This month
Sales by month
Gross profit forecast
Open quotes by age
Today
Needs attention
Waiting on payment
Company
By branch
Your branch
You
Your branch
Company
Closing rate by week
By branch
Time to paid in full
ServiceTitan check
Your pipeline
When commission is payable
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Waiting for approval
Add someone to the team
Nobody can sign themselves up — everyone in the app was added from this screen. The app lives at if somebody needs the address again.
Team
Tap anyone to change which channels they're in.
Removed accounts
Channels
Call the levels whatever your company calls them, and give each one exactly what it should be able to do. Tap a level to change it. You can only hand out permissions you have yourself.
Add a level
Name
Shown at the top of every screen, on the sign-in page, and as the name under the icon on a phone's home screen.
What you call a branch
Roofers say branch, franchises say location, commercial outfits say division. Used wherever the app talks about them.
Work you do
Insurance work shows a Claims filed tile on the scorecard. A retail-only company should not see it sitting at zero.
What the sales floor can see
The Marketing tab is already managers and admins only. This covers the places a campaign name leaks out of it — the schedule row, the appointment sheet and search. Hidden unless you change it.
When someone sells a job
This posts in Scoreboard the moment an estimate is
marked sold. Write it however you like — {name}, {first},
{amount}, {job}, {customer} and {branch}
fill in for each sale.
Saved with the Save appearance button below.
Colors
Two colors run the whole app. The darker shades used for text and pressed states are worked out from them, so there is nothing else to pick.
Logo
Already-installed copies keep the icon they were installed with. To see a new one, remove the app from your home screen and add it again.
ServiceTitan
Checking…
Sales, appointments and campaign numbers are pulled from ServiceTitan automatically every few minutes. The health list below shows every pull, when it last worked and what went wrong when it did not.
Lead flow
Owed to us
Billed means an invoice exists. Owed is billed and not yet paid. Sold is signed work, billed or not.
Never invoiced
How old it is
By branch
This year
By branch
By trade
Insurance and retail
Claims to contracts to cash
Where the work is
Gross profit
Sold at, built at
GP by branch
GP by trade
GP by sales rep
Backlog
Backlog by branch
Install calendar
Live now
Projects
Sold work, grouped by status and sub-status together -- "Completed" on its own covers everything from Install Completed to Sent to Attorney. Tap a group to see the projects in it. No assignee column: ServiceTitan shows a Project Manager on its own board but the sync is not carrying it, and an empty column would read as nobody being assigned.
Queues
ServiceTitan's own Insurance Queue board, one row per job, in the board's order and then by what is most overdue. Rows marked "no job yet" are the pre-sale ones -- the claim is being worked before there is a job to attach it to. Tap a row for the customer, the claim, and the way to reach them. Still being settled, so it is on nobody until the "See the insurance queue" permission is given to a level.