Posts

Payroll Reports

We need the ability to schedule the payroll report to update the pay period weekly. Then it can simply email to our payroll clerk every Friday & I do not have to re-set the report. It currently makes you select the pay period to run the report with &...

KHGood23 by New Contributor
  • 786 Views
  • 1 replies
  • 0 kudos

Email delivery sorting

I would lover service titan to create a report that can track emails being sent by a specific user. I am in charge of sending invoices to clients for payments, and when i run the Email Delivery Status Report it lumps all the invoices that were sent b...

Marketing Report Suggestion

The reports and dashboards needs more options for reporting metricsIt exists only for revenue on the modular dashboard but I should be able to make any metric into a bar graph for month over month or whatever time frame I choose.Most common and helpf...

This report changed my mornings!

I am old school, and used to come in each morning, hand write myself notes about all my open service calls and then Football strategy write all over my notepad who's and what's and customers names and numbers.I got sick of it! So I created a report!I...

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Estimate Dismissal

We are wondering if there is a way to have a drop-down menu when dismissing an estimate to write in why they are dismissing the estimate. Or prepopulated dismissal reasons (price to high, found someone else, etc.)That way we can pull a report on dism...

inf8380 by New Contributor II
  • 912 Views
  • 1 replies
  • 4 kudos

Resolved! Reports on Tasks

Is there a report that can be ran by Task Name or Description from invoices?

allisonc by New Contributor II
  • 1293 Views
  • 1 replies
  • 1 kudos

Resolved! Survey Report

I have found the old Legacy Report called "Survey Report" which we use as a bit of a brag board for the techs. I have scheduled it to run as we want but I am wondering if there is a similar report in the current surveys or if anyone has a great repor...

MirandaMel by ServiceTitan Certified Administrator
  • 1279 Views
  • 1 replies
  • 0 kudos

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
  • 1438 Views
  • 2 replies
  • 1 kudos

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
  • 2333 Views
  • 7 replies
  • 0 kudos