Hello S.T. peeps, I have an issue. I have 4 CSR's, 2 of them when they click on the "Reports" heading have drop down menu's "Categories" and "Templates", and 2 don't. I have not been able to figure out which permission is not activated as one who doe...
After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...
We are looking to be transparent to our employees and want to make sure they know what has been paid and what is still owed to them
Hey everyone! I am looking for a report that shows estimates that have been completed and invoiced. I have a couple custom reports created from the "Jobs" template, but I am not sure if these are really accurate. Right now I have the jobs report temp...
Does anyone know of a quick way to pull information on refunds or credits we have given during a certain time period? Thanks!
COMMUNITY-I-2321 I need to be able to report on the Event Name and Description fields of a non-job event!!
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!
Has anyone here used this? Can you tell me about your experience and how it has been beneficial?
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...
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.
