Reporting

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After Hours Report

I want to run (or build) a report that shows me the number of calls that we ran after hours (after 6pm) and all weekend (Sat-Sun) and the revenue generated by those after hour calls. I want the report to be for YR-TO-DT.We are trying to find out what...

fastrack1 by New Contributor
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Custom Reports

I'd like to create a report that shows a specific form that was emailed and how many of them were opened. The email shows up in the audit trail, so it is tracked somewhere I would imagine. The email delivery status is what I need, but with the form a...

Helena by New Contributor
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Second Chance Lead Reporting

We are making a big push taking advantage of second chance leads as well as Schedule Engines missed bookings that are on the Job Booking screen now, trying to recapture and solidify some potential jobs that did not book. We are seeing some great succ...

mdaniels1 by New Contributor III
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Retroactively Adding Labels to Exported Items

Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...

emmabrda by New Contributor II
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Tech Dashboard

Are we able to edit the technician dashboard that they see from their side. I would like to add an efficiency KPI for them to view.

acaroluzzi by ServiceTitan Certified Administrator
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Reports

Can I run a report that shows cost of purchases and returns in the same report?

Spellis by New Contributor
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Sold vs Unsold Estimates Reports

This sounds complicated but I hope its an easy fix. Our techs go out on service, maintenance or sales calls. The sales calls are easy enough to track because the business unit is sales. However, when the techs go out on a service or maintenance call,...

Reporting on materials price with an item group

First some background. Most of our jobs are created as item groups with materials as sub items so markups apply correctly by dynamic pricing rules (we use this structure when a part number is already in Pricebook). However, this makes it seemingly im...

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route efficiency

We have recently turned on Dispatch Pro for the electrical service department. It has shown to be very productive and efficient. Is there any type of route efficiency reporting that can be pulled to show the before and after when using Dispatch Pro?

JHALL by New Contributor
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