ServiceTitan reporting: memberships, jobs, and technicians ranked by margin, joined to accounting.
Field service software for HVAC, plumbing, and electrical service companies: dispatch, memberships, pricebook, invoicing.
ServiceTitan dashboards for commercial HVAC, plumbing, and electrical companies: membership and job profitability joined to Sage or QuickBooks, technician labor vs plan, and an AI receptionist for the calls. Omadli Group, Boston.
Read-only into ServiceTitan. Nothing gets replaced.
How can AI show a ServiceTitan company which memberships and jobs make money?
A ServiceTitan company sees which memberships and jobs make money when ServiceTitan's jobs, memberships, technician time, and invoices are joined to the actual costs in Sage or QuickBooks and ranked by true margin. Omadli Group connects to ServiceTitan read-only, the way the platform allows, pulls that data on a schedule into one database with accounting, reconciles it to the ledger, and builds the dashboard: margin by job, by membership, by technician, and by customer, with labor hours against plan and completed work not yet invoiced flagged weekly. An agent reads the same data and names the dispatcher, service manager, or owner who should act. ServiceTitan's own reporting and AI describe what happens inside ServiceTitan; the accounting and payroll side is what Omadli adds. For the phone, Vickie answers 24/7, books the visit, and texts the confirmation. Omadli Group is based in Boston, Massachusetts, and a dashboard averages about 18 days to go live.
ServiceTitan with Omadli, at a glance
| What we pull | Jobs, memberships, estimates, technician time, invoices, customers, pricebook items. |
|---|---|
| What you get | Margin by job, membership, technician, and customer; labor vs plan; unbilled work alerts. |
| Connection | Read-only, the way the platform allows, on a schedule. |
| Built-in vs Omadli | ServiceTitan reports see ServiceTitan. The join to Sage or QuickBooks actuals is the gap. |
| Phones | Vickie answers, books, texts, routes emergencies. Live in 22 days. |
| Time to live | About 18 days to a dashboard, measured average. |
What data Omadli reads from ServiceTitan.
- Jobs, estimates, and invoices
- Memberships and recurring services
- Technician time and dispatch
- Customers and locations
- Pricebook items
What gets built on ServiceTitan first.
Membership profitability
Every membership and recurring visit ranked by margin against the blended target.
Technician labor vs plan
Hours per job against the estimate, by technician, flagged when they run ahead.
Unbilled work alert
Completed jobs with no invoice flagged to the office before cash goes quiet.
Write-back, and what ServiceTitan's own tools already cover.
| Can Omadli write into ServiceTitan? | Omadli reads ServiceTitan the way the platform allows and works read-only by default. Actions are prepared for a person to post. |
|---|---|
| Built-in reporting and AI | ServiceTitan's dashboards and AI features work on ServiceTitan data. Accounting actuals from Sage or QuickBooks and payroll hours are outside it; joining them is where true margin by membership and job comes from. |
| Trades this fits | HVAC and mechanical companies, electrical contractors, plumbing companies |
ServiceTitan and Omadli, answered.
For what happens inside ServiceTitan, often yes. For the question owners ask most, which memberships and jobs actually make money after real labor and material cost, the answer needs accounting data ServiceTitan does not hold. Omadli joins the two and puts an agent on the result.
Vickie books into the calendar or CRM it is connected to; the current list is QuickBooks, Salesforce, HubSpot, Jobber, Housecall Pro, and GoHighLevel. Booking straight into ServiceTitan is scoped per client based on the access ServiceTitan allows.
No. Omadli connects read-only using the export or API access your current ServiceTitan subscription already allows. If a paid API tier would make the data fresher, we tell you what it costs before you decide.
As fresh as the platform allows. Where there is an API, refreshes run on a schedule during the day; where the platform only exports, the dashboard shows the export time so nobody mistakes yesterday's numbers for today's.
Bring the ServiceTitan report you rebuild every week.
A 30-minute call. We time it, map where it pulls from, and tell you what the automated version looks like.