Posts

mandatory splits

Can we figure out how to make splits mandatory. Maybe not allow the invoice/ job be exported without splits being done.

titanz1 by New Contributor II
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  • 1 replies
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Resolved! Purchase Order Number Report

Hello,Is there a Purchasing Report that lists the Purchase Order number? Every Purchasing report has all the information I need, but excludes the PO number.Thank you in advance.

Generating leads for follow up, by zone

Hi all-We work in multiple zones & are hoping to build/pull a report where we can have all leads for follow up with customer phone & email, by zone (or multiple zips). We've spent a significant amount of time trying to figure this out, but haven't fo...

charringtonPSB by ServiceTitan Certified Administrator
  • 1391 Views
  • 3 replies
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Resolved! Call Reasons are not showing up

When we pull reports, the Call Reason is not listed, but we are entering the job booking information correctly. Any help would be appreciated as to why we are not seeing this information.Thanks.

tmeyer22 by ServiceTitan Certified Administrator
  • 1101 Views
  • 1 replies
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DASHBOARD REPORTING

I am looking for a way to build my custom dashboard from a report I am using. The issue I am running into is the way that all of the modules auto generate their calculations from, is not the same way that We calculate the numbers. Therefore, I still ...

ACooper by ServiceTitan Certified Administrator
  • 858 Views
  • 1 replies
  • 0 kudos

Resolved! Using Equipment Tag & History to Alert for office action needed

Hello,I am trying to create a workflow for alerting our office of possible 3rd party warranty claims to process. What I have created is a tag for the equipment with this warranty. Then my thought was for the tech to mark the equipment on the job as s...

George_SST by New Contributor III
  • 1572 Views
  • 2 replies
  • 1 kudos

Reports for last invoice or customer interaction, by date

I am trying to find, or need to create a report that will populate "last service" by date. I am looking to use it as a resource for my Call Center. We are looking to contact a customer, that is not on membership, that done business with greater than ...

Appointment Scheduled Report

Hey there!I am trying to build a report to see all calls scheduled for future dates and how many hours they are scheduled for. I have all of my other columns selected but I can't seem to find one for scheduled hours. Am I missing something?

I need your best suggestions!

We are learning new ways to make Service Titan work in our workforce to increase our communication. Other than task management, what is your best suggestion for keeping track of customers calling in for follow-ups? I promised my boss I'd post this - ...

Job Costing Customer Name idea

I came across this idea: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-1020Suggesting that Job Costing includes the Customer name...go give it a vote!

MirandaMel by ServiceTitan Certified Administrator
  • 782 Views
  • 1 replies
  • 1 kudos