Hey everyone! I am looking for a report that shows estimates that have been completed and invoiced. I have a couple custom reports created from the "Jobs" template, but I am not sure if these are really accurate. Right now I have the jobs report temp...
Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!
COMMUNITY-I-2321 I need to be able to report on the Event Name and Description fields of a non-job event!!
If it exists someone please tell me where to find a report that will pull info off the non-job events. I know I can run a timesheet report but I need the info description and event name.... if y'all confirm this doesn't exist I'll add it as an idea!
Has anyone here used this? Can you tell me about your experience and how it has been beneficial?
Has ServiceTitan thought about implementing categories and or sub-categories for materials? Ex: copper fittings, pvc fittings, capacitors, etc. There are categories for equipment. It helps on reporting. It would definitely help on reporting for mater...
Wanted to know when ST will have a write-up form or a way to upload a form to attach to the Technician's profile when they are reprimanded to keep track of them in the system.
I was told by chat to share my idea of having a report that shows items in your pricebook that aren't used/vice versa.To see what you can get rid of or stock lots of parts for.
Hopefully I am posting this in the correct area.The report "AR Transactions by customer" is not working correctly. When I ran the report I selected only three of our business units, but the report shows data from business units I did not select. I ha...
I'd like to to pull a report that I can turn into a line or bar chart showing monthly new customers over time. Any suggestions to accomplish this?
