09-20-2024 11:45 AM
When you click on the follow-up tab within ServiceTitan and then the Service Agreement Visits, it lists all upcoming visits. I'd like to create a report that shows this information as well that is sent to the service manager so they can plan accordingly. At this point, the only way to do it is to run other reports for service agreements - materials and with filters. The only other Service Agreement report is the active service agreements but doesn't include the visits. Any insight would be appreciated.
11-05-2024 12:24 PM
You can download the recurring events into an excel and email it to the service manager. I'm sure you can also run a report for recurring service events due and if you can't find one to create one. Reach out if you want any help with this!