Report on Job Types

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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 Manager @ Red Barn Service, LLC
5 REPLIES 5

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

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!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Yeah that seems to be what happens with us! 


Miranda Hufford, Office Manager @ Red Barn Service, LLC

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

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!

PamDuffyPCG_0-1698328615455.png

 

 

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Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

The visual idea was definitely my pick too! 😊


Miranda Hufford, Office Manager @ Red Barn Service, LLC

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you for that input!


Miranda Hufford, Office Manager @ Red Barn Service, LLC