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Office sold by estimates not moving over to invoice or reports

When our office follows up and sells an estimate and marks the estimate sold by the office employee the information does not move onto the invoice or into any reports as sold by the office employee. We spiff our office on follows that were not sold o...

rays1988 by • New Contributor
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Reporting is Inaccurate and Causing Issues for Our Company

Hello. Why do the report templates produce different results for the same information?Example: Using the BU template, sales can show $10,000, but if you use the estimate template it can show $15,000 for the same date range.No matter which template, i...

stephani46 by • ServiceTitan Certified Administrator
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  • 17 replies
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Resolved! Report Option for Revenue by GL Account Totals

There should be an option to build a Report that allows you to generate just the totals for the GL Accounts. Right now we are running a Revenue by Account report and you have to scroll through hundreds, sometimes thousands, of line items before you c...

NicoleMZ by • New Contributor II
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  • 1 replies
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Duplicate Location Report

The Duplicate Location report does not have a column with "city" added to it, however it would be more accurate since we have lots in this report that are the same address just in a different town. Please add city or town to this report.

vhs_crys by • New Contributor
  • 750 Views
  • 1 replies
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Recall Reporting - Linked Tech Information

When creating a recall report, it shows the current job as well as the linked previous job number. However it is currently not possible to show the tech(s) that were assigned to the original job. Having all of that information available on the same r...

scottmel by • New Contributor
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  • 5 replies
  • 8 kudos

Missing Email for Monthly Statements

I know when you send statements via email from AR Management you get a list of customers with missing emails. This list only appears just before you send the emailIs and isn't printable. Is there a way to generate a report filtering customers with ba...

afranza1 by • New Contributor II
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  • 2 replies
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Flawed Membership Metrics/KPI's

Please go vote on my "IDEA" - COMMUNITY-I-2658 THE MEMBERSHIP CONVERSION RATE KPI/METRIC IS FLAWED. This metric is meant to show the percentage of membership opportunities that a technician converted to a membership. The calculation would be the numb...

sheldon_1 by • New Contributor
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  • 5 replies
  • 8 kudos

Inactive equipment

Is there a way for Service Titan to find only active units of equipment accurately. When we run reports it keeps pulling all of the equipment because we have several pieces of equipment in it and if we can separate old on inactive from current and ac...

Resolved! Data-Mapping Project Labels for P.O.'s

I'm having difficulty finding a way to automatically label purchase orders as "P.O." when they get created. I want to see those in the project's budgets vs. actuals as P.O. without relying on the person creating the P.O. to input that label each time...

nik_lawh by • ServiceTitan Certified Administrator
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