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?
We are learning new ways to make Service Titan work in our workforce to increase our communication. Other than task management, what is your best suggestion for keeping track of customers calling in for follow-ups? I promised my boss I'd post this - ...
I came across this idea: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-1020Suggesting that Job Costing includes the Customer name...go give it a vote!
It is currently not possible to create a report that has the "Memo" field in timesheet activity as a column. Please add this to the reporting options.
Hey everyone! So I need a report that shows customers without an email address. The report I'm currently working on has the customer name, customer email, location email, and location address. I have both email columns filtered as 'is empty'. Unfortu...
Is there a report option that includes completed jobs with a column that indicates if the invoice has been posted and/or exported? We currently use "tasks" to assign the job to internal office employees to complete their job functions (enter vendor i...
So each day I do an end of day report. I've created a few reports that I run so that the boss has an idea of where we were yesterday, where we are now, and what to expect tomorrow. Also, he loves seeing if Estimates have been written and sent by tech...
We have tried various ways, and it takes too long to find something so simple, we must be doing it wrong. Right now we have to export to Excel an account owner's client list from a previous year, and then export a current one, then sort and find out ...
