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.

Who Should Use This

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.

What You Will Learn

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:

Jobs

Job Average

Conversion Rate

Revenue

Leads

Lead Revenue

Membership Conversion Rate

NPS

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 Form

Service Roundtable 67 Point Inspection Form

Service Roundtable Form 1

Service Roundtable Heating Precision Tune-up Form

ServiceTitan Mobile forms list showing SRT 37 Point Inspection, SRT 67 Point Inspection, SRT Form 1, and SRT Heating Precision Tune-up

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

SRT 37 Point Inspection form row in ServiceTitan Mobile

Enter form details, as desired

SRT 37 Point Inspection form detail showing customer name, address, date, job number, indoor unit inspection fields

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

SRT 67 Point Inspection form row in ServiceTitan Mobile

Enter form details, as desired

SRT 67 Point Inspection form detail showing customer name, address, invoice number, date, and bathroom inspection fields

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

SRT Form 1 detail showing system information fields: Make, Model, Serial, Location, Age

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

SRT Heating Precision Tune-up form row in ServiceTitan Mobile

Enter form details, as desired

SRT Heating Precision Tune-up form detail showing customer name, date, tech, indoor unit, outdoor unit, and UV protection fields

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

Recommended Repairs

Enhancements

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.

Required Repairs section showing Tap to Add Items button

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.

Recommended Repairs section showing Tap to Add Items button

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.

Enhancements section showing Tap to Add Items button

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.