Resolved! Completed jobs by *creator*
Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?
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Resolved! Power BI with API Key
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...
Resolved! Email Delivery Status Report for Marketing Pro emails
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?
Resolved! Would like to Export ALL of my Customers Email addresses to a spreadsheet
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...
Scheduled Report for longer than previous 365 days
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?
Multiple Reports in one Email?
Is there a way that a group of reports can be emailed in one email instead of separate ones?
Check Audit - Enhancing Payment Audit Process
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...
Resolved! Customizing reclassification options through permissions.
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...
mandatory splits
Can we figure out how to make splits mandatory. Maybe not allow the invoice/ job be exported without splits being done.
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.
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 10-16-2024 10:59 AM | ||
| 10-16-2024 08:10 AM | ||
| 10-11-2024 07:12 AM | ||
| 09-27-2024 12:33 PM | ||
| 09-24-2024 12:19 PM |
