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.
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.
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...
Hello All, I have just started really looking at the job costing report that you can pull on an individual job. I have noticed that some track labor under the Labor Burden category and some also have a number under the Labor Pay category.Do I have a ...
I am trying to run a technician efficiency report by job type. Does anyone know if this is even possible? Is there a workaround? I can't be the only one who needs this information.
AR Reports have a different view from different users. Why?
What is the best report to use to track warranty's an recalls?
What reports do you use the most? When it comes to revenue/sales, what is the report that gives the best information? Thanks!!
Has anyone found a way to track manual leads? For instance does anyone know how many leads get dropped into the bookings tab daily vs the ones you actually booked?Ex: We booked 5 out of 15 leads dropped in today. THANKS!!
