What are your top 3 KPIs for tracking service techs and comfort advisors?

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I'll go first (I'm strictly HVAC right now but I'd love to hear about all trades!):

Service techs: Average ticket on opportunity jobs, conversion rate, leads set

Comfort Advisors: Average ticket, close rate, options per opportunity

I'd love to know what you all are tracking!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
4 REPLIES 4

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

For our Service Techs we have a monthly "Team Player" leaderboard and we track total conversion rate, recalls caused and first call arrival time among other things to compile a score!

Randi Thompson
Bill Joplin's Air Conditioning & Heating

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I love that! Can you show me what it looks like?


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The top 5 each month get a spiff, then we take the winners each quarter to a team player breakfast! 

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Randi Thompson
Bill Joplin's Air Conditioning & Heating

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I love this!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions