5-Hour Fix: How We Upgraded ServiceTitan's Reporting for Better Operations
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When the operations manager of a growing field service company reached out to us, his team was spending hours each week manually pulling reports from Service Titan, filtering data, and chasing down missed follow-ups. Like many service businesses, they had valuable data in their system but couldn't act on it quickly enough to make a difference.
"We end up having to run external reports, filter those reports down, and do a lot of manual work," the manager explained during our initial call.
His team was running reports weekly instead of having a daily view of what needed attention. This meant they often discovered missed assignments or status changes days after they happened.
We solved this by connecting Service Titan to Smartsheet using Zapier. Now, whenever a job status changes in Service Titan - whether it's marked as scheduled, completed, or put on hold - that information automatically updates in Smartsheet. The dispatch team can see at a glance which jobs need attention, rather than digging through Service Titan's complex reporting system.
The biggest win? The dispatch team now knows immediately if they have jobs that need to be reassigned. Instead of discovering these issues a week later during manual reporting, they can take action right away. This means fewer missed appointments and happier customers.
We kept the solution simple but effective:
- Job status updates happen automatically
- Tasks sync in real-time between systems
- The team can see everything they need in one dashboard
- They can still link back to Service Titan when needed
The whole setup took just 5 hours to implement, and the team started seeing benefits on day one. No more weekly report pulling, no more missed follow-ups, and no more delayed responses to status changes.
As the operations manager put it, "We needed something that could give us daily visibility instead of weekly reports." That's exactly what we delivered.
