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.
36:10
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Quick takeaways
- Utilizing ServiceTitan's customizable reporting features can significantly enhance operational efficiency by automating data delivery and reducing manual tasks.
- Fostering a culture of continuous improvement through automated solutions empowers teams to address repetitive inquiries independently, boosting overall productivity.
Deep dives
Understanding Reporting in Service Titan
Reporting in Service Titan provides users access to vast amounts of data collected in the software's database. Users can utilize pre-built reports categorized by functions, such as operational, accounting, or call metrics, which can be restricted based on staff roles. For those more advanced, the platform allows for customization of reports, enabling users to tailor their own unique datasets. The scheduling feature allows for automated email delivery of these reports, ensuring that teams remain informed without needing to log in frequently.
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