Posts

report KPI showing Revenue Average OVER the Sales Threshold

Is there any existing KPI that shows total revenue or total job average OVER the sales threshold? For example, i want to see my tech averages excluding what they were "going there to collect" already...ie: how much did my technician collect on a main...

msouther by New Contributor
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Resolved! Viewing Timesheet edit

Hello All, Is there a report that will track who/when/what edits are made on timesheets in ServiceTitan? Thanks in advance

MML by New Contributor II
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Projected Revenue

Does anyone use a report or know of a good way to look at projected revenue based on jobs already booked? For instance looking at what next weeks revenue projection would be based on the jobs booked and invoice totals?

Jobs going over the scheduled time

Looking to see if "scheduled end time" can be added to the reporting. There is currently an option to have "Scheduled time" which shows when a job is scheduled to start. With this I can determine if a tech starts a job late. I would also like a "sche...

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How to track which CSR & Technician report

We are looking for a report that can track which CSR booked the call plus the technician that went out on the call, both on the same report. Does anyone know the best way to go about this?

Kayladeej by New Contributor
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Report export with location included

Hello, I am looking for a way to export my technician service calls/reports that include the business unit as well as city location for the customer. Is there a way to be able to export the file as an excel sheet with that included information?

Item Consumption Quantity Reporting

Hello, I am using the Item Consumption Report for used items trying to get a quantity per item name/code. I am able to get this by grouping by the item name field, but it opens the report fully drilled down for hundreds of items. Is there a way to ge...

George_SST by New Contributor II
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Resolved! Report for APPOINTMENTS scheduled tomorrow?

Good morning! I'm trying to build a scheduled report for install jobs with APPOINTMENTS scheduled tomorrow. If I filter by JOB START DATE it excludes jobs that we are not on the first appointment. If I filter by JOBS WITH APPOINTMENT DATE it is givin...

JessicaSmith by ServiceTitan Certified Administrator
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Resolved! How to run report with all mobile dashboard fields

I am trying to create a custom report to pull that would mirror all the fields that show up on the technicians mobile devices in the dashboard overview reporting. I have managed to get the total and sales fields all attached to my report, but the tab...

George_SST by New Contributor II
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