Erin Whetham
erin.whetham@bluecorona.com

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Updated December 11th, 2024 by Erin Whetham

Backlog Revenue

Total invoice revenue for jobs that are not completed.   Overview: In ServiceTitan, job is when a service is booked for a customer, usually as a result of a call. Backlog Revenue is the sum of revenue from jobs with the status of ‘not completed’ within ServiceTitan. This revenue is expected to be collected after that job is completed. Note that this...

0 min reading time
Updated November 1st, 2024 by Erin Whetham

Terms of Service

RYNOTrax Terms of Service.    Acceptance of Terms By accessing and using the Platform ("RYNOTrax"), provided by RYNO Strategic Solutions ("us", "we", "our"), our Clients and Partners (“you”, “your”) agree to comply with and be bound by these Terms of Service (the "Terms"). If you do not agree to these Terms, please do not use the Platform.   Descrip...

2 min reading time
Updated December 6th, 2024 by Erin Whetham

Qualified Leads - New Customers

Total number of verified opportunities from customers that have not used the company's services previously.   Overview: Qualified Leads - New Customers are customers that have not hired the company in the past  and are potential opportunities (closeable leads) that may result in business for our clients.   Qualified Leads are potential customers wit...

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Updated September 27th, 2024 by Erin Whetham

Booked Calls

Total number of calls booked into a job.   Overview: Booked Calls is the count of incoming calls into ServiceTitan where a job is booked.   Data Sources: ServiceTitan   Formula: Count of calls where the call type=Booked.   Adapter: ServiceTitan Business Attribution ....

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Updated December 12th, 2024 by Erin Whetham

Qualified Leads - Existing Customers

Total number of verified opportunities from customers that have used the company's services previously.   Overview: Qualified Leads - Existing Customers are customers who have hired the company in the past and are now new potential opportunities (closeable leads) that may result in business for our clients.   Qualified Leads are potential customers ...

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Updated September 30th, 2024 by Erin Whetham

Form Leads

Count of total web forms sent to ServiceTitan.   Overview: Form Leads is the count of total web forms sent to ServiceTitan.   Data Sources: ServiceTitan   Formula: Count of Leads where match to form data is found (RRP form ID has a value).   Adapter: ServiceTitan Business Attribution .    ...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Lead to Job Rate

% of jobs that turned into leads.   Overview: Lead to Job Rate shows the percentage of jobs that turned into leads in ServiceTitan.   Data Sources: ServiceTitan   Formula: Jobs Total / Total Leads   Adapter: ServiceTitan Business Attribution ....

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Updated September 30th, 2024 by Erin Whetham

Abandoned Calls

Total number of calls with the call type labeled ‘Abandoned.'   Overview: Adandoned Calls in ServiceTitan are calls when a customer service representative (CSR) answers a call but does not click the incoming call bubble. An abandoned call cannot be attached to a CSR, customer, or job.   Data Sources: ServiceTitan   Formula: Count of calls where the ...

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Updated September 30th, 2024 by Erin Whetham

Appointments

Total number of appointments in ServiceTitan.   Overview: Appointments are the count of appointments within ServiceTitan.   Data Sources: ServiceTitan   Formula: Count of appointments.   Adapter: ServiceTitan Business Attribution ....

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Earned Revenue + Estimated Revenue

Total amount of open job estimates and revenue from completed jobs.   Overview: Earned Revenue + Estimated Revenue is the total amount of open job estimates that have not yet converted to revenue and revenue from completed jobs within ServiceTitan. Note that this metric may change over time as the job status changes.   Data Sources: ServiceTitan   F...

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Updated October 1st, 2024 by Erin Whetham

Excused Calls

Total number of calls with the call type of ‘Excused.’   Overview: Excused Calls  in ServiceTitan are any incoming calls that are not related to any past, current, or future jobs. Examples of excused calls might be: Wrong number calls Employee calling in sick Employment inquiry Etc. Any call answered within ServiceTitan that lasts less than 60 secon...

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Updated September 30th, 2024 by Erin Whetham

Not Lead Calls

Total calls categorized as ‘Not Leads.’   Overview: Not Lead Calls is the total number of calls that are classified by the company's internal team to not be a lead.   Data Sources: ServiceTitan   Formula: Count of calls where call type= NotLead   Adapter: ServiceTitan Business Attribution .    ...

0 min reading time
Updated September 27th, 2024 by Erin Whetham

Earned Revenue

Total invoiced revenue on completed jobs.   Overview: In ServiceTitan, a job is when a service is booked for a customer, usually as the result of a call. Earned Revenue is the sum of all revenue from jobs that are ‘completed’ within ServiceTitan. Note that this metric may be change over time as the job status changes.     Data Sources: ServiceTitan ...

0 min reading time
Updated October 1st, 2024 by Erin Whetham

Cost Per Completed Job

Total cost of a single completed job within ServiceTitan.   Overview: In ServiceTitan, job is when a service is booked for a customer. Cost Per Completed Job is the total ad spend expense for generating a single job with the status of ‘Completed’ within ServiceTitan.  This amount may changes as the job statuses change.   Data Sources: ServiceTitan  ...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Open Estimated Revenue

Total amount of open job estimates that have not yet converted to revenue.   Overview: Open Estimated Revenue is the total amount of open job estimates that have not yet converted to revenue within ServiceTitan. Note that this metric may be change over time as the job status changes.     Data Sources: ServiceTitan   Formula: Sum of Open Estimated Re...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Unbooked Calls

Total number of calls not booked into a job.   Overview: Unbooked Calls is the count of incoming calls into ServiceTitan where a call was answered but the job was not booked. Note: The call must be classified as a lead (duration over 60 seconds) for it to be considered an Unbooked Call. If the call lasts less than 60 seconds and it is not booked, th...

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Updated October 25th, 2024 by Erin Whetham

Data Availability

Data is available in the portal the next day, except for the following marketing platforms. It is not available until this time because the marketing platform is still processing the data and does not fully release it until then. To use this table, please note that data available next day would have a value of 1 for days.   Platform Days GBP 4 GSC 4...

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Updated December 6th, 2024 by Erin Whetham

Calls - Qualified Leads

The number of calls where the caller needs the service provided by the company and resides within their service area.   Overview: Calls - Qualified Leads metric represents the number of callers seeking services provided by the client and who reside within their geographic market for options selected in the  Global Filter .  This metric highlights th...

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Updated September 30th, 2024 by Erin Whetham

Combined Revenue

Revenue on all jobs and projects.   Overview: Combined Revenue is the sum of revenue from all jobs and projects within ServiceTitan.    Data Sources: ServiceTitan   Formula: Sum of project revenue from projects collection and non-project revenue from jobs collection.   Adapter: ServiceTitan Business Attribution ....

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Cost Per Completed or In-Progress Job

Total cost of a single completed or in-progress job within ServiceTitan.   Overview: In ServiceTitan, job is when a service is booked for a customer, usually as a result of a call. Cost Per Completed or In-Progress Job is the total ad spend expense for generating a single job with the status of ‘Completed’ or ‘In-Progress’ within ServiceTitan.  This...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Revenue + Estimated Revenue

Total amount of open job estimates and revenue associated with jobs.   Overview: Revenue + Estimated Revenue is the total amount of open job estimates that have not yet converted to revenue and revenue associated with jobs within ServiceTitan. Note that this metric may change over time as the job status changes.   Data Sources: ServiceTitan   Formul...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Booking Leads

Number of scheduler leads and forms sent to ServiceTitan by the client.   Overview: Booking Leads are the number of scheduler leads and forms sent to ServiceTitan by the client. Not all clients choose to send forms here.   Data Sources: ServiceTitan   Formula: Count of bookings.   Adapter: ServiceTitan Business Attribution ....

0 min reading time
Updated October 18th, 2024 by Erin Whetham

Privacy Policy

RYNOTrax Privacy Policy    Privacy Policy RYNO Strategic Solutions (“us”, “we”, “our”) provides digital marketing services for our clients (“you”, “your”). We value your privacy and the privacy of your customers. This Policy Informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Services and our A...

5 min reading time
Updated September 30th, 2024 by Erin Whetham

Open Estimated Revenue (Projects)

Total amount of open job estimates for projects that have not yet converted to revenue.   Overview: Open Estimated Revenue (Projects) is the amount of open job estimates for projects that have not yet converted to revenue within ServiceTitan. Note that this metric may be change over time as the job status changes.     Data Sources: ServiceTitan   Fo...

0 min reading time
Updated October 1st, 2024 by Erin Whetham

Cost Per Job

Total cost of a single job within ServiceTitan.   Overview: In ServiceTitan, job is when a service is booked for a customer, usually as a result of a call. Cost Per Job is the total ad spend expense for generating a single job regardless of status within ServiceTitan.    Data Sources: ServiceTitan   Formula: ‘Ad Spend (Total)’ / ‘Jobs (Total)’   Ada...

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Updated December 13th, 2024 by Erin Whetham

Locations and Location Groups

Locations Location data is associated with a location-specific listing such as Google Business Profiles (GBP), which is usually associated with a physical address. While some GBPs are for service areas, most are for physical locations, so they are all organized at the location level for consistency. Location Groups Location Groups are where marketin...

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Updated January 24th, 2024 by Erin Whetham

Calls - Missed Calls

Number of Calls - Leads that went unanswered by the client's CSR(s).   Overview: Calls - Missed Calls metric represents the quantity of incoming calls that went unanswered by the client's customer service representative (CSR) for options selected in the  Global Filter . This key performance indicator measures the efficiency and responsiveness of the...

0 min reading time
Updated June 21st, 2024 by Erin Whetham

Calls - Average Non-Qualified Leads Duration

Average Call Duration for non-qualified lead calls.   Overview: Average Call Duration - Non-Qualified Leads metric represents the average call duration for non- qualified lead calls as selected in the   Global Filter .  Data Sources: Blue Corona Call Tracking, Polaris Engagement Subsystem Formula: N/A    ...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Attributed Revenue

Total revenue from jobs collection in ServiceTitan that were from calls or forms.   Overview: Attributed Revenue is the total revenue from of jobs within ServiceTitan. These jobs could have come from calls or forms.   Data Sources: ServiceTitan   Formula: Sum of revenue from jobs collection where Engagement subtype= ‘Calls-Inbound Tracked' or Engage...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Total Leads

Count of total leads within ServiceTitan.   Overview: Total Leads is the total count of inbound calls, forms, and booking leads within ServiceTitan.   Data Sources: ServiceTitan   Formula: Inbound Calls Total + Form Leads + Booking Leads   Adapter: ServiceTitan Business Attribution .    ...

0 min reading time
Updated September 30th, 2024 by Erin Whetham

Qualified Calls

Number of Booked and Unbooked Calls.   Overview: Qualified Calls shows the total number of calls with call type of ‘Booked’ or ‘Unbooked’ in ServiceTitan.      Data Sources: ServiceTitan   Formula: Count of Booked and Unbooked Calls.   Adapter: ServiceTitan Business Attribution ....

0 min reading time
Updated January 24th, 2024 by Erin Whetham

Calls - Missed Calls & Voicemail Qualified Leads

Number of Calls - Missed Calls plus the number of Calls - Voicemail Qualified Leads.   Overview: Calls - Missed Calls & Voicemail Qualified Leads metric represents the sum of Calls - Missed Calls and Calls - Voicemail Qualified Leads for options selected in the  Global Filter . This metric highlights both missed connections and the need for enha...

0 min reading time
Updated May 7th, 2024 by Erin Whetham

Booked Leads

Total Bookings from all sources that capture a booking status.   Overview: Bookings - Total  is the count of booked leads from 'Calls - Booking', 'Bookings - GMB', 'Bookings - GLSA' , and chat/ schedulers with booking capabilities for options selected in the  Global Filter . Bookings from GMB and GLSA are not all booked leads from those channels. Th...

0 min reading time
Updated January 24th, 2024 by Erin Whetham

Calls - Qualified Leads Booked

Number of Calls - Leads dispositioned by Blue Corona as a Calls - Qualified Lead.   Overview: Calls - Qualified Leads Booked metric represents the quantity of leads that have been deemed qualified and booked for a follow-up appointment for options selected in the  Global Filter . This metric provides a tangible measure of the successful conversion o...

0 min reading time
Updated September 27th, 2024 by Erin Whetham

Total Revenue

Total invoice revenue on all jobs.   Overview: In ServiceTitan, job is when a service is booked for a customer, usually as a result of a call. Total Revenue is the sum of revenue from all jobs regardless of status within ServiceTitan. Note that this metric may change over time as the job status changes.   Data Sources: ServiceTitan   Formula: Sum of...

0 min reading time
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