Notes on Jobs

seemore
New Contributor III

This is an odd one.

During a meeting yesterday we realized that we need to pull a report that grabs all jobs with a certain phrase typed in the notes and I am stumped at how to mine that data out of the system.  Anyone have any tips??

4 REPLIES 4

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I know it doesn't help you now but custom fields are reportable, if you added one to the job page you could report on that and in filter on the report hit contains. But hopefully the new search feature like @Miranda mentioned will make it happen!! 🤞

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Would be nice if you could do a broad search using that phrase. Maybe with the new search that is coming you will be able to?! Hopefully!

Tags are a good idea going forward!


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I am excited for that new search tool...2024 is going to bring such incredible updates!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Unfortunately I don't think there is a way to do that.  The only thing I can think of from this point on would be to create a tag with the phrase and tag clients as you go and then pull a report based on tags.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning