig=2E9SW3Ev2X3jNisX1gfYJEu%2BpOZMEVZyYVJdCpPE5rw%3D) ## Set up work order types When you create job types, the *sold threshold* setting is used to measure sales and job performance. Essentially, it’s the least amount of money where a job of that type is worthwhile to your business. For example, you create a job type for toilet installations. Based on your overhead and other costs, you set a sold threshold of $300 for toilet installations: - When a sales tech sells a toilet install estimate for $300 or more, the sales opportunity considered *closed*. - When a technician completes a toilet install with an invoice subtotal of $300 or more, the job opportunity is considered *converted*. For more, see [Set up and use job types](/v1/docs/set-up-and-use-job-types). Set up call details ### Set up call reasons Call reasons allow CSRs to classify incoming calls. The dashboard uses call reasons to track work order booking rates. For more, see [Set up call reasons](/commercial/docs/set-up-call-reasons). ### Add marketing campaigns Incoming calls are classified by marketing campaign. The dashboard’s Marketing Scorecard shows call and booking metrics for each of your campaigns. For more, see [Adding marketing campaigns in ServiceTitan](/commercial/docs/add-marketing-campaigns-in-servicetitan). ## Enable work order completion surveys The Technician Scorecards include customer satisfaction metrics. To include these, make sure to enable work order completion surveys, which are automatically delivered to customers by text or email to customers when a work order is completed. For more, see [Enable work order completion surveys (text and/or email)](/commercial/docs/enable-job-completion-surveys-text-and-or-email). ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/Modular-Dashboard) - See [Create and edit custom dashboards](/commercial/docs/create-and-edit-custom-dashboards) - See [Create custom reports](/commercial/docs/create-custom-reports) An internal division within ServiceTitan used to segment work, reporting, and accounting — for example, “Resi HVAC” vs. “Commercial Plumbing.” **What it does:** Lets multi-trade or multi-division businesses track performance, capacity, and financials separately per division. **Where to find it:** Settings › Business Units. **Also called:** Trade division, Service line, BU **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/add-and-edit-a-trade-or-division) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) When an installed equipment item reaches the replacement age of that equipment type, a replacement opportunity tag displays on jobs and the customer's service location record. A replacement opportunity is a job with a replacement opportunity tag that is not marked as No charge. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)