ServiceTitan Consulting

Your ServiceTitan Data Is There. The Reports Aren't.

Most field service companies using ServiceTitan are drowning in data they can't act on. The jobs are in there. The invoices are in there. The problem is getting it into a format that actually tells you something useful — before the week's already over.

Book a Discovery Call Free Systems Audit

2 Wks

From Audit to First Trusted Report

$104K

Saved — One Reporting Automation

13+

Years in BI & Systems Integration

500+

Enterprise Clients via Power BI Templates

The ServiceTitan Problem

Why ServiceTitan Companies Still Can't Answer Basic Questions

ServiceTitan is powerful software. But the reporting it ships with is built for generic use cases — not yours. Here's what we hear from nearly every HVAC, plumbing, or electrical company we talk to.

QuickBooks and ServiceTitan Tell Different Stories

Revenue in ServiceTitan doesn't match QuickBooks. Someone's double-counting, someone's missing a category, or the sync is off. You're reconciling manually every month and still not sure which number is right.

Built-In Reports Are Either Too Broad or Too Granular

You can pull a standard revenue report or dig into individual job notes — but getting the middle layer (tech performance by job type, GP% by service category, weekly close rate) requires a consultant or a spreadsheet army.

Your Dispatcher and Your Books Don't Share Reality

Dispatch knows the schedule. Finance knows the invoices. Nobody has both in front of them when a decision needs to get made. That gap is where money gets lost — in callbacks, uncaptured upsells, and jobs that closed wrong.

What We Build

ServiceTitan Integration & Reporting Services

We don't just pull reports out of ServiceTitan — we build the data infrastructure that makes those reports trustworthy, automatic, and connected to everything else you run on.

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ServiceTitan → Power BI Dashboards

We connect ServiceTitan directly to Power BI using the API or data export, build your semantic model, and deliver dashboards that refresh on their own. Revenue, GP%, tech performance, booking rates — in one place, every morning.

ServiceTitan API Power BI Automated Refresh

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ServiceTitan + QuickBooks Reconciliation

We map the data models between ServiceTitan and QuickBooks, identify where the gaps live, and either fix the sync configuration or build a reconciliation layer that makes both systems agree — without manual intervention.

QuickBooks ServiceTitan Data Mapping

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Workflow & Automation Build-Out

Customer follow-up sequences, review request triggers, technician performance alerts, missed-call response — we build the automation layer on top of ServiceTitan so the work that was happening manually stops happening manually.

Zapier n8n GoHighLevel

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Systems Reality Check (Start Here)

Before we build anything, we audit your ServiceTitan setup — data hygiene, custom field usage, pricebook structure, job type mapping — and give you a ranked list of what to fix. Flat-rate. Two weeks. No surprises.

2-Week Engagement Flat Rate Written Deliverable

Common Questions

ServiceTitan Consulting — What People Ask First

Most of these come up in the first 10 minutes of a discovery call. Here's what we tell people.

Do you work directly with the ServiceTitan API?

Yes. We use the ServiceTitan API for data extraction into Power BI and for building automation triggers. We also work with ServiceTitan's reporting exports and Zapier/n8n integrations depending on what your setup requires. If it has an API, we can usually get to it.

Our QuickBooks and ServiceTitan revenue numbers never match. Can you fix that?

This is one of the most common things we're brought in to fix. The root cause is almost always one of three things: payment posting timing, job type to account mapping, or how refunds and credits are handled. We find the gap, explain it in plain language, and build a reconciliation layer so you can track both without a monthly spreadsheet exercise.

How long does it take to get a working Power BI dashboard from ServiceTitan?

A basic connected dashboard — revenue, job count, tech performance — can be live in under two weeks once we have API access. A fully custom build with multiple data sources and historical trend analysis typically runs four to six weeks. We tell you the scope before we start, not after.

We already have someone who handles ServiceTitan internally. Do you work with internal teams?

Yes — most of our engagements involve a handoff to your internal team. We build the infrastructure, document how it works, and train whoever will own it going forward. The goal is always that you don't need us on retainer for basic operations.

Do you only work with ServiceTitan or other field service software too?

We work across the major field service platforms — ServiceTitan, HouseCall Pro, Buildertrend, and FieldEdge. We're platform-agnostic on the integration and reporting side. Whatever's running your operations, we can usually connect it to something that makes the data usable.