Good morning!We run job costing for every install and report it to the management team/sales advisor. We run the aggregated job costing report weekly as well. I am looking for input from others...what do you use for best KPI's to get your gross profi...
True/Total Income Produced By Tech: On the dashboard I want another category for the technicians that takes the sales number, adds it to the productivity number, looks at the productivity number for jobs that are also sales by this specific tech and ...
Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?
Has anyone created PowerBI dashboards with an API Key? I'm not sure if this is possible so wanted to check here to see if its been done previously. The reporting and custom dashboards are great on the platform but I'd like to tie multiple tables toge...
We did an email to our customers using Marketing Pro. These emails do not show up on the Email Delivery Status report. Is there a similar report that we can review for the Marketing Pro emails that are sent out to see the status of these emails?
Hey all! I'm sorry if this question is ignorant or if how it is presented is ignorant, but I am very, very green on ServiceTitan. My company would like to export all of our customers emails to a spreadsheet format for our own documentation. Does anyb...
Unable to schedule a report for a longer time frame than 365 days...would love to be able to schedule a report with a longer date frame than just the past 365 days. Is this something that can be added?
Is there a way that a group of reports can be emailed in one email instead of separate ones?
I would like to bring forth an opportunity for improvement or kindly request input if a solution already exists.Currently, we have successfully implemented automated features for almost all payment functions within Service Titan. However, our account...
Currently there is no option to customize the reclassification options for the csr with out giving them full access to reclassify every call. As of now, we have to go through every call that is taken and reclassify the ones that are related to an exi...
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| 10-11-2024 07:12 AM |
