I have typically used the Technician Hourly Production Reports to See Splits by Tech and Job. As I'm attempting to streamline payroll and have a dashboard report I cannot seem to find any templates that have splits available. I must be missing it, be...
Looking for a report that can easily produce a count of inbound calls received by hour and/or day of the week. I'm still looking for a good report for that if there is one, but my only other would be to export to excel and do a count in based on how ...
Hello Titians! Is there a report that can be ran that has job cost breakdowns per project. Showing job cost for material, subcontractors, equipment, etc.?
I need a report from Jan 1-Now of Customers that have used our services this year only 2023. I will be using this list to send out Christmas cards. When trying to run it from the customer list report it's showing all lifetime customers even though I ...
Our Job Types could use some house cleaning, and I want to figure out which ones we use the least! Does anyone have a report that they like to use for Job Types?
How do i create a list of our commercial salesman's customers? I tried sorting by tags but ST does not have a sort by tags option.
I need to build report showing materials only with a specific material. I cannot figure out how to, i don't want it done by item or task, as our install jobs done use that we use it only in materials
Am I missing something? When I run the YOY trends -completed revenue report it puts it in a nice graph why when I add it to a custom dashboard am I just getting columns of data? Does anyone know a way around this or do I need to submit an Idea?
I am starting to schedule reports for follow ups for both leads and recurring service events. What is your best suggestion and time frame to do them? I want a report daily but not sure what the best time frame for the report would be...daily/weekly, ...
I'm looking to create (or find) a report that will let me know the frequency of tasks selected from the pricebook. I know there are some tasks that never get used so it may be a good opportunity to train on those items with the team or eliminate them...
