--- title: "Use the mobile scorecard in ServiceTitan Mobile" slug: "use-the-mobile-scorecard-in-servicetitan-mobile" updated: 2026-10-15T01:29:01Z published: 2026-10-15T01:29:01Z canonical: "help.servicetitan.com/use-the-mobile-scorecard-in-servicetitan-mobile" --- > ## 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. # Use the mobile scorecard in ServiceTitan Mobile ## Overview Use the ServiceTitan Mobile dashboard's mobile scorecard to track sales and conversion rates, revenue, and other business metrics while you're in the field. --- ### #### Who uses this feature - Technicians and field managers - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Technicians must have the permission, *View scorecard 2.0*, enabled in their Technician Profile. For more information, see [Set permissions for an individual technician](/construction/docs/set-permissions-for-an-individual-employee-or-technician-1#set-technician). - The *Service*, *Maintenance*, *Sales*, and *Install* tabs may not display on your scorecard if there's no activity in those sections. - A Convertible job is a job a technician is expected to convert into a sale. Every job is considered convertible unless it's a No charge job. Recall and Warranty jobs are No Charge by default. - A Converted job is a job with an invoice subtotal greater than or equal to the [Sold threshold](/v1/docs/servicetitan-glossary-commonly-used-servicetitan-terms#jobsoldthreshold). ## Set reporting period In ServiceTitan Mobile, go to the **Overview** tab. Below the current job is your mobile scorecard. - Tap the **Service**, **Maintenance**, **Sales**, or **Install** tabs to view metrics in those sections. - By default, the scorecard reports on the previous 30 days. To change the scorecard reporting period, click the **carat** at the top of the scorecard and select from the following: - **Today:** Report data from 12:00 AM of the current day - **Yesterday:** The previous calendar day from 12:00 AM to 11:59 PM - **Last week:** The full week, Sunday through Saturday, before the current week - **Week to date:** The most recent Sunday through the current day - **Trailing 7 days:** The previous seven days, including the current day - **Trailing 30 days:** The previous 30 days, including the current day - **Month to date:** The first of the month to the current day - **Last month:** The entire month before the current month. For example, if the report is run for February 5, the report includes data for the entire month of January. - **Year to date:** From January 1 through the current day - **Custom Date Range:** The period set using the start and end dates selected in the calendar pop-up ## Scorecard metrics ### Total, Service, and Maintenance The Total tab of the technician's mobile scorecard reports on overall job and revenue data within the reporting date range. The Service and Maintenance tabs report on the same metrics for service and maintenance jobs, respectively. | **Opps** | Total completed jobs not marked as No Charge, including jobs with shared splits. Completed No Charge jobs with an invoice subtotal greater than or equal to the sold threshold are also considered opportunities. | | --- | --- | | **Opp Job Avg** | The average revenue from completed opportunities, with technician splits applied | | **Conversion Rate** | Percent of completed jobs that were converted jobs | | **Revenue** | Total revenue for all completed jobs, with technician splits applied | | **Leads Set** | Total number of leads generated by the technician | | **Conv Rate** | Percent of completed, convertible jobs where the technician generated at least one lead | | **Membership Conversion %** | Percent of memberships sold by the technician compared to membership opportunities | | **Customer Satisfaction** | Customer satisfaction score from 1 to 5 stars based on completed surveys | ### Sales The Sales tab reports on metrics relating to Sold estimates for all job types within the reporting date range. | **Total Sales** | Total dollar amount of estimates sold within the reporting period | | --- | --- | | **Sales Opps** | Total number of sales opportunities within the reporting date range. A sales opportunity is created when a technician completes a convertible job. An estimate closed on a non-convertible job also counts as a sales opportunity. | | **Close Rate** | Percentage of sales opportunities that resulted in a closed estimate. A closed estimate is a sold estimate with a subtotal greater than or equal to the sold threshold. | | **Closed Avg Sale** | Average dollar amount of closed estimates sold within the reporting date range | | **Options Per Opp** | Average number of estimate options presented to customers per opportunity | | **Customer Satisfaction** | Customer satisfaction score from 1 to 5 stars based on completed surveys | ### Install The Install tab reports on install job data, including upsold amounts and job efficiency. | **# Opps** | Total number of install opportunities, including jobs with shared splits. An opportunity is created when a technician completes a convertible install job. A convertible job is a completed job that is not marked as No Charge. No Charge jobs with an invoice subtotal greater than or equal to the sold threshold are also considered opportunities. | | --- | --- | | **$ Completed** | Total of invoice revenue, with technicians splits applied, for all completed install jobs | | **Opp Job Avg** | Average invoice revenue, with technician splits applied, for each install opportunity | | **Upsold** | Estimate subtotals of items sold and performed on an install job. An install job is a job booked from a sold estimate. The *Sold by* on the estimate receives the upsold credit. | | **WIP** | Total number of work in progress jobs, including jobs with shared splits. These are jobs where the technician was assigned, but the job is not complete, including scheduled, dispatched, or working jobs. Canceled jobs and jobs on hold are not included. | | **Billable Efficiency** | The number of sold hours, with technician splits applied, compared to the actual number of hours worked for all completed jobs. A value above 100% means the technician completed their work faster than the estimated time. | | **Recalls** | Total number of completed jobs assigned to the technician that required a recall | | **Customer Satisfaction** | Customer satisfaction score from 1 to 5 stars based on completed surveys | ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Mobile 2.0 Basics](https://servicetitan.docebosaas.com/academy/learn/courses/383/Mobile-Basics) - See [Use the Overview tab in ServiceTitan Mobile](/construction/docs/use-the-overview-tab-in-servicetitan-mobile) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) See Opportunity. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A job where the customer isn’t charged for the service (e.g., recall and warranty jobs). It doesn’t affect technician conversion rates. Income items can be added to the invoice; if the subtotal is at or above the sold threshold, the job counts as converted. **a.k.a.** Non-convertible job, Unconvertible job [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A job with an invoice subtotal greater than or equal to the sold threshold. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)