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!!
There's got to be a way? We don't want everyone seeing the business' revenue.
Anyone else notice this issue?
We need to see all activities scheduled for a technician. This includes non-job events. Please vote for COMMUNITY-I-3002 to see an option added to the Emergency Outage Dispatch Report that would allow non-job events to be included in this report.
Does anyone have a good way they have found to automatically pull data from Service Titan that I could then connect to a BI dashboard like Power BI, Tableau, Looker Studio, etc? For example, performance reports that I can have updated automatically w...
Is there a report available that will allow me to export the information from the CSR Scorecard?
I'm working on a video about reporting, and I want to build out an example custom report as part of it. If you have an idea for a custom report you'd like to see built, put it in the comments! The more detail you can give me about what the report's p...
Found a weird data set that makes no sense. We rely heavily on Zones as we serve a very large area. Technicians cross over regularly. Reporting is centralized to three markets and so I appreciate the ability in a technician profile to differentiate a...
Hi everyone - We are having inside sales do lead setting on replacement opportunities where the technician did not turn it over (set the lead). I want to see how those jobs perform compared to our marketing leads or technician turnovers .My idea is t...
Is there a way to combine campaigns by category? For example, is there a way to add all of our magazine campaigns under the "Printing Advertising" category? If not, does anyone have recommendations to organize (clean up) our campaigns without getting...
| Subject | Author | Posted |
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| 04-19-2025 05:13 AM | ||
| 04-16-2025 09:21 AM | ||
| 01-22-2025 11:50 AM | ||
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM |
