Custom Report Templates
Custom reports are reports you create based on report templates. Each template focuses on a specific part of your business and covers several key performance indicators (KPIs). Select which KPIs to include, apply advanced filters, and configure the report layout.
Use templates to build reports tailored to your business needs — from tracking technician performance to reconciling financials.
Templates are grouped by business function below. Many templates appear in more than one category in the ServiceTitan UI, so you may find relevant templates across multiple sections.
Financial & Revenue
Track payments, invoices, inventory costs, and job profitability.
Accounting
Report templates for tracking payments, invoices, settlements, and inventory at an account level.
Purchasing & Inventory
Report templates for monitoring inventory stock levels, serialized items, and purchasing activity.
Job Costing & Payroll
Report templates for analyzing job profitability, technician pay, and labor costs.
Operations & Field Performance
Measure job outcomes, technician activity, estimates, and time tracking.
Jobs
Report templates for reviewing job details, performance metrics, and operational trends.
Technicians
Report templates for evaluating technician performance, pay, and field activity.
Estimates
Report templates for tracking estimate volume, conversion rates, and related performance.
Timesheets
Report templates for reviewing employee hours, shifts, and time-based productivity.
Project Operations
Report templates for tracking project summaries, RFIs, change orders, daily logs, and submittals.
Sales, Marketing & Growth
Analyze revenue growth, marketing campaigns, lead performance, and call data.
Sales, Opportunities & Revenue
Report templates for analyzing sales activity, revenue trends, and opportunity conversion.
Marketing
Report templates for measuring campaign effectiveness, form activity, and customer reviews.
Lead Generation
Report templates for tracking lead volume and conversion by business unit and technician.
Calls
Report templates for analyzing call volume, booking rates, and office performance.
Customers & Memberships
Review customer records, equipment history, membership status, and loyalty data.
Customers
Report templates for reviewing customer details, payment history, equipment, and service activity.
Memberships
Report templates for tracking membership plans, recurring services, and loyalty programs.
Workforce & Business Units
Monitor employee records, multi-location performance, and historical trends.
Employees
Report templates for reviewing employee activity, payment history, and office operations.
Business Units
Report templates for comparing performance and inventory across business units.
Trends
Report templates for tracking month-over-month and year-over-year performance changes.
Other Templates
Specialized report templates for dispatch optimization, task management, system auditing, and TitanAdvisor insights.
Scheduling & Dispatch
Report templates for monitoring dispatch efficiency and technician utilization.
Data Quality & Administration
Report templates for auditing user roles, tracking tasks, and reviewing system activity.
Sales and Revenue Reports FAQ
What’s the difference between sales and revenue?
In ServiceTitan:
Sales are based on sold estimates.
Revenue is based primarily on completed job invoices, but also includes membership billing, point of sale, progress billing, and adjustment invoices.
For example, a sales technician builds and presents an estimate to a customer for a $1500 install. If the customer agrees to the work, the estimate is considered sold and the estimate subtotal of $1500 counts towards the Total Sales key performance indicator (KPI). No money is exchanged because no work is performed.
Revenue is only counted after the install job is completed. If a job is booked off the sold estimate and an install team completes the job, then the invoice subtotal of $1500 that the customer pays is counted as revenue.
What’s the difference between a closed job and a converted job?
A closed job—also known as a sold job—is a sales job where the subtotal of at least one sold estimate on the job meets the sold threshold.
A converted job is a service, maintenance, or install job where the invoice subtotal meets the sold threshold.
You can run reports on close rates and conversion rates to measure technician performance and business unit performance.
Where can I find Conversion Rates in reporting?
The following KPIs can be found in the Technician Performance and Business Unit Performance report templates:
Opportunity Conversion Rate
Total Conversion Rate
Note: This measures technicians’ conversions for all jobs, and not just opportunities. We recommend using the Opportunity Conversion Rate instead, to adhere to industry best practices.
Converted Jobs
Opportunities
Completed Jobs
Tip: Use the Completed Jobs KPI only with the Total Conversion Rate.
Note: A pre-built Revenue report with these columns can be found in the Technician Dashboard and Business Unit Dashboard report categories.
Where can I find Close Rates in reporting?
The following KPIs can be found in the Technician Performance and Business Unit Performance report templates.
Close Rate
Closed Opportunities
Sales Opportunities
Note: A pre-built Sales report with these columns can be found in the Technician Dashboard and Business Unit Dashboard report categories.