Listing All Jobs for an Employee in ServiceTitan Using TitanSigma🔗
Managing employee performance in ServiceTitan requires quick access to job data. Whether you're tracking technician productivity, analyzing job completion rates, or preparing performance reviews, you need an efficient way to pull all jobs assigned to specific employees.
TitanSigma offers multiple ways to access and analyze your ServiceTitan data—through SQL queries, table views, or our AI chatbot. This flexibility means you can get the employee job data you need, regardless of your technical background.
In this guide, we'll walk you through connecting ServiceTitan to TitanSigma and use our AI chatbot to instantly retrieve all jobs for any employee in your organization—no SQL required.
Setting Up Your ServiceTitan Connection🔗
Before you can query employee job data, you'll need to connect your ServiceTitan account to TitanSigma. The process is straightforward and takes just a few minutes.
First, navigate to the Connections section in your TitanSigma workspace and select ServiceTitan from the available integrations. You'll need your ServiceTitan API credentials, which you can generate from your ServiceTitan admin panel.
Once connected, TitanSigma will automatically sync your ServiceTitan data, including employee records, job assignments, and scheduling information. This gives you immediate access to query any employee's job history through our platform.
For detailed step-by-step instructions, check out our comprehensive guide: Connect your ServiceTitan Account to TitanSigma
Getting Employee Job Data in 4 Simple Steps🔗
Once your ServiceTitan data is flowing into TitanSigma, retrieving employee job information becomes incredibly straightforward. Here's how to pull all jobs for any specific employee:
Step 1: Start a New Query🔗
Navigate to your TitanSigma workspace and create a new query. Select the AI|GPT section to access our natural language query interface.
Pro tip: New to TitanSigma queries? Check out our comprehensive guide to get up to speed.
Step 2: Ask in Plain English🔗
Simply type your request in natural language. For example:
List all jobs assigned to the employee named Can Tuna, filtered by the user who created them.
Step 3: Select Your Data Sources🔗
TitanSigma will automatically suggest the relevant tables. For employee job data, you'll typically need:
- Jobs table:
your_service_titan_connection > job_planning > jobs - Employees table:
your_service_titan_connection > settings > employees
Step 4: Execute and Analyze🔗
Hit run and watch TitanSigma generate the SQL query behind the scenes. Your results appear instantly, showing all jobs assigned to your specified employee with complete details.
Conclusion: Fewer manual steps, faster decision-making🔗
With TitanSigma's AI chatbot, you can instantly pull any employee's job data from ServiceTitan using simple prompts—no SQL or manual exports needed. Get immediate insights for better workforce management and faster performance reviews.
Ready to streamline more ServiceTitan workflows? Explore our complete ServiceTitan Reporting Cookbook for more step-by-step guides:
If you are looking for a more comprehensive solution, check out our guide on multi-location ServiceTitan reporting.
Book a quick demo and see how TitanSigma can help simplify ServiceTitan reporting for you and your clients.
