We have a sales team that takes in new leads and follows up on them,
sends estimates, etc. We also have technicians that are able to upsell
on their jobs as well. We are able to track the technicians pretty well.
The sales team is proving difficult. ...
Hey! We are a Pool Company and because of that, we use memberships for
everything. We don't sell a membership for a certain amount as the
membership is technically a 1x a week maintenance that happens every
week and we bill monthly. So we use the bil...
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4336I want to
be able to schedule a report that will give my department heads a poke
that they have invoices that have not been reviewed in transaction hub.
Please add this as a KPI on that d...
As a business owner, I think it would be cool to get a text on my phone
telling me the total revenue for that day. For me personally, I would
have the text be sent every weekday at 6:45pm. I don't necessarily want
the whole revenue report sent. I jus...
Good morning!We run job costing for every install and report it to the
management team/sales advisor. We run the aggregated job costing report
weekly as well. I am looking for input from others...what do you use for
best KPI's to get your gross profi...
True/Total Income Produced By Tech: On the dashboard I want another
category for the technicians that takes the sales number, adds it to the
productivity number, looks at the productivity number for jobs that are
also sales by this specific tech and ...
Has anyone created PowerBI dashboards with an API Key? I'm not sure if
this is possible so wanted to check here to see if its been done
previously. The reporting and custom dashboards are great on the
platform but I'd like to tie multiple tables toge...
We did an email to our customers using Marketing Pro. These emails do
not show up on the Email Delivery Status report. Is there a similar
report that we can review for the Marketing Pro emails that are sent out
to see the status of these emails?