Best KPI's for Installs

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Good morning!

We run job costing for every install and report it to the management team/sales advisor.  We run the aggregated job costing report weekly as well.  I am looking for input from others...what do you use for best KPI's to get your gross profit percentage for both install and service techs?  Any luck with custom dashboards to get visuals on these items?

Miranda Melnychuk, RSE
Director of Systems Integration/Office Manager
Acclaimed! Heating Cooling and Furnace Cleaning

ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi!  I may be able to help with getting the visuals.  Are you using Divisions to distinguish your install and service jobs?  Are each of your techs assigned to only Sales OR Installs, or can a single technician generate revenue in both categories?