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Resolved! Power BI with API Key

Has anyone created PowerBI dashboards with an API Key? I'm not sure if this is possible so wanted to check here to see if its been done previously. The reporting and custom dashboards are great on the platform but I'd like to tie multiple tables toge...

sanapol by • New Contributor
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Resolved! Email Delivery Status Report for Marketing Pro emails

We did an email to our customers using Marketing Pro. These emails do not show up on the Email Delivery Status report. Is there a similar report that we can review for the Marketing Pro emails that are sent out to see the status of these emails?

Tlfrazier by • New Contributor II
  • 445 Views
  • 1 replies
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Check Audit - Enhancing Payment Audit Process

I would like to bring forth an opportunity for improvement or kindly request input if a solution already exists.Currently, we have successfully implemented automated features for almost all payment functions within Service Titan. However, our account...

josh_via by • New Contributor III
  • 522 Views
  • 2 replies
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Resolved! Customizing reclassification options through permissions.

Currently there is no option to customize the reclassification options for the csr with out giving them full access to reclassify every call. As of now, we have to go through every call that is taken and reclassify the ones that are related to an exi...

Andreina by • New Contributor
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  • 5 replies
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mandatory splits

Can we figure out how to make splits mandatory. Maybe not allow the invoice/ job be exported without splits being done.

titanz1 by • New Contributor II
  • 364 Views
  • 1 replies
  • 1 kudos

Resolved! Purchase Order Number Report

Hello,Is there a Purchasing Report that lists the Purchase Order number? Every Purchasing report has all the information I need, but excludes the PO number.Thank you in advance.

Generating leads for follow up, by zone

Hi all-We work in multiple zones & are hoping to build/pull a report where we can have all leads for follow up with customer phone & email, by zone (or multiple zips). We've spent a significant amount of time trying to figure this out, but haven't fo...

charringtonPSB by • ServiceTitan Certified Administrator
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  • 3 replies
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