Specific Tasks on Estimates

LELD
New Contributor

Does anyone know of a way to join two separate reports so that I can determine how many times a certain task has been sold on estimates? Currently I can only see specific tasks when they are on an invoice (installed) and not necessarily when they are sold.

1 REPLY 1

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @LELD

Have you checked this custom report? (find a screenshot attached). 

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