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Best Practice for Reviewing AR

We are new to ST and our old processes are not falling into place as easily as I would like. We typically work out past due invoices pretty regularly, utilizing notes and being able to have CSR's easily see the aging on an account. I am not seeing th...

KPI's on an Accrual Basis

Wondering if there is a report or dashboard modual that can be created to show our accounting data on an accrual basis vs cash basis... Our dashboard does not reflect an accurate overview of the business since we have some services that are billed an...

msjewell23 by • New Contributor II
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Customer Credit Report

I would like be able to see a report that has all current customers that have a credit on their account. The current report "Credit Available" does not show this. I worked with Service titian Tech support to create a new report that shows this and it...

Resolved! Cost vs. Sale price

Does anyone know of a report to show what you purchased items/ equipment at (cost) vs. what your markup is on the item (sold to Client) and how many of the items/ equipment was sold?

bruggier by • New Contributor III
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  • 3 replies
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Electrical Close Rate Average

Hi,Looking to see what other companies close rates are but specifically in the electrical service side of things. Any information helps, thank you in advance!

Ashten_1 by • New Contributor
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Report for Notifications

Trying to set up a report to determine what customers notifications are turned off? We have a tag for the one's we want turned off so I can easily find them, but some customers notifications get turned off when having to redispatch or something of th...

samantha14 by • New Contributor II
  • 1945 Views
  • 4 replies
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Resolved! Revenue Goals on Dashboard

So the owner of our company assigns us revenue goals for each month. I was wondering if there was a way to capture this on service titan so our technicians can see how we are doing getting to that goal. I'm sure it is a custom field but was not sure ...

user_f54 by • New Contributor II
  • 2401 Views
  • 4 replies
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Technician shift

When you create a shift, time off, on call or overnight for a technician or anyone the note you add at the bottom how to you generate a report to see the notes added?

bruggier by • New Contributor III
  • 1070 Views
  • 1 replies
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Calls Requiring Parts Reporting

Hey Everyone! We're ALWAYS looking for ways to improve our process! While creating a report for another item, I noticed a reporting option 'Calls Requiring Parts' with an info description of "Shows 'Yes' if a job required any material; otherwise 'No'...

ashleyle1 by • ServiceTitan Certified Administrator
  • 1970 Views
  • 3 replies
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