Posts

Dashboards

Is there a way to have CSR's only see the dashboards you give them access to? I have looked in setting under role permissions but it lumps all the dashboards together. I want them to be able to see the custom dashboard created for them not but the Mo...

DamienJ5 by New Contributor
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Reports

when our techs sale an estimate into the job that they are on, the sold by box when you click the edit pencil by the job action button doesn't fill in, it only fills in when they sell an estimate onto another job, not the one they are on. is this a s...

nashvill by New Contributor
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Inventory Reports Duplication

I would love to see the ability to make duplicate reports of my Inventory Item Tracking Report. This would allow me to have filters that are saved for frequently used reports instead of having to redo all my settings and filters each time.

Screenshot 2022-04-26 084433.jpg
serickso by ServiceTitan Certified Administrator
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Is there a way to search multiple job numbers?

How do i explain this? I run several reports which gives me hundreds of job numbers. I have to export that report to XLS and then filter the criteria I want to keep that needs correcting. I would like to just search these 50-70 job numbers ALL AT ONC...

aambre by New Contributor II
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