Set goals for your business and technicians, track progress in near-real time, and plan technician capacity — all in three simple steps.

The Business Planning Tool (BPT) helps you set goals for your business and technicians, and track those goals within ServiceTitan in near-real time — both on the office side and on mobile for technicians. It uses a simple three-step approach with all goals predefined based on your historical data and desired growth.

The Welcome to Business Planning Tool screen opens and provides a quick overview of the steps involved. When you're ready to start, click Start Planning.

1

Initial Goal Setup

The Initial goal setup step helps you look over your historical data in ServiceTitan so you can set your overall desired completed revenue goal for the year. You can also edit this amount at any time before goal tracking and pacing starts.

On the left side, the BPT displays your completed revenue in dollars for the previous year. Enter the goal amount in the Revenue Goal field.

💡 Tip: Click % to set the revenue as a percentage increase over the previous year.

Click See Historical Data to see additional details. You can also edit historical data from this screen, if needed.

📌 Note: If you edit historical data, edits are automatically saved to the BPT only — the amounts may not match what is displayed in Reports 2.0.

Historical data tabs:

📌 Note: Historical amounts for Total Jobs Average cannot be changed — they are automatically calculated from [Completed Revenue] / [Completed Jobs].

Once your completed revenue goal is set, click Next. If you're editing an existing revenue goal, a confirmation message will appear. Click Yes to update and rewrite BU and technician goals, or No to keep the original.

📌 Note: This message only appears if tracking hasn't started yet and you've already visited Step 2 and Step 3.

2

Capacity Planning

Based on your completed revenue goal, the Capacity Planning step helps you determine the number of technicians needed to achieve your revenue goal. It also displays goals (Completed Revenue, Total Job Average, and Completed Jobs) for the year by individual Business Unit (BU) and allows you to edit them as needed.

You can edit the following areas:

Number of Working Days per Month

Click the Calendar icon for the month you want to edit. By default, the number of working days assumes five days per week.

📌 Note: If you've started Tracking and Pacing, you can only edit current and future months.

Jobs per Day per Technician

Use the Jobs per day per technician field next to each BU to edit the recommended number of jobs for each technician per business day. The default is calculated from your historical data for each BU.

💡 Tip: Hover over the Info ⓘ icon for a detailed explanation of how this amount is calculated.

Individual Business Unit Goals per Month

Expand an individual BU to edit that BU's Revenue Goal and Average Ticket amounts per month.

📌 Note: Your Revenue Goal is the historical revenue for the BU for the same month last year × the growth % for this year. Average Ticket is the historical Total Job Average for the BU last year.

As you edit amounts, the Jobs Needed and Avg Technicians Needed fields update to reflect capacity needed to hit your goals. Click the undo/redo icons to revert or reapply changes.

📌 Note: You can only edit goals for current and future months.

When you're finished, click Next. If changes affect the overall Completed Revenue goal, a confirmation dialog appears showing the new goal, initial goal, and difference.

⚠ IMPORTANT

• If you recalculate all technician goals according to the new goal, all previous technician goals are reset. This cannot be undone.
• Be sure to talk to your technicians about the changes before proceeding.

3

Technician Goals

Goals for technicians are automatically generated for each month based on the previous month's performance and BU goals. You can update technician goals for current and future months.

📌 Note: If you update technician goals for future months, save a screenshot on the 1st of the month — the algorithm will reset all existing goals based on the last month's performance.

Use the toggle to switch between viewing goals per Technician or per Business Unit. The top portion of the Technician Goals tab displays:

The total revenue goal for the year, the current month, and whether you're viewing goals per technician or per BU

Number of unassigned technicians, number of working days for the current month, and total technician goals for all technicians for the current month

To update goals for individual technicians:

1

Click the Business Unit field to update the BU the goal is for. Select the new BU from the list and click ✓ to save.

2

Click Add BUs to add a goal for a new BU. Select the BU from the list and click ✓ to save.

3

Click the Revenue Goal field to enter a goal for that technician for the new BU. Click ✓ to save.

💡 Tip: Click Historical Data to view the prior year's revenue, BU total job average, and number of jobs for that technician for that BU.

If you have technicians with unassigned goals, click Unassigned Technicians to view a list and begin assigning them goals.

The Technicians to Hire section displays the revenue goal still needed after assigning all individual technicians. The Business Unit screen shows technician goals per BU (read-only).

When finished updating individual technician goals, click Done.

Once you've set your goals, you enter Waiting Mode for 10 days before Tracking and Pacing begins. During this time, you can adjust goals by clicking Planner.

Use this time to discuss your company's goals with employees and technicians — how goals were set, why they matter, and how accountability works. Waiting Mode ends automatically after 10 days, or click Start Tracking Now to begin early.

Track Goals Using the Business Planning Tool

Access the BPT by clicking View Goals on your Modular Dashboard.

The BPT opens displaying your current year goals and has three main sections: Business Goals, Business Unit Goals, and Technician Goals. Update existing goals by clicking Planner.

Business Goals

The Business Goals screen opens by default. The Business Overview section displays Completed Revenue Goal, Completed Jobs, and Total Job Average in separate tabs.

Use the Month and Year toggle to view data per month or for the full year.

The Completed Revenue tab displays your current year completed revenue goal versus actual revenue for each month as a table and graph. Click a month to view actual vs. goal per BU; click an individual BU to view a graph.

The Completed Jobs tab displays completed jobs goal vs. actual number of completed jobs as a table and graph.

The Total Job Average tab displays your total job average revenue goal vs. actual as a table and graph.

Business Unit Goals

The Business Unit Goals tab displays similar information as the Business Goals tab, except the data reflects your Completed Revenue Goal, Completed Jobs, and Total Job Average broken down by Business Units.

Technician Goals

The Technician Goals tab displays the actual revenue versus revenue goal for each technician, as well as the BU total job average and number of jobs completed for each month.

Each technician has a Monthly Milestone tracker showing actual revenue (hit goal) and ideal revenue (evenly distributed by working days). Click ∨ next to a technician's name to display their revenue goals per BU. Click the technician's name to open their report in Reports 2.0.

The technician report displays: Technician Name, Technician Business Unit, Completed Jobs, Completed Revenue, Total Job Average, [Goal] / [Actual] / [Pace $] / [Pace %] Completed Revenue for the selected month. Click Completed Jobs, Completed Revenue, or Total Job Average to view drilldown data.

Business Unit Performance Report

Use the Business Unit Performance report template to build a custom report with goal tracking columns across three metric categories:

Technician Performance Report

Use the Technician Performance report template to build a custom report with technician-level goal tracking columns for Completed Revenue — [Goal], [Pace $], [Pace %], and [Actual] — available for per month, MTD, QTD, and YTD timeframes.

Technicians can view their goals on the Dashboard in the mobile app.

The Weekly and Monthly views display current revenue, revenue goal, and pace to achieve the goal for the current month, as well as individual goals per BU. Tap Goals by BU to hide individual BU goals.

Tap the Month label to view goals for a past or future month.