Hello all! Is there a report for unbooked sold estimates? I have found a
few sold estimates booked and completed without following the proper
workflow.
Hello! Does anyone know of a report or have the possibility of creating
a custom one that can show us which technicians are using estimate
templates? We are trying to do some comparisons with closing rates and
those that consistently use or don't use...
I asked a question about a report to pull and I received some good
feedback, but when I go to pull the reports I have been recommended,
none of them are there. How do I get more reports, without having to
create them myself?
Long term jobs or projects, have many appointments attached, some of
these projects had new jobs created instead of new appointments on
accident, this detached them from the original job with the invoice or
estimate attached. Therefore the original j...
Hi ServiceTitan Family, please upvote this idea if you rely on reviewing
an unapplied payments report like we do:
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-7025 Refunded
payments will not fall off the report and create some confusion...
My company is looking to generate a report that shows new customers
booking vs customer with membership booking for the last 365. What would
be the best report to generate for this? If anyone has suggestions, I
would greatly appreciate it.
Hi everyone! Earlier this year we released a new reporting template
”Form Submissions” to help you report on form responses. We have seen
this new template being used to report on a variety of data such as
tracking happy calls, inspections, membershi...
Has anyone been able to create a shrinkage report? What I've noticed
from the reporting side and dashboards is that there doesn't seem like a
lot of great applications for when you are trying to understand your
inventory or supply chain. Sure you can...
I don't know if this sounds crazy, but is it possible to request an
Attachment Report?I feel like this can be beneficial especially if we
wanted to pull a brag file together real quick from all of the pictures
our technicians take.The report could of...
