Overview
Use the Field Mobile App mobile scorecard to track sales and conversion rates, revenue, and other business metrics while you're in the field.
Who uses this feature
Technicians
Applies to all business types
Applies to all trades
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration is required to use this feature. Please contact your office for details.
The View different divisions on mobile dashboard permission is required to use this feature. Please contact the account administrator on your team.
Things to know
The Service, Maintenance, Sales, and Install tabs may not show on the 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.
Best practices
Ask your office to confirm the key metrics you should watch in the scorecard during the week, such as close rate, revenue, and so on.
Identify with your manager as to how you should adjust your approach on upcoming jobs based on your scorecard metrics.
Align with your team to understand that scorecard metrics are a quick view that supports, but does not replace, your formal performance and payroll reports.
Use cases
Residential Service and Replacement:
As a Sales technician, check your scorecard to see your total sales and how your close rate is trending compared to last week.
Use the scorecard during ride-alongs and coaching to stay on top of the specific goals you've set with your lead.
Commercial Service and Replacement:
Monitor your rooftop unit revenue to make sure you're staying ahead of your production targets.
See how often your visits turn into approved repairs over any date range.
Residential Construction:
If you're jumping between divisions, compare your performance metrics across both areas.
Commercial Construction:
Track the total revenue and sold work linked to your division for the entire quarter.
Review your daily activity on the job site to the overall project performance data.
Open the mobile scorecard in the Field Mobile App
Open the Field Mobile App and tap Menu
.At the top of the Menu screen, tap View Scorecard.
The mobile scorecard opens. 
Change the date range of the scorecard reporting period in the Field Mobile App
On the mobile scorecard:
Tap each tab to view metrics in those sections.
Note: The tabs you see in addition to the Total tab depend on your division set by the office. This may include Service, Maintenance, Sales, or Install.
By default, the scorecard reports on the previous 30 days. To change the date range of the reporting period, tap Trailing 30 Days 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.
Note: Changing the date range on the scorecard has no impact on your job list. You can tap any of your current jobs to view a customer's previous invoices or previous estimates.
Scorecard metrics in the Field Mobile App
Total, Service, and Maintenance tabs
The Total tab of the mobile scorecard reports on overall job and revenue data within the reporting date range. Depending on what division you belong to, you might also see Service and Maintenance tabs. These tabs report on the same metrics for those types of 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
If you belong to the Sales division, this tab will appear. It 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
If you belong to the Install division, this tab will appear. It 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?
See Field Mobile App