Resolved! Happy Call report
Does anyone have a way of tracking the outbound happy calls the CSR makes during the day? Trying to find a way to track the productivity of our CSR.
Posts
Help with Master Pay File report template
Hi! Does anyone knows how to find Master Pay File report template to shows a breakdown of technicians’ gross pay, including timesheet details and performance pay activities? Thank you!
help!
Is there a way to run a report for any calls that need to be followed up on? In our old system we had a status button we could put calls on "quote on parts" or "parts on order". Our service manager comes in the mornings and goes thru all the calls fr...
Is there any way to create a report that lists all created services?
Looking to create a report that outlines all created services. The report would outline the frequency of service use by technician over a given period. The report should not be limited to services designated as recurring service. This would be a grea...
Converted job when a lead is set
We closely track technicians conversion rates in their scorecard and technicians get "docked" (i.e. job not converted) when they flip a lead to a sales technician that sells the job. They get credit for the lead and the sale, but the job is not count...
Report on service calls, equip age, membership
Does anyone know how I can run a service call completed report ?I want to be able to look at the service calls weekly or monthly and see the age of the equipment, as well as the membership status. Am I missing a report that this is can be seen on?Tha...
Resolved! New Customer Report with no appointment scheduled
There are times when a customer calls in, we collect their information, enter them into service titan, but for whatever reason the customer decides not to schedule an appointment. Or there are times we enter in a customers information from an online ...
Technician Availability Report
There should be a report that can be generated of Technician Shifts. This will help track Technician shifts, see patterns when techs call out etc.
Creating a Report to compare all unbooked calls vs all booked calls.
What would be the best way to make a report that would showcase what the title is asking?If this is already asked in a different way, please redirect me, but I was unable to find another post regarding this.
Report for Labor Revenue Only by Technician
Is anyone aware of a way to report on revenue per technician but only for labor/service invoice items? I can't seem to find a way to have a report show the correct revenue per technician but filter it for pricebook category Service items or even by G...
