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400+ Companies have already simplified their reporting with Wink

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 Unlock the insights in your data

VISUALIZE

Unlock the insights in your data

Wink Reports simplifies the collection, filtering, and analysis of your business data from as many sources as you connect.

Our reports and dashboards help you visualize patterns and trends in your revenue and expenses, so that you can manage seasonality, improve cash flow and overall growth.

Flexible Excel-style spreadsheets

CUSTOMIZE

Flexible Excel-style spreadsheets

If you love the flexibility of Excel but hate the time-sapping manual work involved, you’ll love Wink’s spreadsheet-style reporting tool and the freedom it gives you to create fully custom reports.

Save time and install one of our ready-made templates, designed by business analysts and easy to customize.

Connect 25+ software tools

CONNECT

Connect ServiceTitan to 25+ other tools!

Connect your key business management software to Wink, creating a single source of truth that merges operational, financial, sales and marketing data.

Spread knowledge within your business using scheduled reports to keep your team on top of the risks and opportunities emerging in your business in real time.

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Connect your ServiceTitan account to Wink Reports

Connect ServiceTitan to Wink in 3 easy steps using secure API Key codes. We will first import your historic data to deliver insights into trends and set targets based on past performance. The first import may take time but once it's done, we’ll keep it current.

Hero features for ServiceTitan users

Easily see your numbers in one place

Connect your data to Wink and get the full picture of your business performance, with the power to drill down into the detail or stay focused on high-level numbers.

Create your own dashboards or install a ready-made template, like our ServiceTitan business essentials.

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Get real-time insights into your data

Reports built on real-time data empower you to make informed decisions quickly, keeping your finger on the pulse of critical metrics, like sales, inventory, and cash flow.

Turn data into your team's superpower with Wink's share tools. Email your team reports in any format on a set schedule, helping them to keep on top of the most important numbers in your business.

Get real-time insights schedule reports

Connect all your data seamlessly

Connect your most important business software tools to Wink to create a single, central source of truth across all your data in one place.

Use Wink's merge reports function to seamlessly blend operational, financial and marketing data into powerful reports that help you identify opportunities and potential risks.

Connect all your business software

Automate the repetitive stuff

Automate all the repetitive manual tasks your team does. Increase efficiency, reduce human error, and save time for your team to focus on what moves the business forward.

If there is data driving a task, you can automate it with advanced rules and logic. For example:

  • Create follow-up tasks in a workflow
  • Email fulfillment as new orders come in
automation that uses ChatGPT-2023

No credit card required. 30-Day trial.

The epic list of all our ServiceTitan specs

Connect your data to Wink and design the custom reports you need, or browse our template gallery and install ready-made ServiceTitan reports and dashboards. 

Wink was made for business owners, not data analysts, so you’ll find a flexible, spreadsheet-style tool ready to do the heavy lifting for you.

 

Metrics

  • Appointment Assignments
  • Appointments
  • Calls
  • Customers
  • Employees
  • Equipments
  • Estimate lines
  • Estimates
  • Invoice Lines
  • Invoices
  • Job Types
  • Job
  • Materials
  • Memberships
  • Job Appointments
  • Payments
  • Payrolls
  • Purchase Orders
  • Orders Lines
  • Technicians
  • Timesheets

Report Templates

Explore our full template gallery here.

Also connects with…

  • Airtable
  • Facebook
  • Google Ads
  • Google Analytics
  • Hubspot
  • Intuit Quickbooks
  • Mailchimp
  • MYOB
  • OpenAI ChatGPT
  • Microsoft 365
  • Slack
  • Xero
And more - see the full list here.

Did we tick everything off your requirements list? 😉

No credit card required. 30-Day trial.

Need more than just ServiceTitan?

Connect 25+ plug and play tools together

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Mailchimp
Xero
Quickbooks
OpenAI ChatGPT logo

Frequently asked questions

How do I connect ServiceTitan to Wink Reports?

Connect ServiceTitan to Wink Reports in 3 steps: ask your rep for an API Key (you’ll get three codes to use); copy-paste the three codes into Wink; and click Save. We’ll load your historic data first (we don’t charge for this), so that you can track trends and compare seasonal fluctuations over time. Once your data is current, Wink Reports will automatically update it. 

We’ll let you know when it’s done and ready for you to build the custom report you need, or you can simply install a ready-made template created by our business analysts.

Will this work if my company has multiple ServiceTitan accounts?

Yes! You can create account details for users in your company and invite them to access Wink Reports.

How will I benefit if I connect ServiceTitan to Wink Reports?

You will be able to track the most important numbers across your business from both your ServiceTitan data and other business software, like your financial and marketing tools. You'll get flexible, spreadsheet-style reporting based on accurate, current data, along with graphic dashboards. 

You can even schedule key reports to be emailed to specific employees to help them make data-informed decisions and stay on top of their targets.

Why can’t I find Wink in my ServiceTitan app?

You need to create a Wink Reports account first - click here to get started.

What is ServiceTitan?

ServiceTitan is a management tool designed specifically for home service businesses, such as HVAC, plumbing, and electrical contractors. Think of it as a digital assistant that helps companies streamline their operations and improve customer service. With ServiceTitan, they can manage their workflow in one place, from customer communication to technician scheduling and payment processing.

ServiceTitan can help teams save time and reduce manual errors through automated processes as well as providing insights into operational concerns, such as technician performance, customer satisfaction, and profitability.

Does it take long to connect ServiceTitan to Wink?

It takes a few minutes to connect your ServiceTitan account to Wink, but please be aware that once your software is connected, we need to import your historical data for features like tracking trends and setting targets based on past performance.

If you’ve been operating for years, this first import will take some time, but it only happens once and we don’t charge for it. You can log out while that is underway (we’ll let you know when it’s done).

If you decide not to use Wink after your trial, you can delete everything with the click of a button.

Can I use Wink’s automation and rules with ServiceTitan?

Absolutely! If your ServiceTitan business rules stipulate what action you want to incorporate into a report, Wink automations will create the correct settings to make it happen.

Simpler reporting 3 steps

Simpler reporting in 3 steps!

Wink Reports was made for business owners, not data analysts. Getting the report you need is as easy as 1-2-3... Connect, create and gain insights!

 

No credit card required. 30-Day trial.