Overview
The Benchmark Report, powered by Titan Intelligence, is a personalized quarterly report available to all eligible ServiceTitan customers, providing an understanding of your business's position compared to similar businesses. The report helps ServiceTitan contractors identify areas for growth, aligns your team towards common objectives, and strategically plan for future success.
Who uses this feature
Administrators, office employees, managers, accountants, bookkeepers, technicians, dispatchers, and customer service representatives (CSRs)
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The permission Access Benchmark Reports is required to use this feature. It is enabled by default for all Administrators. If you require this permission, please contact an administrator on your team.
Things to know
You may not see a link to a Benchmark Report if you are currently onboarding or went live recently. You may not have sufficient ServiceTitan data for a benchmark report to be generated. You must have completed at least 100 jobs over the time period in review.
We currently do not have Benchmark Reports for customers in Alaska and Puerto Rico.
If you opted out of Industry Publications on the Data Preferences screen, you will also not receive a report or any link in TitanAdvisor. To opt in to Industry Publications, go to Settings > Titan Intelligence > Data Preferences. Click Industry Publications and then click Save.
Access your current Benchmark Report
You can access your current quarterly Benchmark report in TitanAdvisor.
Go to TitanAdvisor
in the top toolbar. In the TitanScore section of the main TitanAdvisor overview screen, click View your Benchmark Report - powered by TI.
Your Benchmark Report PDF opens in a new tab where you can review and download it.
Access past and present Benchmark Reports
Your past Benchmark Reports are stored in the Benchmark Report library. You can also access your current Benchmark Report there.
Go to Reports in the main navigation menu.
On the Reports screen that opens, click Benchmark Reports.
The Benchmark Reports library opens, where you can access all your past Benchmark Reports. From this screen, you can:
Click Download
next to a report to download the specific report. Select several reports and click Download to download the selected reports.
Click Download All Reports to download all your previous Benchmark Reports.
Use the Filters to view reports from a specific date or quarter.
Use the Type filter to view only Commercial or Residential reports.
