Reports
Can anyone help with a report showing how many callbacks per technician?
Can anyone help with a report showing how many callbacks per technician?
Trying to confirm a theory about cancelled jobs. I believe that if a job is assigned to a non-managed technician, then it doesn't count toward our cancellation rate (at least in the Call Center Performance Legacy Report). The reason I think this is b...
Since the latest update, we are having an issue with some of the techs being automatically clocked out for the day when they mark their last job as done. Our company pays for drive time so we have the techs manually clock in and out, as well as dispa...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4919Every time I am entering in materials on a job, this bugs me...you have to enter one material, then back to the main page, add material, etc...and if you need to delete something, same th...
Does anyone know how to do this? We create one estimate for the full installation (labor, materials, equipment).We obtain approval and book it as one jobWe order equipment on PO’s attached to the jobWe receive PO’sCustomer isn’t ready for installatio...
Has anyone figured out a way to add a smart field to a PDF form (that's uploaded, not a ST form), that will pull the total discounts/rebates for an estimate that we can include on the contract? These are standard ST fields, so seems like this should ...
Where would I navigate to add a sentence to the fine print writing where customers sign estimates/invoices?I would like to add something about permits. Example of what it currently says-I find and agree that all work performed by Coates Plumbing Inc ...
ANYONE KNOW IF YOU CAN DEACTIVATE A BUNCH OF JOBS AT ONE TIME?
Hey guys! Sometimes I deal with petty technicians who love to make the life of a dispatcher a little difficult. As much as we would all like guys just to go out and service the client without questions/pushback, well we don't live in that perfect wor...
Is there a way to add requirements to an appointment outside of a form for the "job". If they are on an install before they close that days appointment out they are prompted to put daily notes in or check specific items during the install for quality...
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11-29-2022 01:03 PM | ||
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11-17-2022 08:29 AM |
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