We are wanting to create "Specials" for our customers based off their motivation to buy. Currently we have a debrief form our Home Solutions Advisors fill out that ask the question "What is the Customers Motivation to Buy?" We would like to somehow c...
I have a Comfort Specialist who uses the office version of ST along with the mobile version. I am trying to create a dashboard for him with only his Scoreboard items. Without having to build it from scratch, is there a way that anyone has had success...
Where does the technician see their daily revenue goal that we enter into their profile? It says that they can see the goal.
The Customer by Equipment Age Report shows up in the Legacy reporting, but nothing similar that I can find in the new reporting. I am trying to create a report for aged equipment but not having much success. Any help would be appreciated!
Hello!! I recently found the Office Activities Report and I was wanting to know some ideas on how to utilize this report and what the average amount of activities for an office employee would be. Thanks so much!
ALL WE NEED IS VOTES! https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5631This KPI would operate just like the Recalls Caused KPI and live in the same reporting templates (Technician Performance and Business Unit Performance) but would ref...
click here to vote COMMUNITY-I-5605 I would like to be able to report on how many invoices per day my CSR's are marking as reviewed in the invoice hub. Adding "reviewed invoice" to the action type column would be fantastic!!
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.?
