Payroll & Reporting: The Final Check
🗓️ December 16, 2025
Tighten your numbers. Tune your team. Track what matters.
This final session in The Final Check ServiceTitan Learning Lab series helps you lock in your payroll settings, fine-tune reporting, and roll into 2026 with clarity, confidence, and accountability. We’ll guide your team through verifying pay configurations, building dashboards, and aligning operational and financial metrics across roles—so every department starts the year dialed in and focused.
👥 Who Should Attend
Payroll & HR • Office Managers • Ops & Service Leaders • Marketing Leads • CSRs • Dispatchers • Field Supervisors
🔍 What You’ll Learn
Payroll Setup & Approval
- Verify hourly rates, burden, OT rules, and idle time settings
- Review performance pay and non-job events
- Configure approval workflows to prevent payroll delays and errors
Technician & Business Unit Performance
- Set and monitor daily tech goals, gross margin, and business unit profitability
- Track actuals against goals and ensure techs know how they’re performing
Marketing ROI & Campaign Tracking
- Measure campaign costs and performance
- Learn how to evaluate ROI and apply insights to future campaigns
Reporting & Dashboards
- Build custom dashboards for KPIs across departments
- Must-use reports: Job costing, Daily Huddle, Timesheet Exceptions, CSR metrics, Membership Conversion, Campaign ROI, Dispatcher performance, and more
🌟 Best Practices & Takeaways
- Create daily, weekly, and monthly KPIs tied to clear roles
- Define ownership across the team (“If it’s everyone’s job, it’s no one’s job”)
- Launch 2026 with accurate payroll, clean reporting, and total alignment
- Use data to keep your team focused, efficient, and accountable
🧠 You’ll Leave With:
- A Payroll & Reporting Year-End Checklist
- Configured dashboards that highlight team performance
- Best-practice reporting cadence and ownership by role
- A game plan to start 2026 with clarity and momentum
Powerhouse Consulting Group is your ServiceTitan expert. We help teams untangle digital messes, master their software, and build smarter workflows that actually work. If you’re ready to make your software make sense, this series is the perfect place to start.
Class size is limited to ensure you get the individualized ServiceTitan help you need in your live account. Register today!
Cost: $199, or register for the three-session series for $398!
