Resolved! Report for refund or credits?
Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!
Posts
Please Vote **Reporting on non-job events
COMMUNITY-I-2321 I need to be able to report on the Event Name and Description fields of a non-job event!!
Reporting on non-job events
If it exists someone please tell me where to find a report that will pull info off the non-job events. I know I can run a timesheet report but I need the info description and event name.... if y'all confirm this doesn't exist I'll add it as an idea!
BDR 8 for10 Report
Has anyone here used this? Can you tell me about your experience and how it has been beneficial?
Categories or Sub-Categories for Materials
Has ServiceTitan thought about implementing categories and or sub-categories for materials? Ex: copper fittings, pvc fittings, capacitors, etc. There are categories for equipment. It helps on reporting. It would definitely help on reporting for mater...
Tech/reprimand form/ counseling statement
Wanted to know when ST will have a write-up form or a way to upload a form to attach to the Technician's profile when they are reprimanded to keep track of them in the system.
Reporting for pricebook items
I was told by chat to share my idea of having a report that shows items in your pricebook that aren't used/vice versa.To see what you can get rid of or stock lots of parts for.
Report Not Working As It Should
Hopefully I am posting this in the correct area.The report "AR Transactions by customer" is not working correctly. When I ran the report I selected only three of our business units, but the report shows data from business units I did not select. I ha...
Report to See New Customer Over Time
I'd like to to pull a report that I can turn into a line or bar chart showing monthly new customers over time. Any suggestions to accomplish this?
Lead Opportunities Double Counting
Please vote for this idea if you like it and get your friends to upvote it as well!!!COMMUNITY-I-2117When we are looking at company wide close rates and opportunity job averages, jobs created from technician leads double count. It would be nice to be...
