ServiceTitan (CRM) logoCRM integration

ServiceTitan reporting & dashboards

Turn ServiceTitan customers, leads, bookings, jobs, and invoice revenue into governed CRM reporting for your service business.

What you can do with ServiceTitan in Maven

Maven connects ServiceTitan and models customers, contacts, leads, service locations, bookings, jobs, and invoices into governed CRM metrics. Track booking volume, lead count, and invoice revenue, break the pipeline down by stage, lead source, or location, and tie revenue back to the Google Ads and Facebook campaigns that drove the calls.

Questions you can ask

Just ask Maven about ServiceTitan

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our deal pipeline value by stage for deals created in the last 90 days?

Show closed deals by stage

Show average days to close by owner

Show average open deal age by owner

Show open pipeline by stage

Show won and lost deals in the latest pipeline snapshot by stage

Show closed amount by pipeline in the latest pipeline snapshot

How many ServiceTitan bookings did we get in the last 30 days?

How it works

Connect ServiceTitan, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect ServiceTitan

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your ServiceTitan data (11 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from ServiceTitan

ServiceTitan customersCustomer contactsLeadsService locationsService-location contactsBookingsJobsJob appointmentsInvoicesBusiness units and currencyTechnicians

Works well with

Report ServiceTitan alongside the rest of your stack

FAQ

ServiceTitan reporting questions

Can I combine ServiceTitan with other data sources?

Yes. ServiceTitan reports alongside sources like Google Ads, Facebook Ads, Google Analytics 4 and Google Search Console. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

How often does ServiceTitan data sync to Maven?

Maven syncs ServiceTitan automatically: a fast first source pull after connecting, then scheduled refreshes that keep reports current. The last successful sync time is always visible, so you know the source data is fresh before it feeds a trusted reporting workflow.

Can Maven report ServiceTitan bookings and lead sources together?

Yes. Maven models ServiceTitan bookings and leads alongside customer and location, so you can see booking volume by stage or source and trace which acquisition channels produce the jobs that book.

Does Maven report revenue amounts from ServiceTitan?

Yes. Maven syncs ServiceTitan invoices and jobs alongside the booking and lead pipeline, so revenue is modeled beside volume, conversion, and source quality. Invoice revenue is attributed to the customer, letting you report which lead sources and campaigns drive the highest-value jobs.

Is my ServiceTitan data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready to make client reporting easier to run and defend?

Bring one client report or disputed metric. We'll map the workflow and where Maven fits.

One report, reviewed end to end

Clear roles across data, QA, and delivery

No pitch deck. We follow up to schedule a working session.

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