Posts

Resolved! Payment Method on File

I am told by support that there is no way to run a report and see all customers who have a saved payment method on file.Has anyone ever found a way to find those customers? We are going to be updating on payment terms and need to have new authorizati...

culligan by New Contributor II
  • 1802 Views
  • 1 replies
  • 0 kudos

Outbound Booking Report

How can I build a report to show outbound calls booked? The only thing I have come up with is to have the agents tag those jobs as OB booked. Any suggestions before I implement this?

Resolved! Average Daily Technician Revenue

I want to run a report that will tell me my technician's average daily revenue for a given date range. For example - if yesterday, a tech had $3000.00 in revenue, and the same tech had $1000.00 in revenue today, I want to be able to run a report that...

DustinL1 by New Contributor
  • 2136 Views
  • 2 replies
  • 2 kudos

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
  • 3351 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
  • 4833 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
  • 1375 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
  • 7538 Views
  • 13 replies
  • 0 kudos

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
  • 3963 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
  • 2035 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
  • 2324 Views
  • 2 replies
  • 1 kudos