A gamified scoreboard everyone can follow
The technician scorecard is visual and built to be seen, so it's easy for everyone to use — from the business owner to the field service techs.
Built for home service teams
Technician Scorecard
Built for Home Service Teams
Turn your yearly revenue goal into clear technician targets, track progress every day, and keep your team focused on the numbers that drive the business forward.
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The problem
Your revenue goal is clear. The path to hit it isn't.
Most teams are missing the targets behind the numbers.
A yearly revenue goal is easy to set. What is harder is knowing what your team needs to do each day to reach it.
How many calls need to be booked? How many estimates need to be sold? How much does each technician need to produce to stay on pace?
That is where most companies get stuck. The goal is clear, but the path to get there often is not.
The solution
Turn your goals into clear technician KPIs with targets
Home Service Scorecard helps you break a big yearly goal into the numbers your team actually needs to hit, while tracking their progress every day.
Set clear targets for the key performance indicators that drive revenue, see how the team is performing against those targets, and adjust quickly when results start to slip.
That gives owners and managers a simpler way to plan, track, and keep the whole team moving in the right direction.
How it works
From annual goal to daily technician targets
1
Tell us your goal
Answer 5 simple questions: your annual revenue target, your trade, your customer types, and your team size. That's it.
2
We do the math
Get a scorecard dashboard with the monthly and daily KPI targets your team needs to hit, adjusted for seasonality.
3
Track progress and adjust
Measure the team's performance, know whether your technicians are on pace, and make changes before missed targets turn into missed revenue.
What you can do with our technician scorecard
Set clear targets for every technician
Give your team numbers to aim for so they know which metrics to optimize for.
Track progress in one place
With department and team views, see how each technician or team is performing and quickly spot issues or top performers.
Coach with better data
Use clear performance data to guide conversations, spot performance gaps, and help each technician improve.
Stay on pace with your revenue goal
Know whether the team is getting enough completed jobs before small misses turn into bigger problems.
Keep everyone aligned
When the entire team is evaluated against the same performance metrics, everyone has the same priorities.
Adjust goals as the year unfolds
Update targets in real-time as the business changes, so the team can stay focused and responsive.
Features that actually improve
Everything you need to know if you're winning
Daily KPIs and goals
Your key performance indicators are tracked against goals and displayed in a way that makes it obvious what's on pace and what's slipping.
Automatically updated
Your progress is tracked automatically in real-time — no manual updates or custom dashboards.
Track every department & employee
See performance for each department and employee at a glance, making it easy to spot inefficiencies and opportunities for improvement.
Built-in motivation
This technician scorecard is more than a simple management software if you use it correctly. Leaderboards, contests, and recognition make goals feel worth chasing.
Tracked KPIs
KPIs our technician scorecard tracks
Service and install teams
Our technician scorecard keeps separate targets and metrics for the install and service teams, since each contributes differently to the business. This allows you more visibility, so you can have proper benchmarks for each area of the business.
Core KPIs for service and install teams
Revenue
Track how much each team is producing against target.
Completed Jobs
See whether service calls and installs are getting completed at the pace needed to hit the plan.
Maintenance Plans Sold
For service teams, track how consistently technicians are creating recurring revenue opportunities.
Additional KPIs to track technician performance
Gross Margin
Track how much profit is left after labor and material costs, so you can see whether the work being completed is actually healthy for the business.
Average Ticket
Track the average price per completed job across your service and install teams.
TGLs
Track technician-generated leads and measure how often service calls create upsells with additional opportunities.
Callbacks
Spot quality issues early by keeping an eye on callbacks before they affect customer experience.
Examples of KPIs you can track with Home Service Scorecard
CSR / Sales
- Calls booked
- Estimates run
- Estimates sold
- Sold dollars
Technician Performance
- Installs revenue
- Installs completed
- Service/maintenance revenue
- Service calls completed
- Maintenance plans sold
Leadership
- Revenue pace (today / WTD / MTD)
- Gross margin
- Leads
- Calls booked
- Service calls completed
- Maintenance plans sold
- Installs completed
Better than spreadsheets & custom reports
Why our technician scorecard works better
Spreadsheets and custom dashboards display the data, but they don't make it easy to set the right targets, track progress consistently, or keep the whole team aligned around one plan.
Clearer targets
Instead of guessing what the team should aim for, you get KPI targets tied directly to your revenue goal.
Automated tracking
Get progress updates without the constant manual work of pulling reports, updating Excel sheets, and checking formulas.
Better follow-through
Accountability comes naturally when the team can see what needs to happen and how they're performing against the plan.
One source of truth
Your technician scorecard becomes the single source of truth, so everyone is aligned with the same numbers.
Who it's for
Built for owners and managers who need better visibility and better targets.
- HVAC
- Electrical
- Plumbing
- Roofing
- Garage doors
- Water treatment
- Any home service business using ServiceTitan
15-minute walkthrough
Ready to have a scoreboard your team will actually use?
See exactly how the technician scorecard plugs into your existing stack — no setup, no spreadsheets.
FAQ
Frequently asked questions
Yes. To take full advantage of Home Service Scorecard, you can connect it to ServiceTitan, and it will automatically update with your data. You can think of this as your ServiceTitan Scorecard, which provides more accurate tracking and better day-to-day functionality without manual updates.