Use the mobile scorecardLast updated on 09/08/2022
Use the ServiceTitan Mobile dashboard’s mobile scorecard to track sales and conversion rates, revenue, and other business metrics while you’re in the field.
Things to know
Technicians must have the permission, View scorecard 2.0, enabled in their technician profile. For more information, see Set permissions for an individual technician.
The Service, Maintenance, Sales, and Install tabs may not display on your 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.
Set reporting period
In ServiceTitan Mobile, go to the Overview tab. Below the current job is your mobile scorecard.
Tap the Service, Maintenance, Sales, or Install tabs to view metrics in those sections.
By default, the scorecard reports on the previous 30 days. To change the scorecard reporting period, click the carat 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
Scorecard metrics
Total, Service, and Maintenance
The Total tab of the technician’s mobile scorecard reports on overall job and revenue data within the reporting date range. The Service and Maintenance tabs report on the same metrics for service and maintenance jobs, respectively.
Sales
The Sales tab reports on metrics relating to sold estimates for all job types within the reporting date range.
Install
The Install tab reports on install job data, including upsold amounts and job efficiency.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.