Mastering ServiceTitan ServiceTitan Reporting: The Key to Operational Efficiency
Feb 27, 2025
In a fascinating discussion, Adam Cronenberg, a Partner at Besser Garage Doors and Element Mist, dives into the transformative power of ServiceTitan's reporting features. He shares best practices for customizing reports and automating workflows to drive operational efficiency. Adam emphasizes addressing discrepancies through tailored data insights and highlights the importance of a proactive mindset for teams. With strategies to streamline communications and optimize processes, he provides invaluable tips for any service business looking to enhance productivity.
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Exploring Reports
- Explore ServiceTitan's pre-built reports to understand available data.
- Experiment with sorting, filtering, and adding KPIs to customize reports.
Essential Reports
- Use the Daily Huddle Report for a daily business snapshot.
- Explore pre-built reports related to specific needs, like AR reconciliation or inventory management.
Exception Report Example
- Adam uses a "door won't close" job type to identify potential unnecessary service calls.
- This allows him to proactively contact customers and potentially avoid unnecessary truck rolls.
