Where does the technician see their daily revenue goal that we enter into their profile?
Where does the technician see their daily revenue goal that we enter into their profile? It says that they can see the goal.
Posts
Customer by Equipment Age Report
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!
Office Activities Report
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!
This should be an easy one for Service Titan! "Warranties Caused" KPI in reporting.
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...
Need Votes!! Add "Reviewed Invoice" to office audit trail report
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!!
Reporting on Technician Splits
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...
Report for Inbound Call Counts by Time/Day
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 ...
Job Cost Breakdown for Projects
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.?
Need a special report for making Christmas cards!
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 ...
Report on Job Types
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?
