Service Titan Knowledge Base

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.

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

The Sales tab 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

The Install tab 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




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.