ServiceTitan Community

Our owner is very busy. He doesn't have a lot of extra time to log in and check details on progress. Is there a report out there that could be send nightly that is a summary invoice that a customer would get with? Pictures and return trip forms included?

Has anyone integrated Tableau with service titan?

I want to go in the follow up section at the top of the screen choose my filters select as many estimates/ customers as I choose and bulk send Like we can do in AR

Is there a report that tracks blocked or dropped email addresses?

Why can't I view check numbers in a Report?

There is a "Payments" Report in Reports 2.0 that will give me every field of information that lives in the Payments field, including Amount, Type, Auth Code, Memo, Status, Transaction Status, Batch No, Split Payment, but not the check number! I also ...

Labor costs and commissions cannot be added to an Operations report in 2.0. I'm trying to make a job costing report, and the missing commissions and labor are making this impossible.

Invoice Add-On report

We would love to see a report that showed invoices that included Add-On Sales. We are considering paying a spiff based on add-on sales. For example if we get a water heater call and the technicians sales them a disposal we would consider that and add...