The custom dashboard you want, in one sentence.
Ask Clark for the scorecard you want and he builds it from your numbers. Every department’s weekly numbers, your techs ranked, and the rows behind every figure.
What it replaces
Dashboards and reporting
What a 15-technician shop typically pays for it. In Company Console it’s part of the plan.
Included on every plan
Built for you, not configured by you.
Tell Clark who it’s for and what you want to see. He lays it out: the headline numbers on top, the trend, the rankings and the detail. Ask for a change in plain English and it changes.
- Any number by week, month or quarter.
- Click a column to see the invoices and jobs behind it.
- Pin the ones you use, and share the best with the company.
Build me a scorecard for the plumbing service department: revenue against goal, install pacing, close rate, and the top 3 and bottom 3 techs.
- Built Plumbing service, narrowed to that department.
- Revenue against goal, install pacing and close rate across the top.
- The top 3 and bottom 3 techs by revenue below.
Want it pinned for the whole company?
Every department’s numbers, every week.
The company scorecard puts each department’s weekly numbers against goal, with seven weeks of history on every card. ServiceTitan figures fill in on their own.
- How many goals you hit, at the top.
- A missed goal goes to the weekly meeting in one click.
- Set a monthly goal once; the week and the day are worked out.
Your techs, ranked every week.
The tech scorecard ranks every technician on close rate, middle sale, total sales, daily standards and truck condition. Open a tech for six weeks of every number.
- Who’s below the standard, at a glance.
- The biggest move of the week.
- Add a point to their next one-on-one from their page.
Questions
Scorecards & dashboards, answered.
How do I build a scorecard?
Ask Clark. Say who it’s for and what you want on it, like a scorecard for the plumbing service manager with revenue against goal, close rate and the top three techs. He builds it in seconds.
Where do the numbers come from?
ServiceTitan, read for you in the background. Numbers ServiceTitan doesn’t have can be typed in weekly or worked out from other rows.
Can it pull from QuickBooks or payroll?
Platform includes data connectors for QuickBooks Online, Sage, Paychex and ADP.
Which plans include scorecards?
Every plan, including custom scorecards.
Works with the rest
One login, one record, one bill.
Scorecards & dashboards is part of performance, and works from the same people and numbers as everything else.
See it with your own numbers.
A walkthrough of Company Console, tailored to your company.