ServiceTitan Business Unit and Job Type setup for Vulcan Score

Set up ServiceTitan Business Units and Job Types so Vulcan Score can separate Service, Sales, Install, trades, and locations for better coaching.

Vulcan Score command center with revenue capture and performance metrics — Command center: See where revenue is being captured, where it is slipping, and which teams need attention. Sanitized demo workspace.

Why this matters

Vulcan Score can coach company-level revenue with one combined Business Unit, but it cannot reliably show which department is causing a margin, ticket, conversion, or missed-revenue problem until the CRM separates the work.

For most home-service companies, Business Units should make the operating model visible: Service, Sales or Replacement, Install, Maintenance, commercial or residential, major trades, and sometimes locations.

What a combined view hides

When every job rolls into one combined row, a low gross margin can be obvious while the real cause stays hidden.

View	Revenue	Labor and material	Gross profit	Gross profit %	Net profit	What the owner can tell
Company combined	$220,000	$143,000	$77,000	35%	$8,000	Margins are weak, but the source of the problem is unclear.

What a departmentalized view reveals

Department	Revenue	Labor and material	Gross profit %	Net profit	What Vulcan Intelligence can coach
Service	$120,000	$48,000	60%	$28,000	Service is healthy and is making up for weak install performance.
Install	$100,000	$95,000	5%	-$20,000	Install has high labor/material usage and needs pricing, scope, labor efficiency, or purchasing review.
Company total	$220,000	$143,000	35%	$8,000	The company is profitable only because Service is offsetting Install losses.

Recommended ServiceTitan setup

Create or review Business Units for the real departments managers coach: Service, Sales or Replacement, Install, Maintenance, and major trades or locations where needed.
Keep names consistent. Avoid catch-all names such as General, Default, or Operations unless they are temporary cleanup buckets.
Review Job Types so demand service calls, sales calls, install work, maintenance, callbacks, warranty, no-charge, and drain/sewer work are not all mixed together.
Map Business Units and Job Types in Vulcan Score before using department benchmarks for goals, contests, or rewards.
After changes, run a sync and use Data Health to confirm Business Unit and Job Type coverage improved.

Good naming examples

Plumbing Service
Plumbing Sales or Replacement
Plumbing Install
HVAC Service
HVAC Install
Drain and Sewer
Commercial Service
Residential Service