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...
I am trying to create a custom report to pull that would mirror all the fields that show up on the technicians mobile devices in the dashboard overview reporting. I have managed to get the total and sales fields all attached to my report, but the tab...
I have several custom reports that I've developed for one of my ST clients. I think another of my clients could also benefit, so my question is: is there a way to make this custom report available to my second client without having to re-create the e...
If the Tech's leave the iPad on when they are in the truck, the system SHOULD be able to give the total distance driven (miles) in any give day. If ST were to track miles driven AFTER LAST JOB, then we could see IF they are using the trucks for perso...
We would really love it if there was a report that we could pull that would show the average drive time for technician routes. Currently we are manually tracking this but it would be a huge timesaver if we could pull a report that would grab this dat...
The historical notes need to be reportable. Please make this happen!
When downloading the accounts receivable report, and checking off "with pinned notes", the oldest pinned note is at the beginning of the cell, does anyone know if it is possible to show the newest note 7/21/22 in the front of the cell?Example below:5...
We've recently changed marketing companies and updated several numbers associated with our various campaigns. I'm curious how any are using the campaign summary report in monitoring campaigns. If so, have you created a more clean version of the Campa...
We would like to extract our Service Titan data so we can build a true reporting data mart and build custom metrics on our data. The current API is very limited in what data can be extracted, Is there a plan to either 1. add a much more robust CRM re...
I thought I could build a report to show emails sent and the status (delivered, bounced, dropped, opened, etc). I know I have the ability to drill down into the email or estimate reports to see email status, but I just want to be able to run a report...
| 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 |
