Reporting

Posts

Start a discussion

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
  • 841 Views
  • 2 replies
  • 0 kudos

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
  • 1797 Views
  • 5 replies
  • 0 kudos

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
  • 583 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
  • 1097 Views
  • 3 replies
  • 0 kudos

Resolved! Call Reasons are not showing up

When we pull reports, the Call Reason is not listed, but we are entering the job booking information correctly. Any help would be appreciated as to why we are not seeing this information.Thanks.

tmeyer22 by • ServiceTitan Certified Administrator
  • 924 Views
  • 1 replies
  • 0 kudos

DASHBOARD REPORTING

I am looking for a way to build my custom dashboard from a report I am using. The issue I am running into is the way that all of the modules auto generate their calculations from, is not the same way that We calculate the numbers. Therefore, I still ...

ACooper by • ServiceTitan Certified Administrator
  • 696 Views
  • 1 replies
  • 0 kudos

Resolved! Using Equipment Tag & History to Alert for office action needed

Hello,I am trying to create a workflow for alerting our office of possible 3rd party warranty claims to process. What I have created is a tag for the equipment with this warranty. Then my thought was for the tech to mark the equipment on the job as s...

George_SST by • New Contributor III
  • 1347 Views
  • 2 replies
  • 1 kudos

Reports for last invoice or customer interaction, by date

I am trying to find, or need to create a report that will populate "last service" by date. I am looking to use it as a resource for my Call Center. We are looking to contact a customer, that is not on membership, that done business with greater than ...

ServiceTitan Academy Knowledge Base Community
© 2024 ServiceTitan Privacy Policy Security Terms of Use Community Guidelines
Copyright © 2024 Khoros, LLC