How do I calculate the sold threshold for Job Type. Is this the same as the cost of the job type?

jacqueli5
New Contributor II
 
1 REPLY 1

wch_alex
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hi,

You will need to have the ability from service titan to activate the customization of summation for different categories. After this has been completed you will need to Create a new Report -> Jobs -> Jobs. After those have been selected click next fill out the name of the report and other info. After that you can filter by Job type, i.e. "Misc.", and have the "Total" column selected. At the bottom of that column, if service titan gave you access to the "summation", "average", and other math calculation reporting, then you should be able to select "sum". I will try and attach a picture or 2 below. I blurred out our companies info, but this is how the information would look.

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I hope this helps.