New

Smart AI Features

Know What’s Happening. Take Action Today.

Your ServiceTitan reports, turned into daily insights delivered to your inbox - no digging, no dashboards.

Customizable

Automated

Informative

Get More From Your Metrics

How ReportPulse Works

Built for Owners, GMs, and Managers — here’s how we help you turn raw KPIs into clear daily decisions.

Connect To ServiceTitan

We securely sync with your ServiceTitan account in just a few simple steps — no complicated setup or technical know-how required.

Connect To ServiceTitan

We securely sync with your ServiceTitan account in just a few simple steps — no complicated setup or technical know-how required.

Connect To ServiceTitan

We securely sync with your ServiceTitan account in just a few simple steps — no complicated setup or technical know-how required.

Start Receiving Insights

Your Pulse Reports arrive to your inbox ready to use — no dashboards, no digging

Connect Your Account

We’ll walk you through a secure setup to link your ServiceTitan reports — no tech skills needed.

Share Your Goals

Tell us which KPIs matter most - we'll take it from there.

Configure Your Pulse Report

Choose your reporting cadence and team roles. We’ll personalize the insights for your workflow.

Set Your Goals and Benchmarks

Customize the KPIs you care about: tech sales goals, booking rate targets, department performance, and more.

Set Your Goals and Benchmarks

Customize the KPIs you care about: tech sales goals, booking rate targets, department performance, and more.

Set Your Goals and Benchmarks

Customize the KPIs you care about: tech sales goals, booking rate targets, department performance, and more.

Automated Summaries, Actionable Insights

You get scheduled reports with trend analysis, red flags, and tailored action plans — delivered right to your inbox.

Automated Summaries, Actionable Insights

You get scheduled reports with trend analysis, red flags, and tailored action plans — delivered right to your inbox.

Automated Summaries, Actionable Insights

You get scheduled reports with trend analysis, red flags, and tailored action plans — delivered right to your inbox.

Automated Summaries, Actionable Insights

You get scheduled reports with trend analysis, red flags, and tailored action plans — delivered right to your inbox.

Here’s what your inbox could look like tomorrow

From KPIs to red flags — everything you need in one simple daily briefing

Good morning John,

Here’s your Pulse Report for today – a quick snapshot of how your team is tracking.

Data as of 7:00 AM

Today’s Schedule: 82% Booked

Alert: 5 Jobs Canceled Yesterday Most common reason: “Customer not home” – flagged 3 times

Conversion Rate (Yesterday): 61% Below the 70% benchmark – driven by 3 techs with no sales

Revenue Yesterday: $21,000 of $20,000 goal (Driven by revenue of 2 technicians - Jordan F. ($8,743) and Emma P. ($6,849)

MTD Progress: $312,450 of $400,000 goal (78% to target – pacing slightly below monthly run rate)

Billable Hour Efficiency: 72% yesterday of 80% goal

Technician Generated Leads: 5 yesterday of 3 goal

Yesterday's Wins:

Top Performer: Jordan F - $8,743 in Revenue

  • Give Kudos to Jordan F. and Emma P. for great revenue production yesterday

  • Congratulate team on generating 5 TGLs yesterday

Today’s Next Moves:

  • Review pattern of cancelled jobs with the reason "Customer Not Home"

  • Alert Service Manager to 3 low-conversion techs - Todd S., John M, Jason L. for coaching touchpoints

  • Alert office manager of 5 paused jobs from yesterday to verify jobs get followed up on and revenue is recognized

ReportPulse — Data with a hearbeat. Decisions with impact.

Benefits

What You Get with ReportPulse

Everything you need to track performance, spot red flags, and lead your team with confidence.

Inbox-Ready Insights

Role-Based Metrics

Your KPIs, Your Way

Red Flag Alerts

Department Insights

Trend Highlights

Instant Visibility

See what’s happening — without logging into anything. Your most important KPIs are summarized and delivered straight to your inbox. No dashboards. No digging.

Instant Visibility

See what’s happening — without logging into anything. Your most important KPIs are summarized and delivered straight to your inbox. No dashboards. No digging.

Instant Visibility

See what’s happening — without logging into anything. Your most important KPIs are summarized and delivered straight to your inbox. No dashboards. No digging.

Instant Visibility

See what’s happening — without logging into anything. Your most important KPIs are summarized and delivered straight to your inbox. No dashboards. No digging.

Red Flags, Not Just Reports

We surface what’s underperforming — so you can act fast. Missed goals, slipping conversion rates, or low booking? We flag it — and show you where to focus.

Red Flags, Not Just Reports

We surface what’s underperforming — so you can act fast. Missed goals, slipping conversion rates, or low booking? We flag it — and show you where to focus.

Red Flags, Not Just Reports

We surface what’s underperforming — so you can act fast. Missed goals, slipping conversion rates, or low booking? We flag it — and show you where to focus.

Red Flags, Not Just Reports

We surface what’s underperforming — so you can act fast. Missed goals, slipping conversion rates, or low booking? We flag it — and show you where to focus.

Built to Track What You Care About

Monitor budgets, KPIs, and performance across departments — all from one place. Whether it's service, sales, CSR, or install, ReportPulse flexes to your goals and reporting needs.

Built to Track What You Care About

Monitor budgets, KPIs, and performance across departments — all from one place. Whether it's service, sales, CSR, or install, ReportPulse flexes to your goals and reporting needs.

Built to Track What You Care About

Monitor budgets, KPIs, and performance across departments — all from one place. Whether it's service, sales, CSR, or install, ReportPulse flexes to your goals and reporting needs.

Built to Track What You Care About

Monitor budgets, KPIs, and performance across departments — all from one place. Whether it's service, sales, CSR, or install, ReportPulse flexes to your goals and reporting needs.

Skip the Report Overload

No more bouncing between dashboards and reports to piece things together. ReportPulse brings your most important data into one clear summary — so you get answers, not just numbers.

Skip the Report Overload

No more bouncing between dashboards and reports to piece things together. ReportPulse brings your most important data into one clear summary — so you get answers, not just numbers.

Skip the Report Overload

No more bouncing between dashboards and reports to piece things together. ReportPulse brings your most important data into one clear summary — so you get answers, not just numbers.

Skip the Report Overload

No more bouncing between dashboards and reports to piece things together. ReportPulse brings your most important data into one clear summary — so you get answers, not just numbers.

Align Your Team — On Your Schedule

Deliver daily, weekly, or monthly insights that keep your team focused. Set expectations, track results, and keep everyone — from techs to managers — rowing in the same direction.

Align Your Team — On Your Schedule

Deliver daily, weekly, or monthly insights that keep your team focused. Set expectations, track results, and keep everyone — from techs to managers — rowing in the same direction.

Align Your Team — On Your Schedule

Deliver daily, weekly, or monthly insights that keep your team focused. Set expectations, track results, and keep everyone — from techs to managers — rowing in the same direction.

Align Your Team — On Your Schedule

Deliver daily, weekly, or monthly insights that keep your team focused. Set expectations, track results, and keep everyone — from techs to managers — rowing in the same direction.

Industries We Serve

Trusted by High-Performance Service Teams

From growing local shops to established brands — teams count on ReportPulse to keep performance visible and actionable.

Roofing

Garage

HVAC

HVAC

HVAC

Plumbing

Plumbing

Plumbing

Electrical

Electrical

Electrical

Roofing

Roofing

Garage

Garage

Garage

"I don’t have to chase numbers anymore. I open my inbox and know exactly where we’re winning — and what needs my attention"

-GM, Home Services Company

Try ReportPulse

Life with ReportPulse

What Your Day Looks Like — Before vs. After ReportPulse

See how ReportPulse simplifies your day — from chasing data to leading with clarity

Bouncing between 5 different reports

Before ReportPulse

Bouncing between 5 different reports

Before ReportPulse

Bouncing between 5 different reports

Before ReportPulse

Bouncing between 5 different reports

Before ReportPulse

One clear summary in your inbox

After ReportPulse

One clear summary in your inbox

After ReportPulse

One clear summary in your inbox

After ReportPulse

One clear summary in your inbox

After ReportPulse

Data overload, no priorities

Before ReportPulse

Data overload, no priorities

Before ReportPulse

Data overload, no priorities

Before ReportPulse

Data overload, no priorities

Before ReportPulse

Clean focus: what to watch, what to fix

After ReportPulse

Clean focus: what to watch, what to fix

After ReportPulse

Clean focus: what to watch, what to fix

After ReportPulse

Clean focus: what to watch, what to fix

After ReportPulse

Missed trends until it's too late

Before ReportPulse

Missed trends until it's too late

Before ReportPulse

Missed trends until it's too late

Before ReportPulse

Missed trends until it's too late

Before ReportPulse

Early trend alerts highlight shifts in time

After ReportPulse

Early trend alerts highlight shifts in time

After ReportPulse

Early trend alerts highlight shifts in time

After ReportPulse

Early trend alerts highlight shifts in time

After ReportPulse

Designed for Leaders

Built for the People Driving Performance

Built for the People Driving Performance

Built for the People Driving Performance

Give your team the visibility to act — from daily service KPIs to monthly revenue pacing.

Ready to equip your team with smarter insights?

Get Started Now

We’ll guide you through a quick setup to tailor reports to your goals — then we handle the rest.

Owners

Get a high-level pulse without getting buried in details. Quickly see if the business is on track, where revenue stands, and what needs your attention — all in one place.

General Managers

Stay in sync across every department. From schedule fill to conversion rates, see what’s working, what’s slipping, and where to focus your team — daily, weekly, or monthly.

Department Managers

Spot coaching moments and performance trends. Track KPIs by role or business unit. Identify top performers, red flags, and actionable next steps for your techs or CSRs.

Set Up in 4 Steps

Getting Started is Simple

Here’s how we help you get up and running — with zero guesswork

Step 1

Share Your Goals

Tell us which KPIs matter most — we’ll take it from there.

Step 1

Share Your Goals

Tell us which KPIs matter most — we’ll take it from there.

Step 1

Share Your Goals

Tell us which KPIs matter most — we’ll take it from there.

Step 1

Share Your Goals

Tell us which KPIs matter most — we’ll take it from there.

Step 2

Connect Your Account

We’ll guide you through a quick, secure setup to link your data.

Step 2

Connect Your Account

We’ll guide you through a quick, secure setup to link your data.

Step 2

Connect Your Account

We’ll guide you through a quick, secure setup to link your data.

Step 2

Connect Your Account

We’ll guide you through a quick, secure setup to link your data.

Step 3

Configure Your Pulse

We’ll tailor the insights and delivery to fit your team, roles, and cadence.

Step 3

Configure Your Pulse

We’ll tailor the insights and delivery to fit your team, roles, and cadence.

Step 3

Configure Your Pulse

We’ll tailor the insights and delivery to fit your team, roles, and cadence.

Step 3

Configure Your Pulse

We’ll tailor the insights and delivery to fit your team, roles, and cadence.

Step 4

Start Receiving Insights

Your custom performance summaries arrive right in your inbox.

Step 4

Start Receiving Insights

Your custom performance summaries arrive right in your inbox.

Step 4

Start Receiving Insights

Your custom performance summaries arrive right in your inbox.

Step 4

Start Receiving Insights

Your custom performance summaries arrive right in your inbox.

Our Pricing Plan

Simple Pricing, Serious Clarity

Simple Pricing, Serious Clarity

Simple Pricing, Serious Clarity

One flat rate. All the insights your team needs — without digging through several reports or dashboards.

Pro Plan

The perfect starting point for growing service teams who want visibility without the clutter.

$149

/month after 14-day trial

$199

/One-time onboarding for personalized reports

Get Started

We’ll walk you through benchmarks, reporting cadence, and key KPIs to get you fully set up.

14-day free trial begins after setup

Cancel anytime during trial — no charge beyond onboarding

Custom KPI tracking & benchmarks

Red flag alerts + action items

Supports up to 5 departments or business units

No dashboards or logins — just clean, inbox-ready insights

Pro Plan

The perfect starting point for growing service teams who want visibility without the clutter.

$149

/month after 14-day trial

$199

/One-time onboarding for personalized reports

Get Started

We’ll walk you through benchmarks, reporting cadence, and key KPIs to get you fully set up.

14-day free trial begins after setup

Cancel anytime during trial — no charge beyond onboarding

Custom KPI tracking & benchmarks

Red flag alerts + action items

Supports up to 5 departments or business units

No dashboards or logins — just clean, inbox-ready insights

Pro Plan

The perfect starting point for growing service teams who want visibility without the clutter.

$149

/month after 14-day trial

$199

/One-time onboarding for personalized reports

Get Started

We’ll walk you through benchmarks, reporting cadence, and key KPIs to get you fully set up.

14-day free trial begins after setup

Cancel anytime during trial — no charge beyond onboarding

Custom KPI tracking & benchmarks

Red flag alerts + action items

Supports up to 5 departments or business units

No dashboards or logins — just clean, inbox-ready insights

Pro Plan

The perfect starting point for growing service teams who want visibility without the clutter.

$149

/month after 14-day trial

$199

/One-time onboarding for personalized reports

Get Started

We’ll walk you through benchmarks, reporting cadence, and key KPIs to get you fully set up.

14-day free trial begins after setup

Cancel anytime during trial — no charge beyond onboarding

Custom KPI tracking & benchmarks

Red flag alerts + action items

Supports up to 5 departments or business units

No dashboards or logins — just clean, inbox-ready insights

All Plans Include

Email Support

Real-Time Collaboration

Custom Benchmark Setup

Action-Oriented Summaries

Common Question

Frequently Asked Questions

What exactly is a Pulse Report?

Pulse Reports are automated performance summaries delivered straight to your inbox on a daily, weekly, or monthly schedule — you choose what works best for your team. Each report highlights key KPIs, red flags, and actionable next steps — so you always know where your team stands without ever logging into a dashboard.

What do I need to get started?

Do I need to log into another platform?

What’s included in the setup fee?

What if I manage multiple departments?

What if my team grows or I add more departments?

Can I cancel anytime?

What exactly is a Pulse Report?

Pulse Reports are automated performance summaries delivered straight to your inbox on a daily, weekly, or monthly schedule — you choose what works best for your team. Each report highlights key KPIs, red flags, and actionable next steps — so you always know where your team stands without ever logging into a dashboard.

What do I need to get started?

Do I need to log into another platform?

What’s included in the setup fee?

What if I manage multiple departments?

What if my team grows or I add more departments?

Can I cancel anytime?

What exactly is a Pulse Report?

Pulse Reports are automated performance summaries delivered straight to your inbox on a daily, weekly, or monthly schedule — you choose what works best for your team. Each report highlights key KPIs, red flags, and actionable next steps — so you always know where your team stands without ever logging into a dashboard.

What do I need to get started?

Do I need to log into another platform?

What’s included in the setup fee?

What if I manage multiple departments?

What if my team grows or I add more departments?

Can I cancel anytime?

Elevate Your Business

Ready to Lead with Clarity?

Pulse Reports put your KPIs, red flags, and action items exactly where you need them — no digging, no guesswork. Let your inbox do the work. You focus on moving the business forward.

Elevate Your Business

Ready to Lead with Clarity?

Pulse Reports put your KPIs, red flags, and action items exactly where you need them — no digging, no guesswork. Let your inbox do the work. You focus on moving the business forward.

Elevate Your Business

Ready to Lead with Clarity?

Pulse Reports put your KPIs, red flags, and action items exactly where you need them — no digging, no guesswork. Let your inbox do the work. You focus on moving the business forward.

Elevate Your Business

Ready to Lead with Clarity?

Pulse Reports put your KPIs, red flags, and action items exactly where you need them — no digging, no guesswork. Let your inbox do the work. You focus on moving the business forward.