Posts

Resolved! HELP! How Do I Export Tag Types, Campaign Types, etc out of ST?

I am trying to create a new hire binder and would like to be able to export ~all the things~ we add in ST like tags or campaigns, etc. I cannot figure out how to do so. Is there a report for it? If so, I haven't found it. (It doesn't need to have def...

MH by New Contributor II
  • 3026 Views
  • 5 replies
  • 0 kudos

Resolved! Report for Credit on Accounts

Is there a report or way to see a list of accounts/customers that have a credit and the amount? I am trying to do a double check to make sure all payments are applied correctly and not forgotten in limbo.

dyan_the by New Contributor II
  • 4387 Views
  • 7 replies
  • 2 kudos

Project Labels to report on Material usage Demo

This is a Demo of how I'm using Project Labels to organize and clean up the materials coming to form our estimates. This feature is promising and there are still issues and opportunities for improvements.

blutz by Contributor III
  • 1290 Views
  • 0 replies
  • 3 kudos

Resolved! Summation of Service Calls Completed

Is there a report available that provides the following:Service "Call Code" used by technician, The quantity of that Call Code. Over a Time PeriodSo, that you can see which "Call Codes" are the most common used. Then once you have that they can be so...

Jeff9267 by New Contributor II
  • 7064 Views
  • 13 replies
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Resolved! CSR performance

It would be nice to know where in ST each CSR was during each hour. Like this CSR was in 5 customer accounts during this hour or was creating a report, or in unsold estimates, or follow up tab, or in dashboard, or on 10 outbound calls so you can see ...

mquigley by ServiceTitan Certified Administrator
  • 3770 Views
  • 7 replies
  • 3 kudos

job completed detail report - known bug?

When I run the job completed detail report, instead of labor or payroll populating in the labor column, services and discounts are being populated in that column. Our CSM said he submitted a bug fix, but it has not been fixed yet. I'm told it's becau...

bbpcahill by New Contributor
  • 1849 Views
  • 3 replies
  • 1 kudos

Dispatch KPI Report

Does anyone understand how to use the Dispatch performance report? I am completely lost. It is showing the CSRs as dispatching jobs but they are not. How does it figure the numbers? I assume it includes everything even if just a phone call and not an...

harley by New Contributor II
  • 2172 Views
  • 2 replies
  • 1 kudos

Tech rating reports

Hello! It would be great if we could pull a report based off of tech ratings 1-5. Thank you

bethany_ by New Contributor
  • 1045 Views
  • 1 replies
  • 1 kudos

Timesheets

I would like time to be calculated in hours and minutes. Not in increments of 100.

zkathy by New Contributor
  • 2281 Views
  • 3 replies
  • 1 kudos

Technican scorecard pulling in techs incorrectly

When I use the modular dashboard and drill down by business unit (department), it is randomly pulling in technicians that do not belong in that BU and they do not have any opportunities. Any reason this might happen. Example would be that a service t...

tyl9162 by New Contributor II
  • 1416 Views
  • 1 replies
  • 2 kudos