Listing Technician Data from Multiple ServiceTitan Accountsπ
Managing technician data across multiple ServiceTitan accounts is a common challenge for PE firms and multi-location service businesses. Whether you're consolidating workforce reports, analyzing technician performance across brands, or preparing operational updates, you need an efficient way to pull technician data from all your ServiceTitan instances.
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 consolidated technician data you need from multiple accounts, regardless of your technical background.
In this guide, we'll walk you through connecting multiple ServiceTitan accounts to TitanSigma and use our AI chatbot to instantly retrieve and consolidate technician data across your entire portfolio with no SQL required.
Setting Up Your ServiceTitan Connectionsπ
Before you can query technician 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 technician records, job assignments, and scheduling information. This gives you immediate access to query technician data across all your connected accounts through our platform.
For detailed step-by-step instructions, check out our comprehensive guide: Connect your ServiceTitan Account to TitanSigma
Getting Invoices Data in 4 Simple Stepsπ
Once your ServiceTitan data is flowing into TitanSigma, retrieving technicians information becomes incredibly straightforward. Here's how to pull all technicians from multiple ServiceTitan accounts:
Step 1: Start a New Queryπ
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 Englishπ
Simply type your request in natural language. For example:
List all technicians from all of my ServiceTitan accounts.
Step 3: Select Your Data Sourcesπ
TitanSigma will automatically suggest the relevant tables. For employee job data, you'll typically need:
- Technicians Table:
your_service_titan_connection > settings > technicians
Step 4: Execute and Analyzeπ
Hit run and watch TitanSigma generate the SQL query behind the scenes. Your results appear instantly, showing all technicians from your connected ServiceTitan accounts with complete details.
Conclusion: Convert manual chaos into organized intelligenceπ
Managing technician data across multiple ServiceTitan accounts doesn't have to mean juggling spreadsheets and manual exports. With TitanSigma's AI chatbot, you can consolidate workforce data from your entire portfolio using natural language just ask and get instant results.
Whether you're tracking performance metrics, planning resource allocation, or preparing executive reports, you now have the tools to make data-driven decisions across all your ServiceTitan instances. No technical expertise required, no time wasted on manual processes.
Ready to transform how you handle multi-account ServiceTitan data? Dive into our complete ServiceTitan Reporting Cookbook for more step-by-step guides:
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How to List Invoice Data Across Multiple ServiceTitan Accounts
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Listing All Jobs for an Employee in ServiceTitan Using TitanSigma
For a complete end-to-end roadmap on ServiceTitan integrations, dashboards, and unifying multi-location data, read our comprehensive guide on multi-location ServiceTitan reporting.
Book a quick demo and see how TitanSigma can help simplify ServiceTitan reporting for you and your clients.