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...
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...
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.
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!
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...
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...
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...
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...
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 ...
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.
