Creating Custom Reports

New Contributor II


Fireplace & Chimney company. We have a current report that we love and want to keep. Although this format is through numbers on our apple products. 
Has anyone tried hiring a freelancer to basically code the document to upload it into service titan. This will allow our inspection report template that we fill out fill in our current report form. 

The end goal is to go all through service titan, but service titans forms are just not appealing to the eye. Any help?


Former Titan

Hello @TarynW

In this case I think it's worth to reach out to your success team to see if they can connect you with a member from our data team who can create a task to determine if it's possible to import that report into ServiceTitan. 

Engagement Manager
ServiceTitan Community Team