Touch point reports

New Contributor

Hi . We are trying to see if we can do a client touch point report . This report would include who did the reach out , what type of reach out , Date, Etc.

Can such a report be done ? If so please include instructions on how to do it.

Thank you


ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hey @RP1 -- is there a specific touch point you're referring to, such as a phone call, job completion, marketing email received?

Sheena @ NiFT

We would like to do a touch point report that we would be able to track phone calls, texts, emails, visits per customer.