Field service reporting

ServiceTitan reporting automation for owners who need the numbers before Friday.

ServiceTitan reporting automation pulls field service data on a schedule, formats it into owner-ready summaries and exception queues, and pushes the results to Slack, email, or a shared dashboard without manual spreadsheet work.

Scope This Workflow HVAC Automation

What gets built

01
Scheduled data pull

Connect to the ServiceTitan API or data export on a daily or weekly schedule to retrieve jobs, invoices, technician records, and marketing source data.

02
Metric normalization

Calculate revenue totals, booking rates, close rates, technician performance, and other KPIs defined with the owner before launch.

03
Exception detection

Flag unpaid invoices, missed jobs, underperforming technicians, or any metric that falls outside agreed thresholds.

04
Owner summary delivery

Format the report and push it to Slack, email, or a Google Sheet dashboard at the configured time each week.

05
Follow-up task list

Create action items in the team's task system for any exceptions that need a human response.

Reports replaced
1/wk
Owner-ready weekly summary delivered automatically instead of pulled manually
Metrics tracked
10+
Revenue, booking rate, close rate, unpaid invoices, technician performance, and more
Build time
2 wks
Fixed price. You own it. No monthly fees.

Tools this can connect

ServiceTitan API or data exports, Google Sheets or Looker Studio, Slack, email, and task management tools. The exact architecture depends on which metrics matter most and where the owner reviews data.

HVAC Automation ServiceTitan vs Housecall Pro Automation Services