For contractors on ServiceTitan
Custom dashboards for service businesses. Just ask AI.
See the jobs you finished but never billed, the invoices nobody is chasing and what every tech and branch really makes. Ask Claude or ChatGPT, and TitanSigma builds the dashboard from your ServiceTitan and accounting data.
Copperline Home Services
Heating · Cooling · Plumbing · 6 branches
Synced 6:00 AM · Wednesday
Good morning, Dana. Here is yesterday.
Not invoiced yet
$4,860
From 7 of yesterday’s jobs
Revenue yesterday
$61,400
+8% vs last Tuesday · margin 37.9%
Overdue 30+ days
$38,200
3 went overdue this week
Techs on target
26 of 31
$2,000 target per tech
Largest unbilled jobs3 of 7
MR
#48213 Water heater installMarcus R. · North Metro
No invoice
$2,140
LK
#48197 AC repairLena K. · Hillcrest
No invoice
$890
DP
#48231 Furnace repairDiego P. · Lakeside
$0 invoice
$640
Emailed to 4 managers at 6:05 AMOpen the dashboard
On your team’s screens every morning.
Pulls data from
QuickBooks
IntacctSage Intacct
Xero
QuickBooks
IntacctSage Intacct
Xero
Ask and build in
Claude
ChatGPT
How much work is sitting unbilled?
- Jobs your techs finished that nobody billed.
- Invoices past 30 days that nobody is chasing.
- Techs who end the day without knowing their number.
None of it shows up while ServiceTitan, your accounting system and your spreadsheets each tell part of the story.
The reports
See all reports and build your own
Five dashboards to open before the morning meeting
Each answers a question ServiceTitan alone can't. Shown with sample data.
01 · Uninvoiced jobs
How much work did you finish this week and never bill?
Every completed job with no invoice or a $0 invoice, with the dollar value attached. Your office clears the list before lunch.
ServiceTitanOpen report
| Job | Tech | Branch | Status | Est. value |
|---|---|---|---|---|
| #48213 Water heater install | Marcus R. | North Metro | No invoice | $2,140 |
| #48190 Furnace replacement | Diego P. | Lakeside | $0 invoice | $1,780 |
| #48197 AC repair | Lena K. | Hillcrest | No invoice | $890 |
| #48176 Drain line clear | Sam W. | Riverside | $0 invoice | $420 |
02
Unpaid invoicesWho owes you money, and is anyone chasing it?
Aging by customer and branch, and what went overdue this week.
ServiceTitanAccounting
03
Job costingWhich jobs lose money after materials and labor?
ServiceTitan revenue against your accounting costs, by job type and crew.
ServiceTitanAccounting
04
Tech scorecardDoes every tech know if they hit today's number?
Revenue per tech against a daily target, completion and callbacks.
ServiceTitan
05
Commission checkAre you paying commission on work you never collected?
Commission base against collected revenue, before payroll runs.
ServiceTitanAccounting
Why TitanSigma
What the ServiceTitan API and its AI assistant can’t give you.
TitanSigma joins ServiceTitan with your accounting, payroll and marketing data, across every account you run. One synced copy, ready in Claude and ChatGPT, shared with your whole team.
ServiceTitan- QuickBooks
- Sage Intacct
Acumatica- Xero
- Excel
- Google Ads
- 300+more300+ more connectors
- Claude
- ChatGPT
- Join Accounting, payroll and marketing QuickBooks, Sage Intacct, Paychex, Google Ads and 300+ more connectors, joined with ServiceTitan.
- All accounts Every ServiceTitan account in one view Branches and acquisitions side by side, for owners and PE partners.
- Sync One synced copy, the same numbers Ask in Claude or ChatGPT. Every answer and dashboard reads the same data.
- Share Shared beyond ServiceTitan users Finance, partners and branch managers sign in with Microsoft or Google and see only their part.
TitanSigma has been a game-changer for us, allowing us to monitor the performance of every team in real time.
Angela KiddIT Manager, Network Home Services
We use TitanSigma to push our consolidated data straight into BI dashboards and eliminate hours of manual work every week.
Elena RodriguezVP of Operations, BrightHome HVAC
TitanSigma combined our multiple ServiceTitan accounts into one clean view, making cross-location reporting fast, accurate, and effortless.
Mark DaviesCOO, EverReady Plumbing Group
Our ops and finance teams are finally on the same page thanks to TitanSigma unifying ServiceTitan and accounting data.
Laura KimDirector of Finance, Summit Aire Services
Book a demo
See your own uninvoiced jobs in the first session.
A 30-minute call on your own ServiceTitan data. No slides: we build the report with you and you leave with real numbers.
- 30 minutes
- Your own data
- Built live, not a slide deck
What happens on the call
- 1 We connect ServiceTitan and your accountingOur team sets it up while you watch.
- 2 You ask in Claude or ChatGPTWe start with the jobs you finished but never billed, or bring your own question.
- 3 It goes live for your teamA dashboard link your managers can open the next morning.
