I would love to see a visualization in dashboards to view KPI's overtime, we are specifically trying to track Total Job Average per campaign overtime. I have tried to do it in excel but it is a lot of manual information that needs to be input. Any he...
Hi all,Hope this post finds you well. I wanted to gauge the community's interest in the following feature.The All Payments template includes a checkbox to "Include deleted payments". This is great since it gives us oversight to payments that are bein...
When our office follows up and sells an estimate and marks the estimate sold by the office employee the information does not move onto the invoice or into any reports as sold by the office employee. We spiff our office on follows that were not sold o...
Hello. Why do the report templates produce different results for the same information?Example: Using the BU template, sales can show $10,000, but if you use the estimate template it can show $15,000 for the same date range.No matter which template, i...
There should be an option to build a Report that allows you to generate just the totals for the GL Accounts. Right now we are running a Revenue by Account report and you have to scroll through hundreds, sometimes thousands, of line items before you c...
The Duplicate Location report does not have a column with "city" added to it, however it would be more accurate since we have lots in this report that are the same address just in a different town. Please add city or town to this report.
When creating a recall report, it shows the current job as well as the linked previous job number. However it is currently not possible to show the tech(s) that were assigned to the original job. Having all of that information available on the same r...
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...
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...
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...
| Subject | Author | Posted |
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| 04-16-2025 09:21 AM | ||
| 04-08-2025 03:54 PM | ||
| 01-22-2025 11:50 AM | ||
| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM |
