Is it possible to automatically check the non opportunity box when creating a sold job? I thought tagging it with a tag that has the "conversion opportunity" box unchecked would do this, but it doesn't appear to be working. We are looking to have acc...
Is there any existing KPI that shows total revenue or total job average OVER the sales threshold? For example, i want to see my tech averages excluding what they were "going there to collect" already...ie: how much did my technician collect on a main...
I have been trying to figure out a way to go back to appointments that have been completed and fix them so that the #'s on technician score cards and the dashboard are accurate. I'm not sure if this is something that can be done after the job has bee...
Hello All, Is there a report that will track who/when/what edits are made on timesheets in ServiceTitan? Thanks in advance
Does anyone use a report or know of a good way to look at projected revenue based on jobs already booked? For instance looking at what next weeks revenue projection would be based on the jobs booked and invoice totals?
Looking to see if "scheduled end time" can be added to the reporting. There is currently an option to have "Scheduled time" which shows when a job is scheduled to start. With this I can determine if a tech starts a job late. I would also like a "sche...
We are looking for a report that can track which CSR booked the call plus the technician that went out on the call, both on the same report. Does anyone know the best way to go about this?
Hello, I am looking for a way to export my technician service calls/reports that include the business unit as well as city location for the customer. Is there a way to be able to export the file as an excel sheet with that included information?
Hello, I am using the Item Consumption Report for used items trying to get a quantity per item name/code. I am able to get this by grouping by the item name field, but it opens the report fully drilled down for hundreds of items. Is there a way to ge...
Good morning! I'm trying to build a scheduled report for install jobs with APPOINTMENTS scheduled tomorrow. If I filter by JOB START DATE it excludes jobs that we are not on the first appointment. If I filter by JOBS WITH APPOINTMENT DATE it is givin...
