TradeWeave · ServiceTitan Role Workflows

Owner / GM

Sees the business as a six-stage lifecycle — Win, Schedule, Deliver, Invoice, Close, Run — while every other role owns one or two stages operationally. The job is finding where the real bottleneck sits, which is almost never where it first appears.

Reports > All Reports Modular Dashboard Technician Scorecards Benchmark Reports + TitanAdvisor + Enterprise Hub

ServiceTitan's own model of the business is six stages: Win Customers → Schedule & Dispatch → Deliver the Work → Invoice & Collect → Close the Books → Run the Business Smoothly. Every KPI belongs to one of these, and a problem that looks like it lives in one stage is very often actually caused by the stage before it — rising ad spend with falling bookings usually means the dispatch board is full, not that marketing failed.

Day in the life

The five-stage flow

From building the reports that matter through dashboards, benchmarking, feature-adoption tracking, and thinking across the whole lifecycle.

1

Build and run the reports that actually matter

Reports > Create Report
  • Pick a template, select columns (Reporting Dictionary for ambiguous fields), name it, set sharing, filter, run.
  • Reports can join two templates on a shared entity — but a 1-to-many join can produce duplicate rows if you're not watching for it.
  • Timeouts: shrink the date range first, then trim columns, then add filters — or schedule it for email delivery to skip the browser timeout entirely.
Looks incomplete, isn't Revenue and performance-pay data only appear once an invoice is Posted or Exported. An "incomplete" report is very often just showing unposted work.
2

Monitor performance through dashboards and scorecards

Modular DashboardTechnician Scorecards
  • Modular Dashboard ships with Business Metrics, Call Metrics, CSR Metrics, and a Heat Map — filters at the top apply across every module.
  • Build a custom dashboard per repeated question ("Daily Revenue," "Dispatch Efficiency") instead of one dashboard trying to cover everything.
  • Technician Scorecards show ticket size, revenue, membership conversions, satisfaction — drill into individuals for coaching, not just team averages.
3

Benchmark against the industry

Benchmark Reports
  • Compares metrics against anonymized peers of similar size in the same trade — the only place that answers "is this actually good," not just "better than last year."
  • Requires Titan Intelligence Data Preferences opt-in and a minimum of 100 jobs in the review period; unavailable for Alaska or Puerto Rico.
  • Use it to set goals realistic for the business's actual size and trade, not generic industry lore.
4

Track feature adoption with TitanAdvisor

TitanScore
  • TitanScore measures how much of the platform is actually configured and used — a low score usually means money left on the table through unused features.
  • Review failing checkpoints by feature area to find the highest-leverage next step.
Standing audit, not a checklist Checkpoints shift as the business adds services, add-ons, or business units — treat this as ongoing, not a one-time setup task.
5

Think in the six-stage lifecycle

Cross-stage view
  • Win Customers → Schedule & Dispatch → Deliver the Work → Invoice & Collect → Close the Books → Run the Business Smoothly.
  • The most common misdiagnosis: rising marketing spend with falling booking rate looks like a marketing problem, but is usually a dispatch-capacity problem — check capacity before increasing spend.
  • Revenue that "looks fine" on the invoicing dashboard can still hide an accounting-close problem underneath — unposted invoices and open WIP don't show as missing until someone runs the close.

Reference

Pitfalls & performance

Common pitfalls

SymptomFix
Report looks incompleteCheck invoice status before assuming data is missing
Report times outShrink range, trim columns, add filters, or schedule it
Duplicate rows in joined reportCheck which side of the join is the "many"
"Marketing isn't working"Check dispatch capacity before blaming lead quality
Benchmark Reports unavailableEnable Data Preferences opt-in; confirm job volume

KPIs to watch

MetricWhere
TitanScoreTitanAdvisor (top toolbar)
Revenue per technicianDashboard > Technician Scorecards
Industry benchmark comparisonReports > Benchmark Reports
Scheduled report delivery countReports > Scheduled Reports

Source articles