We are very data driven. It's come to my attention that when I run a report of dismissed leads, it doesn't give me the reasons why I dismissed them. This really limits what I can do with that - how am I supposed to remarket to those people based on w...
Stupid Question?? Since the dispatch board is organized by teams set on the technician's profile, Why are there no team filters on the dashboards and reports?????Wouldn't that be an obvious and useful way to view your metrics? After all the group is ...
Is there a way to filter by First Paid On in accounting reports? Currently the closest thing I can find is to filter by Last Paid On. I use two reports for reporting sales tax and have them set to filter by Last Paid On, but we report our sales tax b...
Requesting a feature for allowing Review data from Marketing Pro to be in the Reports section. We do not want to give access to field managers to the Marketing Pro features. But they need reports on how technicians are performing on reviews. There is...
Is there a customer export that provided first and last names separately, instead of just name? I know how to do text to columns but it's a nightmare with over 20k records.
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...
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?
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...
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...
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.
| Subject | Author | Posted |
|---|---|---|
| 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 |
