ServiceTitan Reports

Project Timeline: February – March 2025

Powerhouse partnered with this client to extract, clean, and organize their commercial data for a new software migration–resulting in accurate, ready-to-import reports and a seamless transition.

Client Challenges

This contractor needed to export comprehensive data from ServiceTitan for use in a new commercial software but lacked the structure and strategy to begin. With multiple data types and potential duplication issues, they needed expert support to ensure accuracy, completeness, and usability.

PCG Solutions

PCG developed a suite of custom reports to capture every relevant data point—from customers and locations to notes, equipment, and contact information. Our team identified and resolved duplicate records, ensuring the client’s new system launched with clean, reliable data.

Our Approach

Comprehensive Data Strategy

The Powerhouse team began with a structured audit of the client’s commercial data needs, ensuring no critical information was overlooked. By mapping each dataset to its end use, we aligned report design with the client’s operational and import requirements.

Custom Report Development

Using ServiceTitan’s reporting tools, PCG built custom exports tailored to the client’s new platform. Each report was designed to simplify data extraction, making it easy for the client’s team to review and validate before migration.

Clean Data, Confident Start

Before delivery, PCG conducted thorough duplicate checks and accuracy testing to confirm the integrity of the exported data. This process ensured that the client’s new software would launch on a foundation of clean, structured information—reducing onboarding time and future errors.

Conclusion

By combining deep ServiceTitan knowledge with precision reporting, PCG helped this contractor start strong in their new system. Our structured, hands-on approach transformed a complex data export into a clear, confident migration—saving the client time, reducing risk, and setting a precedent for data management best practices.