The Win Plan
Turn your revenue goal into a daily plan your team can actually follow, so you know what needs to happen every single day to stay on track.
Built for ServiceTitan users
Finally see how your business is performing
with a ServiceTitan Scorecard
Know where your business stands every day with a ServiceTitan scorecard that helps you spot issues early, track what matters, and make decisions with confidence.
Book a Demo
Plug-and-go with ServiceTitan
The problem
Most ServiceTitan users still struggle to see how they're performing
ServiceTitan gives you a lot of data, but that does not always mean you get clarity.
As an owner, you should be able to look at your numbers and quickly understand what is working, what is slipping, and where your attention is needed next. But for many home service businesses, that still feels harder than it should.
The data is there, yet the full picture stays buried across reports, dashboards, and disconnected views.
That creates a frustrating gap between having information and actually being able to use it. You may feel busy. The team may look productive. Revenue may even look fine on the surface. But without a simple way to see performance clearly, small problems can sit unnoticed until they become expensive ones.
Instead of leading with confidence, you are left piecing things together.
Signs you're lacking visibility — are you constantly asking yourself:
- Are we on pace to hit our revenue goals?
- Which part of the business needs attention right now?
- Is this a one-off issue or the start of a trend?
- Who needs coaching, and who is actually doing well?
- Are we making progress, or just staying busy?
- How are we performing today?
The solution
This ServiceTitan Scorecard gives you one place to track performance
Instead of forcing you to dig through reports and piece the story together yourself, our Home Service Scorecard pulls the ServiceTitan numbers that matter into one simple, visual scorecard you can actually use.
You can see how the business is doing, where performance is slipping, and what needs your attention — without wasting time chasing information.
This gives you something most owners are missing: a clear, daily view of your business.
Features that actually improve
What you get with our ServiceTitan Scorecard
Adjusted Goals
If you fall behind, your targets update automatically, so you can see what it will take to get back on pace instead of guessing your way through the rest of the month.
Actuals vs. Planned
See your real performance next to your goals, so it is obvious when you are on track, when something needs attention, and when action cannot wait.
Instant Connection
Plug into ServiceTitan and start tracking performance with real-time data without building custom reports or maintaining another complicated dashboard.
Department Views
Use the department-level scorecard reports to quickly see how each part of the business is performing.
Hit the right targets
You don't hit a revenue goal by watching random numbers
You hit it by hitting the right targets and tracking the KPIs that actually move the business forward — every single day.
1
Set smart targets
Your revenue goal is only useful if you know what it takes to reach it. Home Service Scorecard calculates the key performance indicators and targets that turn that big revenue goal into clear, trackable metrics.
2
Track the right KPIs
Once your targets are set, the ServiceTitan scorecard keeps the operation focused on the right metrics — the ones that actually move the needle, not vanity numbers.
3
Fix the true issues
Track performance by company, department, and individual. Switch between views to see the global picture or narrow down to a single technician and find the root cause fast.
How it works
From annual goal to daily win plan in 60 seconds
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
Scorecard automatically calculates your monthly goals (adjusted for seasonality — because July is busier than February), your daily targets, and the 7 Core KPIs that actually drive revenue.
3
Check the KPI Scorecard every morning
Open Scorecard and see exactly what needs to happen today on your business. Leads. Calls booked. Service calls. Estimates. Installs. One screen. One number. No guessing.
Use the ServiceTitan Scorecard in your daily workflow
A good scorecard doesn't just display the numbers — it helps you run the business.
Data-based meetings
With Home Service Scorecard, your key KPIs are always visible, so you can walk into huddles, weekly meetings, and leadership reviews knowing exactly where the business stands.
Individualized coaching
When performance is visible, coaching becomes easier. Use the sales tab to coach your sales team with their real numbers — and do the same for every department with CSR and technician scorecards via department views.
Team focus
When everyone is looking at the same numbers, alignment happens naturally. The ServiceTitan scorecard keeps the right goals front and center so your team focuses on the targets that actually move the business forward.
No tech barrier
The Scorecard makes it easy for everyone to see their performance at a glance. KPI dashboards are color-coded, goal-oriented, and user-friendly — from the owner to the field techs.
Why a scorecard beats other tools
You have the data. We turn it into a habit.
Spreadsheets break. DIY dashboards take maintenance. Generic tools centralize data but don't turn your revenue goal into clear targets. A ServiceTitan scorecard solves all of this.
No spreadsheet headaches
Spreadsheets break too easily — a misentered date range or broken dropdown wrecks the report's reliability.
No dashboards to babysit
DIY dashboards take time to build and even more to maintain. Your time is better spent guiding the company.
Built around your goals
Generic tools centralize data but don't turn your revenue goal into clear targets your team can work toward.
Performance at a glance
This ServiceTitan scorecard gives your team a clear, visual view of performance, so you can see at a glance where you're winning or losing.
Examples of KPIs you can track
Track the metrics that matter for each role
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
Easy adoption
Built for easy adoption across your team
- No complex setup
- Plug-and-go with ServiceTitan
- Targets calculated for you
- No custom dashboards to babysit
- Your key numbers in one place
- No technical knowledge required — easy for the whole team to use
- Clear views over your entire operation
Who it's for
Home Service Scorecard is for any team using ServiceTitan
- HVAC companies
- Plumbing companies
- Electrical companies
- Pest control companies
- Garage door companies
- Roofing companies
- Chimney service companies
15-minute walkthrough
Ready to have a scoreboard your team will actually use?
See exactly how the ServiceTitan scorecard plugs into your existing stack — no setup, no spreadsheets.
FAQ
Frequently asked questions
Yes, of course. Revenue matters, but it is not the whole story. Once you sync the scorecard to ServiceTitan, you'll get real data about KPIs like installs and service calls completed, gross margin, and calls booked that show how the business is really doing day to day. For a dedicated view of technician performance with daily targets, you can also use our service technician scorecard.