True margin, not estimated margin
Job revenue from the field system joined to real costs from accounting, so profitability by job, technician, and branch reflects what actually happened.
ServiceTitan to Power BI, done for you
A custom ServiceTitan Power BI dashboard, built for you
Revenue and margin by job and technician, membership retention, booking conversion, and marketing return — modelled from your ServiceTitan data by a senior US-based engineer, with no integration project on your side.
Representative dashboard — sample data
Custom ServiceTitan dashboards
Your field data, turned into numbers you can manage by
Contractors running ServiceTitan rarely lack data. They lack one screen that answers the questions an owner asks on a Monday: which technicians are actually profitable once materials and callbacks are counted, whether memberships are growing net of cancellations, and which marketing spend produced booked jobs rather than phone calls.
Those answers exist across jobs, invoices, memberships, call bookings, and the accounting ledger. Getting them into one place takes a data model, not a longer report. That is the work: model your ServiceTitan data properly, join it to accounting where margin demands it, and build a dashboard around the decisions rather than the export.
Reports we build from ServiceTitan
- Revenue per technician
- Job margin
- Membership retention
- Booking & conversion
- Marketing return
- Owner KPI board
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved.
Why contractors ask for this
What a done-for-you build gives an owner
Built around how a service business is actually run — by branch, by technician, by campaign, by membership.
Technician performance, fairly measured
Revenue, average ticket, conversion, and callback rate side by side. One metric alone rewards the wrong behaviour; four together start a useful conversation.
Memberships tracked net
New, renewed, and cancelled in one trend, with recurring revenue and the renewals due next month. Gross additions flatter every membership programme ever sold.
Marketing measured to booked revenue
Campaign spend against booked jobs and completed revenue, not against calls. The gap between a ringing phone and a paid invoice is where budgets get wasted.
Multi-year trend in one place
Seasonality is the whole game in home services. Comparing this August to the last three, by branch, is the view that makes capacity planning possible.
The right numbers to the right people
Technicians see their own jobs, managers see their branch, owners see everything — enforced by row-level security rather than by sending different files.
What is a custom ServiceTitan-to-Power-BI build?
It is a reporting layer built around your business rather than a template. We map jobs, invoices, technicians, memberships, and campaigns into a model with a proper date table, define the metrics the way you actually manage by, and build the report on top. Where margin matters, we join the accounting system so cost is real rather than assumed.
The reporting inside your field system is good at running today. What it is not built for is multi-year comparison, metrics defined your way, or joining across systems. That is the line where a Power BI build starts paying for itself, and it is the same line we describe on our Power BI for HVAC and field service page.
Which reports do contractors ask for most?
Here is where built-in field reporting typically stops and where the dashboard picks up. Nothing here is exotic — it is the set of questions that come up in every operations meeting.
| Report | Typical built-in limitation | Power BI dashboard version |
|---|---|---|
| Revenue per technician | Period-by-period lists that need exporting to compare | Trend by technician and branch with ticket size and conversion beside it |
| Job margin | Revenue-side only; true cost lives in accounting | Revenue joined to booked cost, drillable to the job |
| Memberships | Counts and renewals shown separately | Net movement, recurring revenue, and renewals due, in one trend |
| Booking & conversion | Call and booking figures split across screens | Call to booked to completed funnel, by source and by agent |
| Marketing return | Attribution stops at the call | Spend against booked and completed revenue by campaign |
| Owner KPI board | No single auto-refreshed one-page view | One page, refreshed on schedule, safe to open on a phone |
How do you connect ServiceTitan to Power BI?
Through documented API access, scheduled exports, or a data warehouse your data already syncs to — which one applies depends on your plan and your existing setup. We establish that during scoping rather than assuming it, and the answer goes in the estimate before you approve any hours.
Whichever route we use, refresh is scheduled so the dashboard updates without anyone exporting anything, following Microsoft's data refresh guidance (opens in new tab). If your accounting side runs on QuickBooks, our QuickBooks Power BI dashboard page covers that half of the join.
How much does a ServiceTitan dashboard cost?
Prepaid Flex hours that never expire: Starter 20 hours at $125/hr ($2,500), Growth 40 hours at $115/hr ($4,600), Power 80 hours at $100/hr ($8,000). A first dashboard covering revenue, technician performance, and memberships usually fits inside a Starter block. Joining accounting for true margin typically moves it into Growth territory, and we say so up front rather than discovering it halfway through.
Most builds ship within 3–5 business days of scope approval, and larger multi-branch rollouts get a clear timeline before work starts. See how long a Power BI dashboard takes for the detail behind those windows.
Who is this build for?
Owners and general managers of HVAC, plumbing, electrical, and other home-service businesses running ServiceTitan — typically multi-technician operations where a spreadsheet has stopped being enough and hiring an analyst is not yet justified. Contractors running project work rather than service calls should look at construction job costing and the Procore Power BI dashboard instead.
Reports we build from ServiceTitan
- Revenue and margin by job and technician
- Membership growth, net of cancellations
- Call to booked to completed funnel
- Marketing spend against booked revenue
- Owner KPI board, refreshed on schedule
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
A first build usually fits one Flex block. See Flex pricing.
How it works
From field data to owner dashboard
- 1
Send your request
Tell us your branches, how you define margin, and the reports you need. We confirm the connection method and reply with a scope estimate in hours.
- 2
We model and build
A senior US-based engineer connects the data, joins accounting where margin requires it, and builds the reports around your definitions.
- 3
Refresh and hand over
Published to your workspace with scheduled refresh, row-level security where you need it, and documentation you own outright.
Representative perspective
We thought we knew which techs were most profitable. Once material cost was in the same view as revenue, two of the rankings flipped completely.Owner, residential HVAC contractor
Representative perspective
Memberships looked like they were growing every month until someone put cancellations on the same chart. That one view changed how we run renewals.General manager, multi-branch plumbing company
Get your ServiceTitan numbers onto one screen
Tell us your branches, your margin definition, and the reports you need. We'll confirm the connection method and tell you the hours before anything starts.
FAQ
ServiceTitan reporting questions, answered
Through documented API access, scheduled exports, or a warehouse your data already syncs to, depending on what your ServiceTitan plan includes. We confirm which method applies to your account during scoping, before any hours are committed, so there are no surprises once the build starts.
Use it for running the day. Power BI earns its place when you need several years of trend in one view, metrics ServiceTitan does not calculate the way you define them, or job data joined to your accounting system so margin reflects real costs rather than estimates.
Yes, and for margin reporting it is usually essential. Job revenue lives in the field system while true costs land in accounting, so profitability by job or technician only becomes trustworthy once both sides are modelled together and reconciled to the same period.
Yes. Row-level security can scope a report so a technician sees their own jobs, a manager sees their branch, and an owner sees everything. We drive it from a mapping table so onboarding a new technician is a data change rather than a development task.
No. We are an independent US-based Power BI service with no ServiceTitan or Microsoft partnership to claim. We build using supported, documented access methods and everything we produce is published into your own Power BI workspace and owned by you.
Related work
Field-service operators should also read Power BI for HVAC and field service, which covers the metrics side in more depth. The accounting half of a margin build is described on our QuickBooks and Xero dashboard pages, and project-based contractors are better served by construction job costing or the Procore Power BI dashboard. Service businesses running a PSA rather than a dispatch platform should read the ConnectWise Power BI dashboard build, which covers agreement margin and technician utilization from PSA data. Smaller home-service operations that run Jobber instead of an enterprise dispatch system should start from our custom Jobber Power BI dashboard page. The underlying craft is covered in data modeling and DAX and dashboard development, and you can see typical layouts in Power BI dashboard examples. Every task is scoped before work begins from your prepaid block of senior-led hours — no project minimums, no change-order surprises, and hours are deducted only for work you approve.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.