Converted job when a lead is set

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...

bradley_ by New Contributor
  • 1 replies
  • 1 kudos

Report on service calls, equip age, membership

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...

kallen408 by ServiceTitan Certified Administrator
  • 1 replies
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Resolved! New Customer Report with no appointment scheduled

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 ...

k_black by New Contributor
  • 2 replies
  • 1 kudos

Technician Availability Report

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.

bruggier by New Contributor III
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Report for Labor Revenue Only by Technician

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...

MemphisIce by New Contributor II
  • 8 replies
  • 1 kudos

Resolved! Job Costing Report

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 ...

HBromberg by ServiceTitan Certified Administrator
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Resolved! Tech Efficiency Report

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.

jenniferj by New Contributor
  • 2 replies
  • 0 kudos

AR Report

AR Reports have a different view from different users. Why?