Wondering if there is a report or dashboard modual that can be created to show our accounting data on an accrual basis vs cash basis... Our dashboard does not reflect an accurate overview of the business since we have some services that are billed an...
I would like be able to see a report that has all current customers that have a credit on their account. The current report "Credit Available" does not show this. I worked with Service titian Tech support to create a new report that shows this and it...
Does anyone know of a report to show what you purchased items/ equipment at (cost) vs. what your markup is on the item (sold to Client) and how many of the items/ equipment was sold?
Hi,Looking to see what other companies close rates are but specifically in the electrical service side of things. Any information helps, thank you in advance!
Trying to set up a report to determine what customers notifications are turned off? We have a tag for the one's we want turned off so I can easily find them, but some customers notifications get turned off when having to redispatch or something of th...
So the owner of our company assigns us revenue goals for each month. I was wondering if there was a way to capture this on service titan so our technicians can see how we are doing getting to that goal. I'm sure it is a custom field but was not sure ...
When you create a shift, time off, on call or overnight for a technician or anyone the note you add at the bottom how to you generate a report to see the notes added?
Hey Everyone! We're ALWAYS looking for ways to improve our process! While creating a report for another item, I noticed a reporting option 'Calls Requiring Parts' with an info description of "Shows 'Yes' if a job required any material; otherwise 'No'...
Is there any way to change the time frame that the revenue heat map shows? Currently my heat map only shows the revenue tiers for the current day, and I would like to be able to change the time frame so I can view it my month, or year etc. Please let...
Hello ServiceTitan Community!I am trying to configure a report for our irrigation business that will show customers that have had a startup service toward the beginning of the season and have a schedule shut down for the end of season to make sure we...
| Subject | Author | Posted |
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| 11-27-2024 10:50 AM | ||
| 10-28-2024 12:02 PM | ||
| 10-24-2024 09:01 AM | ||
| 10-16-2024 10:59 AM | ||
| 10-16-2024 08:10 AM |
