Reference Guide

Guide to the Service Nation Alliance Edition

An overview of ServiceTitan features built to support the Service Nation Alliance Edition, both in the office and out in the field.

Who Should Use This Guide

This guide provides an overview of the Service Nation Alliance Edition of ServiceTitan. ServiceTitan features have been built to support the Service Nation Alliance Edition, both in the office and out in the field.

What You Will Learn

Service Nation Alliance KPIs on office and technician dashboards, the Dashboard Report, mapping items to Pricebook services, mobile forms, and estimate option templates.

Account Configuration Required

This feature is not enabled by default. Please contact your Success Manager or Implementation Specialist to have this feature enabled for your account.

Dashboards

Service Nation Alliance Edition Dashboards

Office Dashboard

Service Nation Alliance KPIs on the Dashboard

When you use the Service Nation Alliance Edition of ServiceTitan, you will see the Service Nation Alliance logo on the main dashboard.

The dashboard contains Key Performance Indicators (KPIs) for the main sectors of your business. When you click on Maintenance, Service, Sales, or Install, you will see KPIs specifically designed for Service Nation Alliance performance standards.

How is this data calculated?

➔ Dashboard KPIs: Service Nation Alliance Edition contains calculations and explanations of all metrics on the Service Nation Alliance dashboard.

Why don't I see the Maintenance, Sales, or Install sections on the dashboard?

➔ By default, all of your business units are mapped to the Service section. You will not see the Maintenance, Sales, or Install sections until you map business units to those sections (Settings > Dashboard Settings).

Technician Dashboard (ServiceTitan Mobile)

Service Nation Alliance KPIs on the technician dashboard

The technician scorecard is located on the home screen (technician dashboard) in ServiceTitan Mobile. The technician scorecard includes a selection of the KPIs that office users see, including the technician's jobs, conversion rate, revenue, leads, and NPS score.

The technician scorecard includes:

Jobs
Job Average
Conversion Rate
Revenue
Leads
Lead Revenue
Membership Conversion Rate
NPS

Technician scorecard in ServiceTitan Mobile

The technician will be able to change the date range for the scorecard (changing the date range of the scorecard will have no impact on the technician's job list).

Technician scorecard calculations

KPI	Description	Calculation	Trigger
Jobs	Total number of jobs the technician worked.	[Total number of jobs the technician worked]	—
Job Average	Average revenue for completed jobs, out of the total number of jobs, based on invoice subtotals. Note: Technician splits are applied.	[[Average revenue for completed jobs] / [Total number of completed jobs]] × [Technician splits]	Job completed
Conversion Rate	Job conversion rate for the technician. Percentage of jobs above the job sold threshold, out of all completed jobs.	[Total completed jobs above threshold] / [Total completed, convertible jobs] × 100%	Job completed, Job converted
Total Revenue	Total revenue for completed jobs, based on invoice subtotals. Note: Technician splits are applied.	[Invoice subtotals for completed jobs] × [Technician splits]	Job completed
Leads	Total number of leads generated by the technician.	[Total number of leads generated by the technician]	—
Lead Revenue	Total lead revenue for completed jobs, based on invoice subtotals.	[Invoice subtotals for lead jobs]	Job completed
Membership Conversion Rate	Total memberships converted, out of total membership opportunities.	[Memberships converted] / [Membership opportunities]	Job completed, Job converted
NPS	Net Promoter Score. Total promoters out of total respondents. Promoters: 9–10 · Passive: 7–8 · Detractor: 0–6	[[Number of promoters] − [Number of detractors]] / [Number of respondents]	—

Need help configuring your dashboard? Contact your Success Manager or Implementation Specialist.

Reporting

Service Nation Alliance Dashboard Report Guide

Purpose of the Service Nation Alliance Dashboard Report

The Service Nation Alliance Dashboard Report provides an overview of custom KPIs for the Service Nation Alliance Edition. It pulls data from ServiceTitan KPIs and also allows you to manually enter fields specific to Service Nation Alliance data. Once you run and export the report, you have the option to upload it to Service Nation Alliance's reporting system for further data analysis.

Common Uses for this Report

Use this report to view revenue budgets, monthly goals, actual revenue, number of invoices, unused credit, accounts receivable, monthly overhead, labor cost, and more.

How to Find this Report

Click Reports > Search Service Nation Alliance Dashboard > Click the report name. Then you will be able to set filters and run the report.

💡 Tip: You can also schedule the report by clicking Schedule next to the report name.

Report Filters

Division — Filter by division. This report can be run by a single division or all divisions. Division filters are based on business units mapped to the division.

Date range — Filter by date range. Use the date selector to set a custom date range. This report can be run by a monthly or yearly date range. If you filter by Month, the report will show data for the current month to the current date. If you filter by Year, the report will show data for the current year to the current date.

View or Download the Report

Click Run to view the report. The report can be downloaded in three formats:

Download PDF
Export to Excel (.xlsx) — click the dropdown arrow next to Download PDF
Export to Comma separated (.csv) — click the dropdown arrow next to Download PDF

Explanation of Report Columns

Column	Description	Data Source
Month	Displays data by month, based on the date range you filter.	Auto
Year	Displays data by year, based on the date range you filter.	Auto
Revenue Budget	Total budget for the year.	Manual
Last Year Revenue	Total revenue from the prior year to the current month.	ST KPIs
NPBT Budget	NPBT budget for the year.	Manual
Last Year NPBT	NPBT from the prior year to the current month.	Manual
Why You Will Hit Budget	An explanation of what actions you will take to hit the budget you set.	Manual
Monthly Goal for Working On the Business	Every month you should establish a goal that will help you run your business more efficiently.	Manual
Headcount	Total number of active office employees and technicians. Calculation: [Number of active office employees] + [Number of active technicians]	ST KPIs
Actual Revenue	Month to Date revenue for the current month. Calculation: [Total Revenue] − [Completed Revenue]	ST KPIs
Number of Invoices	Total number of invoices for the current month. Calculation: [Total Jobs] − [Completed Jobs]	ST KPIs
% Service Agreement Customers	Percentage of locations with at least one active service agreement. A location is active if at least one job has been performed within the past two years. Calculation: [Locations with active service agreement] / [Total active locations]	ST KPIs
Location Agreements Lost	Total locations that had a previous active service agreement but do not have one within the report date range.	ST KPIs
Location Agreements Added	Total locations that did not have previous active service agreements but have one within the report date range.	ST KPIs
Next Month Marketing Activity	Monthly marketing activity to help run your business more efficiently.	Manual
Next Quarter Marketing Activity	Quarterly marketing activity to help run your business more efficiently.	Manual
Month End Cash	Total amount of cash you ended the month with.	Manual
Unused Credit	Total amount of unused credit you ended the month with.	Manual
Accounts Receivable	Total balance for the month.	ST KPIs
Monthly Overhead	Total monthly overhead expenses for the month.	Manual
Current Assets	Total current assets for the month.	Manual
Current Liabilities	Total current liabilities for the month.	Manual
Time on Job	Total working time (arrival to completion) for all technicians on all jobs within a business unit. Calculation: [Time of job completion] − [Time of job arrival]	ST KPIs
Labor Cost	Total cost of labor for all technicians on all jobs within a business unit. Calculation: [Time on Job] × [Technician Hourly Rate]	ST KPIs
Actual NPBT	Recognized NPBT for the month.	Manual
Lessons Learned	Lessons learned for the month.	Manual

Once you export the report, you can upload it to Service Nation Alliance's reporting system for further analysis.

Pricebook

Map Service Nation Alliance Items to Pricebook Services

Service Nation Alliance has created a chart of accounts and item lists for QuickBooks that enables you to get advanced reporting capabilities from QuickBooks. Mapping Service Nation Alliance items to Pricebook services will allow you to get further analysis out of QuickBooks.

Any office user will be able to assign a Service Nation Alliance QuickBooks item to the services in your Pricebook. Then, you will be able to export your Pricebook item as the designated QuickBooks item to QuickBooks.

Navigate to Settings > Pricebook.

Click the Services tab.

Click the Details tab.

Enter the SNA QuickBooks item name in the Service Nation Alliance Item field.

📌 Note: Items in the Pricebook will be exported to QuickBooks based on the SNA QuickBooks item mapped to the particular Pricebook service.

When you are finished, click Save.

Pricebook details showing SNA Item field

Need help mapping items? Contact your Success Manager or Implementation Specialist for assistance.

Mobile

Service Nation Alliance Forms & Estimate Option Templates

Forms Available in ServiceTitan Mobile

In ServiceTitan Mobile, you will find the following Service Nation Alliance forms in Job > Forms:

Service Nation Alliance 37 Point Inspection Form
Service Nation Alliance 67 Point Inspection Form
Service Nation Alliance Form #1
Service Nation Alliance Heating Precision Tune-up Form

Forms list in ServiceTitan Mobile showing SNA forms

Service Nation Alliance 37 Point Inspection

Allows technicians to complete a thorough inspection while on the job. Technicians can enter customer information, select the condition of equipment inside and outside the home, take and attach pictures and videos, add notes, collect customer signatures, and email the form to customers or the office. The form can also be saved to the job for later access.

To access:

Open ServiceTitan Mobile.
Navigate to Job > Forms.
Tap the blue arrow next to the SNA 37 Point Inspection form name.
Enter form details, as desired.
When you are finished, tap Save.

SNA 37 Point Inspection form in ServiceTitan Mobile

Service Nation Alliance 67 Point Inspection

Allows technicians to complete a thorough inspection while on the job. Technicians can enter customer information, select the condition of equipment inside and outside the home based on a grading scale, take and attach pictures and videos, add notes, and email the form to customers or the office. The form can also be saved to the job for later access.

To access:

Open ServiceTitan Mobile.
Navigate to Job > Forms.
Tap the blue arrow next to the SNA 67 Point Inspection form name.
Enter form details, as desired.
When you are finished, tap Save.

SNA 67 Point Inspection form in ServiceTitan Mobile

Service Nation Alliance Form #1

Allows technicians to complete a thorough inspection while on the job. Technicians can enter system information, select the condition of equipment inside and outside the home, create recommendations, collect customer signatures, take and attach pictures and videos, add notes, and email the form to customers or the office. The form can also be saved to the job for later access.

To access:

Open ServiceTitan Mobile.
Navigate to Job > Forms.
Tap the blue arrow next to the SNA Form #1 name.
Enter form details, as desired.
When you are finished, tap Save.

Service Nation Alliance Heating Precision Tune-up

Allows technicians to complete a thorough inspection while on the job. Technicians can enter customer information, select the condition of equipment inside and outside the home, complete an overall health report, take and attach pictures and videos, add notes, and email the form to customers or the office. The form can also be saved to the job for later access.

To access:

Open ServiceTitan Mobile.
Navigate to Job > Forms.
Tap the blue arrow next to the SNA Heating Precision Tune-up form name.
Enter form details, as desired.
When you are finished, tap Save.

SNA Heating Precision Tune-up form in ServiceTitan Mobile

Estimate Option Templates in ServiceTitan Mobile

In ServiceTitan Mobile, you will find the following Service Nation Alliance estimate option templates in Job > Estimates > Add Estimate:

Required Repairs
Recommended Repairs
Enhancements

Required Repairs

Allows technicians to quickly and easily add Pricebook items to an estimate as Required items, based on their findings on the job.

To access:

Open ServiceTitan Mobile.
Navigate to Job > Estimates.
Tap Select next to Service Nation Alliance Option Template.
Under Required Repairs, tap Tap to Add Items.
Select the Pricebook items you want to flag as Required Repairs on the estimate.
When you are finished, tap Done.

Recommended Repairs

Allows technicians to quickly and easily add Pricebook items to an estimate as Recommended items, based on their findings on the job.

To access:

Open ServiceTitan Mobile.
Navigate to Job > Estimates.
Tap Select next to Service Nation Alliance Option Template.
Under Recommended Repairs, tap Tap to Add Items.
Select the Pricebook items you want to flag as Recommended Repairs on the estimate.
When you are finished, tap Done.

Enhancements

Allows technicians to quickly and easily add Pricebook items to an estimate as Enhancement items, based on their findings on the job.

To access:

Open ServiceTitan Mobile.
Navigate to Job > Estimates.
Tap Select next to Service Nation Alliance Option Template.
Under Enhancements, tap Tap to Add Items.
Select the Pricebook items you want to flag as Enhancements on the estimate.
When you are finished, tap Done.

Need help? Contact your Product or Sales Retention Specialist for more details.