Who I Can Help:
Home Services Clients using ServiceTitan. I help clients with reporting needs who have outgrown the Custom Reporting module. Clients with multiple ServiceTitan accounts benefit greatly from automated consolidated reporting.
Who Is Not a Good Fit:
Clients who are not using ServiceTitan for field service management.
What I Do For Clients:
I eliminate the spreadsheet shuffle that goes with manual report generation. By streamlining the ServiceTitan data extraction process and running automated analysis, I create real-time actionable insights for your company.
I am able to:
- Generate custom interactive reports in visualization tools like Tableau.
- Build custom reporting websites and tools for dashboards, scorecards, and roll-ups
- Send scheduled email reports to executives and other key stakeholders.
I have created consolidated reports for a multi-state HVAC and Plumbing company in the Southwest that load in seconds from our own database. My team has also created a custom Schedule Tool integrated with the ServiceTitan API.