Looking to create a report that outlines all created services. The report would outline the frequency of service use by technician over a given period. The report should not be limited to services designated as recurring service. This would be a grea...
We closely track technicians conversion rates in their scorecard and technicians get "docked" (i.e. job not converted) when they flip a lead to a sales technician that sells the job. They get credit for the lead and the sale, but the job is not count...
Does anyone know how I can run a service call completed report ?I want to be able to look at the service calls weekly or monthly and see the age of the equipment, as well as the membership status. Am I missing a report that this is can be seen on?Tha...
There are times when a customer calls in, we collect their information, enter them into service titan, but for whatever reason the customer decides not to schedule an appointment. Or there are times we enter in a customers information from an online ...
There should be a report that can be generated of Technician Shifts. This will help track Technician shifts, see patterns when techs call out etc.
What would be the best way to make a report that would showcase what the title is asking?If this is already asked in a different way, please redirect me, but I was unable to find another post regarding this.
Is anyone aware of a way to report on revenue per technician but only for labor/service invoice items? I can't seem to find a way to have a report show the correct revenue per technician but filter it for pricebook category Service items or even by G...
Hello All, I have just started really looking at the job costing report that you can pull on an individual job. I have noticed that some track labor under the Labor Burden category and some also have a number under the Labor Pay category.Do I have a ...
I am trying to run a technician efficiency report by job type. Does anyone know if this is even possible? Is there a workaround? I can't be the only one who needs this information.
AR Reports have a different view from different users. Why?
