ServiceTitan
Filament

Ask questions about your ServiceTitan data

Connect ServiceTitan to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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ServiceTitan tracks your jobs, estimates, and customer accounts, but understanding which marketing campaigns drive your most profitable service calls requires connecting booking sources to job revenue and customer lifetime value. Filament links ServiceTitan to your marketing tools and answers questions about campaign performance, technician utilization, and customer retention in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track ServiceTitan KPIs with Filament Analytics

Connect your ServiceTitan account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key ServiceTitan metrics you can track in Filament:

CUSTOMER
Track customer accounts with contact details, service history, account balance, and lifetime value to analyze retention patterns and identify your most valuable customer segments.
records:
idnameemailphonebalancecreatedOnactive
JOB
Analyze completed service jobs with revenue totals, job status, completion dates, and technician assignments to understand profitability by job type and service area.
records:
idjobNumbercustomerIdtotalcompletedOnjobStatusbusinessUnitId
ESTIMATE
Track quoted work with estimate amounts, sold status, and conversion rates to measure sales effectiveness and identify which service offerings close most frequently.
records:
idjobIdestimateNumbertotalsoldOnstatussoldBy
NON_JOB_APPOINTMENT
Monitor estimates, consultations, and service calls that haven't converted to jobs yet, including appointment type, scheduled dates, and booking source to optimize your sales pipeline.
records:
idappointmentNumbercustomerIdstartappointmentTypebookingSource
LOCATION
Organize service addresses and site details with location names, addresses, and customer associations to analyze service density by geography and route efficiency.
records:
idcustomerIdnameaddresscitystatezip
CUSTOMER_CONTACT
Maintain all customer touchpoint information including contact names, phone numbers, email addresses, and contact type to track communication history and preferred contact methods.
records:
idcustomerIdnameemailphonetypeisPrimary
JOB_HOLD_REASON
Track why jobs are delayed or on hold with reason codes and hold dates to identify scheduling bottlenecks and improve operational efficiency.
records:
idjobIdreasonheldOnreleasedOn
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Combine ServiceTitan with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, ServiceTitan lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your ServiceTitan data gets even more powerful when combined with other tools:

ServiceTitan
CallRail

ServiceTitan + CallRail

Connect ServiceTitan job revenue with CallRail call tracking to see which phone numbers and marketing sources generate the highest-value service calls and best estimate-to-job conversion rates.

ServiceTitan
Google Ads

ServiceTitan + Google Ads

Connect ServiceTitan customer and job data with Google Ads campaign performance to measure which ad groups drive completed jobs, calculate true cost per acquisition, and identify your most profitable service areas by campaign.

ServiceTitan
QuickBooks

ServiceTitan + QuickBooks

Connect ServiceTitan job totals with QuickBooks invoicing and payments to reconcile revenue across systems, track outstanding balances by customer segment, and build a complete financial reporting dashboard.

Benefits of Filament's ServiceTitan Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your ServiceTitan account

Connect your ServiceTitan account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your ServiceTitan data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build ServiceTitan dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

ServiceTitan integration FAQ

Everything you need to know about connecting ServiceTitan with Filament and getting the most out of your data.