ServiceTitan Data Audit · Sample
This is an example. Every number below came from asking plain-English questions of a
representative HVAC shop's ServiceTitan data — not a real customer. Your free audit runs the same
questions on your own data, live.
Found in one 30-minute session
$318,500
in recoverable pipeline that had gone cold — plus three more answers the owner
didn't have time to pull. No reports built. No spreadsheets. Just questions.
Representative shop: 12 technicians · ~$4.2M annual revenue · 3 service lines · ServiceTitan since 2021
Q
"Which estimates over $2,000 from the last 90 days never got followed up on?"
43 estimates worth $318,500 are sitting unsold with no
follow-up activity logged. The oldest has been quiet for 88 days.
| Estimate value | Count | Total value | Avg. days since contact |
|---|
| $10,000+ | 9 | $142,800 | 61 |
| $5,000 – $9,999 | 14 | $98,400 | 54 |
| $2,000 – $4,999 | 20 | $77,300 | 47 |
| Total | 43 | $318,500 | — |
So what: recovering just two of the $10K+ estimates pays for Coil for
six years. These aren't leads to chase from scratch — they already said "send me a quote."
Q
"Rank my technicians by estimate close rate this quarter."
A 39-point spread between your best and worst closer — on
similar lead volume. The gap, not the average, is where the money is.
| Technician | Estimates | Close rate | | Revenue sold |
|---|
| Marcus R. | 52 | 58% | | $214,300 |
| Dana W. | 47 | 51% | | $176,900 |
| Tyler B. | 49 | 44% | | $151,200 |
| Priya N. | 41 | 38% | | $118,600 |
| Sam K. | 44 | 19% | | $61,400 |
So what: if Sam closed at the team average (42%), that's ~$74K more sold
revenue this quarter from leads you already paid to generate. Now you know who to coach — and what "good" looks like.
Q
"Which past customers had a service call but no install estimate in the last 18 months?"
217 customers you've already served — and already trust you —
who haven't been offered a system replacement. At your average install ticket, that's a warm install
pipeline worth an estimated $1.6M+.
| Segment | Customers | Avg. system age | Est. opportunity |
|---|
| Aging system (15+ yrs), repeat repair | 68 | 17 yrs | $612,000 |
| Membership lapsed, no recent estimate | 94 | 12 yrs | $658,000 |
| One-time service, never quoted | 55 | — | $385,000 |
So what: this is a target list for next week's outreach, ranked by likelihood to buy
— pulled in seconds instead of a Friday afternoon in spreadsheets.
Q
"How does this quarter compare to the same quarter last year?"
Revenue is up +15.5% — but average ticket slipped and membership
attach rate is down. Growth is masking two leaks.
| Metric | This quarter | Same qtr last yr | Change |
|---|
| Total revenue | $1,124,000 | $973,000 | +15.5% |
| Jobs completed | 1,486 | 1,212 | +22.6% |
| Average ticket | $757 | $803 | −5.7% |
| Membership attach rate | 11% | 17% | −6 pts |
So what: you're doing more jobs for less per job. Pulling average ticket back to
last year's level is ~$68K/quarter — without selling a single extra job.
This report took under 5 minutes. On your data, it's just as fast.
Book a free audit. We connect to your ServiceTitan (read-only), you ask whatever you want, and we
show you one real number worth more than a year of Coil. No deck, no commitment.
First month risk-free — if Coil doesn't surface something worth more than the fee, you don't pay.
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