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Data & Analytics

ServiceTitan Reporting Setup

ServiceTitan reporting setup turns operational records into defined metrics that support recurring business decisions. Default dashboards are a starting point, but they may not reflect your roles, targets, data definitions, or review cadence. TradeWeave's certified consultants build custom dashboards, KPI scorecards, and automated reports around those requirements. Common measures include revenue per technician, average ticket, booking rate, conversion rate, capacity utilization, and membership retention, with each calculation documented so the team knows what it includes and who is expected to act on it.

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In plain English

What we do
See your business clearly. Decide confidently.
When you need it
You cannot manage what you cannot measure consistently.
What you get
Custom KPI dashboards · Role-specific report views · Automated daily/weekly reports
Why TradeWeave

Why choose TradeWeave for Reporting Setup

You cannot manage what you cannot measure consistently. The reporting cadence should match the decision: dispatch and booking metrics may need daily attention, while financial and membership trends may be reviewed weekly or monthly.

We build role-specific dashboards so your CSRs see booking rates, your dispatchers see capacity utilization, your technicians see their performance metrics, and your leadership team sees the P&L impact of every operational decision. Every report we build is designed to drive a specific action.

What you get
Custom KPI dashboards
Role-specific report views
Automated daily/weekly reports
Revenue and margin tracking
Technician performance scorecards
Membership and retention analytics
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Who you'll work with

Certified providers and operators, not account managers.
Dean Mainardi
Co-Founder
Moroni Montuy
Co-Founder, Chief Strategy Officer
Charlie Vecchio
Chief Executive Officer
Victoria Hall
Chief Operations Officer
Pon Songsamayvong
Chief Marketing Officer
Craig Sirulnik
Data Migration Specialist
Ahmed Siddiqui
Sales Consultant
Taofiq Oukpedjo
Sales Consultant
Case study · Roofing
Guaranteed Roofing & Fencing
Sylas Smith · Owner

"I don't know how any roofer could make this transition successfully without a group like TradeWeave. If you're moving to this platform, I don't know how you'd do it without them."

Read the roofing story →
FAQ

Common Questions

What reporting does TradeWeave set up in ServiceTitan?

Custom KPI dashboards and role-specific views: CSRs see booking rates, dispatchers see capacity utilization, technicians see performance, and leadership sees P&L impact — every report designed to drive a specific action.

Isn't ServiceTitan's default reporting enough?

Default dashboards provide a starting point, but they may not reflect your roles, targets, or operating cadence. The value is in defining each metric, validating its inputs, and routing it to the person responsible for acting on it.

Can reports be automated daily?

Yes. TradeWeave configures automated daily and weekly reports so the right numbers reach the right people without anyone pulling them manually.

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Get expert help with Reporting Setup

Schedule a free consultation with our ServiceTitan certified consultants. We'll review your setup and show you exactly how we can help.

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Data & Analytics Experts

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ServiceTitan reporting gives you visibility into the operational areas represented by complete, consistently defined data.

ServiceTitan Reporting & Data Analysis

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Sources & References

Where this guidance comes from

TradeWeave is a ServiceTitan Certified Provider; the platform details on this page trace to ServiceTitan's own first-party documentation.

ServiceTitan Reports — official product guidehttps://help.servicetitan.com/docs/reportsServiceTitan custom dashboards — official product guidehttps://help.servicetitan.com/docs/create-and-edit-custom-dashboardsServiceTitan Certified Provider directoryhttps://www.servicetitan.com/certified-providers
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TradeWeave is a ServiceTitan Certified Provider helping home-service, industrial, and commercial contractors implement, train on, and optimize the ServiceTitan platform.

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