Posts

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!

AmyHart by ServiceTitan Certified Administrator
  • 2491 Views
  • 2 replies
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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!

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RandiThompson by ServiceTitan Certified Administrator
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  • 3 replies
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BDR 8 for10 Report

Has anyone here used this? Can you tell me about your experience and how it has been beneficial?

uohara by New Contributor II
  • 1956 Views
  • 1 replies
  • 0 kudos

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...

JJPOND by New Contributor II
  • 1671 Views
  • 0 replies
  • 1 kudos

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.

yoshi144 by New Contributor
  • 1526 Views
  • 1 replies
  • 2 kudos

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.

shawndun by New Contributor
  • 2157 Views
  • 2 replies
  • 1 kudos

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...

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...

AdamCronenberg by ServiceTitan Certified Administrator
  • 2756 Views
  • 4 replies
  • 3 kudos