Posts

Missing Email for Monthly Statements

I know when you send statements via email from AR Management you get a list of customers with missing emails. This list only appears just before you send the emailIs and isn't printable. Is there a way to generate a report filtering customers with ba...

afranza1 by New Contributor II
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  • 2 replies
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Flawed Membership Metrics/KPI's

Please go vote on my "IDEA" - COMMUNITY-I-2658 THE MEMBERSHIP CONVERSION RATE KPI/METRIC IS FLAWED. This metric is meant to show the percentage of membership opportunities that a technician converted to a membership. The calculation would be the numb...

sheldon_1 by New Contributor
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  • 5 replies
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Inactive equipment

Is there a way for Service Titan to find only active units of equipment accurately. When we run reports it keeps pulling all of the equipment because we have several pieces of equipment in it and if we can separate old on inactive from current and ac...

Resolved! Data-Mapping Project Labels for P.O.'s

I'm having difficulty finding a way to automatically label purchase orders as "P.O." when they get created. I want to see those in the project's budgets vs. actuals as P.O. without relying on the person creating the P.O. to input that label each time...

nik_lawh by ServiceTitan Certified Administrator
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Inventory Usage Report

Hey Everyone! Looking to run a report on our inventory for usage of each specific inventoried item for a given time frame, last year for example. We have a report created, but it's broken down by each individual transaction, and for this specific rep...

ashleyle1 by ServiceTitan Certified Administrator
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  • 3 replies
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Call Back tech tracking

I need some kind of report showing what was there and date and who is running the call back.I have talked to several support people. It just blows my mind there is no way to track call backs on techs with all the other productivity features.

tif8794 by New Contributor II
  • 1265 Views
  • 2 replies
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Project Reporting

It seems to me that project reports are linked & run off of the jobs. We start with projects and have information & billings go out before we have any labor on a job or even a job created. Also, we bill 100% off the project in our commercial sales bu...

eleverich by New Contributor
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  • 5 replies
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class filter in job type main screen.

Hello - When building out Job Types - on the main job types page - it would be great to have another column to filter job types by class. Right now it is Name, priority, duration, active.

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Creating Custom Reports

Backstory: Fireplace & Chimney company. We have a current report that we love and want to keep. Although this format is through numbers on our apple products. Has anyone tried hiring a freelancer to basically code the document to upload it into servi...

TarynW by New Contributor II
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  • 1 replies
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