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...
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?
Long term jobs or projects, have many appointments attached, some of these projects had new jobs created instead of new appointments on accident, this detached them from the original job with the invoice or estimate attached. Therefore the original j...
Hi - can someone tell me how to run this report? We want to recognize our top spending clients.Thanks,Marilyn
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...
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.
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...
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...
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...
Hi. I am comfortable with our A/R summary that gives a real time look at what we need to collect. Is there any way I can take a look back and see what A/R was a month ago or even a year ago and take that info to compare/contrast how we are doing on c...
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| 10-16-2024 10:59 AM | ||
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| 10-11-2024 07:12 AM |
