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...
My request: Make materials + purchase orders expenses and labor expenses reportable by technician and business unit (and in Dashboards).Currently you can report on purchase order line items which is by item #, job #, or vendor. You can report technic...
Can y'all give these ideas some attention PLEASE!! I need to be able to run 1 report and build an audience for recurring visits that has the membership billing invoice balance!! COMMUNITY-I-2869COMMUNITY-I-1902
I need to find a report that contains customers that need the yearly descale done? Where do I find that?
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.
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...
