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 ...
I am looking to get a report emailed over weekly for the previous week's work that has been completed based on the split. I need to see each job along with technician and the revenue like below. Which report would I use for that?
Is there a report that exists or that could be created that starts with inventory balance as of a certain date and then shows all of the activity (inflows and outflows) to the balance as of a different date? Happy to do something in excel outside of ...
Is there any way possible to create or run a report that shows jobs that may have an outstanding balance open or closed? I have run the the report for Jobs without payment however that is not all the payments we are missing and I cannot seem to find ...
