How to Unify Data from Multiple ServiceTitan Accounts

For a consultant working with ServiceTitan operators, one account is manageable, two is doable… but once you’re juggling five, ten, or even more ServiceTitan clients, things become overwhelming fast.

Each account has its own quirks, its own data, and its own reporting needs. Trying to keep everything straight—especially when clients expect quick, clean dashboards—is enough to make even the most seasoned consultant feel like they’re drowning in spreadsheets.

Fortunately, there is a more efficient way of handling these complexities.

Why multi-account Servicetitan reporting is so painful

Let’s break down what makes creating consolidated reports from multiple ServiceTitan accounts such a nightmare for consultants:

• Separate logins and disconnected data: Each ServiceTitan account is its own data repository. If you’re managing 10 clients, that’s 10 different systems to navigate.

• Manual data wrangling: Downloading reports, cleaning them up, and merging them into a single spreadsheet becomes your full-time job.

• Inconsistent structures: What one contractor calls “Technician hours” is “Field Time” to another. Good luck joining that data.

• No portfolio view: Without a unified data model, it’s almost impossible to benchmark performance or deliver strategic insights across clients.

Building a single view of truth out of this maze is a huge drain on your resources and undermines the scalability of your processes.

The cost of doing it the conventional way

Consulting firms that rely on manual workflows for multi-account reporting run into a few common issues:

• Slower onboarding: Building new dashboards from scratch for each client delays time-to-value, increasing the risk of customer churn.

• Limited capacity: Integrating data manually sets a cap on how many clients you can serve with the resources at hand, requiring you to hire more analysts to serve more clients.

• Missed upsell opportunities: Without a single source of truth to draw insights from, you can’t show contractors how they compare or what “success” looks like.

• Burnout: Instead of refining strategy, coaching, or optimizing processes, your team is buried in spreadsheets and manual exports.

However, there is a more serious risk for consulting firms reliant on manual data exports for multi-account reporting: When a competitor walks in with automated reporting and real-time insights, your spreadsheets won’t stand a chance. Your slow onboarding, sloppy reporting, and obsolete dashboards suddenly begin to look too bad for clients to stick with you.

How Peaka simplifies reporting for multiple ServiceTitan accounts

Peaka is designed to tackle this exact problem.

In addition to simplifying how ServiceTitan consultants join job data with accounting data from QuickBooks, Xero Accounting, and Sage Intacct, Peaka can unify data from multiple ServiceTitan instances scattered across multiple accounts and locations.

Having unified your data, you can then standardize it and push it into your preferred BI tools (Power BI, Looker Studio, Metabase, etc.).

Here’s how it works:

• One workspace for all clients: Connect every ServiceTitan instance you manage into a single Peaka environment.

• Standardized KPIs: Define key metrics once and apply them across clients, regardless of naming conventions or account structure.

• BI tool flexibility: Push the unified data into the dashboard tools you already use with your clients.

• Automated refreshes: Eliminate manual exports and ensure that your data stays up to date, automatically.

The result? One-click reports that provide a 360-degree view of your operations, KPI dashboards that are faster to build, and clients recognizing the difference your coaching makes.

Use case: A consultant supporting 15 contractors

Integrating data from multiple ServiceTitan accounts also entails pulling in and joining data from branches in different locations. Imagine you support 15 different contractors, consisting of six HVAC businesses, four plumbing companies, and five multi-location franchise groups.

Each one has its own ServiceTitan account. Typically, you’d have to manage 15 reporting setups, 15 dashboard builds, and 15 ongoing update routines.

With Peaka, you connect each account once. Then:

• Define a shared KPI model across all clients

• Push data into a BI tool like Power BI or Looker Studio

• Filter by client, region, or business type

• Deliver customized dashboards based on the same underlying logic

This setup helps you save dozens of hours per month while giving clients insights they can trust.

The strategic upside for your consulting firm

Nailing data management between multiple ServiceTitan accounts opens new doors for your business and enables you to

• Scale without extra headcount: You get to serve more clients without having to expand your team.

• Monetize new capabilities: You can offer real-time dashboards as a subscription or premium add-on.

• Minimize time-to-value: Onboarding becomes easier, and new clients get up and running in days instead of weeks.

• Gain a competitive edge over rivals: Being able to serve multi-location clients expands your customer base and helps you tap into a lucrative market, which competitors find impossible to serve.

For growing consulting firms, this is the foundation for long-term profitability and impact.

Getting started with Peaka

You don’t need a developer or a data engineering team to pull this off. Here’s how to get started:

1. Connect each ServiceTitan account to your Peaka workspace

2. Create standardized workflows for cleaning and joining key datasets

3. Push the data into Power BI, Looker Studio, or Metabase

4. Duplicate and adapt your setup across clients with just a few clicks

From there, you can manage everything from one place, keep dashboards live and up to date, and spend your time doing what actually moves the needle, such as coaching and advising.

Key takeaways

• Peaka creates a unified data foundation that makes it easier to evolve from one-off reports to standardized, scalable consulting.

• Automating how data is integrated from multiple ServiceTitan accounts allows consultants to scale operations and boost growth without adding headcount.

• Consolidated data from multiple ServiceTitan accounts powers strategic insights, helping consultants compare data from different branches and provide clients with more granular guidance.

Conclusion: More clients, less chaos

Managing multiple ServiceTitan accounts used to mean fragmented data, messy spreadsheets, and endless manual work. With Peaka, that’s no longer the case.

An official ServiceTitan partner, Peaka offers a scalable, no-code platform that consolidates all your client data into one place, enabling you to provide better insights, quicker reports, and high-value services that grow with your business.

Sign up to Peaka for free today.

Book a demoSign up to Peaka for free today. and see how you can automate data integrations from multiple ServiceTitan instances.