We need to see all activities scheduled for a technician. This includes
non-job events. Please vote for COMMUNITY-I-3002 to see an option added
to the Emergency Outage Dispatch Report that would allow non-job events
to be included in this report.
Does anyone have a good way they have found to automatically pull data
from Service Titan that I could then connect to a BI dashboard like
Power BI, Tableau, Looker Studio, etc? For example, performance reports
that I can have updated automatically w...
I'm working on a video about reporting, and I want to build out an
example custom report as part of it. If you have an idea for a custom
report you'd like to see built, put it in the comments! The more detail
you can give me about what the report's p...
Found a weird data set that makes no sense. We rely heavily on Zones as
we serve a very large area. Technicians cross over regularly. Reporting
is centralized to three markets and so I appreciate the ability in a
technician profile to differentiate a...
Hi everyone - We are having inside sales do lead setting on replacement
opportunities where the technician did not turn it over (set the lead).
I want to see how those jobs perform compared to our marketing leads or
technician turnovers .My idea is t...
Is there a way to combine campaigns by category? For example, is there a
way to add all of our magazine campaigns under the "Printing
Advertising" category? If not, does anyone have recommendations to
organize (clean up) our campaigns without getting...
I absolutely love the Budget vs Actual widget under the financials
section of the Project page. I've spent a good deal of time getting our
labels just right where it gives a simple but detailed breakdown of our
job costing report. The downside, howev...
I would love to see a visualization in dashboards to view KPI's
overtime, we are specifically trying to track Total Job Average per
campaign overtime. I have tried to do it in excel but it is a lot of
manual information that needs to be input. Any he...