Why it happens
ServiceTitan holds the data. But the answer to a management question often needs data from several places, agreed definitions and a refresh someone maintains.
ServiceTitan dashboards
ServiceTitan dashboards that show what to do next, not just what happened.
Marketing, executive, estimate, call-handling and receivables views built on your ServiceTitan data, with every metric defined and a scheduled refresh. The standard package is $1,500 to set up and $399 a month.
Standard package: $1,500 setup · $399 per month · three refreshes every business day.
The problem
Reports everywhere. Decisions still on instinct.
“I export five reports into a spreadsheet every Monday.”
“Marketing says it’s working, but I can’t see the revenue.”
“Nobody follows up on old estimates because nobody sees them.”
“The dashboard shows a number and nobody knows what it includes.”
How Throughline approaches it
From the question to a view your team uses.
01 / Define
Agree on the question
Which KPIs, from which systems, for which people.
02 / Validate
Check the data
Reconcile definitions against your ServiceTitan records before anyone relies on them.
03 / Deploy
Put it to work
Review the views with your team, set up access and document the logic.
04 / Maintain
Keep it current
Scheduled refreshes with monitoring, so a broken feed gets fixed.
What you get
Five views, each built around one question
Each view answers one management question, for the people who act on it.
Marketing ROI
Which channels produce revenue?
Executive performance
Where does the business need attention?
Estimates and sales
What needs a follow-up?
Customer service
Where are calls falling through?
Accounts receivable
What needs a collection action?
See them working
Filters, comparisons and CSV export, with fictional data.
Open the interactive demoHow they’re built
- No invented numbers: a card stays blank until a real source supports it.
- Every metric explained in plain language.
- Fair comparisons: same-length periods, not partial months against full ones.
- Each data source loads and reports its status on its own.
Scope
What’s included, and what isn’t.
Exact scope, deliverables and fee are confirmed in writing before work begins.
Included
- Connection to one ServiceTitan account
- Data extraction, storage and KPI validation
- The standard dashboard views, deployed with access for your users
- Team onboarding
- Three scheduled refreshes every business day
- Refresh monitoring and fixes when a feed fails
Not part of this service
- Unlimited customization or new custom views
- Historical data cleanup
- Integrations with other platforms such as QuickBooks or Google Ads (quoted separately)
Who it’s for
A good fit, and when to choose something else.
A good fit when
- Owners, GMs and operations leaders who want proven views quickly
- Teams whose ServiceTitan data is in reasonable shape
- Companies that want a fixed price and a predictable monthly cost
Probably not the right fit when
- You need a heavily customized, multi-system BI project. That is scoped and quoted separately
- Your data entry has deep gaps. An audit may need to come first
Deliverables
What gets delivered
Deployed dashboards
Hosted views with access limited to the people you authorize.
KPI definitions
A plain-language definition of what each metric counts.
Scheduled refreshes
Fresh data three times each business day in the standard package.
Onboarding session
A walkthrough for the people who will use the views.
Refresh monitoring
Failures noticed and fixed, not discovered by your team.
How to start
Three steps to a clear scope.
- 01Try the interactive demo (fictional data) to see how the views behave.
- 02Send a short brief naming the questions you most need answered.
- 03Confirm the standard package, or get a written quote for custom work.
Nothing is submitted by this website. Your answers build an email draft you review and send yourself.
Related
Questions
Before you ask.
1Do dashboards replace ServiceTitan’s own reports?
No. They complement them by combining data, applying agreed definitions and refreshing on a schedule. The Reporting page covers fixing the reports themselves.
2How often does the data refresh?
The standard package runs three scheduled refreshes every business day. The times are agreed during setup.
3Can I see how it works first?
Yes. The Dashboards page has an interactive demo. All figures there are fictional, not client results.
4What if I want something custom?
Custom views and extra data sources are scoped and quoted separately, so the standard price stays predictable.
Let’s find your starting point
What’s getting in the way of better work?
Tell me where your systems or processes are falling short. Your answers build a short brief you can read before anything is sent.