DEV Community: Peaka

Listing Calls Data from Multiple ServiceTitan Accounts

Mevlüt Can Tuna — Mon, 08 Sep 2025 09:33:51 +0000

As a ServiceTitan consultant, you're constantly juggling calls data across dozens of client accounts. Whether you're preparing monthly KPI dashboards, analyzing call performance for coaching sessions, or delivering dashboard updates to multiple clients, manual data exports from each ServiceTitan instance are eating up your billable hours.

Peaka transforms how consulting firms deliver ServiceTitan analytics. Instead of building custom dashboards for each client or wrestling with spreadsheet exports, you can instantly unify data from multiple ServiceTitan accounts using natural language queries—no coding required.

In this guide, we'll show you how to connect multiple client ServiceTitan accounts to Peaka and use our AI chatbot to instantly retrieve calls data for any client—turning hours of manual work into minutes of automated insights.

Setting Up Your ServiceTitan Connections

Before you can query calls data for your clients, you'll need to connect their ServiceTitan accounts to Peaka. The process is straightforward and takes just a few minutes per client.

First, navigate to the Connections section in your Peaka workspace and select ServiceTitan from the available integrations. You'll need API credentials from each client's ServiceTitan admin panel—most clients can generate these quickly with your guidance.

Once connected, Peaka will automatically sync each client's ServiceTitan data, including calls records, customer information, and call tracking data. This gives you immediate access to query calls data across your entire client portfolio from a single workspace.

For detailed step-by-step instructions, check out our comprehensive guide: Connect your ServiceTitan Account to Peaka

Getting Client Calls Data in 4 Simple Steps

Once your clients' ServiceTitan data is flowing into Peaka, retrieving calls information for any client becomes incredibly straightforward. Here's how to pull calls data from multiple client accounts:

Step 1: Write your query

Navigate to your Peaka workspace and create a new query. Select the AI|GPT section to access our natural language query interface.

Pro tip: New to Peaka queries? Check out our comprehensive guide to get up to speed.

Step 2: Ask in natural language

Simply type your request in natural language. For example:

List all calls from all of my ServiceTitan accounts.

Step 3: Select your data sources

Peaka will automatically suggest the relevant tables. For calls data, you'll typically need:

Calls Table: your_service_titan_connection > telecom > calls

Step 4: Execute and analyze

Hit run and watch Peaka generate the SQL query behind the scenes. Your results appear instantly, showing all calls from your client's ServiceTitan account with complete details—ready to drop into your monthly KPI report or coaching session.

Conclusion: Deliver premium analytics without the overhead

As a ServiceTitan consultant, your time should be spent coaching clients and growing your practice—not wrestling with data exports and dashboard builds. With Peaka's AI chatbot, you can deliver professional calls analytics to any client in minutes, not hours.

Whether you're preparing monthly KPI reports, analyzing call performance trends, or building premium dashboard offerings, you now have the tools to scale your consulting practice without hiring developers or learning complex BI tools.

Ready to transform your ServiceTitan consulting delivery? Your next client success story is just one conversation away.

Book a quick demo and see how Peaka can help simplify ServiceTitan reporting for you and your clients.

Listing Technician Data from Multiple ServiceTitan Accounts

Mevlüt Can Tuna — Mon, 08 Sep 2025 09:30:59 +0000

Managing technician data across multiple ServiceTitan accounts is a common challenge for PE firms and multi-location service businesses. Whether you're consolidating workforce reports, analyzing technician performance across brands, or preparing operational updates, you need an efficient way to pull technician data from all your ServiceTitan instances.

Peaka offers multiple ways to access and analyze your ServiceTitan data through SQL queries, table views, or our AI chatbot. This flexibility means you can get the consolidated technician data you need from multiple accounts, regardless of your technical background.

In this guide, we'll walk you through connecting multiple ServiceTitan accounts to Peaka and use our AI chatbot to instantly retrieve and consolidate technician data across your entire portfolio with no SQL required.

Setting Up Your ServiceTitan Connections

Before you can query technician data, you'll need to connect your ServiceTitan account to Peaka. The process is straightforward and takes just a few minutes.

First, navigate to the Connections section in your Peaka workspace and select ServiceTitan from the available integrations. You'll need your ServiceTitan API credentials, which you can generate from your ServiceTitan admin panel.

Once connected, Peaka will automatically sync your ServiceTitan data, including technician records, job assignments, and scheduling information. This gives you immediate access to query technician data across all your connected accounts through our platform.

For detailed step-by-step instructions, check out our comprehensive guide: Connect your ServiceTitan Account to Peaka

Getting Invoices Data in 4 Simple Steps

Once your ServiceTitan data is flowing into Peaka, retrieving technicians information becomes incredibly straightforward. Here's how to pull all technicians from multiple ServiceTitan accounts:

Step 1: Start a New Query

Navigate to your Peaka workspace and create a new query. Select the AI|GPT section to access our natural language query interface.

Pro tip: New to Peaka queries? Check out our comprehensive guide to get up to speed.

Step 2: Ask in Plain English

Simply type your request in natural language. For example:

List all technicians from all of my ServiceTitan accounts.

Step 3: Select Your Data Sources

Peaka will automatically suggest the relevant tables. For employee job data, you'll typically need:

Technicians Table: your_service_titan_connection > settings > technicians

Step 4: Execute and Analyze

Hit run and watch Peaka generate the SQL query behind the scenes. Your results appear instantly, showing all technicians from your connected ServiceTitan accounts with complete details.

Conclusion: Convert manual chaos into organized intelligence

Managing technician data across multiple ServiceTitan accounts doesn't have to mean juggling spreadsheets and manual exports. With Peaka's AI chatbot, you can consolidate workforce data from your entire portfolio using natural language just ask and get instant results.

Whether you're tracking performance metrics, planning resource allocation, or preparing executive reports, you now have the tools to make data-driven decisions across all your ServiceTitan instances. No technical expertise required, no time wasted on manual processes.

Ready to transform how you handle multi-account ServiceTitan data? Your technician insights are just one conversation away.

Book a quick demo and see how Peaka can help simplify ServiceTitan reporting for you and your clients.

How to List Invoice Data Across Multiple ServiceTitan Accounts

Mevlüt Can Tuna — Mon, 08 Sep 2025 09:27:27 +0000

Managing invoice data across multiple ServiceTitan accounts is a common challenge for PE firms and multi-location service businesses. Whether you're consolidating financial reports, analyzing revenue trends across brands, or preparing investor updates, you need an efficient way to pull invoice data from all your ServiceTitan instances.

Peaka offers multiple ways to access and analyze your ServiceTitan data—through SQL queries, table views, or our AI chatbot. This flexibility means you can get the consolidated invoice data you need from multiple accounts, regardless of your technical background.

In this guide, we'll walk you through connecting multiple ServiceTitan accounts to Peaka and use our AI chatbot to instantly retrieve and consolidate invoice data across your entire portfolio—no SQL required.

Setting Up Your ServiceTitan Connections

Before you can query employee job data, you'll need to connect your ServiceTitan account to Peaka. The process is straightforward and takes just a few minutes.

Once connected, Peaka will automatically sync your ServiceTitan data, including employee records, job assignments, and scheduling information. This gives you immediate access to query any employee's job history through our platform.

For detailed step-by-step instructions, check out our comprehensive guide: Connect your ServiceTitan Account to Peaka

Getting Invoices Data in 4 Simple Steps

Once your ServiceTitan data is flowing into Peaka, retrieving invoice information becomes incredibly straightforward. Here's how to pull all invoices from multiple ServiceTitan accounts:

Step 1: Start a New Query

Navigate to your Peaka workspace and create a new query. Select the AI|GPT section to access our natural language query interface.

Pro tip: New to Peaka queries? Check out our comprehensive guide to get up to speed.

Step 2: Ask in Plain English

Simply type your request in natural language. For example:

List all invoices from all of my ServiceTitan accounts.

Step 3: Select Your Data Sources

Peaka will automatically suggest the relevant tables. For employee job data, you'll typically need:

Invoices Table: your_service_titan_connection > accounting > invoices

Step 4: Execute and Analyze

Hit run and watch Peaka generate the SQL query behind the scenes. Your results appear instantly, showing all jobs assigned to your specified employee with complete details.

Conclusion: Less data wrestling, more strategic thinking

With Peaka's AI chatbot, you can instantly pull invoice data from multiple ServiceTitan accounts using simple prompts—no SQL or manual exports needed. Get immediate insights for better financial reporting and portfolio-wide invoice analysis.

Book a quick demo and see how Peaka can help simplify ServiceTitan reporting for you and your clients.

Listing All Jobs for an Employee in ServiceTitan Using Peaka

Mevlüt Can Tuna — Mon, 08 Sep 2025 09:24:55 +0000

Managing employee performance in ServiceTitan requires quick access to job data. Whether you're tracking technician productivity, analyzing job completion rates, or preparing performance reviews, you need an efficient way to pull all jobs assigned to specific employees.

Peaka offers multiple ways to access and analyze your ServiceTitan data—through SQL queries, table views, or our AI chatbot. This flexibility means you can get the employee job data you need, regardless of your technical background.

In this guide, we'll walk you through connecting ServiceTitan to Peaka and use our AI chatbot to instantly retrieve all jobs for any employee in your organization—no SQL required.

Setting Up Your ServiceTitan Connection

Before you can query employee job data, you'll need to connect your ServiceTitan account to Peaka. The process is straightforward and takes just a few minutes.

Getting Employee Job Data in 4 Simple Steps

Once your ServiceTitan data is flowing into Peaka, retrieving employee job information becomes incredibly straightforward. Here's how to pull all jobs for any specific employee:

Step 1: Start a New Query

Navigate to your Peaka workspace and create a new query. Select the AI|GPT section to access our natural language query interface.

Pro tip: New to Peaka queries? Check out our comprehensive guide to get up to speed.

Step 2: Ask in Plain English

Simply type your request in natural language. For example:

List all jobs assigned to the employee named Can Tuna, filtered by the user who created them.

Step 3: Select Your Data Sources

Peaka will automatically suggest the relevant tables. For employee job data, you'll typically need:

Jobs table: your_service_titan_connection > job_planning > jobs
Employees table: your_service_titan_connection > settings > employees

Step 4: Execute and Analyze

Hit run and watch Peaka generate the SQL query behind the scenes. Your results appear instantly, showing all jobs assigned to your specified employee with complete details.

Conclusion: Fewer manual steps, faster decision-making

With Peaka's AI chatbot, you can instantly pull any employee's job data from ServiceTitan using simple prompts—no SQL or manual exports needed. Get immediate insights for better workforce management and faster performance reviews.

Ready to streamline more ServiceTitan workflows? Explore our complete ServiceTitan Reporting Cookbook for step-by-step guides on consolidating data across multiple accounts.

Book a quick demo and see how Peaka can help simplify ServiceTitan reporting for you and your clients.