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Resolved! Payment Term Field on Customer List Report

It would be super helpful if the ability to add a "payment terms" field to the Customer List report. I am trying to audit our customer list and make our commercial customers all have the correct payment terms, but I can't add that field on the custom...

marlenam by • New Contributor II
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  • 2 replies
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Duct Cleaning Estimates VS Converted Jobs

Hello,Has anyone set up a report where they can track how many estimates convert VS do NOT convert for a specific job type (in this example Duct Cleaning)? We do a lot of estimates for this job type but I'm having problems tracking our metrics accura...

Resolved! Payments applied to open invoices

Good afternoon, Community!We often take a deposit on jobs that are scheduled in the near future. We take the payment on the job as we found using the credit on account was causing us to miss payments being applied properly.Do you have any ideas for a...

MirandaMel by • ServiceTitan Certified Administrator
  • 1815 Views
  • 7 replies
  • 0 kudos

Resolved! Happy Call report

Does anyone have a way of tracking the outbound happy calls the CSR makes during the day? Trying to find a way to track the productivity of our CSR.

ProServ12 by • New Contributor II
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  • 5 replies
  • 2 kudos

Help with Master Pay File report template

Hi! Does anyone knows how to find Master Pay File report template to shows a breakdown of technicians’ gross pay, including timesheet details and performance pay activities? Thank you!

faribam1 by • New Contributor III
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  • 2 replies
  • 0 kudos

help!

Is there a way to run a report for any calls that need to be followed up on? In our old system we had a status button we could put calls on "quote on parts" or "parts on order". Our service manager comes in the mornings and goes thru all the calls fr...

Converted job when a lead is set

We closely track technicians conversion rates in their scorecard and technicians get "docked" (i.e. job not converted) when they flip a lead to a sales technician that sells the job. They get credit for the lead and the sale, but the job is not count...

bradley_ by • New Contributor
  • 866 Views
  • 2 replies
  • 2 kudos

Report on service calls, equip age, membership

Does anyone know how I can run a service call completed report ?I want to be able to look at the service calls weekly or monthly and see the age of the equipment, as well as the membership status. Am I missing a report that this is can be seen on?Tha...

kallen408 by • ServiceTitan Certified Administrator
  • 798 Views
  • 1 replies
  • 0 kudos

Resolved! New Customer Report with no appointment scheduled

There are times when a customer calls in, we collect their information, enter them into service titan, but for whatever reason the customer decides not to schedule an appointment. Or there are times we enter in a customers information from an online ...

k_black by • New Contributor
  • 1181 Views
  • 2 replies
  • 1 kudos
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