Posts

Reporting Material Revenue and Markup

HiI'm trying to build a report that shows material revenue broken down between revenue from purchase orders as well as van stock, which we have setup as materials with a default value that technicians can modify.All the reporting I can find shows a s...

jpovey by New Contributor III
  • 723 Views
  • 1 replies
  • 1 kudos

Resolved! Membership Conversion is 0 or 100?

We are having an issue with membership conversion rate reporting only being 0% or 100%. We only offer auto renewal memberships, is this metric for renewals due? Is there a way to accurately track how frequently we sell a new membership vs non-member ...

George_SST by New Contributor III
  • 1781 Views
  • 4 replies
  • 0 kudos

Sales Tracking

We have a sales team that takes in new leads and follows up on them, sends estimates, etc. We also have technicians that are able to upsell on their jobs as well. We are able to track the technicians pretty well. The sales team is proving difficult. ...

seemore by New Contributor III
  • 1377 Views
  • 4 replies
  • 1 kudos

Idea needs votes! Reporting on invoice review status

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4336I want to be able to schedule a report that will give my department heads a poke that they have invoices that have not been reviewed in transaction hub. Please add this as a KPI on that d...

JessicaSmith by ServiceTitan Certified Administrator
  • 1015 Views
  • 2 replies
  • 4 kudos

Best KPI's for Installs

Good morning!We run job costing for every install and report it to the management team/sales advisor. We run the aggregated job costing report weekly as well. I am looking for input from others...what do you use for best KPI's to get your gross profi...

MirandaMel by ServiceTitan Certified Administrator
  • 683 Views
  • 1 replies
  • 1 kudos

True/Total Income Produced By Tech formula and category missing!

True/Total Income Produced By Tech: On the dashboard I want another category for the technicians that takes the sales number, adds it to the productivity number, looks at the productivity number for jobs that are also sales by this specific tech and ...

evohvac by New Contributor II
  • 1213 Views
  • 4 replies
  • 1 kudos

Resolved! Completed jobs by *creator*

Report help? I'd like a report showing completed jobs and who CREATED the job not just who performed the work. Possible?

ErikaF by New Contributor II
  • 1008 Views
  • 1 replies
  • 0 kudos