Report on Job Types
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‎10-26-2023 06:45 AM
Our Job Types could use some house cleaning, and I want to figure out which ones we use the least! Does anyone have a report that they like to use for Job Types?
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
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‎10-26-2023 07:14 AM
I know the feeling...we have a ton of job types plus a ton of campaigns and are slowly weeding them out. But it never fails that as soon as we clear one out, we need it!
Acclaimed! Heating Cooling and Furnace Cleaning
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‎10-26-2023 07:22 AM
Yeah that seems to be what happens with us!
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
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‎10-26-2023 06:57 AM
You could run a Jobs report and then group by Job Types, so you can see aggregate numbers. But personally I'm a visual person, and so I'd probably set up a visualization on a custom dashboard to look at this data. For me it helps to see those drop-offs!
Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert
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‎10-26-2023 07:56 AM
The visual idea was definitely my pick too! 😊
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
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‎10-26-2023 07:03 AM
Thank you for that input!
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
