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.

Custom report template guides Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 4 minute(s) read
Prev Next
Core Product

Custom Report Templates

Build tailored reports for every part of your business — from tracking technician performance to reconciling financials — using flexible templates that let you choose the KPIs, filters, and layout that matter most.

Setup

Custom reports are reports you create based on report templates. Each template focuses on a specific part of your business and covers several key performance indicators (KPIs). Select which KPIs to include, apply advanced filters, and configure the report layout.

Setup checklist

Navigate to Reports in ServiceTitan

Go to the Reports module to access and create custom report templates.

Select a report template by business function

Templates are grouped by business function — Financial & Revenue, Operations, Sales & Marketing, and more.

Choose KPIs, apply filters, and configure layout

Select which KPIs to include, apply advanced filters, and set up the report layout to match your needs.

Set reporting permissions

Ensure users have the right access levels to view and manage custom reports.

Required access

The ability to create custom reports is dependent on your ServiceTitan Package. For custom reports access, please contact your Customer Success Manager.

Once setup is complete

Build reports tailored to any business function — track technician performance, reconcile financials, monitor memberships, and analyze trends over time.

Key workflows

FAQ

Common questions about sales and revenue reporting in ServiceTitan.

Sales and Revenue Reports FAQ

What's the difference between sales and revenue?

In ServiceTitan:

  • Sales are based on sold estimates.
  • Revenue is based primarily on completed job invoices, but also includes membership billing, point of sale, progress billing, and adjustment invoices.

For example, a sales technician builds and presents an estimate to a customer for a $1500 install. If the customer agrees to the work, the estimate is considered sold and the estimate subtotal of $1500 counts towards the Total Sales key performance indicator (KPI). No money is exchanged because no work is performed.

Revenue is only counted after the install job is completed. If a job is booked off the sold estimate and an install team completes the job, then the invoice subtotal of $1500 that the customer pays is counted as revenue.

What's the difference between a closed job and a converted job?

A closed job — also known as a sold job — is a sales job where the subtotal of at least one sold estimate on the job meets the sold threshold.

A converted job is a service, maintenance, or install job where the invoice subtotal meets the sold threshold.

You can run reports on close rates and conversion rates to measure technician performance and business unit performance.

Where can I find Conversion Rates in reporting?

The following KPIs can be found in the Technician Performance and Business Unit Performance report templates:

  • Opportunity Conversion Rate
  • Total Conversion Rate

Note: This measures technicians' conversions for all jobs, and not just opportunities. We recommend using the Opportunity Conversion Rate instead, to adhere to industry best practices.

  • Converted Jobs
  • Converted Jobs
  • Opportunities
  • Completed Jobs

Tip: Use the Completed Jobs KPI only with the Total Conversion Rate.

Note: A pre-built Revenue report with these columns can be found in the Technician Dashboard and Business Unit Dashboard report categories.

Where can I find Close Rates in reporting?

The following KPIs can be found in the Technician Performance and Business Unit Performance report templates:

  • Close Rate
  • Closed Opportunities
  • Sales Opportunities

Note: A pre-built Sales report with these columns can be found in the Technician Dashboard and Business Unit Dashboard report categories.

Related articles