ServiceTitan
Trade Launch developer access is still pending. No customer password or credentials are stored.
Automatic sync: Not available yet. Use daily entry or spreadsheet upload.
YOUR COMPANY WORKSPACE
Loading your company…
Confirming your secure sign-in.
START HERE
1. Add your numbers
Choose a department, then department totals or a person. Read the simple setup and import guide.
Manage employees and crews
Included: up to 50 active tracking profiles per purchased department. Profiles do not create employee logins or send employee emails.
How employee numbers work
Enter the result and the number of eligible jobs, estimates, calls, or requests behind it. Gross margin also needs install revenue. For example: 60% conversion from 10 eligible estimates. The department total uses the counts, not a simple average of employee percentages.
Use No activity this day when the count is 0. Leave an unknown result blank. Fewer than 10 records shows Small sample; review the records before judging performance.
For shared installation work, enter the job under a crew. Count each job or call once. Mixing employee and crew results requires a separately entered department total. Custom KPI totals are also entered separately.
Type your numbers for
Leave unknown results blank. For employee results, include the workload count. Use No activity this day for a zero count.
Or upload a spreadsheet
UPLOAD FROM ANY CRM
Upload your daily numbers
Choose department totals or employee results, download the matching template, fill in your results, and upload it here. Add names in Manage employees before importing employee results. IDs keep people with the same name separate. Excel (.xlsx or .xls) and CSV files are supported. Maximum 2,500 rows and 5 MB. Dates must use YYYY-MM-DD or MM/DD/YYYY.
Download the matching template, fill in results, then preview before saving.
Employee and crew scorecards
Choose a name to open their results, seven-day history, and next action.
YOUR SCORECARD
2. See results & actions
General guidance only. Trade Launch does not guarantee results. You are responsible for your business decisions.
Actions use the selected person’s or department’s saved numbers and current department goals. Enter each day’s results to see what changed and the next specific check.
Loading your KPI scorecard…
SEVEN DAYS ENDING ON YOUR SELECTED DATE
KPI direction
Each day is shown below. Direction compares the first and last entered days in this period; a dash means no numbers were entered.
Loading KPI trends…
Company settings: goals and team
COMPANY SETTINGS
KPI goals
Start with Trade Launch recommendations, then adjust targets to match this company. Changes apply to the dashboard and manager reports.
TEAM ACCESS
Add a department manager
Add the manager’s email and department. They can set a password from the Trade Launch sign-in page, enter numbers, and see only their assigned department. Report recipients are set separately below.
Loading team access…
CONTROLLED DELIVERY
Daily reports
7 AM data reminders
Owners receive one worksheet for their active departments. Assigned managers and saved manager report addresses receive their department’s worksheet. The email asks for yesterday’s results and includes an Excel file. Reminders use the company time zone below and run separately from report delivery.
Recent data reminders
Owners receive one summary of all purchased departments. Department reports go to the addresses below. Reports cover yesterday in your company’s time zone. Save settings, test once, then turn on reports. Saving settings pauses delivery until you turn it on again.
Loading email settings…
Recent report activity
Accepted means Microsoft accepted the message for sending. If a response was interrupted, check Sent Items before sending again.
CRM connection status
DATA CONNECTION
CRM & daily update status
Spreadsheet upload
Available now for companies without a CRM. Download your Excel template, enter yesterday’s numbers, and upload it. No CSV conversion is needed.
Add your daily numbers aboveSpreadsheet mode is ready. ServiceTitan is not connected.