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Posts

Hours Per Task

I was wondering if there was a report that can be ran to determine an average amount of time spent on a specific task. Essentially, we have "Sold Hours" associated to task, but some technicians may finish earlier or later on a task. I was wondering i...

Lou1368 by New Contributor II
  • 1518 Views
  • 1 replies
  • 3 kudos

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
  • 1063 Views
  • 1 replies
  • 0 kudos

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
  • 1000 Views
  • 0 replies
  • 0 kudos

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
  • 2174 Views
  • 3 replies
  • 1 kudos

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...