Insurance Claim Information in Job and Estimate report templates

Overview

Use the Insurance Claim Information section in Job and Estimate datasets to build reports that centralize claim details such as adjusters, deductibles, and loss dates, directly in ServiceTitan. This allows roofing and exterior contractors to track insurance jobs more accurately while eliminating manual data exports and saving time.

Who uses this feature

Administrators and managers
Primarily benefits Roofing and Exteriors business types
Primarily benefits Residential Construction and Residential Service and Replacement market segments
Region availability: All Regions

Feature configuration

The ability to create custom reports depends on the ServiceTitan package your company is subscribed to. If you don't have the option to create a custom report, it may not be included in your package. Contact Technical Support for details.

Things to know

If you're unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.
You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.
The Insurance Claim Information section is available in both the Job and Estimate report templates. The same fields appear in both datasets.
Historical insurance claim data is synced to the reporting datasets. Reports include claims from existing jobs and estimates as well as new ones created after the feature is enabled.

Create an Insurance Claim Information report

Follow the steps to create a custom report based on the Jobs or Estimates template and select the insurance claim columns to include in your report. You only need to create the report once. After it's created, you can share it with others who may need to access the information in the report, edit report columns, and more.

To add insurance claim fields to a report:

Go to Reports > Create Custom Report.
Select the Jobs or Estimates template.
In the column selection panel, select fields from the Insurance Claim Information section to include as report columns.
Click Next and complete the report setup.

Report data fields

The Insurance Claim Information section is available in both the Job and Estimate reporting datasets. For more, see the Reporting Dictionary.

Insurance Claim Information fields

Field name	Description
Claim #	The insurance claim number associated with the job or estimate.
Type of Loss	The type of loss reported on the insurance claimm such as storm damage, fire, water.
Insurance Carrier	The name of the insurance company handling the claim.
Deductible	The deductible amount on the insurance policy for this claim.
Date of Loss	The date the loss or damage occurred.
Date of Expiration	The expiration date of the insurance claim.
Adjuster's Name	The name of the insurance adjuster assigned to the claim.
Adjuster's Phone Number	The phone number of the insurance adjuster.
Adjuster's Email	The email address of the insurance adjuster.

Run the Job or Estimate report templates

After adding insurance claim columns to your report, you can apply report filters to narrow the data.

Select how you want your results to be filtered.
1. For Estimate report template: click the Date Type dropdown to select the date to filter by:
  1. Sold on
  2. Follow Up Date
  3. Parent Completion Date
  4. Creation Date
2. For Job report template: click the Filter By dropdown and select one of the following:
  1. Invoice Date
  2. Job Completion Date
  3. Job Creation Date
  4. Job Start Date
  5. Last Paid On Date
  6. First Dispatch
  7. Jobs with Appt Date
  8. Jobs with Next Appt Start Date
  9. Cancelled Date
Click the From - To field to set date filters.
Select a Business Unit if your company separates insurance work from non-insurance work.
When you're finished setting filters, click Run Report.

After running the report, you can click Edit Report to add and remove columns from the report. For more, see Edit report columns.

Note: You can hover over the name of a column to see a short description.