Reference Guide
Guide to the Service Roundtable Edition
An overview of the Service Roundtable Edition of ServiceTitan, covering dashboards, KPIs, mobile forms, and estimate option templates.
This guide provides an overview of the Service Roundtable Edition of ServiceTitan. Features have been built to support the Service Roundtable Edition, both in the office and out in the field.
Service Roundtable KPIs on the office and technician dashboards, Service Roundtable forms available in ServiceTitan Mobile, and Service Roundtable 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
Office Dashboard
Service Roundtable KPIs on the Dashboard
When you use the Service Roundtable Edition of ServiceTitan, you will see the Service Roundtable 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 Roundtable performance standards.
How is this data calculated?
➔ Dashboard KPIs: Service Roundtable Edition contains calculations and explanations of all metrics on the Service Roundtable 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).
Dashboards
Technician Dashboard (ServiceTitan Mobile)
Service Roundtable 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 the following:
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).
📌 Note: Calculations for the technician scorecard are detailed in the reference table below.
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 total jobs, based on invoice subtotals. Technician splits are applied. | ([Avg revenue for completed jobs] / [Total completed jobs]) × [Technician splits] | Job completed |
| Conversion Rate | Percentage of jobs above the job sold threshold, out of all completed jobs. | [Completed jobs above threshold] / [Completed convertible jobs] × 100% | Job completed, Job converted |
| Total Revenue | Total revenue for completed jobs, based on invoice subtotals. Technician splits are applied. | [Invoice subtotals for completed jobs] × [Technician splits] | Job completed |
| Leads | Total number of leads generated by the technician. | [Total 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 number of promoters out of total respondents. Promoters: Rating 9–10 | Passive: Rating 7–8 | Detractor: Rating 0–6 | ([Number of promoters] − [Number of detractors]) / [Number of respondents] | — |
Need help configuring your dashboard sections? Contact your Success Manager or go to Settings > Dashboard Settings to map business units.
Forms & Templates
Service Roundtable Forms in ServiceTitan Mobile
Access these forms from Job > Forms in ServiceTitan Mobile.
In ServiceTitan Mobile, you will find the following Service Roundtable forms in Job > Forms:
Service Roundtable 37 Point Inspection
The Service Roundtable 37 Point Inspection form allows technicians to complete a thorough inspection while they are on the job. Technicians will be able to enter customer information, select the condition of equipment inside and outside of the home, take and attach pictures and videos, add notes, collect customer signatures, and email the form to customers or the office. Technicians will also be able to save the form to the job and access it at a later time.
Open ServiceTitan Mobile
Navigate to Job > Forms
Tap the blue arrow next to the form name
Enter form details, as desired
When you are finished, tap Save
Service Roundtable 67 Point Inspection
The Service Roundtable 67 Point Inspection form allows technicians to complete a thorough inspection while they are on the job. Technicians will be able to enter customer information, select the condition of equipment inside and outside of the home based on a grading scale, take and attach pictures and videos, add notes, and email the form to customers or the office. Technicians will also be able to save the form to the job and access it at a later time.
Open ServiceTitan Mobile
Navigate to Job > Forms
Tap the blue arrow next to the form name
Enter form details, as desired
When you are finished, tap Save
Service Roundtable Form 1
The Service Roundtable Form 1 allows technicians to complete a thorough inspection while they are on the job. Technicians will be able to 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. Technicians will also be able to save the form to the job and access it at a later time.
Open ServiceTitan Mobile
Navigate to Job > Forms
Tap the blue arrow next to the Service Roundtable Form 1 name
Enter form details, as desired
When you are finished, tap Save
Service Roundtable Heating Precision Tune-up
The Service Roundtable Heating Precision Tune-up form allows technicians to complete a thorough inspection while they are on the job. Technicians will be able to 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. Technicians will also be able to save the form to the job and access it at a later time.
Open ServiceTitan Mobile
Navigate to Job > Forms
Tap the blue arrow next to the form name
Enter form details, as desired
When you are finished, tap Save
All forms can be emailed to customers or saved to the job for future reference. Contact your Success Manager for additional form customization options.
Forms & Templates
Service Roundtable Estimate Option Templates
Access these templates from Job > Estimates > Add Estimate in ServiceTitan Mobile.
In ServiceTitan Mobile, you will find the following Service Roundtable estimate option templates in Job > Estimates > Add Estimate:
Required Repairs
The Required Repairs estimate option template allows technicians to quickly and easily add Pricebook items to an estimate as Required items, based on their findings on the job.
Open ServiceTitan Mobile.
Navigate to the Job > Estimates.
Tap Select next to Service Roundtable 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
The Recommended Repairs estimate option template allows technicians to quickly and easily add Pricebook items to an estimate as Recommended items, based on their findings on the job.
Open ServiceTitan Mobile.
Navigate to the Job > Estimates.
Tap Select next to Service Roundtable 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
The Enhancements estimate option template allows technicians to quickly and easily add Pricebook items to an estimate as Enhancement items, based on their findings on the job.
Open ServiceTitan Mobile.
Navigate to the Job > Estimates.
Tap Select next to Service Roundtable 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 Success Manager or Implementation Specialist for more details about the Service Roundtable Edition.