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unbooked sold estimates

Hello all! Is there a report for unbooked sold estimates? I have found a few sold estimates booked and completed without following the proper workflow.

MonicaH82 by • New Contributor
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Estimate Templates

Hello! Does anyone know of a report or have the possibility of creating a custom one that can show us which technicians are using estimate templates? We are trying to do some comparisons with closing rates and those that consistently use or don't use...

AmyHart by • ServiceTitan Certified Administrator
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Missing Reports

I asked a question about a report to pull and I received some good feedback, but when I go to pull the reports I have been recommended, none of them are there. How do I get more reports, without having to create them myself?

Kmatheny by • New Contributor
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  • 3 replies
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Unapplied Payments Report - Vote for Idea

Hi ServiceTitan Family, please upvote this idea if you rely on reviewing an unapplied payments report like we do: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-7025 Refunded payments will not fall off the report and create some confusion...

Report

My company is looking to generate a report that shows new customers booking vs customer with membership booking for the last 365. What would be the best report to generate for this? If anyone has suggestions, I would greatly appreciate it.

RColon by • New Contributor II
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  • 1 replies
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Form Submissions report template

Hi everyone! Earlier this year we released a new reporting template ”Form Submissions” to help you report on form responses. We have seen this new template being used to report on a variety of data such as tracking happy calls, inspections, membershi...

ksaharia by • New Contributor III
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  • 8 replies
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Shrinkage Report

Has anyone been able to create a shrinkage report? What I've noticed from the reporting side and dashboards is that there doesn't seem like a lot of great applications for when you are trying to understand your inventory or supply chain. Sure you can...

MGK by • New Contributor
  • 1272 Views
  • 3 replies
  • 1 kudos

Attachments Report

I don't know if this sounds crazy, but is it possible to request an Attachment Report?I feel like this can be beneficial especially if we wanted to pull a brag file together real quick from all of the pictures our technicians take.The report could of...

josh_via by • New Contributor III
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