How Top Consultants Manage Multiple ServiceTitan Accounts🔗

For a consultant working with ServiceTitan operators, reporting becomes the thing that quietly caps growth. It is not the lack of dashboards. It is the constant overhead of switching accounts, exporting data, rebuilding the same metrics, and answering the same questions in slightly different formats for every contractor you work with.

This guide is for ServiceTitan consultants, agencies, and coaches who manage five, ten, or even more client accounts and want a repeatable way to deliver KPI dashboards without turning every new client into a custom project. You will learn what a multi-client reporting system looks like, what should be standardized first, and how to keep your templates consistent as you onboard more contractors.

If you are a contractor trying to unify reporting across branches within a single company, our piece on the challenges of multi-location ServiceTitan reporting can be a good introduction.

If you are a PE firm building portfolio-level reporting across acquisitions, see our PE reporting guide.

For the complete end-to-end roadmap for a multi-location home service business, read our comprehensive guide on multi-location ServiceTitan reporting.

Why multi-account ServiceTitan reporting is so painful🔗

Let’s break down what makes creating consolidated reports from multiple ServiceTitan accounts such a nightmare for consultants:

• Separate logins and disconnected data: Each ServiceTitan account is its own data repository. If you’re managing 10 clients, that’s 10 different systems to navigate.

• Manual data wrangling: Downloading reports, cleaning them up, and merging them into a single spreadsheet becomes your full-time job.

• Inconsistent structures: What one contractor calls “Technician hours” is “Field Time” to another. Good luck joining that data.

• No portfolio view: Without a unified data model, it’s almost impossible to benchmark performance or deliver strategic insights across clients.

Building a single view of truth out of this maze is a huge drain on your resources and undermines the scalability of your processes.

The cost of doing it the conventional way🔗

Consulting firms that rely on manual workflows for multi-account reporting run into a few common issues:

• Slower onboarding: Building new dashboards from scratch for each client delays time-to-value, increasing the risk of customer churn.

• Limited capacity: Integrating data manually sets a cap on how many clients you can serve with the resources at hand, requiring you to hire more analysts to serve more clients.

• Missed upsell opportunities: Without a single source of truth to draw insights from, you can’t show contractors how they compare or what “success” looks like.

• Burnout: Instead of refining strategy, coaching, or optimizing processes, your team is buried in spreadsheets and manual exports.

However, there is a more serious risk for consulting firms reliant on manual data exports for multi-account reporting: When a competitor walks in with automated reporting and real-time insights, your spreadsheets won’t stand a chance. Your slow onboarding, sloppy reporting, and obsolete dashboards suddenly begin to look too bad for clients to stick with you.

How TitanSigma simplifies reporting for multiple ServiceTitan accounts🔗

TitanSigma is designed to tackle this exact problem.

In addition to simplifying how ServiceTitan consultants join job data with accounting data from QuickBooks, Xero Accounting, and Sage Intacct, TitanSigma can unify data from multiple ServiceTitan instances scattered across multiple accounts and locations.

Having unified your data, you can then standardize it and push it into your preferred BI tools (Power BI, Looker Studio, Metabase, etc.).

Here’s how it works:

• One workspace for all clients: Connect every ServiceTitan instance you manage into a single TitanSigma environment.

• Standardized KPIs: Define key metrics once and apply them across clients, regardless of naming conventions or account structure.

• BI tool flexibility: Push the unified data into the dashboard tools you already use with your clients.

• Automated refreshes: Eliminate manual exports and ensure that your data stays up to date, automatically.

The result? One-click reports that provide a 360-degree view of your operations, KPI dashboards that are faster to build, and clients recognizing the difference your coaching makes.

Use case: A consultant supporting 15 contractors🔗

Integrating data from multiple ServiceTitan accounts also entails pulling in and joining data from branches in different locations. Imagine you support 15 different contractors, consisting of six HVAC businesses, four plumbing companies, and five multi-location franchise groups.

Each one has its own ServiceTitan account. Typically, you’d have to manage 15 reporting setups, 15 dashboard builds, and 15 ongoing update routines.

With TitanSigma, you connect each account once. Then:

• Standardize KPIs across all accounts

• Push data into a BI tool like Power BI or Looker Studio

• Filter by client, region, or business type

• Deliver customized dashboards based on the same underlying logic

This setup helps you save dozens of hours per month while giving clients insights they can trust.

The strategic upside for your consulting firm🔗

Nailing data management between multiple ServiceTitan accounts opens new doors for your business and enables you to

• Scale without extra headcount: You get to serve more clients without having to expand your team.

• Monetize new capabilities: You can offer real-time dashboards as a subscription or premium add-on.

• Minimize time-to-value: Onboarding becomes easier, and new clients get up and running in days instead of weeks.

• Gain a competitive edge over rivals: Being able to serve multi-location clients expands your customer base and helps you tap into a lucrative market, which competitors find impossible to serve.

For growing consulting firms, this is the foundation for long-term profitability and impact.

Getting started with TitanSigma🔗

You don’t need a developer or a data engineering team to pull this off. Here’s how to get started:

1. Connect each ServiceTitan account to your TitanSigma workspace

2. Create standardized workflows for cleaning and joining key datasets

3. Push the data into Power BI, Looker Studio, or Metabase

4. Duplicate and adapt your setup across clients with just a few clicks

From there, you can manage everything from one place, keep dashboards live and up to date, and spend your time doing what actually moves the needle, such as coaching and advising.

Key takeaways🔗

• TitanSigma creates a unified data foundation that makes it easier to evolve from one-off reports to standardized, scalable consulting.

• Automating how data is integrated from multiple ServiceTitan accounts allows consultants to scale operations and boost growth without adding headcount.

• Consolidated data from multiple ServiceTitan accounts powers strategic insights, helping consultants compare data from different branches and provide clients with more granular guidance.

Conclusion: More clients, less chaos🔗

Managing multiple ServiceTitan accounts used to mean fragmented data, messy spreadsheets, and endless manual work. With TitanSigma, that’s no longer the case.

Powered by Peaka, an official ServiceTitan partner, TitanSigma offers a scalable, no-code platform that consolidates all your client data into one place, enabling you to provide better insights, quicker reports, and high-value services that grow with your business.

Check out these simple, step-by-step walkthroughs for instructions on building some of the most frequently used reports:

• Listing Call Data from Multiple ServiceTitan Accounts

• Listing Technician Data from Multiple ServiceTitan Accounts

• How to List Invoice Data Across Multiple ServiceTitan Accounts

• Listing All Jobs for an Employee in ServiceTitan Using TitanSigma

Book a demo and see how you can automate data integrations from multiple ServiceTitan instances.