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...
Can we figure out how to make splits mandatory. Maybe not allow the invoice/ job be exported without splits being done.
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.
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...
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.
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 ...
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...
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 ...
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?
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| 11-27-2024 10:50 AM | ||
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| 10-16-2024 10:59 AM |
